Wealth Management Data Analyst

Our client, a prominent firm specializing in wealth management and administrative services for affluent families, is in search of a detail-oriented and proactive individual to fulfill the role of Financial Data Analyst. Location Requirement: Candidates must be currently residing in the Pittsburgh area to be eligible for this position.The Financial Data...

About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals and secure their financial...

Our client, a leading firm in wealth management services, is in search of a detail-oriented and proactive professional to enhance their analytical capabilities. LOCATION REQUIREMENT: CANDIDATES MUST BE BASED IN PITTSBURGH This role focuses on providing comprehensive data management and analytical support for high-net-worth families. The Financial Data...

About the RoleWe are seeking a skilled Financial Planner to join our team at GPAC, a leading search firm specializing in placing quality professionals within multiple industries across the United States.Key ResponsibilitiesClient Relationship Management: Establish and nurture strong relationships with clients, offering tailored financial advice and support...

Become a Key Player in Wealth ManagementKeller Executive Search is collaborating with a distinguished financial services firm, looking for a seasoned Wealth Management Consultant. In this role, you will be tasked with delivering tailored financial strategies and investment insights to a diverse clientele. The firm is renowned for its expertise in crafting...

Become a Key Player as a Wealth Management ConsultantKeller Executive Search is collaborating with a distinguished financial services firm, seeking a seasoned Wealth Management Consultant to enhance their team. In this role, you will deliver tailored financial strategies and investment guidance to a diverse clientele. The firm excels in constructing bespoke...

Our client, a distinguished boutique investment firm, is in search of a qualified and seasoned Wealth Management Advisor to enhance their team. In this role, you will be tasked with delivering comprehensive financial strategies and investment counsel to a diverse clientele. The firm is renowned for curating distinctive investment portfolios comprising...

About The Coury FirmThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests.Our firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.Job SummaryThe...

Job SummaryTEK Connexion is seeking a highly skilled Financial Data Analyst to join our team. As a key member of our organization, you will be responsible for analyzing and interpreting complex financial data to inform business decisions.Key ResponsibilitiesAnalyze and interpret financial data to identify trends and insights that inform business...

About The Coury FirmThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests.We are a leading provider of wealth management services, with a strong reputation for delivering exceptional results and personalized...

About eNGINEeNGINE is a leading solutions and placement firm that specializes in building technical teams. Our mission is to provide innovative solutions and expert talent to drive business growth and success.Job SummaryWe are seeking a highly skilled Data Reporting Analyst to join our team. As a Data Reporting Analyst, you will play a critical role in...

Position Title:Wealth Management Consultant OpportunityJoin a distinguished financial advisory firm focused on empowering clients to realize their financial aspirations. This is an opportunity to collaborate with a team of seasoned professionals dedicated to fostering your development and success in the financial sector.About the Firm:We are a well-respected...

High Net Worth Estate Planning AttorneyThis position is hosted by Jobot.About the Role:We are a distinguished legal practice seeking a Trust and Estates Attorney to provide expert legal counsel to our affluent clientele. This permanent role presents a unique opportunity to deliver comprehensive legal strategies in trust and estate management, wealth...

Job 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...

Job OverviewThe position of Wealth Planner within The Coury Firm's Private Wealth division is designed to provide essential support to the Firm's Wealth Advisors in managing client relationships. This role encompasses the coordination and execution of wealth management and multi-family office services, acting as the primary internal resource for workflow...

Senior Data Analyst OpportunityFederal Home Loan Bank of Pittsburgh is seeking a highly skilled Senior Data Analyst to join their team.Key ResponsibilitiesTranslate business requirements into data-driven solutions that leverage advanced data models and extract, transform, and load (ETL) processes.Analyze, design, develop, and maintain complex database...

Financial Data Analyst Job DescriptionCarnegie Mellon University is seeking a skilled Financial Data Analyst to join our dynamic data analytics team. In this role, you will be responsible for executing various projects aimed at enhancing our ability to collect, analyze, and visualize financial data. Your responsibilities will include financial data quality...

High Net Worth Estate Planning AttorneyAbout the Position:This opportunity is with a distinguished law firm seeking aTrust and Estates Attorney to provide expert legal counsel to affluent clients. This role is designed for a dedicated professional with a focus on trust and estate planning, wealth transfer, and tax implications.Key Responsibilities:Deliver...

Claire Myers Consulting is a progressive and innovative financial advisory firm focused on delivering outstanding wealth management and financial planning solutions. Our commitment to a client-focused methodology ensures that we provide customized financial strategies tailored to individual needs.Key ResponsibilitiesProactively identify and cultivate new...

About the RoleCarnegie Mellon University is seeking a highly skilled and motivated Financial Data Analyst to join our vibrant and growing data analytics community. In this position, you will be responsible for executing a variety of projects aimed at enhancing our ability to collect, analyze, and visualize financial data and build data narratives to inform...