Current jobs related to Investment Executive, Wealth Management - Pittsburgh, Pennsylvania - Dollar Bank
-
Wealth Management Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States Keller Executive Search Full timeOur client, a specialized wealth management firm, is in search of a qualified and seasoned Investment Consultant to become a part of their team. As an Investment Consultant, your primary role will be to deliver comprehensive financial planning and investment strategies to clients. The firm is known for crafting distinctive portfolios that incorporate various...
-
Investment Executive, Wealth Management
4 weeks ago
Pittsburgh, Pennsylvania, United States Dollar Bank Full timeJob Overview The AVP, Investment Executive is responsible for managing existing client relationships, either working with a more experienced advisor or on their own. Key Responsibilities: * Formulate and implement advice to clients * Develop and maintain strong relationships with clients * Collaborate with technical specialists to develop product,...
-
Investment and Financial Planning Associate
2 weeks ago
Pittsburgh, Pennsylvania, United States Wealth Management Partners, LLC Full timeJob DescriptionWealth Management Partners, LLC is seeking a highly motivated and detail-oriented Financial Planning and Investment Associate to join our team.The ideal candidate will have a strong understanding of financial planning concepts and techniques, as well as experience in investment-related roles.Responsibilities will include:Providing exceptional...
-
Wealth Management Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob SummaryThe Coury Firm is seeking a highly skilled Wealth Planner to join its Private Wealth division. As a key member of the team, you will be responsible for supporting Wealth Advisors on all aspects of client relationships, including workflow management and execution.Key ResponsibilitiesCoordinate and drive the delivery of wealth management and...
-
Wealth Management Professional
2 weeks ago
Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeJob Title: Associate Wealth AdvisorJob Summary:JFS Wealth Advisors LLC is seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service, managing client relationships, and assisting in the development of comprehensive...
-
Wealth Associate
2 weeks ago
Pittsburgh, Pennsylvania, United States Confluence Financial Partners Full timeJob OverviewWealth Associates at Confluence Financial Partners play a vital role in both the Wealth Planning and Investment departments. They provide essential support by designing wealth plans for individual clients and performing key functions within the Investment department, including trade execution and portfolio analysis.To succeed in this role,...
-
Wealth Associate
2 weeks ago
Pittsburgh, Pennsylvania, United States Confluence Financial Partners Full timeAbout the RoleWe are seeking a highly motivated and organized Wealth Associate to join our team at Confluence Financial Partners. As a Wealth Associate, you will play a critical role in supporting the Wealth Planning and Investment departments in designing wealth plans and performing essential functions within the Investment department.The ideal candidate...
-
Financial Wealth Consultant
2 months ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob OverviewSalary: The role of Wealth Planner within The Coury Firm's Private Wealth division entails providing comprehensive support to the Firm's Wealth Advisors in managing client relationships. This position is pivotal in coordinating and facilitating the delivery of wealth management and multi-family office services, acting as the primary internal...
-
Investment Advisor
1 month ago
Pittsburgh, Pennsylvania, United States Keller Executive Search Full time{"h1": "Financial Advisor Job Description", "p": "Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to provide financial planning and investment advice to clients. The ideal candidate should have a proven track record in bringing in new clients, closing deals, and generating leads.", "ul": [{"li": "Develop...
-
Vice President, Wealth Manager
4 weeks ago
Pittsburgh, Pennsylvania, United States The Bank of New York Mellon Full timeAbout the RoleWe are seeking a highly skilled and experienced Vice President, Wealth Manager I to join our Wealth Management team in Pittsburgh, PA. As a key member of our team, you will be responsible for providing comprehensive wealth management advice to our clients, leveraging our Active Wealth framework to help them achieve their financial goals.Key...
-
Senior Client Executive
1 week ago
Pittsburgh, Pennsylvania, United States Bank of America Full timeJob SummaryMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.The Market Client Relationship Manager (MCRM) is a key role that oversees the overall service delivery model, including digital offerings and wealth management banking strategy in the...
-
Pittsburgh, Pennsylvania, United States 5 Legal Full timeJob Overview5 Legal is seeking a highly qualified mid-level associate to join their investment management practice in the Pittsburgh office. This position may be resident in Boston, New York, Philadelphia, San Francisco, or Washington, DC.Key Responsibilities:Have familiarity and demonstrated experience with the Investment Advisers Act of 1940 and other...
-
Investment Management Transactions Associate
3 weeks ago
Pittsburgh, Pennsylvania, United States 5 Legal Full timeJob Opportunity5 Legal, a leading international law firm, seeks a highly qualified mid-level associate with law firm experience and excellent academic credentials to join their investment management practice.Key Responsibilities:Have familiarity and demonstrated experience with the Investment Advisers Act of 1940 and other federal securities law as they...
-
Investment Support Specialist
1 month ago
Pittsburgh, Pennsylvania, United States Dollar Bank Full timeJob DescriptionJob Overview:Dollar Bank's Wealth Management Program is dedicated to providing exceptional client service and guidance to our clients in achieving their financial goals. As an Investment Assistant, you will play a crucial role in supporting our Investment Executives and the overall program.Key Responsibilities:Build and maintain relationships...
-
Wealth Management Administrator Position
1 week ago
Pittsburgh, Pennsylvania, United States Compass Business Solutions, Inc. Full timeJob Title: Wealth Management Administrator PositionJob Summary: We are seeking a skilled Wealth Management Administrator to provide comprehensive support to our Wealth Management department.Key Responsibilities:* Gather, scan, and electronically bookmark paper and electronic documents for wealth management.* Assemble and prepare envelopes for delivery and...
-
Financial Planning Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at JFS Wealth Advisors. As a key member of our asset management team, you will be responsible for coordinating and providing support for our clients' financial planning needs.Key ResponsibilitiesMonitor transactions and client needs on investment accountsPrepare meeting...
-
Wealth Strategist
1 week ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob OverviewThe Coury Firm is seeking a highly skilled Wealth Planner to join its Private Wealth division. As a key member of the team, you will be responsible for supporting Wealth Advisors in delivering exceptional client service and driving the delivery of wealth management and multi-family office services.This is a unique opportunity to work with a...
-
Wealth Servicing Specialist
1 week ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob SummaryThe Coury Firm is seeking a highly skilled Wealth Servicing Specialist to join our Private Wealth team. As a key member of our team, you will be responsible for providing exceptional client service and support to our Wealth Advisors and clients.Key ResponsibilitiesParticipate in wealth planning team meetings and client meetings to resolve...
-
Retirement Plan Advisor
1 week ago
Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full timeJob Summary:As a Retirement Plan Advisor at JFS Wealth Advisors, you will play a crucial role in helping clients achieve their financial goals. Your primary responsibility will be to coordinate and maintain retirement plans, ensuring that clients receive exceptional service and support.Key Responsibilities:Develop and implement retirement plans tailored to...
-
Wealth Management Tax Manager
2 weeks ago
Pittsburgh, Pennsylvania, United States CyberCoders Full timeJob Opportunity: Wealth Management Tax ManagerWe are seeking a highly skilled Tax Manager to join our Wealth Management team. As a Tax Manager, you will be responsible for preparing and reviewing tax returns, focusing on High Net Worth individuals, trusts, estates, and gift tax.Key Responsibilities:Prepare and review tax returns for High Net Worth...
Investment Executive, Wealth Management
2 months ago
Job Overview
The AVP, Investment Executive plays a crucial role in overseeing established client partnerships, either collaborating with a seasoned advisor or independently.
This position may involve developing and executing financial strategies, while also engaging technical experts to create product, investment, or planning suggestions.
Key Qualifications:
- Required: Bachelor's Degree or equivalent professional experience.
- At least three years of experience in selling investment products, including mutual funds, life insurance, stocks, and bonds.
- Possession of NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.
- Excellent interpersonal communication skills.
- Strong organizational and time management abilities.
- Capability to prioritize and handle multiple tasks effectively.
- Proficient in Windows applications and skilled in Microsoft Word or similar word processing software.
All personnel are expected to act as risk managers for their respective roles by understanding, reporting, responding to, managing, and monitoring risks encountered daily, in accordance with Dollar Bank's risk management framework. Adherence to regulatory standards and company policies is a fundamental aspect of all job roles.
Benefits Overview
Full-time staff members are entitled to a comprehensive benefits package that includes medical, dental, vision coverage, a 401(k) plan with immediate vesting, tuition reimbursement, and gym membership reimbursement.
