Investment and Financial Planning Associate

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...

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...

Job 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...

Job 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,...

Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Kestra Financial Independent Advisor. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clientsConduct...

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,...

Investment Funds Associate5 Legal is seeking a highly qualified Investment Funds 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:Forming private investment funds, such as hedge funds and private equity funds,...

Job OverviewWe are seeking a highly skilled Retirement Plan Advisor to join our team at JFS Wealth Advisors LLC. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients, developing and maintaining relationships with plan sponsors and participants, and driving business growth through innovative...

OverviewWe are seeking a highly skilled Vice President, Financial Planning & Analysis I to join our Finance team at BNY Mellon. This role is located in Pittsburgh, PA – HYBRID.Key Responsibilities:Deliver financial analytics and reporting in support of assigned line of business, corporate function, or region.Assist in addressing customer analytics and...

About BNYAt BNY, we empower our employees to grow and succeed in a dynamic and inclusive work environment. As a leading global financial services company, we touch nearly 20% of the world's investible assets. Our 50,000+ employees bring their unique perspectives to create solutions that benefit businesses, communities, and individuals worldwide.Our...

Job SummaryThis position serves as the Financial Analyst in the Office of SVC Health Sciences and the School of Medicine Division Administration. The successful candidate will prepare and analyze financial data for senior leadership in budgetary and financial planning.Key ResponsibilitiesPrepare and analyze financial data for senior leadership in budgetary...

Job Description:We are seeking a highly skilled and motivated individual to join our team as a Trader Associate within PNC Investments. As a key member of our team, you will be responsible for supporting the trading process and execution of capital markets transactions.Key Responsibilities:Partner with senior team members to support the trading process and...

Job Summary:This position serves as the Financial Analyst in the Office of SVC Health Sciences and the School of Medicine Division Administration. The role is responsible for preparing and analyzing financial data for senior leadership in budgetary and financial planning.Key Responsibilities:Prepares monthly journal entries and financial statements,...

Job Summary:This position serves as the Financial Analyst in the Office of SVC Health Sciences and the School of Medicine Division Administration. The successful candidate will prepare and analyze financial data for senior leadership in budgetary and financial planning.Key Responsibilities:Prepare monthly journal entries and financial statements.Analyze...

Job 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 Analyst OpportunityInnova Solutions is seeking an experienced Investment Analyst to join our client's Financial & Investment Services team.Key Responsibilities:Assist in the analysis and evaluation of investment opportunitiesDevelop and maintain financial models to support investment decisionsProvide market research and analysis to inform...

Job 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...

Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Creative Financial Staffing. As a key member of our accounting and financial services team, you will be responsible for preparing, analyzing, and reporting monthly, quarterly, and annual financials for grants and contracts.About the RolePrepare...

At United States Steel, we are committed to fostering an inclusive workplace culture and celebrating the diversity of our employees. The Commercial FP&A Analyst plays a vital role in the company's commercial strategy and decision-making process.Key Responsibilities:Analyze financial trends and create budgets to inform critical business decisions.Develop and...

Job Opportunity5 Legal seeks a highly qualified mid-level associate with law firm experience and excellent academic credentials 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:Experience in forming private investment...