- 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 ... 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… more
- Bank of America (Camp Hill, PA)
- Wealth Management Client Associate Camp Hill, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... driven, resilient, results focused and effective **Position Overview:** The ** Wealth Management Client Associate ** role is a...in addition to the businesses of a particular Financial Advisor . For established clients, the CA will often serve… more
- Bank of America (Wyomissing, PA)
- Registered Wealth Management Client Associate Wyomissing, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make ... 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
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Associate Director - Academic Advisor , Data Science and Analytics, Wharton School ... Director D, Student Services, Advising Job Description Summary The Associate Director D - Academic Advisor , Data...Summary The Associate Director D - Academic Advisor , Data Science and Analytics (AA-DSA) position reports to… more
- Kestra Financial (Sewickley, PA)
- …time management skills. Essential Duties and Responsibilities: + Supports Financial Advisor /Operations Director of a large book of business including handling all ... any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, Excel and Power Point) are… more
- Atria Wealth Solutions (Chambersburg, PA)
- …Financial Services, L. P. (CFS) Patriot Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member ... skills, ultimately to grow and develop into a Financial Advisor with a book of business and defined branch...with investment needs. Qualifications + Minimum completion of an Associate 's degree in finance, business or related field required.… more
- Edward Jones (Williamsport, PA)
- …**If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Morgan Stanley (Philadelphia, PA)
- …assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through ... regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and… 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
- Wells Fargo (Doylestown, PA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as providing service… more
- Morgan Stanley (Sewickley, PA)
- …Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate * **Location:** ... as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Associate Director of Development Communications, Stewardship and Digital Strategies...Office regarding Eng. donor visits and/or events, produce Eng. Advisor nomination memos for Univ. Secretary's Office and compose… 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
- Bank of America (Philadelphia, PA)
- …compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks.… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... functionality by user role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver meets what the… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Communications Job Description Summary This position reports to the Associate Vice President and is a member of a...focus groups with constituents and serve as a key advisor in aligning the Division's services with the expectations… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... for Engineering MechanoBiology (CEMB) - Penn Engineering Job Profile Title Associate Director C, Academic Affairs, Diversity, Equity, and Inclusion Job Description… more