Financial Advisor/Paraplanner
2 weeks ago
We are seeking a highly skilled and experienced Financial Advisor/Paraplanner to join our team at Kestra Financial Independent Advisor. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.
Key Responsibilities- Identify and pursue new business opportunities to grow your own book of business through value-added solutions and services.
- Strengthen client relationships through proactive communication and tailored advice.
- Conduct market research and product analysis to provide informed recommendations.
- Analyze client data to develop comprehensive financial plans.
- Conduct SWOT analysis to determine client overall financial health and provide actionable insights.
- Develop and deliver customized client recommendations to drive financial growth.
- Monitor and enhance our firm's social media marketing efforts to attract new clients.
- Cultivate leads into clients through effective relationship-building and communication.
- Assist in account-related paperwork and administrative tasks.
- Help clients maximize or create their own employee benefits package.
- Handle all Life and Disability Insurance Cases with expertise and care.
- Become proficient in advanced college planning strategies to provide holistic financial solutions.
- Series 7, 66, 63 licenses.
- State Insurance Licenses (Life, Accident & Health).
- CFP designation is a plus.
- Knowledge of Emoney, Riskalyze, and Redtail software is a plus.
- At least 3 years of experience as a financial advisor.
- Knowledge of the financial industry, products, regulations, and overall environment.
- Own transferable book of business.
- Flexible pay structure (W-2, 1099, or hybrid).
- Participation in Simple IRA Plan (W-2 employee).
- Paid Time Off.
- Work from home.
- Access to professional development and training.
- Commensurate with experience and book of business.
- Negotiable.
- Performance-based.
- Competitive payouts and revenue sharing.
-
Financial Advisor/Paraplanner
2 weeks ago
Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full timeJob OpportunityWe are seeking a highly skilled and experienced financial advisor to join our team at Kestra Financial Independent Advisor. As a financial advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into...
-
Financial Advisor
2 weeks ago
Pittsburgh, Pennsylvania, United States Cetera Investment Services LLC Full timeFinancial Advisor Job DescriptionCetera Investment Services LLC is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain...
-
Wealth Management Consultant
1 month ago
Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full timePosition OverviewDear Financial Professional,Do you often feel undervalued in your current role?Are your innovative ideas overlooked?Are you weary of enriching your employers while your own potential remains untapped?Do you feel like just another number in a vast organization?Are you looking to stand out in your field?Do you wish to express your creativity...
-
Financial Services Advisor
11 hours ago
Pittsburgh, Pennsylvania, United States Northwest Bank Full timeJob SummaryThe Associate Financial Advisor is a key member of our Financial Advisor 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...
-
Financial Services Advisor
3 weeks ago
Pittsburgh, Pennsylvania, United States Northwest Bank Full timeJob Title: Associate Financial AdvisorAt Northwest Bank, we are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As an Associate Financial Advisor, you will play a key role in developing new business and retaining existing relationships while creating and maintaining relationships with centers of influence and...
-
Financial Services Professional
1 day ago
Pittsburgh, Pennsylvania, United States LPL Financial Holdings, Inc. Full timeUnlock 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,...
-
Senior Investment Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Banker organization, you will be responsible for delivering exceptional investment experiences to our clients.Key ResponsibilitiesManage client accounts in accordance with their investment objectives, providing...
-
Financial Solutions Advisor
17 hours ago
Pittsburgh, Pennsylvania, United States Bank of America Full timeJob Title: Financial Solutions AdvisorThis role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads and make referrals to business partners based on client needs and asset thresholdsMeet with clients to review financial and investment goals,...
-
Senior Retirement Financial Advisor
2 weeks ago
Pittsburgh, Pennsylvania, United States Golden Reserve LLC Full timeAbout Golden Reserve LLCGolden Reserve LLC is a pioneering financial services company that is revolutionizing the way retirement planning is approached. Our mission is to provide a unique and innovative model that combines legal, tax, and finance under one roof, at a flat-fee package cost.Job SummaryWe are seeking an experienced Senior Retirement Financial...
-
Senior Investment Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our Private Banker organization in Pittsburgh, PA. As a key member of our team, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insight, and reporting on...
-
Senior Investment Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our Private Banker organization in Pittsburgh, PA. As a key member of our team, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insight, and reporting on...
-
Financial Advisor
3 weeks ago
Pittsburgh, Pennsylvania, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeA career with Northwestern Mutual offers a unique opportunity to make a meaningful impact on people's lives. As a Financial Representative, you will work closely with clients to understand their financial goals and develop personalized solutions to help them achieve financial security.Key...
-
Financial Planner
3 weeks ago
Pittsburgh, Pennsylvania, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAre you looking for a career that offers personal fulfillment, professional growth, and financial rewards? Consider joining Northwestern Mutual as a Financial Advisor.As a Financial Advisor, you will help clients achieve their financial goals by developing and implementing personalized financial plans. You will...
-
Investment Advisor
3 weeks ago
Pittsburgh, Pennsylvania, United States Cetera Investment Services LLC Full timeJob Title: Investment AdvisorJoin Cetera Investment Services LLC as an Investment Advisor and take on a challenging role that requires strong analytical and communication skills. As an Investment Advisor, you will be responsible for providing discretionary investment guidance to businesses and individuals, analyzing various investment options, and developing...
-
Investment Advisor
3 weeks ago
Pittsburgh, Pennsylvania, United States Cetera Investment Services LLC Full timeJob Title: Investment AdvisorJoin Cetera Investment Services LLC as an Investment Advisor and take on a challenging role that requires strong analytical and communication skills. As an Investment Advisor, you will be responsible for providing discretionary investment guidance to businesses and individuals, analyzing various investment options, and developing...
-
Financial Aid Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States University of Pittsburgh Full timeJob SummaryThe University of Pittsburgh seeks a skilled Financial Aid Counselor to provide students and their families with financial aid-related services. This role involves analyzing applicant financial aid information, selecting candidates, and determining awarded financial aid. The successful candidate will also assist in financial aid policy preparation...
-
Financial Aid Advisor
1 month ago
Pittsburgh, Pennsylvania, United States University of Pittsburgh Full timeJob SummaryThe University of Pittsburgh seeks a skilled Financial Aid Counselor to provide students and their families with financial aid-related services. This role involves analyzing applicant financial aid information, selecting candidates, and determining awarded financial aid. The successful candidate will also assist in financial aid policy preparation...
-
Financial Aid Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States University of Pittsburgh Full timeJob SummaryThe University of Pittsburgh seeks a skilled Financial Aid Counselor to provide students and their families with financial aid-related services. This role involves analyzing applicant financial aid information, selecting candidates, and determining awarded financial aid. The successful candidate will also assist in financial aid policy preparation...
-
Financial Aid Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States University of Pittsburgh Full timeJob SummaryThe University of Pittsburgh seeks a skilled Financial Aid Counselor to provide students and their families with financial aid-related services. This role involves analyzing applicant financial aid information, selecting candidates, and determining awarded financial aid. The successful candidate will also assist in financial aid policy preparation...
-
Senior Credit Risk Review Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Credit Risk Review Advisor Senior to join our team in Commercial Lending. As a key member of our Independent Risk Management organization, you will be responsible for conducting timely and independent assessments of PNC's credit exposures and credit risk.Key ResponsibilitiesAnalyze file...