Financial Planning Specialist

4 weeks ago


Maumee, Ohio, United States PNC Bank Corp. Full time

Key Responsibilities:

  • Consults with clients on investment and insurance strategies to develop personalized financial plans.
  • Manages and grows an investment and insurance book of business, focusing on client satisfaction and retention.
  • Owns the client experience, efficiently handling sales and service inquiries.

About the Role:

This role is ideal for a professional with a strong understanding of financial planning and a passion for delivering exceptional client service.

Requirements:

  • Strong knowledge of investment and insurance products.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.


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