BMW Client Advisor

Job DescriptionJob DescriptionP&W Foreign Cars is Pittsburgh, Pennsylvania's premier source for BMW and MINI vehicles. We've been a family-owned and operated dealership group for over 50 years, and make a point to go above and beyond for our employees. P&W is a tight knit organization, and we're always looking for qualified, enthusiastic...

Job DescriptionJob DescriptionInternal Advisor, interact with sales department, technicians, shop foreman and Dispatcher. Reports directly to the Fixd.Ops. Director. RR, CDK, MyKaarma, RapidRecon.

General Description: The Premier Sr. Client Advisor is responsible for the management and retention of assigned Tier 2 and Tier 3 Premier client accounts. This role is responsible for evaluating the assets of our high net worth clients, recommending appropriate coverage levels and negotiating premiums with the insurance carriers. Responsible for...

Reference Number: MHH7301 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a leading independent fiduciary in the search for a Wealth Advisor . The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client service experience. The firm is...

FINANCIAL ADVISOR JOB DESCRIPTION NORTHWESTERN MUTUAL - PITTSBURGHA CAREER WITH PURPOSEBEGIN YOUR CAREERWITH NORTHWESTERN MUTUAL…At Northwestern Mutual, Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives...

FINANCIAL ADVISOR JOB DESCRIPTION NORTHWESTERN MUTUAL - PITTSBURGHA CAREER WITH PURPOSEBEGIN YOUR CAREERWITH NORTHWESTERN MUTUAL…At Northwestern Mutual, Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives...

Job DescriptionJob DescriptionSalary: POSITION SUMMARYThe position of Senior Wealth Advisor for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for maintaining the ongoing Private Wealth client relationships and leading in the development of new Private Wealth client relationships on behalf of the Firm. Duties include managing...

** Wealth Enhancement Group** ** Senior Client Service Manager** Pittsburgh, PA 15222 About Wealth Enhancement Group Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients...

The Residential Advisor will provide direct care to sixteen male and female patients primarily diagnosed with schizophrenia. Will work alongside Nurses, Therapists, and will report to the Program Manager. This is a 24/7 program. The schedule will vary between 12-hour shifts and 8-hour shifts. Meals are provided. Must be able to work weekends and holidays....

Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

Job DescriptionJob DescriptionSalary: The position of Wealth Planner for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to...

Job DescriptionJob DescriptionResponsibilitiesPerform a variety of cleaning activities such as sweeping, mopping, dusting and polishingEnsure all rooms are cared for and inspected according to standardsDeal with reasonable complaints/requests with professionalism and patienceAdhere strictly to rules regarding health and safety and be aware of any...

The Director of Wealth Plannings primary responsibility is the leadership of the firms central Wealth Planning Team. The Wealth Planning Team exists to provide the firms advisors with tools and guidance that contribute to an outstanding client experience. The Team is a centralized resource that works to add value in the following areas: Goal Planning, Tax...

Job DescriptionJob DescriptionA CAREER WITH PURPOSEBEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL…At Northwestern Mutual, Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from...

Job DescriptionJob DescriptionPittsburgh area investment services group is in need of a Financial Data Coordinator.Duties to include:   ·         Perform Trade & Asset Matching for all incoming Client and Transfer Agent Files·         Maintain client account-level Firm, Office & Rep Data on DST·         Establish & maintain...

Pittsburgh, PA Join a rapidly growing national firm, offering full-service accounting, tax, and consulting services to clients in the U.S. and worldwide. They serve a wide range of clients including private businesses and their owners, large enterprises, HNW individuals, trusts & estates, and foundations. They also have a significant presence in the...

Lead a team of Baird Associates in the development, training and implementation of a client centric wealth management experience. Provide financial planning expertise and support for Baird Financial Advisors. Must be able to lead a team and work as part of a team that is geographically diverse, meaning you must support team initiatives while often working...

Job DescriptionJob DescriptionCompany: IRALOGIX, Inc. Position: Implementation ManagerLocation: Pittsburgh, PA, Milwaukee, WI, or Remote Job Type: Full-Time/ExemptIndustry: Retirement Services/FinTech Software Travel: 0%-5%IRALOGIX is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k)...

Job DescriptionJob DescriptionCompany: IRALOGIX, Inc. Position: Implementation ManagerLocation: Pittsburgh, PA, Milwaukee, WI, or Remote Job Type: Full-Time/ExemptIndustry: Retirement Services/FinTech Software Travel: 0%-5%IRALOGIX is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k)...

Sr. Operations Specialist (PA, Pittsburgh) March 19, 2024 Job Summary: The Senior Operations Specialist is a member of the Trust Administration team and supports financial advisors and asset managers on our advisory and trust platforms. The primary focus is on new account setups including individual retirement accounts (IRAs), individual and joint personal...