- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor I within PNC Private Bank organization, you will be based ... at the manager's discretion. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan...PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and … 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 ... We are currently seeking a dynamic and client-focused Financial Advisor (Service Advisor ) to join our team....first year of employment Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater… more
- M&T Bank (Pittsburgh, PA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell the… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- Fort Pitt Capital Group - an independent Registered Investment Advisor (RIA) - is currently seeking a Client Service Associate (CSA) to join our team. The CSA plays ... wealth management. The CSA works directly with a Financial Advisor , supporting that advisor 's book of business....Fort Pitt Capital Group Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater… more
- PNC (Pittsburgh, PA)
- …and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be responsible ... plus **Job Description** + Leads project initiatives related to the integrated advisor workstation and the investment advisor function. Defines future… more
- Deloitte (Pittsburgh, PA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience reviewing partnership… more
- Deloitte (Pittsburgh, PA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to… more