Current jobs related to Bilingual Spanish Personal Financial Advisor - Philadelphia, Pennsylvania - PNC Bank Corp.


  • Philadelphia, Pennsylvania, United States greenpath, inc. Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Bilingual Financial Counselor to join our team. As a Financial Counselor, you will work with individuals and families to provide financial education, counseling, and support to achieve financial stability and success.Key Responsibilities:Provide financial counseling and education to clients,...


  • Philadelphia, Pennsylvania, United States Citizens Financial Group, Inc. Full time

    Citizens Financial Group, Inc. is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Develop a high-quality wealth management practice that provides personalized...


  • Philadelphia, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service Representative-BilingualTruMark Financial Credit Union is seeking a highly skilled Member Service Representative-Bilingual to join our team. As a key member of our branch operations, you will be responsible for delivering exceptional member service to both existing and potential members.Key Responsibilities:Effectively educate and...


  • Philadelphia, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service Representative-BilingualTruMark Financial Credit Union is seeking a highly skilled Member Service Representative-Bilingual to join our team. As a key member of our branch operations, you will be responsible for delivering exceptional member service to both existing and potential members.Key Responsibilities:Effectively educate and...


  • Philadelphia, Pennsylvania, United States LHH Full time

    Bilingual Personal Injury Paralegal OpportunityLHH Recruitment Solutions is seeking a highly skilled Bilingual Personal Injury Paralegal to join our team. As a key member of our litigation support team, you will be responsible for providing exceptional support to our trial attorneys and conducting legal research to support legal...


  • Philadelphia, Pennsylvania, United States Fulton Bank Full time

    Job Title: Financial AdvisorFulton Bank is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Assess clients' financial situations, identifying areas for improvement...


  • Philadelphia, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service Representative-Bilingual Job Summary: We are seeking a highly skilled and bilingual Member Service Representative to join our team at TruMark Financial Credit Union. As a key member of our branch operations team, you will be responsible for delivering exceptional member service to both existing and potential members. This role...

  • Dental Receptionist

    1 week ago


    Philadelphia, Pennsylvania, United States Dental Dreams Full time

    Job OverviewWe are seeking a highly skilled Bilingual Dental Receptionist to join our team at Dental Dreams LLC in Philadelphia, PA. As a key member of our front desk team, you will be responsible for providing exceptional customer service, scheduling appointments, and maintaining accurate patient records.Key ResponsibilitiesProvide high-quality customer...


  • Philadelphia, Pennsylvania, United States Bank of America Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.As a Financial...


  • Philadelphia, Pennsylvania, United States Edward Jones Full time

    Unlock Your Potential as a Financial Advisor with Edward JonesWe're seeking a talented and ambitious Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you'll have the opportunity to build and grow your own practice, supported by a team of experienced professionals.Key Responsibilities:Build strong relationships with clients to...


  • Philadelphia, Pennsylvania, United States GIRARD ESTATE Full time

    Job DetailsLevel: ExperiencedJob Location: Girard College - Philadelphia, PAPosition Type: Regular Part TimeEducation Level: Bachelor's DegreeJob Title: Enrollment Specialist Part-Time Bilingual SpanishGirard College is a full-scholarship college preparatory boarding school for academically capable students from qualified families of limited financial...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job Title: Private Client Financial AdvisorCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key Responsibilities:Develop and implement personalized wealth management strategies for...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    About the RoleWe are seeking a highly skilled and customer-focused Teller to join our team at Citizens Bank. As a Teller, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesGreet and assist customers in our lobbies, providing personalized service and support.Demonstrate a strong...


  • Philadelphia, Pennsylvania, United States LHH Full time

    Bilingual Personal Injury Paralegal - Litigation SupportLHH Recruitment Solutions is seeking a highly skilled Bilingual Personal Injury Paralegal to support our litigation team. The ideal candidate will have at least 2 years of experience in personal injury litigation, with expertise in client intake, preparing authorizations, and drafting legal documents....


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will work closely with high-net-worth clients to understand their financial goals and develop personalized strategies to achieve them.The ideal candidate will have a strong background in financial planning and a proven track...


  • Philadelphia, Pennsylvania, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive advice and guidance to clients on investment planning and wealth management.Develop and implement financial plans tailored to individual...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for helping individuals and families achieve their financial goals through personalized financial planning and investment management.Key Responsibilities* Develop and implement comprehensive...


  • Philadelphia, Pennsylvania, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorJob Summary:We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for clientsBuild and maintain strong...

Bilingual Spanish Personal Financial Advisor

2 months ago


Philadelphia, Pennsylvania, United States PNC Bank Corp. Full time
Role Overview

The Bilingual Spanish Personal Financial Advisor plays a crucial role in enhancing the branch's clientele through various proactive sales and service initiatives.

Key Responsibilities
  • Client Acquisition: Actively seeks to expand the customer base by identifying and engaging potential clients.
  • Customer Experience Management: Ensures a positive customer journey by recognizing and addressing opportunities to enhance financial wellbeing.
  • Collaboration: Works closely with ecosystem partners to deliver exceptional service and support.
Qualifications

The ideal candidate will possess strong communication skills in both English and Spanish, along with a commitment to fostering customer relationships and promoting financial literacy.