• Private Client Financial

    Citizens (Pittsburgh, PA)
    …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
    Citizens (06/07/25)
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  • Private Client Advisor II

    Bank of America (Pittsburgh, PA)
    Private Client Advisor II...centers of influence **Required skills:** + 12+ years of private banking or complex financial services experience ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsburgh/ Private - Client - Advisor -II\_25014629-2) **Job Description:** At Bank… more
    Bank of America (05/15/25)
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  • JP Morgan Wealth Management - Private

    JPMorgan Chase (Pittsburgh, PA)
    …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client more
    JPMorgan Chase (05/11/25)
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  • Private Client Banker

    KeyBank (Bridgeville, PA)
    advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
    KeyBank (06/14/25)
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  • Private Wealth Client Associate

    Bank of America (Pittsburgh, PA)
    Private Wealth Client Associate Pittsburgh, Pennsylvania **To... client materials and follows up on all client and Financial Advisor (FA) requests ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsburgh/ Private -Wealth- Client -Associate\_25028616) **Job Description:** Merrill Wealth Management is… more
    Bank of America (07/08/25)
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  • Senior Merchant Business Advisor

    KeyBank (Pittsburgh, PA)
    …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... 15222 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...profitable client relationships for clients with basic to moderately complex… more
    KeyBank (06/27/25)
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  • Treasury Management Sales Advisor III…

    Huntington National Bank (Pittsburgh, PA)
    Description Job Summary: As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management ... In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance...to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that… more
    Huntington National Bank (06/25/25)
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  • Tax Manager - Private Wealth

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
    Deloitte (05/21/25)
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  • Tax Senior - Private Wealth

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
    Deloitte (05/19/25)
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  • Tax Manager - Private Equity

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
    Deloitte (05/19/25)
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  • Tax Senior, Private Equity

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
    Deloitte (05/21/25)
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  • Tax Senior Manager - Private Equity

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
    Deloitte (06/20/25)
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  • Sales Executive - Commercial Lines

    World Insurance Associates, LLC. (Washington, PA)
    …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
    World Insurance Associates, LLC. (06/12/25)
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  • Sr. Relationship Manager, Global Commercial…

    Bank of America (Pittsburgh, PA)
    …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the...Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to… more
    Bank of America (06/04/25)
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  • Tax Manager - Real Estate

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
    Deloitte (05/22/25)
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  • M&A IT Diligence Senior Consultant

    Deloitte (Pittsburgh, PA)
    …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
    Deloitte (06/15/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
    Deloitte (05/27/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
    Deloitte (05/24/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
    Deloitte (06/21/25)
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  • Tax Manager - Federal / Corporate Tax

    Deloitte (Pittsburgh, PA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...of business tax services is relevant for public and private companies and range from tax planning to tax… more
    Deloitte (05/22/25)
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