Financial Advisor

Scheduling and going on appointments, analyzing client's financial goals to make recommendations of our products, maintaining relationships with clients, assisting clients with estate, retirement, and benefits needs through New York Life's array of financial products

As a Financial Advisor, your challenge is to cultivate and grow financial planning relationships for PNC retail banking customers. Clients will trust your authority, industry knowledge and product expertise to help them realize their financial dreams

Wealth Advisor Assistant Job Description: This position will assist the Advisor administer all aspects of clients’ accounts and their related transactions. Qualifications: Knowledge of Strong client service skills Knowledge of  Strong oral and written communication skills Job Title: Wealth Advisor Assistant Job Type: Full-Time Location: University, Champaign, IL Hours: Monday-Friday 8am-5pm Education and Training: Requires an Associates degree in business or …

Collaboration with various functional groups including Marketing, Think Tech, Finance, the Process Improvement Group, and outside business consultants is common and therefore requires the ability to learn a variety of operational concepts, practices, and procedures.

the Retirement Investment Officer assists in the administration and review of the investment program of the Sacramento County Employees’ Retirement System (SCERS); monitors, analyzes and reports on investment performance and compliance; assists in planning and developing investment strategies; assists in the oversight and assessment of investment managers, consultants, custodian and other financial service providers; conducts complex research and analysis related …