Private Banker
4 days ago
PNC Financial Services Group is a leading provider of financial services, with a commitment to delivering exceptional customer experiences and driving business growth. Our team of experienced professionals works together to provide innovative solutions that meet the evolving needs of our clients.
We are seeking a highly skilled Wealth Strategist to join our team, who will play a critical role in developing and implementing tax, estate, and financial plans for clients. The ideal candidate will have a strong background in financial operations, investments, and revenue recognition, as well as excellent communication and collaboration skills. A successful Wealth Strategist will be able to analyze complex data, identify opportunities, and develop creative solutions to drive business results.
Key Qualifications
- Strong background in financial operations, investments, and revenue recognition.
- Excellent communication and collaboration skills.
- Ability to analyze complex data and identify opportunities.
- Experience working with cross-functional teams.
-
Private Banking Support Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States F.N.B. Corporation Full timeJob DescriptionThe Client Services Associate will be responsible for delivering exceptional client service, ensuring strict adherence to procedures and regulatory compliance, and supporting the Private Bankers and Team Leaders in client maintenance and service.Primary Responsibilities:• Provides client service support on all account inquiries including...
-
Private Client Market Leader
7 days ago
Pittsburgh, Pennsylvania, United States Citizens Full timeAt Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens stands and grows with its clients. Within Citizens Core Banking Division, Citizens Private Client...
-
Portfolio Manager
3 weeks ago
Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full timePrimary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Portfolio Manager - Private Banking Business Unit: Private Banking Reports To: Group Manager of Private Banking Position Overview: This position is primarily responsible for supporting the unique...
-
Portfolio Manager
2 weeks ago
Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full timePrimary Office Location:626 Washington Place. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future.Position Title: Portfolio Manager - Private Banking Business Unit: Private Banking Reports To: Group Manager of Private Banking Position Overview:This position is primarily responsible for supporting the unique underwriting...
-
Client Advisor Associate
1 week ago
Pittsburgh, Pennsylvania, United States CooksonPeirce Full timeCooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...
-
Client Advisor Associate
2 weeks ago
Pittsburgh, Pennsylvania, United States CooksonPeirce Full timeCooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...
-
Client Advisor Associate
2 weeks ago
Pittsburgh, Pennsylvania, United States CooksonPeirce Full timeCooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website:...
-
Client Services Associate
3 weeks ago
Pittsburgh, Pennsylvania, United States F.N.B. Corporation Full timePrimary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. n Position Title: Client Services Associate Business Unit: Private Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for assisting the Private Bankers and Private...
-
Client Services Associate
4 weeks ago
Pittsburgh, Pennsylvania, United States F.N.B. Corporation Full timePrimary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. n Position Title: Client Services Associate Business Unit: Private Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for assisting the Private Bankers and Private...
-
Tax Manager
2 days ago
Pittsburgh, Pennsylvania, United States Schneider Downs & Co., Inc. Full timeAs a trusted advisor in the professional services industry,you know what matters most to clients: Big thinking with a personal focus. Youalso know what matters most to your own success, including: career growth,work-life flexibility, leadership that cares about your ability to succeed, theopportunity to give and receive one-on-one coaching and mentoring, as...
-
Tax Manager
2 days ago
Pittsburgh, Pennsylvania, United States Schneider Downs & Co., Inc. Full timeAs a trusted advisor in the professional services industry,you know what matters most to clients: Big thinking with a personal focus. Youalso know what matters most to your own success, including: career growth,work-life flexibility, leadership that cares about your ability to succeed, theopportunity to give and receive one-on-one coaching and mentoring, as...
-
Private Banker
4 weeks ago
Pittsburgh, United States First National Bank Full timePrimary Office Location:300 East Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future.nPosition Title: Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for marketing private banking services to business owners...