- 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
- PNC (Homestead, PA)
- …about our values and helping our advisors build their future. As a Branch Financial Advisor within PNC Investments, you will be based in 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… more
- Bank of America (Pittsburgh, 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
- 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
- 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
- Citizens (Zelienople, PA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... based on their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan Officer, Small Business Partners, etc. +… more
- Wells Fargo (Pittsburgh, PA)
- …of business at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …highly respected firm, and we are regularly featured in CNBC, Forbes, Barron's, Financial Advisor , Harrisburg Magazine, and Pittsburgh Business Times. Fort Pitt ... Fort Pitt Capital Group - an independent Registered Investment Advisor (RIA) - is currently seeking an experienced Controller to join our team. As Controller, you'll… more
- Edward Jones (Pittsburgh, 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
- Deloitte (Pittsburgh, PA)
- …with Deloitte's Financial Planning and Analysis (FP&A) team, our Engagement Financial Advisor (EFA) organization, Global Finance Services (GFS), and other ... The Senior Accountant will ensure that timely, accurate, and insightful financial information is provided to the appropriate business stakeholders. To accomplish… 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
- Deloitte (Pittsburgh, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Bank of America (Pittsburgh, PA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... 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
- Deloitte (Pittsburgh, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more