Financial Advisor advising clients on investment and insurance strategies at PNC Wealth Management. Responsible for expanding and maintaining client relationships within the Noblesville, IN, branch.
About the role
- Finance Intern assisting in finance functions like Business Finance and Accounting Operations. Gaining practical experience and applying classroom knowledge in a dynamic setting.
Responsibilities
- Communicate with internal customers via various communication channels -- providing information, options, and taking the necessary action.
- Conduct research on projects/files that require in-depth study and analysis, and present findings and progress to team members and management.
- Gather/organize data and prepare written reports/projects.
- Assist in the development and testing of finance technologies and automations.
- Investigate finance-related issues.
Requirements
- Working towards a relevant degree or equivalent work experience
- Strong analytical, critical thinking, problem-solving, and decision-making skills
- Demonstrated interpersonal and customer service skills
- Excellent communication skills
- Intellectual curiosity and the desire to learn
Benefits
- A stipend of $2700.00 (minus tax) is available to those living over 50 miles from our Madison, WI headquarters
- Medical coverage
- Employee assistance program
- 401k plan
- Flexible workplace that allows for work-life balance and career growth
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Financial Advisor assisting clients with investment and insurance strategies within PNC Wealth Management. Collaborating with branch teams and developing personalized financial plans.
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