Financial Advisor
4 weeks ago
PNC Investments is seeking a highly skilled Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their long-term financial goals.
Key Responsibilities- Consult with clients to understand their financial needs and develop personalized investment strategies
- Grow and retain a portfolio of clients through effective business development and client relationship management
- Stay up-to-date on market trends and economic conditions to provide informed advice to clients
- Collaborate with internal teams to identify and pursue new business opportunities
- Develop and implement comprehensive financial plans for clients, including investment and insurance strategies
- FINRA Series 7 and 66 (or 63,65) licenses required
- Life and Health Insurance licenses required
- Strong understanding of financial markets and investment products
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
PNC Investments offers a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan with company match. We also offer opportunities for professional development and advancement, as well as a collaborative and supportive work environment.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Financial Advisor
2 weeks ago
Toms River, New Jersey, United States Thrivent Financial Full timeFinancial Advisor Career StarterAt Thrivent, we're committed to helping our clients achieve their financial goals. As a Financial Advisor, you'll have the opportunity to serve clients in new markets, creating opportunities for people who share our passion for making a difference. By joining our team, you can leverage the diverse skill sets of experienced...
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Financial Advisor
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Associate Financial Advisor
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Associate Financial Advisor
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Associate Financial Advisor
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Financial Services Coordinator
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Merrill Financial Solutions Advisor
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Financial Advisor
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Senior Wealth Advisor SAFE Act
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Senior Wealth Advisor SAFE Act
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River Forest, Illinois, United States Citigroup Inc Full timeJob SummaryThe Senior Wealth Advisor SAFE Act is a seasoned professional role at Citigroup Inc. This position requires a seasoned financial professional to manage high net worth clients and provide expert advice on financial planning and wealth management.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients...
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Financial Representative Trainee
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Financial Representative Trainee
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Senior Tax Strategist
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Senior Tax Strategist
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