Director of Wealth Planning

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...

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...

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...

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...

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...

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...

** 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...

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...

The Department of Residence Life at the University of Pittsburgh welcomes applications for the Resident Director position. Residence Life is committed to providing the best collegiate experience in the world for our students and is seeking individuals to join our team to assist us in accomplishing our vision. Applicants should be dedicated to working in an...

About Us: The Wolfe Companies, LLC, a leader in the Gift Card and FinTech sectors, is known for its prominent brands such as PerfectGift, Gift Card Granny, GiftYa, Reaf Marketing, and Give InKind. Our company excels in delivering exceptional value and customer experience in our industry. You'll find detailed information about our company culture, values, and...

The University of Pittsburgh is seeking an Assistant Director for Day Operations for the William Pitt Union and O'Hara Student Center. The incumbent will be responsible for assisting the Associate Director for Student Unions with the supervision and management of the daily operations of both facilities which includes the supervision of approximately 60...

About Us: The Wolfe Companies, LLC, a leader in the Gift Card and FinTech sectors, is known for its prominent brands such as PerfectGift, Gift Card Granny, GiftYa, Reaf Marketing, and Give InKind. Our company excels in delivering exceptional value and customer experience in our industry. You'll find detailed information about our company culture, values, and...

Koya Partners, the executive search firm that specializes in mission-driven search, has been exclusively retained for the i-team Director - Pittsburgh, PA. To express interest in this role please submit your materials by filling out our Talent Profile. Nominations and referrals can be sent via email at Pittsburgh_idirector@koyapartners.com. All inquiries and...

We are in search of a Family Office-Tax Accountant in Greentree, PAHybrid- 3 days a week in office after on-boardingAs the Family Office-Tax Accountant you will play a critical role in managing the financial affairs of high-net-worth families within a family office setting. This includes financial reporting, tax compliance, investment accounting, and...

We are in search of a Family Office-Tax Accountant in Greentree, PAHybrid- 3 days a week in office after on-boardingAs the Family Office-Tax Accountant you will play a critical role in managing the financial affairs of high-net-worth families within a family office setting. This includes financial reporting, tax compliance, investment accounting, and...

We are in search of a Family Office-Tax Accountant in Greentree, PAHybrid- 3 days a week in office after on-boardingAs the Family Office-Tax Accountant you will play a critical role in managing the financial affairs of high-net-worth families within a family office setting. This includes financial reporting, tax compliance, investment accounting, and...

The Department of Residence Life at the University of Pittsburgh welcomes applications for the Resident Director position. Residence Life is committed to providing the best collegiate experience in the world for our students and is seeking individual Director, Resident, Residential, Diversity, Property Management, Education

The Department of Residence Life at the University of Pittsburgh welcomes applications for the position of Resident Director. Applicants should be dedicated to working in an environment that is highly focused on student development and support. Further, applicants should have a commitment to their own personal and professional development and have a desire...

Job DescriptionJob DescriptionSummary:The Director of Client Services at Veterans Place of Washington Boulevard is the individual with primary responsibility for day-to-day management of all programmatic activities of the organization. This includes overall responsibility for ensuring effective management of the Veteran Resource Center, Workforce Development...