Client Advisor Associate

CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website:...

Job Description Job Description Fellow Advisor,Do you feel unappreciated?Are your ideas not taken seriously?Are tired of making your bosses rich instead of yourself?Do you feel like you are a small fish in a big sea?Do you want to differentiate yourself?Do you want to be able to let your creativity be seen?Have you considered working within a niche with...

JOB OVERVIEW:Kapusta Financial Group is a fee-based investment advisor in the South Hills of Pittsburgh, PA seeking an experienced advisor to join our team. We excel in providing financial planning and investment management services to our clients. We work as a close-knit team in helping our clients secure their financial futures while building meaningful,...

INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide...

COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth. REPORTS TO The ...

Judson Group has been retained by a nationally recognized wealth management firm located in Pittsburgh in the search for an Associate Wealth Advisor. This individual will support the firm's Senior Advisors in serving clients, the creation of financial plans/research, and sales support. The ideal candidate will have experience preparing financial planning...

As a BMW Client Advisor With BMW of Pittsburgh, you'll be at the forefront of the automotive industry, selling cutting edge technology that makes driving a passion. BMW Client Advisors are serious about their careers and thrive in a friendly yet competitive environment. They have access to unlimited earning potential.Requirements:Provide great customer...

Who we are…At Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life now and in the future. We are a specialized Wealth Management Firm serving retirees, business owners, executives, and their families. Carson Wealth Pittsburgh is an owner-owned firm with an experienced team of CFP's, CFA's, CPAs, and...

Summary If you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission As a Gucci Senior Client Advisor, you will assist the Store Director and Team Manager in the driving of sales results,...

COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth. REPORTS TO The ...

The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance...

The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance...

Wealth Planning ExpertiseThe position of Associate Advisor for The Coury Firm's Private Wealth division will be responsible for directly supporting our Wealth Advisors on all aspects of a client relationship. Duties include coordinating the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor's...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) 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.The Citizens PCFA is a branch-based advisor who...

Private Client AdvisorPittsburgh, PennsylvaniaJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

Job Description: Our client is seeking a full-time support advisor that aspires to become an Advisor in the future. This position will primarily be responsible for providing support to the Lead Advisors and would be the perfect fit for someone who is passionate about financial planning, enjoys working within a team structure, loves working with clients, and...

Job Description Job Description Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking aLead Advisorto join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a...

Job Description Job Description Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA.If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you've been waiting for.For over 50 years, Lincoln...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...