Private Client Financial Advisor
3 weeks ago
Citizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.
Key Responsibilities- Develop and implement comprehensive financial plans tailored to meet the unique needs of each client.
- Build and maintain strong relationships with clients and partners to drive business growth and client satisfaction.
- Stay up-to-date on market trends and regulatory changes to provide expert advice and guidance to clients.
- Collaborate with internal stakeholders to deliver a range of financial services, including investment management, insurance, and estate planning.
- Meet or exceed sales targets and revenue goals through proactive client outreach and engagement.
- Series 7, 63, 65 (or 66) licenses are required.
- A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting the role.
- A minimum of 2 years of experience in a Financial Advisor role or equivalent experience in financial services.
- Demonstrated track record of new business development and client book management.
- Proven experience in a team-oriented consumer bank setting.
- Familiarity with servicing high-net-worth individuals.
- Comfortable operating in a dynamic, entrepreneurial environment.
Citizens offers a competitive compensation package, including a base salary and commission-based incentives. Our team members enjoy a supportive and collaborative work environment, with access to training and tools to accelerate their potential and maximize their career growth.
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Private Client Financial Advisor
3 weeks ago
Sewickley, Pennsylvania, United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive...
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Private Client Financial Advisor
3 weeks ago
Sewickley, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for clients.Build and maintain strong...
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Private Client Financial Advisor
2 weeks ago
Sewickley, Pennsylvania, United States Citizens Full timeCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will work closely with clients to understand their financial goals and develop tailored plans to achieve them.The ideal candidate will have a strong background in financial services, with a proven track record of success in...
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Private Client Financial Advisor
3 weeks ago
Sewickley, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for clients.Build and maintain strong...
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Client Service Coordinator
2 weeks ago
Sewickley, Pennsylvania, United States Kestra Financial Independent Advisor Full timeJob DescriptionThe Client Service Coordinator plays a vital role in delivering exceptional client experiences at Kestra Financial Independent Advisor. This position requires excellent customer service, attention to detail, and time management skills to support Financial Advisors and the firm.Key Responsibilities:Supports Financial Advisors/Operations...
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Profit Formula Senior Client Associate
1 month ago
Sewickley, Pennsylvania, United States Wells Fargo Full timeJob SummaryAssist Profit Formula Financial Advisors with sales, service, and operational activities, providing service to clients via telephone, direct interaction, and/or written correspondence.Key ResponsibilitiesProvide exceptional client service and support to Profit Formula Financial Advisors.Facilitate communication between clients and Financial...
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Profit Formula Senior Client Associate
2 months ago
Sewickley, Pennsylvania, United States Wells Fargo Full timeJob SummaryAs a Profit Formula Senior Client Associate, you will assist our Financial Advisors with sales, service, and operational activities. This includes providing exceptional service to clients via phone, direct interaction, and written correspondence.Key ResponsibilitiesSupport Financial Advisors with sales, service, and operational tasksProvide...
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Profit Formula Senior Client Associate
1 month ago
Sewickley, Pennsylvania, United States Wells Fargo Full timeJob SummaryAs a Profit Formula Senior Client Associate, you will provide exceptional service to clients via telephone, direct interaction, and written correspondence. You will work closely with Profit Formula Financial Advisors to facilitate sales, service, and operational activities.Key ResponsibilitiesProvide top-notch service to clients, responding to...
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Securities Operations Specialist
1 week ago
Sewickley, Pennsylvania, United States AssuredPartners Full timeJob OverviewAssuredPartners is seeking a highly skilled Securities Admin to support their Pittsburgh area office. In this role, you will provide administrative services, including document preparation, record maintenance, and appointment scheduling.Key ResponsibilitiesPrepare and manage documents and meeting materialsMaintain accurate and timely...
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Senior Wealth Planning Associate
3 weeks ago
Sewickley, Pennsylvania, United States Heritage Wealth Advisors, LLC Full timeJob OverviewHeritage Wealth Advisors, LLC is seeking a highly skilled Wealth Planning Expert to join our team. As a key member of our wealth management team, you will work closely with our Wealth Advisors to provide exceptional service to our clients.Key Responsibilities:Prepare comprehensive financial plans, including balance sheets and financial...
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Securities Administrator
3 weeks ago
Sewickley, Pennsylvania, United States AssuredPartners Full timeJob OverviewAssuredPartners is seeking a skilled Securities Admin to support their Pittsburgh area office. The ideal candidate will provide administrative assistance, document preparation, and appointment scheduling.Key ResponsibilitiesPrepare and manage documents and meeting materialsMaintain accurate and timely recordsAssist advisors by being the liaison...
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Sewickley, Pennsylvania, United States STXZ LLC Full timeJob OverviewSTXZ LLC is seeking a skilled and passionate lacrosse trainer to join our team in Sewickley, PA. As a private lacrosse coach, you will work with players of all ages at local parks, fields, or even their own backyards.We're looking for experienced lacrosse trainers who love the game, enjoy working with kids, and bring a positive, patient attitude...
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Cleaning Specialist
3 weeks ago
Sewickley, Pennsylvania, United States Vacation From Cleaning VFC Full timeJob OverviewVacation From Cleaning VFC is seeking a skilled Cleaning Advisor to join our team. As a Cleaning Advisor, you will be responsible for executing a variety of cleaning activities, ensuring all rooms are cared for and inspected according to standards, and resolving noted reasonable complaints/requests with professionalism and...
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IT Managed Services Sales Professional
3 weeks ago
Sewickley, Pennsylvania, United States Enkompas Full timeJob Title:IT Managed Services Sales ProfessionalLocation:Preferably local to Pittsburgh or the area. However, Remote will be consideredCompensation:Competitive base salary with performance-based commissionPosition Overview:We are seeking a highly motivated and results-driven IT Managed Services Sales Professional to join our growing team. In this role, you...
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IT Managed Services Sales Professional
3 weeks ago
Sewickley, Pennsylvania, United States Enkompas Full timeJob Title:IT Managed Services Sales ExecutiveLocation:Preferably local to Pittsburgh or the area. However, Remote will be consideredCompensation:Competitive base salary with performance-based commissionPosition Overview:We are seeking a highly motivated and results-driven IT Managed Services Sales Executive to join our growing team.In this role, you will be...
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IT Managed Services Sales Professional
3 weeks ago
Sewickley, Pennsylvania, United States Enkompas Full timeJob Title: IT Managed Services Sales ExecutiveLocation: Preferably local to Pittsburgh or the area. However, Remote will be consideredCompensation:Competitive base salary with performance-based commissionPosition Overview:We are seeking a highly motivated and results-driven IT Managed Services Sales Executive to join our growing team. In this role, you will...
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Home Health Nurse
2 weeks ago
Sewickley, Pennsylvania, United States Maxim Healthcare Services Full timeJob Summary: Maxim Healthcare Services is seeking a skilled Registered Nurse to provide high-quality care to Pediatric and Adult patients in their own homes. As a Home Health Nurse, you will be responsible for planning, implementing, and evaluating patient care and services provided to clients receiving contracted services.Responsibilities: Utilize the...
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Private Client Financial Advisor
4 weeks ago
SEWICKLEY, United States Citizens Full timeDescriptionCitizens 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...
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Client Service Coordinator
5 months ago
Sewickley, United States Kestra Financial Full timeThe Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including handling all...
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Private Duty Nurse LPN
4 weeks ago
Sewickley, United States Aveanna Healthcare Full timeAveanna Private Duty Nurse (LPN)**Weekend Shift**Aveanna’s Private Duty nurses assist our patients with transitioning home from the hospital and provide the continuous care needed to remain at home with their loved ones. We match our nurses to their patients based on skill, age, health condition, and acuity level. Our nurses make a positive and lasting...
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RN Home Health
6 days ago
Sewickley, United States Maxim Healthcare Services Full timeSalary: $32 - $40 / per hour Maxim Healthcare in Sewickley, PA is hiring for a Registered Nurse to work with Pediatric and/or Adult patients in their own homes. Why Join Maxim? + Competitive pay & weekly paychecks + Paid training and licensing + Flexible scheduling - PT and FT + College Partnership programs & opportunities for continuing education +...
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RN Home Health
1 month ago
Sewickley, United States Maxim Healthcare Service Full timeSalary: $32 - $40 / per hour Maxim Healthcare in Sewickley, PA is hiring for a Registered Nurse to work with Pediatric and/or Adult patients in their own homes. Why Join Maxim? Competitive pay & weekly paychecks Paid training and licensing Flexible scheduling – PT and FT College Partnership programs & opportunities for continuing...
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Network Engineer
4 weeks ago
Sewickley, United States IQ Machines Full timeJob DescriptionJob DescriptionReports ToCustomer Service Manager Company InformationIQ Machines LLC is a privately held company headquartered in Pittsburgh, Pennsylvania, that provides technology solutions specifically designed for the owner/operator of Multiple Dwelling Unit (MDU) facilities. IQ Machines’ core business is providing high-speed internet,...
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Mortgage Loan Originator
1 day ago
Sewickley, United States D.R. Horton, Inc Full timeDescription D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for...