Tax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesPittsburgh, PA$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Vice President, Fiduciary BNYVice President, FiduciaryPittsburgh, PADemonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors.
NewVice President, Tax Reporting & Compliance BNYVice President, Tax Reporting & CompliancePittsburgh, PARefund Recovery and Penalty Abatement: Proactively pursue outstanding refunds from IRS and state authorities; draft advocacy letters, escalate via Taxpayer Advocate Service when appropriate; identify and remediate penalties through documentation and negotiation. Process Ownership and Continuous Improvement: Design, document, and refine procedures, checklists, controls, and dashboards for filings, tracking, address changes, successor trustee intake, and state open remainders; eliminate duplicative steps and reduce cycle time.
Wealth Management Advisor JKS FinancialWealth Management AdvisorPittsburgh, PAThought Leadership: Demonstrate expertise by sharing insights, staying informed on industry trends, and providing knowledgeable guidance that positions the advisor as a trusted resource for clients. Innovative Environment: Work in a forward-thinking environment that embraces modern financial planning strategies, technology, and collaborative ideas to better serve clients and support advisor success.
NewFinancial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPittsburgh, PennsylvaniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
J.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh, PA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh, PAPittsburgh, PAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Business Experience Planning & Administration Advisor - PNC Wealth Management PNC BankBusiness Experience Planning & Administration Advisor - PNC Wealth ManagementPittsburgh, PennsylvaniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Financial Advisor - PNC Wealth Management PNCFinancial Advisor - PNC Wealth ManagementMurrysville, PA
Business Experience Planning & Administration Advisor - PNC Wealth Management The PNC Financial Services Group IncBusiness Experience Planning & Administration Advisor - PNC Wealth ManagementPittsburgh, PAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Associate Wealth Advisor Transcend Practice ManagementAssociate Wealth AdvisorPittsburgh, PA$75,000–$88,000 / yearDevelop financial planning expertise to support the firm’s clients by building and understanding of time value of money: present value, future value, annuity payments, internal rate of return, as well as other financial planning modeling scenarios. The Associate Wealth Advisor is responsible for engaging with clients as directed, supporting other Wealth Advisors to build out financial plans, and coordinating client related requests with other departments.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorPittsburgh, PennsylvaniaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
NewDirector, Wealth Advisor BNYDirector, Wealth AdvisorPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorPittsburgh, PennsylvaniaWith over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
NewWealth Advisor - NW Pittsburgh, PA Citizens Financial Group IncWealth Advisor - NW Pittsburgh, PAPA$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
NewWealth Advisor - Butler, PA Citizens Financial Group IncWealth Advisor - Butler, PAButler, PA$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Director, Wealth Advisor The Bank of New York Mellon CorpDirector, Wealth AdvisorPittsburgh, PAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.
Wealth Advisor - Clearview Federal Credit Union LPL FinancialWealth Advisor - Clearview Federal Credit UnionButler, Pennsylvania$58,500–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Wealth Management Client Relationship Consultant TIAAWealth Management Client Relationship ConsultantPittsburgh, PennsylvaniaWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Wealth Management Client Relationship Consultant Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ConsultantPittsburgh, PA$71,300–$80,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Director, Growth Priorities - NA Wealth Management Federated Hermes IncDirector, Growth Priorities - NA Wealth ManagementPittsburgh, PAPOSITION SPECIFICATIONS: Bachelor degree in finance, business, economics, or related field required Minimum 10 years of experience in asset management, wealth management or related financial services, with at least 3 years in sales enablement, product strategy, wholesaling or distribution strategy Proven experience working with Customer Relationship Management (CRM), Business Intelligence (BI) and Enablement platforms (e.g., Salesforce, analytics dashboards), and partnering with Data and AI teams on data driven initiatives required In-depth knowledge of ETF structures, RIA business models and private markets/alternative investment vehicles used in advisor portfolios required Deep understanding of U.S. wealth management distribution and financial advisors required Experience building training curricula, sales content, and tools that drive measurable improvements in sales productivity, advisor engagement and AUM growth preferred Must possess/obtain FINRA Series 7 and Series 66 licenses immediately. (overtime as required) Field based office in United States Federated Hermes Tower - Pittsburgh, PA 15222 Travel required.
Administrative Operations Coordinator - Wealth Management Staffmark Group LlcAdministrative Operations Coordinator - Wealth ManagementCanonsburg, PAAs an Administrative Operations Coordinator - Wealth Management you will provide administrative support by coordinating schedules, maintaining records, preparing documents, answering communications, organizing files, and assisting coworkers with daily operational needs. Success as an Administrative Operations Coordinator - Wealth Management requires the ability to balance multiple priorities, maintain professional communication, organize records, prepare documents, and help coworkers stay on schedule.
Business Experience & Planning Group Manager - PNC Wealth Management PNC BankBusiness Experience & Planning Group Manager - PNC Wealth ManagementPittsburgh, PennsylvaniaAs Director of Financial Planning within the Wealth Solutions Products, Financial Planning, and Investment Research organization, you will set the enterprise financial planning strategy across Wealth Management and Premier Banking, manage a high‑performing team of Wealth Strategists and Wealth Solutions Consultants, and partner closely with advisor leadership, digital, and technology teams. You bring a strong, informed point of view on what great financial planning looks like across client segments and delivery channels and are accountable for turning strategy into results—through technology roadmaps, operating models, advisor enablement, and coordinated go‑to‑market execution with training, marketing, and digital technology partners.
NewWealth Management Client Associate Bank of America CorpWealth Management Client AssociatePittsburgh, PAOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
NewFINRA Supervisory Specialist Senior - PNC Wealth Management PNC BankFINRA Supervisory Specialist Senior - PNC Wealth ManagementPittsburgh, PennsylvaniaWorks closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
NewFINRA Supervision Specialist - PNC Wealth Management PNC BankFINRA Supervision Specialist - PNC Wealth ManagementPittsburgh, PennsylvaniaThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
NewFINRA Supervisory Specialist - PNC Wealth Management PNC BankFINRA Supervisory Specialist - PNC Wealth ManagementPittsburgh, PennsylvaniaThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
NewFINRA Supervision Specialist - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervision Specialist - PNC Wealth ManagementPittsburgh, PA$75,000–$125,000 / yearThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
FINRA Supervisory Specialist Senior - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist Senior - PNC Wealth ManagementPittsburgh, PA$55,000–$157,300 / yearWorks closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
FINRA Supervisory Specialist - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist - PNC Wealth ManagementPittsburgh, PA$45,000–$142,350 / yearThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
Investment Manager - Product Research Associate III - PNC Wealth Management PNC BankInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PennsylvaniaInvestment Manager / Fund Research – Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Accuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services Work Experience .
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementPittsburgh, PACompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Investment Manager - Product Research Associate III - PNC Wealth Management The PNC Financial Services Group IncInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PAInvestment Manager / Fund Research - Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Responsibilities include evaluating capital market assumptions, selecting default strategies/funds, monitoring performance and risk, performing performance attribution, setting strategic asset allocations, and recommending tactical adjustments based on the firm's market views.
Wealth Management Tax Services Manager PricewaterhouseCoopers LLPWealth Management Tax Services ManagerPA$99,000–$266,000 / yearAs a Manager you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerPittsburgh, PA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
NewClient Service Associate Wealth Management Gables Search GroupClient Service Associate Wealth ManagementWexford, PAKey Responsibilities: As a Client Service Associate , you will be an integral part of the client service team, and will SUPPORT the Advisors in: Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance. Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team.
J.P. Morgan Wealth Management - Market Director of Wealth - Pittsburgh, PA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Market Director of Wealth - Pittsburgh, PAPittsburgh, PAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
Product Manager Senior - PNC Wealth Management PNC BankProduct Manager Senior - PNC Wealth ManagementPittsburgh, PennsylvaniaAs a key partner to the advisor organization, this role collaborates with Financial Advisors, Wealth Advisors, and sales leadership to improve usability, drive adoption, and execute effective go‑to‑market strategies, while also supporting relationships with third‑party product partners such as asset management firms offering mutual funds, exchange‑traded funds, and separately managed accounts. This role supports the strategy, development, distribution, and ongoing management of PNC’s investment advisory managed accounts platforms, including PNC Directions, Capital Directions, and Portfolio Solutions, with responsibility across the full product lifecycle—from asset allocation model implementation and platform enhancements to performance reporting, client experience, and regulatory alignment.
Wealth Planning Strategist Waldron Private WealthWealth Planning StrategistBridgeville, PAFull timeWaldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior department members to create processes and help drive Wealth Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) by researching, building strong relationships with Lead Advisors, and being a subject matter expert on various items. Provide support to the client service team to facilitate Wealth Planning for Ultra-High-Net Worth/Multifamily Office type clients and support the complex planning needs for other complex clients, by assisting with the execution of internal and external services, including preparation of materials and coordination of meetings to showcase Waldron’s value propositions for the complex wealth advisory needs.
Financial Advisor Northwestern MutualFinancial AdvisorPittsburgh, Pennsylvania$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
AWM, GS Ayco, Financial Advisor, Vice President- Pittsburgh The Goldman Sachs Group IncAWM, GS Ayco, Financial Advisor, Vice President- PittsburghPittsburgh, PAAyco''s expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Merrill Advisor Development Program - Financial Advisor: Western Pennsylvania Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Western Pennsylvania MarketPittsburgh, PAEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Vice President, Client Solutions (Alternatives & Wealth) Wilshire Advisors, LLCVice President, Client Solutions (Alternatives & Wealth)Pittsburgh, PA$110,000–$175,000 / yearWilshire's Client Solutions team serves as the interface between the firm and its clients, responsible for ensuring exceptional service delivery, maintaining client satisfaction, and fostering long-term client relationships. Interest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs, while applying sound judgment, attention to detail, and adherence to firm policies.
Relationship Advisor 2 - Trust Services Group First National Bank Of PennsylvaniaRelationship Advisor 2 - Trust Services GroupPittsburgh, PennsylvaniaThe incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non-profit or government clients and is responsible for the overall client experience with the primary goals of client satisfaction and retention. This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships within the Personal Trust Group.
Relationship Advisor Retirement Services First National Bank Of PennsylvaniaRelationship Advisor Retirement ServicesPittsburgh, PennsylvaniaThis position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Financial Advisor First National Bank Of PennsylvaniaFinancial AdvisorPittsburgh, West VirginiaManages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Relationship Advisor 2 - Trust Services Group FNB CorpRelationship Advisor 2 - Trust Services GroupPittsburgh, PAThe incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non-profit or government clients and is responsible for the overall client experience with the primary goals of client satisfaction and retention. Position Overview: This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships within the Personal Trust Group.
Relationship Advisor Retirement Services FNB CorpRelationship Advisor Retirement ServicesPittsburgh, PAPosition Overview: This position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Financial Advisor FNB CorpFinancial AdvisorMonroeville, PAPrimary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorCranberry Township, PAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor MassMutual PittsburghFinancial AdvisorPittsburgh, PA$75,000–$150,000 / yearMassMutual Pittsburgh is a full-service financial planning and wealth management firm committed to helping individuals, families, and business owners create, grow, and protect their wealth. Our Financial Advisor Development Program is designed for driven graduates who want the freedom to grow their own practice — with the training, mentorship, and resources of a nationally respected firm behind them.