Sales Leader, Licensed Financial Bankers - PNC Wealth Management
PNC Bank
* Manages and directs a team to achieve business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy.* Leads and coordinates the daily activities of team members engaged in customer and/or prospect management activities. Achieves business results, attracts new customers and/or grows existing customer relationships by coaching and managing to defined strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and client responsibilities.* Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.* Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing the full range of PNC's products and services to the client. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.* Develops team members while monitoring progress against individual goals. Motivates and develops staff, including acquiring top talent and managing performance-based issues. Effectively plans, organizes, directs, analyzes and evaluates staff and processes. Connects strategy to day-to-day activities and updates the team on a regular basis.* As defined with the business, coaches team members on skills needed to analyze, evaluate and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies.* **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.* **Live the Values** - Role models our values with transparency and courage.* **Enable Change** - Takes action to drive change and innovation that will transform our business.* **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.* **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our . #J-18808-Ljbffr PNC Financial Services Group, Inc.
- Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...to contribute to the company’s success. As a Licensed Financial Banker Sales Manager within PNC's Wealth Management organization, you will be based in Charlotte...FinancialFull timeTemporary workPart timeWork experience placementWork at office
- PNC is hiring a Licensed Financial Banker Sales Manager in Charlotte, NC. This role involves managing a team to achieve business results and foster strong customer relationships. Applicants should have 8+ years of industry experience including 5+ years in a management capacity...Financial
- ...Licensed Financial Banker At PNC, our people are our greatest differentiator and competitive advantage... ...Licensed Financial Banker within PNC's Wealth Management organization, you will be based in... ..., timely, accurate and complete sales/client relationship management administration...FinancialFull timeTemporary workPart timeWork experience placementWork at office
- ...clients. Proactively generate and manage leads and hold client... ...timely, accurate and complete sales/client relationship management... ...in every interaction. Delivers Financial Wellness by proactively suggesting... ...Investing partnership with a PNC Financial Advisor.* Ensures a...Financial
- Equitable Advisors is seeking an Entry Level Wealth Manager in Charlotte, NC. You will engage... ...portfolio management while developing tailored financial strategies. Candidates should have a... ...s degree and possess various financial licenses. The job includes flexible work...FinancialWork at officeFlexible hours
- ...Supervisory Principal At PNC, our people are our... ...Principal within PNC Wealth Management, you will be based in... ...and trade review of Financial Advisors (FA) and registered... ...in regards to FAs' sales practice activity.... ...Required Certification(s) Licenses Series 7, 24 (or 9/...FinancialWork experience placementWork at office
- Position Overview At PNC, our people are our greatest... ...company’s success. As a Sales Assistant within PNC Wealth Management, you will be based in Charlotte... ...Certification(s) Licenses FINRA Series 7 and 63 licenses... ...wellness program with financial incentives. In addition,...FinancialFull timeTemporary workPart timeWork experience placement
$55k - $157.3k
...Position Overview At PNC, our people are our... ...Specialist Senior within PNC's Wealth Management organization, you will... .../or new accounts of Financial Advisors (FA) and... ...in regards to FAs' sales practice activity. Review... ...Certification(s) Licenses Series 7, 24 (or 9/...FinancialFull timeTemporary workPart timeWork experience placementWork at office$34k - $63.5k
Trader Associate At PNC, our people are our greatest... ...Associate within PNC Wealth Management, you will be based in... .... Provides sales, service and execution... ...Competitive Strategies, Financial Modeling, Go-to-Market... ...Required Certification(s) Licenses FINRA Series 7 and 63...FinancialFull timeTemporary workPart timeWork experience placementWork at office- ...Regional Licensed Banker At Allegacy, our roots run deep anchored... ...connections that support the financial wellbeing of those who count... ...partners (including wealth management, mortgage, business services... ...Serve as a visible financial leader within assigned financial centers...FinancialFixed term contractLive outWork at officeDay shift
- JPMorgan Chase & Co. is seeking a Private Client Banker in Charlotte, North Carolina, to manage banking relationships for affluent clients. You will be responsible... ...relationship building and by offering tailored financial advice. The ideal candidate will have at least a year...Financial
- ...Private Banker We are actively looking... ..., preserving and managing their wealth. You will use your... ...of investments, financial planning, credit... ...66 and Insurance licenses required for position... ...date Proven sales success and... ...and today we are a leader in investment banking...FinancialTemporary workWork experience placementLocal area
- ...Morgan in Charlotte, NC is seeking a Private Banker, responsible for advising families on wealth management. The role requires over six years of experience in financial services, a Bachelor’s Degree, and necessary licenses. The ideal candidate will excel at client relationship...Financial
- ...Bank in Charlotte, NC. The Private Banker role involves managing client relationships and advising on wealth management, investments, and financial planning. Candidates must have a Bachelor... ...Services, along with necessary licensing. The position also offers a comprehensive...Financial
- ...level. As a Private Banker in the U.S. Private Bank... ..., preserving and managing their wealth. You will use your knowledge... ...of investments, financial planning, credit and... ...7, 66 and Insurance licenses required for position... ...of start date Proven sales success and strong business...FinancialTemporary workWork experience placementLocal area
- A financial services company in Charlotte is seeking an Entry Level Financial Advisor.... ...Bachelor's degree and requires specific licensing. You'll receive comprehensive training... ...others and want a career path in wealth management, apply today. The company offers a structured...Financial
- ...CliftonLarsonAllen) is seeking a Regional Director for our Wealth Advisory Practice, located in Charlotte. This role... ...rigor, candidates should have 10 years of financial services experience and requisite licenses. Competitive compensation and a supportive culture are...Financial
- PNC Financial Services Group, Inc. in Charlotte, North Carolina, is seeking a team manager to lead sales and client responsibilities. The role involves directing teams to achieve financial results, managing risk, and cultivating a diverse and inclusive workplace. Candidates...Financial
- A financial services company in Charlotte, North Carolina, seeks an experienced Branch Sales Manager to lead and coach Loan Officers in achieving branch goals. Responsibilities include... ...along with any necessary state-specific licenses. A comprehensive benefits package...Financial
- * Manages and directs team(s) to achieve business results... ...goals. May have direct sales and client responsibilities... .... Oversees team(s)'s financial results. Has broader span of control than Leader I. Participates in and drives... ...bring the full range of PNC's products and services...Financial
$22.28 - $37.14 per hour
...Advisor Licensing Program Where ambition meets innovation... ...you need at LPL Financial to shape your success... ...successful career in wealth management including; client... ...service, and consultative sales skills. Training... ...firms in the U.S. As a leader in the financial...FinancialWork at officeImmediate startWork from home$110k - $130k
...mental health & wellbeing. Financial programs such as 401(k), life... ...on our personalized learning management system. Giving & volunteer opportunities... ...Exceed territory sales budget by executing the national... ...preferred. Valid driver’s license and the ability to travel up...FinancialFull timeTemporary workFor contractorsWork at office- ...Position Title: Wealth Advisor Business... ...Executive - Wealth Management Position Overview... ...to develop organic sales opportunities. Works... ..., community leaders and others who influence... ...positively impact financial results of the... ...preferred Valid Drivers License Physical...FinancialWork at officeLocal area
- ...and communities with smart financial decisions, fostering growth... ...environment. In their Private Wealth Management division, significant... ...both internal and external sales and development of new client... ...requires National Mortgage Licensing System (NMLS) registration under...Financial
$76k - $125.3k
Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...Accountant (CPA), Enrolled Agent (EA) or licensed attorney What we look for We’re... .... Join us in our team‑led and leader‑enabled hybrid model. Our expectation...FinancialSummer holidayWork at officeLocal areaFlexible hours$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Advisors... ...through referrals, delivering financial solutions to ignite client dreams. Desired... ...advice and planning solutions. All licenses and registrations must be obtained...Financial- ...Fargo, we're more than a financial services leader - we're a global... ...Senior Branch Premier Banker (SAFE) to play a pivotal... ...grows, deepens, and manages relationships with... ...internal partners across Wealth, Home Lending, and... ...Branch Premier Banker LP (license pending) role is a...FinancialTemporary workWork experience placementImmediate start
$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time... ...practice through referrals to deliver financial solutions that ignite the dreams of... ...advice and planning solutions. All licenses and registrations must be obtained within...FinancialWork experience placement- JPMorgan Chase & Co. is seeking a Private Client Banker in Charlotte, North Carolina, to manage relationships with affluent clients. You will implement a... ...oriented approach, ensuring clients receive tailored financial services and products. The ideal candidate will have...Financial
- A leading financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing their wealth. The ideal candidate will possess over six years of experience in Private Banking or Financial Services, focusing...Financial
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