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Company Contact Info

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

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Wealth and Insurance Specialist

Pittsburgh, PA

Posted 17 days ago

Job Snapshot

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


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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
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