Finance Accounting Intern supporting accounting tasks at BWT, a leading water technology company. Engaging in financial tasks focusing on finance and controlling with a modern office environment.
About the role
- Financial Advisor managing clients' investment and insurance strategies at PNC Wealth Management. Consults on financial plans and retains an investment book of business in a bank branch.
Responsibilities
- 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, efficiently handling sales and service.
- Identifies sales and executing opportunities and making referrals to internal business partners as appropriate.
- Acquires, expands and maintains client relationships through business development and client networking.
- Monitors financial plans and recommends changes as needed.
- Drives investment education and visibility among branch staff.
- Shows urgency with activities and leads by example.
- Has regular communication with internal and external partners to build relationships that drive referral activity.
Requirements
- 2+ years of relevant professional experience
- university / college degree or equivalent combination of education and experience
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- Coaching Others
- Customer Experience Management
- Customer Retention
- Effective Communications
- Interpersonal Relationships
- Managing Multiple Priorities
- Prospecting
- Sales Tasks And Activities
- Selling
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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