Strategic Wealth Solutions Advisor
PNC Bank
PNC Wealth Management seeks a Financial Solutions Advisor based in Houston, TX, to consult on investment and insurance strategies, develop financial plans, and manage a growing client book. The role emphasizes exceptional client experience and coordinating with internal partners to maximize referrals. The position requires FINRA Series 7/66 and Life & Health licenses, with an emphasis on building client relationships and meeting regulatory guidelines. In-office role with comprehensive benefits. #J-18808-Ljbffr PNC
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$100k
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$3,000 per month
...problem solving skills and promote the benefits of membership Update member and account information as needed Maintain Member Solutions Center service levels by handling a high volume of calls in a fast-paced environment Communicate using extraordinary soft...$80k - $95k
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$61k - $119k
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...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...advisory strategies Understands client solutions that are best suited for their financial...Work at officeShift workDay shift- ...Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through... .... You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M...Local areaRemote work
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$125k - $155k
...development pipeline. About the role The Advisor, Finance is a key member of the... ...investment analysis, valuation work, or strategic options analysis. ~ Advanced Excel skills... ...requires many different approaches and solutions. All of us have a part to play. We aim...Full timeTemporary workPart timeWork at officeLocal areaRemote workRelocationRelocation package- ...The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing... ...pipelines, Custodian Referral Programs, and Workplace Solution Programs. Lead and/or actively participate in prospect presentations...Local areaFlexible hours
- ...established regional financial institution seeking an experienced Wealth Advisor to join its growing Wealth Management team in Houston, Texas... ...banking, and commercial banking to deliver customized solutions that help clients achieve their long-term financial goals. The...
- ...precise revenue, expense, and staffing forecasts. May develop strategic insights from data to enhance budget and forecast accuracy.... ...to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of...Full timeTemporary workPart timeWork experience placementWork at office
- ...join us at Ketjen Corporation, a provider of advanced catalyst solutions to leading producers in the petrochemical, refining, and... ...standardization and automation. Support ad hoc financial analysis and strategic projects as requested by senior leadership. QUALIFICATIONS...
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$100k - $120k
...systems, wellbore technologies, and completion and production solutions. Job Summary The Senior Financial Planning & Analysis... ..., forecasting, financial analysis, management reporting, and strategic decision-making while partnering closely with operations and...Permanent employmentFull timeLocal areaRemote workFlexible hours- ...deliver the safest, most efficient, and most reliable drilling solutions in the world. Join us as we continue to power the industry... ...meaningful financial models and scenario analyses to support strategic business decisions and operational initiatives. Analyze revenue...Full time
- ...defining tomorrow’s challenges, then providing the innovative solutions to overcome those challenges, always maintaining our commitment... ...change, we’re ready to respond and guide the way forward with strategic, sustainable, and technological advancements grounded in more...Temporary workWork at officeLocal areaRemote workRelocation packageFlexible hours
- ...forecasting, and variance analysis. Build and deploy AI and automation solutions for Finance workflows. Partner with Finance, Accounting, IT,... ...planning platform. WHAT WE'RE LOOKING FOR 5+ years of FP&A or Strategic Finance experience. 2+ years of hands-on Pigment ownership —...
$85k - $160k
...bank recognized for delivering independent strategic and financial advice to corporations,... ...the firm provides innovative, integrated solutions across mergers and acquisitions, capital... ...the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity...Full timeWork at officeWorldwide- ...achieve excellence through our proven customer-centric, end-to-end solutions and exceptionally helpful service, while providing a great... ...the company's most significant cost centers and a driver of strategic value across the business. This is a senior individual contributor...Remote work
$77k - $214k
...state and local tax burden and recommend solutions that support their overall business... ...lead the way as technology-enabled tax advisors who provide significance through digitization... ...Responsibilities Lead and contribute to the strategic vision of the State and Local Tax...H1bLocal area- Finance Advisor - FP&A OperationsAre you passionate about driving financial performance, providing strategic business insights, and influencing operational success through effective... ...approaches, methodologies, and solutions for complex business challenges.Leading...Full time
- ...customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic. THIS POSITION IS OPEN TO THE GREATER... ..., engagement, succession planning and overall contribution to strategic organizational goals. Qualifications Four-year college education...Work experience placement
$179.4k - $204.7k
...impact. What You’ll Do: Collaborate with and across Agile teams to design, develop, test, implement, and support technical solutions in full-stack development tools and technologies Work with a team of developers with deep experience in machine learning,...Full timePart timeInternshipH1bLocal area
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