Financial Services Consultant

5 days ago


Western Springs, Illinois, United States PNC Financial Services Group Full time

Job Overview:

PNC Financial Services Group is a leading financial institution dedicated to delivering exceptional customer experiences and driving business success. As an Investment Advisor within our organization, you will play a vital role in helping clients achieve their financial goals.

About the Role:

We are seeking a highly skilled and motivated Investment Advisor to join our team. In this role, you will be responsible for providing personalized investment advice and planning strategies to clients, while also managing an assigned book of business.

Main Responsibilities:

  • Client Engagement: Build and maintain strong relationships with clients, understanding their financial needs and goals, and developing tailored investment plans to meet their objectives.
  • Investment Advice: Provide expert guidance on investment strategies, product recommendations, and risk management techniques to help clients achieve their financial objectives.
  • Business Development: Grow and retain a portfolio of client relationships, identifying opportunities to expand services and increase revenue.
  • Product Knowledge: Stay up-to-date with industry trends and products, applying your knowledge to recommend suitable investment solutions for clients.
  • Collaboration: Work closely with internal teams, including branch managers and sales associates, to drive business results and achieve investment goals.

Requirements:

  • FINRA Series 7 and 66 Licenses: Required for this role, as you will be working with complex investment products and strategies.
  • Life and Health Insurance Licenses: Also required, as you will be advising clients on insurance solutions.
  • University Degree: A bachelor's degree in finance, economics, or a related field is preferred, but not mandatory.

What We Offer:

  • Competitive Salary: $54,625 - $115,000 per year, based on experience and performance.
  • Incentive Eligibility: Opportunities to earn additional income through performance-based incentives.
  • Benefits Package: Comprehensive benefits, including medical, dental, vision, 401(k) matching, and more.
  • Paid Time Off: Generous paid vacation, sick leave, and holidays.

About PNC:

PNC Financial Services Group is committed to fostering an inclusive and accessible work environment. We provide reasonable accommodations to qualified individuals with disabilities and equal employment opportunities to all applicants.



  • Western Springs, Illinois, United States PNC Financial Services Group Full time

    PNC Financial Services Group A career in financial advisory services offers a fulfilling and challenging experience. As a Financial Advisor, you will play a pivotal role in helping clients achieve their long-term financial goals.The ideal candidate will have excellent communication skills, be able to build strong relationships with clients, and possess a...


  • Western Springs, Illinois, United States ProPharma Group Full time

    Job Description About ProPharma Group At ProPharma Group, we improve the health and wellness of patients by providing advice and expertise that empowers biotech, med device, and pharmaceutical organizations to advance scientific breakthroughs and introduce new therapies. We partner with our clients through an advise-build-operate model across the complete...


  • Western Springs, Illinois, United States ProPharma Group Full time

    **About ProPharma Group**ProPharma Group is a leading research consulting organization with 20 years of experience in improving patient health and wellness. We empower biotech, med device, and pharmaceutical organizations to advance scientific breakthroughs and introduce new therapies.We offer an end-to-end suite of customizable consulting solutions that...


  • Western Springs, Illinois, United States Stretch Zone - 1109 Full time

    About Stretch ZoneAt Stretch Zone, our mission is to provide clients with Flex-ability for Life through our proprietary stretching method and patented stabilization system. Our goal is to improve clients' health and wellness by offering a welcoming environment, knowledgeable staff, and comfortable equipment.Job SummaryWe are seeking a dynamic and energetic...


  • Creal Springs, Illinois, United States 360 Anesthesia Full time

    360 Anesthesia is seeking a skilled Anesthesiologist to join our team at Heartland Regional Medical Center in Marion, IL.Opportunity Highlights:Our established team environment provides a collaborative and supportive workspaceWe offer a care team model that balances independence and teamworkRegional anesthesia services are provided by our...


  • Winter Springs, Florida, United States Creative Financial Staffing Full time

    About the Role:A Finance Leader is sought by our client, a Pioneering Environmental Consulting Firm, to spearhead the Accounting and Finance function. As a direct successor to the CFO, this role offers a unique opportunity for career advancement in a dynamic organization dedicated to providing innovative solutions. The selected candidate will lead the...


  • Altamonte Springs, Florida, United States Creative Financial Staffing Full time

    Senior Internal Auditor OpportunityAbout the Role:We are seeking a highly skilled Senior Internal Auditor to join our team in Orlando. As a key member of our audit department, you will play a crucial role in evaluating compliance with technical accounting standards and financial reporting requirements.Responsibilities:Conduct financial audits to assess the...


  • Steamboat Springs, United States BMO Financial Full time

    Application Deadline: Apply (by clicking the relevant button) after checking through all the related job information below.Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...


  • Sandy Springs, United States Quest Financial Full time

    Our client is seeking an Online Sales Consultant to join their team!As the Online Sales Consultant, you will be the first point of contact between the customers and the company. Location: Sandy Springs, GA. 6 months of training fully in-office then transition into a hybrid schedule. Must be able to work some weekends. Pay: $50k base + commission. OTE...


  • Colorado Springs, Colorado, United States T. Rowe Price Full time

    We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future.Job SummaryThis role is eligible for hybrid work, with up to two days per week from home after the successful completion of a training program. We invite you to explore the opportunity to join...


  • Colorado Springs, Colorado, United States Integrated Data Services Full time

    Company Overview: Integrated Data Services (IDS) is a renowned provider of custom software products and government financial management services. Founded in 1997 in California, IDS has experienced remarkable growth and success. Currently, the company has offices supporting customers nationwide. By offering fast, efficient, and reliable information systems...


  • Bonita Springs, Florida, United States Baystate Financial Full time

    OverviewBaystate Financial is a customer-centric, full-service financial firm that provides comprehensive financial services to individuals and businesses.With over 100 years of experience, we have established ourselves as one of the oldest and largest wealth management and financial services firms in New England.


  • Altamonte Springs, Florida, United States Creative Financial Staffing Full time

    About the OpportunityWe are seeking a highly skilled Lead Financial Professional to join our team in Orlando, Florida. As a key member of our financial services team, you will be responsible for leading the preparation and analysis of financial information, ensuring the accuracy and timeliness of our financial reports.Key ResponsibilitiesCompile and analyze...


  • altamonte springs, United States Creative Financial Staffing Full time

    p>Senior Internal Auditor - HYBRIDRelocation Assistance Available ABOUT THE COMPANY AND SENIOR INTERNAL AUDITOR OPPORTUNITY Join one of the top healthcare organizations in the Orlando area with over 150 years of excellence and innovation. This well-established organization operates across more than 150 locations nationwide and prides itself on giving back to...


  • Colorado Springs, United States YMCA of the Pikes Peak Region Full time

    Overview: The YMCA of the Pikes Peak Region is actively seeking qualified, high-energy Member Service Consultants. Are you ready to learn and create excitement about our programs and community, build relationships with prospective, new and existing members, and show off our amazing Y culture? This position supports the work of the Y, a leading nonprofit,...


  • Kingston Springs, United States Lee Company Full time

    Facility Services Consultant at Lee Company summary: As a Facility Services Consultant for Lee Company, I provide comprehensive HVAC, plumbing, electrical, and preventative maintenance solutions to commercial facilities across Tennessee, Alabama, and Kentucky. I utilize a consultative sales approach to engage facility owners and managers, effectively...


  • Altamonte Springs, United States Creative Financial Staffing Full time

    Senior Internal Auditor - HYBRIDRelocation Assistance AvailableABOUT THE COMPANY AND SENIOR INTERNAL AUDITOR OPPORTUNITYJoin one of the top healthcare organizations in the Orlando area with over 150 years of excellence and innovation. This well-established organization operates across more than 150 locations nationwide and prides itself on giving back to the...


  • Blue Springs, Missouri, United States Edward Jones Full time

    Company OverviewWe are a leading financial services firm dedicated to providing personalized solutions for our clients. Our team is passionate about helping individuals and families achieve their long-term financial goals.SalaryThe estimated annual salary for this position is between $42,000 - $50,000, depending on location and experience.Job DescriptionIn...


  • Dripping Springs, Texas, United States Edward Jones Full time

    About Edward JonesAt Edward Jones, we're dedicated to helping our clients achieve their financial goals. As a Registered Branch Associate, you'll play a vital role in providing exceptional service and support to our clients.Job OverviewWe're seeking a highly motivated and results-driven individual to join our team as a Registered Branch Associate. This is an...


  • Winter Springs, Florida, United States Insight Credit Union Full time

    Delivering exceptional service and fostering strong relationships with members is at the heart of this role.We are seeking a Financial Services Liaison to join our team at Insight Credit Union, providing support and guidance to our valued members.The ideal candidate will possess excellent communication skills, be highly organized, and have a passion for...


  • Winter Springs, Florida, United States Insight Credit Union Full time

    Job OverviewWe are seeking a highly skilled Financial Service Advisor to join our team at Insight Credit Union. This role is perfect for individuals who are passionate about delivering exceptional member service and driving sales production.Job SummaryThe successful candidate will be responsible for servicing members on the teller line and platform,...

  • Finance Specialist

    6 days ago


    Western, United States Genesis10 Full time

    Job DescriptionGenesis10 is seeking a highly skilled Finance Specialist to join our consumer finance lender firm client in West Woodbury, NY. This is a 3-month + contract position that can be worked remotely from the comfort of your own home.About the JobThis is a consulting engagement based on EST time zone working hours and has a duration of approximately...


  • Colorado Springs, Colorado, United States USAA Full time

    OverviewWe facilitate the financial security of millions of U.S. military members and their families at USAA.Our core values guide everything we do, including honesty, integrity, loyalty, and service.Job Responsibilities:Assess members’ current retirement income needs to provide advice and make recommendations.Utilize financial knowledge to help members...


  • Glendale Springs, United States Lumina Financial Solutions Full time

    Financial Protection SpecialistWe are seeking highly motivated individuals to join our team at Lumina Financial Solutions, a leading provider of insurance products and financial solutions.Estimated Annual Salary: $75,000 - $150,000+About the Role: As a Financial Protection Specialist, you will play a key role in helping families protect their financial...


  • Coral Springs, Florida, United States CHA Consulting Full time

    At CHA Consulting, Inc., we're seeking a Financial Operations Coordinator to join our Buildings Sector Finance Team. This role is located in Colonie, NY, Brooklyn, NY, Parsippany, NJ, Atlanta, GA, Cullman, AL, Birmingham, AL, Coral Springs, or Tampa, FL.We offer most employees a hybrid schedule with a work week that includes both office and work from home...