Financial Services Professional
4 days ago
At The PNC Financial Services Group, Inc, we are seeking a highly skilled Financial Services Professional to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic plans to meet the financial needs of our clients.
Key Responsibilities:
- Consult with clients to understand their financial goals and objectives.
- Develop and implement personalized financial plans to meet client needs.
- Provide expert advice on investment and insurance strategies.
- Grow and retain a book of business through effective client relationship management.
- Collaborate with internal partners to identify opportunities and drive business results.
Requirements:
- FINRA Series 7 and 66 (or 63,65) licenses.
- Life and Health Insurance licenses.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet sales targets.
What We Offer:
- A comprehensive benefits package, including medical, dental, and vision coverage.
- A 401(k) plan with company match.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
About Us:
The PNC Financial Services Group, Inc is a leading financial services organization with a commitment to excellence and customer satisfaction. We are dedicated to providing our clients with personalized service and tailored financial solutions to meet their unique needs.
-
Financial Services Professional
2 weeks ago
Pittsburgh, PA , USA, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional financial planning and investment advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...
-
Financial Services Professional
2 weeks ago
Pittsburgh, PA , USA, United States MassMutual Pittsburgh Full timeAbout MassMutual PittsburghMassMutual Pittsburgh is a comprehensive financial planning and wealth management firm dedicated to developing strategies to help our clients create, grow and protect wealth and the ones they love.Our team has been serving the Pittsburgh region for many years, offering solutions for individuals, families, and businesses with the...
-
Financial Services Professional
2 weeks ago
Pittsburgh, PA , USA, United States Claire Myers Consulting Full time{"title": "Financial Advisor", "content": "Financial AdvisorClaire Myers Consulting is seeking a motivated and detail-oriented Financial Advisor to join our team. As a Financial Advisor, you will play a key role in helping clients achieve their financial goals by providing expert financial planning and investment management services.ResponsibilitiesIdentify...
-
Financial Services Professional
2 weeks ago
Pittsburgh, PA , USA, United States Claire Myers Consulting Full timeJunior Financial AdvisorClaire Myers Consulting is seeking a motivated and detail-oriented Junior Financial Advisor to join our team. As a key member of our financial services team, you will play a critical role in helping our clients achieve their financial goals.ResponsibilitiesDevelop and maintain strong relationships with existing clients, providing...
-
Financial Services Professional
2 weeks ago
Birmingham, AL, USA, United States PNC Financial Services Group Full timeJob SummaryWe are seeking a highly skilled Financial Services Professional to join our team at PNC Financial Services Group. As a key member of our team, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesAs a Financial Services Professional,...
-
Financial Services Professional
2 weeks ago
Pittsburgh, PA , USA, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking a talented and motivated individual to join our team as a Financial Services Professional. As a key member of our organization, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Key ResponsibilitiesProvide expert guidance and support to clients in...
-
Financial Services Professional
2 weeks ago
Pittsburgh, PA , USA, United States PNC Full timeJob Title: Financial AdvisorAt PNC, we are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Consult with clients to understand their financial needs and...
-
Financial Services Professional
4 weeks ago
Washington, DC , USA, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans...
-
Financial Services Professional
2 weeks ago
Long Beach, CA, USA, United States Synergy Financial Services Full timeUnlock Your Earning PotentialSynergy Financial Services is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking ambitious and hardworking individuals in the United States to join our team.Opportunity OverviewThis contract-based position provides an incredible opportunity to change...
-
Financial Services Professional
1 week ago
Miami, FL , USA, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As an Investment and Insurance Advisor, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...
-
Financial Services Professional
4 days ago
Birmingham, AL, USA, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As an Investment and Insurance Strategist, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...
-
Financial Services Professional
2 weeks ago
Pittsburgh, PA , USA, United States PNC Full timeJob Title: Financial AdvisorPNC Investments is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients.Key Responsibilities:Consult with clients to understand their financial goals and objectivesDevelop and...
-
Financial Services Professional
2 weeks ago
Pittsburgh, Pennsylvania, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive suite of financial services to their clients. This opportunity at Northwest Bank in Bellevue, PA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will be an independent contractor,...
-
Financial Services Professional
4 days ago
Miami, FL , USA, United States PNC Financial Services Group Full timeJob DescriptionAs a Financial Advisor within PNC Investments, you will be based in the Miami, FL Market. Bilingual Spanish speaking preferred.Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy...
-
Financial Services Professional
2 weeks ago
McFarland, WI , USA, United States Thrivent Financial Full timeUnlock Your Potential as a Thrivent Financial AdvisorAre you passionate about helping others achieve their financial goals? Do you have a strong desire to build a successful career in financial services? Look no further than Thrivent Financial, a Fortune 500 organization dedicated to providing financial advice, investments, insurance, and banking services to...
-
Financial Services Professional
2 weeks ago
Madison, WI , USA, United States Thrivent Financial Full timeBe Your Own Boss in Financial ServicesAt Thrivent Financial, we're looking for entrepreneurial individuals who share our passion for helping others achieve their financial goals. As a financial advisor, you'll have the freedom to build a successful practice, guided by our support and resources.Key Responsibilities:Provide personalized financial guidance and...
-
Financial Services Professional
2 weeks ago
Madison, WI , USA, United States Thrivent Financial Full timeBe Your Own Boss in Financial ServicesAt Thrivent Financial, we're not just looking for employees - we're looking for entrepreneurs who want to build a successful financial practice and make a real difference in people's lives.As a Thrivent Financial financial advisor, you'll have the opportunity to work with clients to help them achieve their financial...
-
Financial Professional
1 week ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAbout the Role:The Financial Professional will be responsible for posting and analyzing the general ledger, as well as performing bank, balance sheet, and credit card reconciliations. Additionally, the candidate will assist with month-end closes and process payroll.Key Responsibilities:Post and analyze the general ledgerPerform bank, balance sheet, and...
-
Insurance and Financial Services Professional
2 weeks ago
Pittsburgh, PA , USA, United States Steve Metzler - State Farm Agent Full timePosition OverviewSteve Metzler - State Farm Agent is seeking a highly motivated and career-oriented professional to join their team in Pittsburgh, PA. As a State Farm team member, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life...
-
Financial Services Professional
1 month ago
Greensboro, NC, USA, United States Stone Press Financial Group Full timeUnlock Your Potential as a Financial AdvisorAt Stone Press Financial Group, we're seeking ambitious and driven individuals to join our team of financial advisors. As a financial advisor, you'll have the opportunity to make a meaningful impact in people's lives and help them achieve their long-term financial goals.We're looking for individuals who possess a...