Associate Wealth Planner

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 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 DescriptionSalary: REPORTS TOThe Wealth Servicing Specialist will report directly to the Managing Director of Private Wealth or their designee.LOCATION:Pittsburgh, PennsylvaniaPOSITION SUMMARYThe position of Wealth Servicing Specialist for The Coury Firm’s Private Wealth division (the “Firm”) is a core member of the Wealth team. The...

Reference #: 54877Bring your ideas. Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's...

Job Description Job Description Salary: POSITION SUMMARY The 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...

Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks...

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...

The Director of Wealth Planning’s primary responsibility is the leadership of the firm’s central Wealth Planning Team. The Wealth Planning Team exists to provide the firm’s 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...

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our...

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...

Clearview Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pittsburgh, PA area. Clearview Federal Credit Union is a $2 billion credit union with 120,000 members and over 20 branch locations and growing rapidly. Clearview is...

Job DescriptionJob DescriptionClearview Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pittsburgh, PA area.Clearview Federal Credit Union is a $2 billion credit union with 120,000 members and over 20 branch locations and...

Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...

Job Description Private Wealth Management Para-planner We are seeking an organized and detail-oriented para-planner to join a growing private wealth management team. The para-planner will work closely with financial advisors to prepare financial plans, develop investment proposals, and ensure adherence to compliance procedures. Responsibilities: Prepare...

Private Wealth Management Para-planner We are seeking an organized and detail-oriented para-planner to join a growing private wealth management team. The para-planner will work closely with financial advisors to prepare financial plans, develop investment proposals, and ensure adherence to compliance procedures.Responsibilities:Prepare financial plans,...

Fort Pitt Capital Group an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture has a unique opportunity that offers advisors multiple avenues for growth. Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead every...

Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – has a unique opportunity that offers advisors multiple avenues for growth. Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead...

Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – has a unique opportunity that offers advisors multiple avenues for growth. Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead...

Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...

Location: Pittsburgh Hangar 5 (PIT-HGR5) Cities: Requisition ID: 72842 Intro Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with...