Finance Operations Intern supporting the Finance team in optimizing financial processes at Endeavor. Analyzing workflows and assisting with automation tools for operational efficiency.
About the role
- Financial Solutions Advisor at PNC Wealth Management consulting on investment and insurance strategies. Grows client relationships and develops financial plans for exceptional client experiences.
Responsibilities
- Consults on investment and insurance strategies
- Grows and retains an investment and insurance book of business
- Owns the client experience, efficiently handling sales and service
- Acquires, expands and maintains client relationships through branch business development and outbound calling
- Grows client loyalty and share of wallet through an exceptional client experience
- Applies product and procedural knowledge to solve client problems
- Develops and implements investment and insurance strategies for clients
- Establishes individual financial plans based on client financial needs and objectives
- Monitors financial plans and recommends changes as needed
- Coaches and educates branch staff and internal business partners to identify investment opportunities
- Leads the branch team on actions to achieve investment results
- Regularly communicates with internal and external partners to build strong relationships
- Meets service level agreements on lead and referral follow up
Requirements
- university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
- comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
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
Financial Operations Recovery Process Specialist at Elevance Health providing technical guidance to financial operations associates. Responsible for workflow support, training, and process improvement.
Financial Solutions Advisor at PNC Wealth Management consulting on investment and insurance strategies for clients. Growing and retaining investment and insurance business through exceptional client experiences and relationship management.
Financial Solutions Advisor managing investment and insurance strategies for clients at PNC Wealth Management. Focused on client experience and branch development in Houston, TX.
Financial Solutions Advisor managing client investment and insurance strategies at PNC Wealth Management. Grows and retains client relationships with a focus on exceptional customer experience and education.
Financial Solutions Advisor responsible for consulting on investment and insurance strategies at PNC Wealth Management. Developing financial plans for clients and retaining investment business.
Financial Solutions Advisor at PNC Wealth Management consulting on investment and insurance strategies. Focused on client experience and developing financial plans in Jupiter Farms, FL.
Financial Solutions Advisor at PNC Wealth Management consulting on investment and insurance strategies. Building and maintaining client relationships while ensuring outstanding service in a branch environment.
Senior Consultant in Financial Risk Management supporting banks in addressing financial and credit risk challenges. Contributing to risk management engagements with a focus on regulatory compliance in a hybrid setup.
Senior Financial Analyst increasing BU value through insights and leadership influence. Managing PnL and providing recommendations for business actions.