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PNC
PNC Financial Wellness Consultant United States, Texas, Houston
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...
Manage and own the implementation of various assumptions for pricing, such as expenses, capital, and credit losses. Create new reporting on profitability and other key pricing metrics and use this...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance. Promoting mortgage products to...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
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...
Financial advisors play a critical role in the tech industry by helping companies and organizations make decisions that maximize profits and lead to long-term financial health. With Expoint's focus on the tech industry, financial advisors have the opportunity to make a major impact.
Expoint's financial advisors are responsible for providing expert advice and strategy on a variety of topics to help their clients make the most of their investments. They develop and implement financial plans that match the specific goals of their clients and work to protect their client's wealth. In addition, they manage investments and portfolios, provide advice on debt and credit utilization, and monitor accounts to ensure their clients are making the most of their money.
Financial advisors also take on a consulting role, helping their clients to understand the financial markets and explore new strategies that can maximize their profits. This can include tax planning, derivative analysis, and other risk management strategies.
Expoint's financial advisors are well-versed in the ever-changing trends of the tech industry, enabling them to develop innovative solutions to ensure their clients' long-term success. As an Expoint financial advisor, you can be sure that you'll be on the cutting edge of the tech industry and have the opportunity to make a lasting impact.