Financial Services Professional
1 week ago
PNC Financial Services Group is 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 clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and circumstances.
- Provide expert advice on investment and insurance strategies, helping clients make informed decisions about their financial futures.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
- Stay up-to-date with industry trends and developments, applying this knowledge to provide innovative solutions for clients.
- Collaborate with internal teams to ensure seamless delivery of financial services and products.
- Strong knowledge of financial markets, products, and services.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
- FINRA Series 7 and 66 (or 63,65) certification, as well as Life and Health Insurance certification.
PNC Financial Services Group offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage, 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, and a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave, up to 11 paid holidays each year, 8 occasional absence days each year, unless otherwise required by law, between 15 to 25 vacation days each year, depending on career level.
-
Financial Services Professional
3 weeks ago
Stockton, California, United States PNC Financial Services Group Full timeJob OverviewPosition 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 Services Professional
4 weeks ago
Stockton, California, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is 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 clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship ManagementBuild and maintain strong...
-
Financial Services Professional
2 weeks ago
Stockton, California, United States PNC Financial Services Group Full timeJob SummaryWe are seeking a highly skilled Financial Advisor to join our team at PNC Investments. 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 ResponsibilitiesConsult with clients to understand their financial needs and develop...
-
Financial Services Professional
2 weeks ago
Stockton, California, United States The Western and Southern Life Insurance Company Full timeExplore Your Future at Western & Southern LifeWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Representative. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions.What We...
-
Financial Services Representative
3 weeks ago
Stockton, California, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
-
Financial Advisor
7 days ago
Stockton, California, United States Edward Jones Full timeJob OverviewAs a financial advisor at Edward Jones, you'll have the opportunity to partner with clients to help them achieve their long-term financial goals. You'll work closely with clients to understand their needs, priorities, and concerns, and develop personalized strategies to help them achieve their goals. With a strong focus on client relationships...
-
Financial Services Representative
2 weeks ago
Stockton, California, United States Bronson Kinkade Consulting Full timeUnlock Your Earning PotentialAt Bronson Kinkade Consulting, we're expanding our team of experienced agents who can help individuals achieve their financial goals. As a Client Advisor, you'll be introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to those seeking more information.What We OfferIn-Bound...
-
Cashier - Food Service Professional
3 weeks ago
Stockton, California, United States Thomas Cuisine Full time{"title": "Cashier Role Overview", "content": "Cashier Role OverviewAt Thomas Cuisine, we are seeking a skilled Cashier to join our team. As a Cashier, you will be responsible for providing exceptional customer service, processing transactions accurately, and maintaining a clean and organized workspace.Key ResponsibilitiesProcess cash, credit, and debit...
-
Licensed Professional Clinical Counselor
2 weeks ago
Stockton, California, United States CHE Behavioral Health Services Full timeJoin Our Team as a Licensed Professional Clinical CounselorCHE Behavioral Health Services is seeking a skilled Licensed Professional Clinical Counselor to join our team in California. As a Licensed Professional Clinical Counselor, you will work with our vibrant senior community to provide mental health services and support.About the RoleThis is a part-time...
-
Financial Controller
1 month ago
Stockton, California, United States Jobot Full timeHybrid - Financial ControllerThis Jobot Job is hosted by: Jim FormanSalary: $145,000 - $155,000 per yearAbout the Position:We are in search of a proactive and results-oriented Financial Controller to enhance our financial management team. This role presents an exceptional opportunity for an experienced finance professional to significantly influence our...
-
Licensed Professional Clinical Counselor
3 days ago
Stockton, California, United States CHE Behavioral Health Services Full timeJoin Our Team as a Licensed Professional Clinical CounselorCHE Behavioral Health Services is seeking a skilled Licensed Professional Clinical Counselor to join our team in the Stockton, Lodi, and Tracy regions of California. As a LPCC, you will work with our vibrant senior community to provide mental health services and support.About the RoleThis is a...
-
Financial Controller
1 month ago
Stockton, California, United States Jobot Full timeHybrid - Financial ControllerThis Jobot Job is hosted by: Jim FormanSalary: $145,000 - $155,000 per yearAbout Us:We are in search of a proactive and results-oriented Financial Controller to enhance our financial operations. This role presents an excellent opportunity for an experienced financial leader to significantly influence our organization’s...
-
Financial Controller
1 month ago
Stockton, California, United States Jobot Full timeHybrid - Financial ControllerThis Jobot Job is hosted by: Jim FormanSalary: $145,000 - $155,000 per yearAbout Us:We are in search of a proactive and results-oriented Financial Controller to enhance our financial operations. This role presents an excellent opportunity for an experienced financial leader to significantly influence our organization's fiscal...
-
Financial Operations Controller
1 month ago
Stockton, California, United States Jobot Full timeHybrid - Financial Operations ControllerThis Jobot Job is hosted by: Jim FormanSalary: $145,000 - $155,000 per yearAbout Us:We are in search of a proactive and results-oriented Financial Operations Controller to enhance our financial management team. This role presents an excellent opportunity for an experienced finance professional to significantly...
-
Financial Operations Controller
1 month ago
Stockton, California, United States Jobot Full timeHybrid - Financial Operations ControllerThis Jobot Job is hosted by: Jim FormanSalary: $145,000 - $155,000 per yearAbout Us:We are actively searching for a proactive and results-oriented Financial Operations Controller to enhance our financial management capabilities. This role presents an excellent opportunity for an experienced finance professional to...
-
Tax Professional
4 weeks ago
Stockton, California, United States NovaTech Industries Full timeJob Description for Tax Professional at NovaTech IndustriesAbout NovaTech IndustriesNovaTech Industries is a leading provider of auditing and tax consulting services, part of a successful group of companies that also includes a law firm, IT consulting, and a consulting company. Our team of over 300 professionals works together on exciting national and...
-
Financial Operations Manager
4 weeks ago
Stockton, California, United States Jobot Full timeFinancial Operations Manager **About the Role** Jobot is seeking a seasoned Accounting Manager to lead our financial operations. As a key member of our team, you will be responsible for managing our accounting functions, including financial planning, forecasting, and reporting. Your expertise will help us make informed decisions and drive business...
-
Financial Operations Controller
1 month ago
Stockton, California, United States Jobot Full timeHybrid - Financial Operations ControllerThis Jobot Job is hosted by: Jim FormanSalary: $145,000 - $155,000 per yearAbout Us:We are in search of a proactive and results-oriented Financial Operations Controller to enhance our financial management team. This role presents an exceptional opportunity for an experienced financial leader to influence our...
-
Corporate Financial Manager
2 weeks ago
Stockton, California, United States Jobot Full timeJob SummaryWe are seeking a highly skilled and experienced Corporate Controller to join our team at Jobot. As a key member of our financial leadership team, you will be responsible for overseeing all aspects of our company's financial and accounting functions.Key ResponsibilitiesManage all company accounts and investments, ensuring accurate and timely...
-
Financial Planning Specialist
3 weeks ago
Stockton, California, United States Stockton Unified School District Full timeBudgeting and Financial Planning RoleWe are seeking a skilled Budget Analyst to join our team at Stockton Unified School District. As a key member of our financial planning team, you will be responsible for analyzing and managing our district's budget to ensure effective resource allocation.Key Responsibilities:Develop and manage budgets for various...