Senior Financial Advisor - Pnc Investments jobs at Pnc in United States, Cincinnati
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Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance license require. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and...
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...
Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with...
Supports the organization's accounting activities, including financial record keeping and reporting. Prepares, analyzes, and maintains records of organization's financial activity in accordance with GAAP, organizational standards, and in compliance with...
Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing...
Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative...
Collaborates cross-functional teams to improve business planning methods. Executes key business initiatives and growth strategies and programs that will drive line of business objectives. Demonstrates commitment to quality by delivering...
Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance license require. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and...
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