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3,727 jobs found
27.04.2025
PNC
PNC Financial Wellness Consultant United States, Georgia, Atlanta
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...
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,...
Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Sells the bank's products and...
Participates as an associate in the Early Career Transition Program. Includes orienting to PNC culture, rotating through multiple areas of the organization, contributing to project work as assigned, and developing...
Bachelor's degree or equivalent practical experience. 4 years of experience in management consulting, sales operations, business strategy, investment banking, venture capital, private equity or corporate advisory, or 2 years of...
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,...
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates...
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...
Are you a financial whiz looking to work in the tech industry? Look no further than Expoint! Our platform provides exclusive job opportunities in the technology sector, and we’re currently seeking an organized, detail-oriented Financial Associate.
In this dynamic role, you would be responsible for overseeing key financial activities for our tech organization. Specifically, you will assess financial performance, track cash flows, check for accuracy in invoices, and develop financial strategies for growth. You will also use financial data to identify and assess risk, as well as suggest ideas for improved efficiency. It’s a creative role that allows you to use your skills to develop innovative solutions and make recommendations for successful outcomes.
An ideal candidate for this position holds a degree in accounting, finance, or economics, has a minimum of two years’ experience working in financial roles, and demonstrates a strong attention to detail. You must also be comfortable working in a fast-paced and ever-changing environment, and have an understanding of the tech industry.
A Financial Associate at Expoint will be the driving force of our financial operations, utilizing their expertise to ensure that the organization maintains a strong financial standing. As part of a world-class team, you will have the chance to shape the financial direction of a forward-thinking tech organization. Join our team and take your career to the next level.