Financial Planning Specialist
7 hours ago
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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Financial Planning Expert
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AP/AR Specialist
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Accounts Receivable Specialist
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Financial Specialist
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Financial Planning and Analysis Manager
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Financial Planning and Analysis Manager
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Financial Specialist Sales Agent
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Financial Specialist 13
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Accounts Payable Specialist
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Transportation Planning Specialist 13
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Financial Specialist
4 weeks ago
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Financial Operations Specialist
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Accounts Payable Vendor Manager
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Financial Services Specialist
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Clinical Specialist
4 days ago
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Retirement Plan Administrator
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Business Services Specialist
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Financial Advisor
4 weeks ago
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Accounts Payable Specialist
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Lansing, Michigan, United States Creative Financial Staffing Full time{"h1": "Accounts Payable Coordinator Role", "p": "We are seeking an organized and detail-oriented Accounts Payable Coordinator to join our client\u2019s team in Lansing. The ideal candidate will have experience in high-volume invoice processing, vendor management, and payment runs in a fast-paced environment. You\u2019ll manage approximately 500 invoices per...
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Financial Program Specialist
1 month ago
Lansing, Michigan, United States State of Michigan Full timeJob SummaryThis position serves as the department's specialist in the administration of critical programs for State of Michigan local units of government. The successful candidate will work within general policies and procedures, providing expert knowledge related to various programs administered, including all accounting related functions.Key...