Bus Experience & Planning Advisor - Retail Bank Operations
PNC Financial
Full-timeIn person
Posted
Nov 2, 2026
Closes
Jan 31, 2027
Job Description
Bus Experience & Planning Advisor - Retail Bank Operations
Skills & Competencies
Skills relevant to this opportunity
Client financial profiles — analyze independently to identify gaps in insurance coverage, savings rates, and investment allocation within a team-based advisory practice.
Financial planning strategies — develop and present tailored cash management and investment recommendations to clients with moderate financial complexity.
Client portfolio accounts — review on a scheduled basis to assess performance against stated goals and flag needed adjustments with limited oversight.
Life-event changes — evaluate their impact on existing client financial plans and initiate appropriate plan revisions in a timely manner.
Financial analysis software — utilize to model scenario projections including retirement income estimates, college savings trajectories, and debt payoff timelines.
Written financial plans — produce clear, organized documents that translate analytical findings into actionable client recommendations using standard firm templates.
