- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …respected firm, we are regularly featured in CNBC, Forbes, Barron's, Financial Advisor , Harrisburg Magazine, and Pittsburgh Business Times. Fort Pitt Capital ... Fort Pitt Capital Group - an independent Registered Investment Advisor (RIA) - is currently seeking a Client Service... (RIA) - is currently seeking a Client Service Associate (CSA) to join our team. The CSA plays… more
- Bank of America (Pittsburgh, PA)
- Wealth Management Client Associate Pittsburgh , Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Wells Fargo (Pittsburgh, PA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as providing service… more
- Fifth Third Bank, NA (Pittsburgh, PA)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Supports the Wealth Advisor ; interacts directly with the client in administrative and support ... Work effectively with team members to support Fifth Third Wealth Advisor , clients and prospects. + Provides...SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE & SKILLS REQUIRED: + Associate degree or BS/BA is preferred. + Brings a… more
- Henderson Brothers Inc. (Pittsburgh, PA)
- Start your career as a Sales Associate for the largest independent benefits consulting and advisory firm in Pittsburgh . Are you ready to begin your journey as a ... trusted advisor in a dynamic and ever-changing industry? Do you...Our core services include benefits consulting, retirement plan consulting, wealth management, commercial insurance brokerage, and individual insurance placement.… more