- PNC (Greenville, SC)
- …opportunity to contribute to the company's success. As a Financial Sales Consultant , within PNC's Organizational Financial Wellness, you will be primarily based in ... the needs of various businesses and their employees. The Financial Sales Consultant role is designed to help improve employee financial wellbeing, strengthen… more
- Truist (Greenville, SC)
- …(TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small ... Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential… more
- Truist (Simpsonville, SC)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more