Wealth Strategist - Pnc Investments jobs at Pnc in United States, Pittsburgh
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Manages and directs a team to achieve business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy. Leads and coordinates the daily...
Develops, consults on and implements matters of tax, estate and financial planning for clients, with guidance from team members or management. Assists in the acquisition of new clients. Retains, expands...
Licensing requirements: FINRA Series 7 and 24 required. In addition, a combination of the following licenses will be required based on the department within PNC Investments Product Group: FINRA Series...
Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures...
Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance require. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains...
Licensing requirements: FINRA Series 7/63 (66). Partners with senior team members to support the trading process and execution of capital markets transactions. Provides sales, service and execution support for new...
Review, analyze and may be responsible for leading initiatives related to the selection, design, development and promotion of new or existing products utilizing traditional and emerging capabilities in technology, operations,...
Manages and directs a team to achieve business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy. Leads and coordinates the daily...
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