Financial Advisor
Financial Advisor Role Description: Responsible for developing and maintaining financial and investment relationship with High Net Worth individuals, while appropriately managing client assets and brokerage accounts. Provide advisory and execution capabilities to high net-worth individuals and families, private and public corporations as well as small to mid-sized institutional investors. Analyze prices for stocks, bonds and
This position reports to the Financial Specialist Team Manager. As a Financial Specialist for PNC, you will have a unique opportunity to demonstrate our Brand Promise by making it easy for customers to achieve their financial goals with confidence. You will do this by leveraging all PNC Lines of Businesses, including PNC Investments. You will
The position will entail various functions in the financial operations department to include: Facilitate research for state licensing and registration. Research for state utility rebate programs as well as registration in such programs. Maintain yearly compliance with programs. Track rebates program pricing changes as well as when programs end funding. Helping to create processes based
Prepares, analyzes and reports key Financial/Revenue Cycle Management (RCM) information. Develops standard/ad hoc reports to support the needs of the enterprise.Prepares, analyzes and communicates key financial information and provides support to management and other staff members regarding financial reporting and other related issues. Assists with budget preparation and financial planning processes. Assists with budget review
Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act. Provides investment advice primarily on fixed income, mutual fund, insurance, and annuity investment products. Advises clients and prospective clients with focus on analyzing goals, objectives and
Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Develop and implement a team business plan (e.g. financial, budget, staffing, marketing, calling plan) that meets the corporation?s
Financial Advisor Role Description: Responsible for developing and maintaining financial and investment relationship with High Net Worth individuals, while appropriately managing client assets and brokerage accounts. Provide advisory and execution capabilities to high net-worth individuals and families, private and public corporations as well as small to mid-sized institutional investors. Analyze prices for stocks, bonds and
This position will require / requires National Mortgage Licensing System and Registry (NMLS) registration under the terms of the Safe Act of 2008. As such, upon active employment with JP Morgan Chase, you will be required to either register via the NMLS registry or re-register and move your previous registration to JP Morgan Chase’s registration
Management was amazing and the office vibe was truly that of family. The hardest part of the job was when the agency I worked in merged with another MetLife Office and several people lost their jobs. An Experienced Financial Services Representative (EXP) is an individual or an entity that is entrusted with the task of
At First Citizens Bank, our values have been the basis of the way we’ve done business for more than a century: Integrity means focusing on the needs of each individual client. And it means providing sound financial advice based on the client’s needs, not ours. Our common-sense approach to doing business comes from our century
