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 managing client investment and insurance strategies at PNC Wealth Management. Grows and retains client relationships with a focus on exceptional customer experience and education.
Responsibilities
- Consults on investment and insurance strategies
- Grows and retains an investment and insurance book of business
- Owns the client experience
- Acquires, expands, and maintains client relationships
- Applies product and procedural knowledge
- Develops and implements investment and insurance strategies
- Establishes individual financial plans based on client needs
- Coaches and educates branch staff on investment opportunities
- Leads the branch team on actions to achieve investment results
- Communicates with internal and external partners
Requirements
- Less than 1 year of professional experience
- University/college degree or comparable combination of education, job specific certification(s), and experience (including military service)
- 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
- robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year
- between 15 to 25 vacation days each year
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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