
Wealth Advisor
PNCBuild client relationships and grow investment and insurance business at PNC Wealth Management. Develop financial plans, recommend strategies, and generate referrals.


Build client relationships and grow investment and insurance business at PNC Wealth Management. Develop financial plans, recommend strategies, and generate referrals.

Advise PNC clients on investment, insurance, and retirement planning while building lasting relationships and managing personalized financial plans. This full-time role is based at an onsite branch in Amelia Island, Florida.

Lead independent verification and validation, quality assurance, and project oversight for BerryDunn’s state government clients across the United States. Advise on system implementations, project risks, testing, and technical domains.

Advise PNC clients on investment, insurance, and retirement planning while building client relationships. Manage and grow an investment and insurance book of business.

Serve consumer and small business customers at Texas Capital Bank’s Fort Worth banking center. Manage customer relationships, process transactions, open accounts, and conduct outreach.

Advise Osaic financial advisors on succession and acquisitions, including valuation, mergers, and practice planning. Help build programs, financial models, advisor matching tools, and planning resources.

Review complex Medicare spine cases and make coverage decisions for CVS Health. Coordinate evidence-based care remotely with providers and care teams.

Lead the Shopify store’s commercial growth for Lebenskraftpur, a supplements and superfoods company. Own conversion optimization, merchandising, e-commerce performance metrics, and initiatives to grow the business profitably.

Oversee custody operations for alternative investment funds within RÖDL’s advisory business in Vienna. Monitor transactions, net asset values, payments, asset segregation, and regulatory compliance.

Lead Shopify growth at Lebenskraftpur, a supplements and superfoods company, by improving conversion, merchandising, customer experience, and profitable e-commerce performance.