Skip navigation
Unable to save this job. Please try again later.

{msg}

Email this Job to Yourself or a Friend

To begin the application process, please enter your email address.

Company Contact Info

  • 9400 McKnight Road
    Pittsburgh, PA 15237
  • Larry Basilone
  • Phone: 412 369-9501

Already have an account?

Sign in to apply with your saved resumes.

New to CareerBuilder?

Don't have an account? Continue as a guest!

Sorry, we cannot save this job right now.

Report this Job

Trust and Site Security Team.

Email Send Failed!

Wealth and Insurance Specialist

Pittsburgh, PA

Posted 19 days ago

Job Snapshot

Full-Time
Experience - At least 3 year(s)
$50,000.00 - $60,000.00 /Year
$5,000.00 bonus
Accounting - Finance, Consulting, Banking - Financial Services
Finance, Admin - Clerical, Insurance
17

Applicants

How Do You Compare to the Competition?

Get facts about other applicants with a CareerBuilder Account

Job Description

Growing investment/financial services company is searching for a Wealth and Insurance Specialist .
The Wealth and Insurance Specialist will support servicing clients , prepare for and participate in client meetings with financial advisors/wealth planners . The Wealth and Insurance Specialist will process new business, life insurance applications, insurance licensing ; prepare client reports , cash flow reports and improved processing and assisting clients . High visibility to President, wealth advisors and high net worth clients.


  • wealth       high net worth      financial planning      insurance      custodial platforms

  • Salary $50-$60,000 plus bonus

Job Requirements

Wealth and  Insurance specialist will have :
  • 4+ years account servicing
  • wealth management and/or insurance company experience
  • series 7 and/or insurance licenses  are a plus
  • custodial platforms experience
  • Wealth and Insurance Specialist will enjoy high visibility to senior management .
Job ID: Specialist
Help us improve CareerBuilder by providing feedback about this job: Report this Job.
CAREERBUILDER TIP
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.
By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.