Financial Advisor - PNC Wealth Management
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Cassagnas
Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.Acquires, expands and maintains... |
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il y a 2 heures
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