- Thrivent Financial (Pittsburgh, PA)
- Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Edward Jones (Pittsburgh, PA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (Pittsburgh, PA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Kestra Financial (Pittsburgh, PA)
- …Requirements Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding ... and Redtail software is a plus + 3+ years experience as a financial advisor + Knowledge of the financial industry, products, regulations, and overall… more
- Atria Wealth Solutions (Pittsburgh, PA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... our actions. We follow through on the promises we make. As a Financial Advisor your responsibilities include, but are not limited to, the following: + Identifies… more
- Bank of America (Wexford, PA)
- …such as core Banking, and Investment and Life Priority (TM) solutions Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Penn Hills, PA)
- Financial Solutions Advisor - Consumer Investments - Pittsburgh Market Penn Hills, Pennsylvania;Pittsburgh, Pennsylvania **Job Description:** At Bank of America, ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Citizens (Monroeville, PA)
- …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... lending and investing, helping them with short- and long-term financial goals. Citizens Securities, Inc. is honored to be...in investment, deposit, and lending + Become a trusted advisor who earns referrals from existing clients + Engage… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. Branch Financial Advisors work within a highly collaborative circuit of bank branches and ... their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions...helping our advisors build their future. As a Branch Advisor within PNC Investments, you will be based in… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …in yourself? Fort Pitt Capital Group - an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture - has a unique ... Fort Pitt, You will have access to: + In-house financial planning and asset management teams to construct personalized... planning and asset management teams to construct personalized financial plans that aim to achieve your clients' … more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …advisors multiple avenues for growth. We are currently seeking a dynamic and client-focused Financial Advisor (Service Advisor ) to join our team. In this ... role, you will work closely with a Lead Financial Advisor to manage their book of business, execute the client service process, enhance existing client… more
- Huntington National Bank (Pittsburgh, PA)
- …daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals ... drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and… more
- Federal Express Corporation (Moon Township, PA)
- Provides financial guidance to management through the analysis of products, operations, capital requests and strategic projects. Assists in supporting ... benefits and costs. **Essential Functions** + Performs analyses regarding financial and/or operational performance on such issues as productivity, operational… more
- Deloitte (Pittsburgh, PA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... + The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and … more
- Morgan Stanley (Sewickley, PA)
- *POSITION SUMMARY:* The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team. This role helps shape the vision of ... client service and business management for the Financial Advisor / Private Wealth Advisor team by defining clear roles and responsibilities for each team… more
- Edward Jones (Cranberry Township, PA)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Morgan Stanley (Sewickley, PA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client… more
- Bank of America (Pittsburgh, PA)
- …the Irick Group- Merrill Private Wealth Management.** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor… more
- Kestra Financial (Sewickley, PA)
- …detail, and time management skills. Essential Duties and Responsibilities: + Supports Financial Advisor /Operations Director of a large book of business including ... handling all administrative functions for Financial Advisors and the firm + Regular client interaction...candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of… more