Finra Supervisory Principal - Pnc Investments jobs at Pnc
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208 jobs found
20.11.2024
PNC
PNC Administrative Assistant II - PNC Private Bank United States, Maryland, Baltimore
Performs diverse, tactical, and confidential administrative support functions for managers at the management hierarchy level 4 to facilitate the efficient operation of the organization. Provides administrative support by performing functions...
Performs advanced customer service activities and initiatives for specialized products and services. Supports a complex dedicated suite of products/services, services a sophisticated client base, and/or leverages an advanced process or...
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...
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,...
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...
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...
Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas. Reconciles complex transactions of high risk and financial value in accordance...
Performs diverse, tactical, and confidential administrative support functions for managers at the management hierarchy level 4 to facilitate the efficient operation of the organization. Provides administrative support by performing functions...
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