Private Wealth: Closely Held Business Advisor III
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
PNC is seeking a Closely Held Business Advisor III in the Private Bank, based in a PNC office location in Phoenix. The role requires regular office or field presence to manage closely-held assets and fiduciary matters within Investment Management and Trust accounts.
Responsibilities include coordinating asset acceptance and administration, leading committee presentations, and guiding junior team members. Strong estate planning, fiduciary, and financial analysis skills are essential for success.
This role, Private Wealth:
Closely Held Business Advisor III at PNC Financial Services Group, Inc., could be your next opportunity.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Phoenix, AZ, United States.
This opportunity is part of our work in Sales, Consulting.
The advertised compensation is 91..
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