- PNC (PA)
- …in all geographic locations. The Investment Services Consultant (ISC) role within PNC Wealth Management acts as a phone-based sales and service financial ... efficiently. Owns and manages the end-to-end client experience, efficiently handling service transactions and identifying and executing sales opportunities.… more
- Vanguard (Malvern, PA)
- We have an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have ... sales opportunity and/or external share of wallet propensity. You...clients and prospects to identify additional related investment and service needs, probing to understand client's investment strategy and… more
- Deloitte (Philadelphia, PA)
- …Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider + ... Senior Consultant - Capital Markets Operations and Technology Our...or committees + Lead internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives,… more
- Deloitte (Philadelphia, PA)
- …Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider + ... to build credibility with and add value to our clients. As a Senior Consultant , you will have opportunities to: + Serve as primary client contact or workstream… more
- HUB International (Blue Bell, PA)
- …with Sales Executives, if assigned on clients, serving as HUB's primary consultant to the client. The Sales Executive has primary responsibility for client ... risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of...client, acting as the de facto technical expert and broker- consultant . In some instances no Sales Executive… more