Financial Services Professional

2 weeks ago


Pittsburgh, Pennsylvania, United States Dollar Bank, FSB Full time

The Investment Executive is responsible for managing existing client relationships, either working with a more experienced advisor or on their own.

The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations.


Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Formulate and implement investment strategies to meet client needs.
  • Collaborate with technical specialists to develop product, investment, or planning recommendations.
  • Ensure compliance with regulatory laws and company procedures.

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 Dollar Bank's risk management program.



  • Pittsburgh, Pennsylvania, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive suite of financial services to their clients. This opportunity at Northwest Bank in Bellevue, PA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will be an independent contractor,...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    About the Role:The Financial Professional will be responsible for posting and analyzing the general ledger, as well as performing bank, balance sheet, and credit card reconciliations. Additionally, the candidate will assist with month-end closes and process payroll.Key Responsibilities:Post and analyze the general ledgerPerform bank, balance sheet, and...


  • Pittsburgh, Pennsylvania, United States PNC Financial Services Group, Inc. Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at PNC Financial Services Group, Inc. As a key member of our Retail Banking organization, you will provide exceptional customer service and accurately perform high-volume customer banking transactions.Key ResponsibilitiesDeliver a unique customer experience aimed at...


  • Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Financial Services ProfessionalClaire Myers Consulting is seeking a highly motivated and detail-oriented Financial Services Professional to join our team. As a key member of our financial services team, you will be responsible for providing exceptional wealth management and financial planning services to our clients.Key Responsibilities:Develop and maintain...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Senior Accountant OpportunityWe're seeking a highly skilled Senior Accountant to join our client in the manufacturing industry. If you bring a robust background in accounting and finance within the manufacturing sector, this opportunity could be the perfect fit for you.About the CompanyExceptional Employee LongevityComprehensive Benefits Package and Generous...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    About the Senior Accountant RoleWe are seeking a highly skilled Senior Accountant to join our finance team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for preparing financial statements, budgets, and reports in line with GAAP and non-profit regulations.Key ResponsibilitiesManage AP/AR, ensuring timely processing and...


  • Pittsburgh, Pennsylvania, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a talented and motivated individual to join our team as a Financial Services Professional. As a key member of our organization, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.What We're Looking ForWe're looking for individuals who are passionate...


  • Pittsburgh, Pennsylvania, United States OneMain Financial Full time

    Key Responsibilities:As a Consumer Loan Sales Specialist at OneMain Financial, you will be responsible for delivering results related to individual and branch sales goals, as well as customer expectations. You will develop new relationships and maintain existing ones, working with customers throughout the loan process and loan life cycle. You will present...


  • Pittsburgh, Pennsylvania, United States Confluence Financial Partners Full time

    Job DescriptionAt Confluence Financial Partners, we are seeking a highly skilled and detail-oriented Financial Services Associate to join our team.The successful candidate will assist our Wealth Managers in performing administrative duties and basic financial functions. This includes answering client inquiries, preparing client paperwork, scheduling...


  • Pittsburgh, Pennsylvania, United States Northwest LLC Full time

    Job SummaryThe Associate Financial Advisor is a key member of our team, responsible for developing new business and retaining existing relationships. This role requires strong communication and interpersonal skills, as well as the ability to analyze financial data and make informed recommendations.Key ResponsibilitiesAssist in the development of new business...


  • Pittsburgh, Pennsylvania, United States Northwest Bank Full time

    Job Title: Associate Financial AdvisorThe Associate Financial Advisor is a key member of our Financial Services team, responsible for developing new business and retaining existing relationships. This role requires strong communication and interpersonal skills, as well as the ability to work effectively with centers of influence and business partners.Key...


  • Pittsburgh, Pennsylvania, United States Western & Southern Life Full time

    Job SummaryThe Financial Representative role at Western & Southern Life involves meeting the financial needs of middle-income clients by educating them, analyzing their needs, and recommending tailored solutions. This position requires strong interpersonal and communication skills, as well as the ability to analyze client needs and understand financial...


  • Pittsburgh, Pennsylvania, United States Northwest Bank Full time

    Job SummaryThe Associate Financial Advisor is a key member of our team, responsible for developing new business and retaining existing relationships. This role requires strong communication and interpersonal skills, as well as the ability to analyze financial data and make informed recommendations.Key ResponsibilitiesAssist in the development of new business...


  • Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a talented individual to join our Finance & Realty Services organization as a Development Program Associate. This 12-month program provides hands-on experience in a professional environment, allowing you to explore your career goals and grow your skills in key areas.The goal of this Development Program...


  • Pittsburgh, Pennsylvania, United States Hapanowicz Financial Full time

    Job SummaryHapanowicz Financial is seeking a highly skilled Lead Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for providing personalized financial guidance and support to clients.Key ResponsibilitiesDevelop customized financial plans that align with clients' short-term and long-term goals.Provide...


  • Pittsburgh, Pennsylvania, United States Solid Rock Search Full time

    Job OverviewSeeking a skilled Tax and Financial Accountant to join our team. The ideal candidate will have 1-3 years of experience in personal and business tax returns, financial statement preparation, and payroll management. Knowledge of ProSystem FX Tax Software is a plus.Responsibilities:* Prepare financial statements and tax returns for clients* Manage...

  • Financial Analyst

    4 weeks ago


    Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is a leading provider of accounting and financial services. Our client is a non-profit organization that has been dedicated to providing compassionate care and support services for over 40 years.We foster a welcoming and inclusive environment for residents, families, and staff, operating residential homes, day...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Controller Role OverviewThe Controller is a key member of the financial team, responsible for overseeing all financial operations, including accounting, budgeting, forecasting, and reporting. This role ensures compliance with financial regulations and standards, such as GAAP and IFRS, and leads the month-end and year-end close processes.Key...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Controller RoleAt Creative Financial Staffing, we are seeking a highly skilled and experienced Controller to oversee all financial operations, ensuring compliance with financial regulations and standards. The ideal candidate will have a strong background in accounting, finance, and leadership, with a proven track record of success in financial planning,...

  • Banking Professional

    2 weeks ago


    Pittsburgh, Pennsylvania, United States PNC Financial Services Group, Inc. Full time

    Job SummaryAs a Teller at PNC Financial Services Group, Inc., you will play a critical role in delivering exceptional customer service and providing accurate banking transactions. You will work closely with customers to understand their financial needs and provide personalized solutions. This is an excellent opportunity to develop your skills in customer...