Financial Advisor - Pnc Investments jobs at Pnc in United States, Birmingham
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Birmingham
7 jobs found
09.03.2025
PNC
PNC Financial Advisor - PNC Investments United States, Michigan, Birmingham
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience,...
Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance required. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains...
Communicates effective compliance programs to identify and prevent illegal, unethical, or improper business practices. Coaches and mentors junior staff and raises issues to senior team members. Demonstrates ability to constructively...
Applies specialty product knowledge to close or administer risk syndicated and/or commercial loan transactions. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction...
Communicates effective compliance programs to identify and prevent illegal, unethical, or improper business practices. Coaches and mentors junior staff and raises issues to senior team members. Demonstrates ability to constructively...
Maintain and process Insurance Agency licensing, state renewals, requirements for each state, update agency affiliations. Aggregate, process and follow up on annuity contract reassignments with annuity carriers. Implements compliance programs...
Directs the research, discovery, collection and interpretation of business requirements. Participates in the development and review of complex processes and procedures, workflow analytics and reporting. May provide senior level consultation...
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience,...
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