Financial Planning Specialist

7 hours ago


East Lansing, Michigan, United States PNC Bank Corp. Full time

Financial Planning Specialist

At PNC Bank Corp., we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing personalized financial plans to meet their unique needs.

Key Responsibilities:

  • Consult with clients to understand their financial goals and objectives
  • Develop and implement customized financial plans to meet client needs
  • Grow and retain a book of business through exceptional client service and sales skills

Requirements:

  • Strong understanding of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets


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