Investment Support Specialist
5 days ago
Job 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 with new and existing customers to ensure timely production reports and support on limited basis audit soundness within the program.
- Assist with appointment setting, client reviews, and general account maintenance.
- Work closely with the Program Manager to ensure timely production reports and support on limited basis audit soundness within the program.
- Provide audit support to the program and the Investment Representatives by organizing marketing files and reviewing accounts as needed.
- Support the program with reports and projects as needed.
- Stay up-to-date on evolving compliance and technology as it relates to Cetera and the program.
Requirements:
- High school education or equivalent required; associate's degree or commensurate experience preferred.
- Working knowledge of the financial services industry, including investments and annuities.
- Computer literacy and functional familiarity with all aspects of Windows applications and navigation, as well as competency with the Microsoft Office suite of products.
- Regular and predictable attendance.
- PA State Insurance Licenses preferred or obtained within 18 months.
- Series 7 & Series 66 preferred but not required.
Benefits:
Dollar Bank offers a comprehensive benefits package, including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
-
Investment Support Specialist
20 hours ago
Pittsburgh, Pennsylvania, United States Dollar Bank Full timeJob Title: Investment AssistantJob Summary:The Investment Assistant plays a vital role in supporting the Wealth Management Program at Dollar Bank. This position is responsible for building relationships with clients, assisting with appointment setting, client reviews, and general account maintenance. The successful candidate will work closely with Investment...
-
Investment Support Specialist
6 days ago
Pittsburgh, Pennsylvania, United States Dollar Bank, FSB Full timeJob Overview:Dollar Bank, FSB'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 with new...
-
Physical Therapist
3 weeks ago
Pittsburgh, Pennsylvania, United States Healthcare Support Full timeHealthcare Support is seeking a Physical Therapist for a travel job in Kansas.**Job Details:*** Specialty: Physical Therapist* Discipline: Therapy* Employment Type: Travel* Duration: 13 weeks* Hours per week: 40* Shift: 8 hours**Benefits:*** Immediate enrollment in Health Insurance* Dental Insurance* Life Insurance* Employee Assistance Program (EAP)* Access...
-
Investment Risk Analysis Specialist II
4 weeks ago
Pittsburgh, Pennsylvania, United States The PNC Financial Services Group, Inc. Full timeINVESTMENT RISK ANALYSIS SPECIALIST IIThe PNC Financial Services Group, Inc. is looking for an Investment Risk Analysis Specialist II to join our Market Risk Management team. This role is based in Pittsburgh, PA, and involves conducting sophisticated quantitative and financial assessments in the domains of balance sheet oversight, capital markets,...
-
Market Leader
3 weeks ago
Pittsburgh, Pennsylvania, United States Invesco Full timeJob Title: Market Leader - Investment Product SpecialistAbout the Role:We are seeking a highly skilled Market Leader - Investment Product Specialist to join our team at Invesco. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with intermediary clients, identifying their needs, and delivering...
-
Market Leader
4 weeks ago
Pittsburgh, Pennsylvania, United States Invesco Full timeJob Title: Market Leader - Investment Product SpecialistAbout the Role:We are seeking a highly skilled Market Leader - Investment Product Specialist to join our team at Invesco. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with intermediary clients, identifying their needs, and delivering...
-
Investment Data Specialist
3 weeks ago
Pittsburgh, Pennsylvania, United States Management Business Solutions Full timeOur 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...
-
Community Support Specialist
7 days ago
Pittsburgh, Pennsylvania, United States Community Living & Support Services (CLASS) Full timeJob SummaryCommunity Living and Support Services (CLASS) is seeking a dedicated and compassionate individual to join our team as a Community Support Specialist. In this role, you will work closely with participants to develop and maintain safe and healthy relationships, provide life skills training, and support them in achieving their goals.Key...
-
Investment Executive, Wealth Management
2 weeks ago
Pittsburgh, Pennsylvania, United States Dollar Bank Full timeJob Overview At Dollar Bank, we are seeking a highly skilled Investment Executive to join our Wealth Management team. As an Investment Executive, you will be responsible for managing existing client relationships, either working with a more experienced advisor or on your own. Your primary goal will be to provide exceptional client service, build strong...
-
Investment Planning Consultant
4 weeks ago
Pittsburgh, Pennsylvania, United States Wealth Enhancement Group Full timeAbout 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...
-
Capital Planning Analyst II
4 weeks ago
Pittsburgh, Pennsylvania, United States Duquesne Light Full timeAbout Duquesne Light CompanyDuquesne Light Company is a leading provider of electric energy, with a rich history of technological innovation and exceptional customer service. As a forward-thinking organization, we continue to drive the electric energy market, delivering reliable power to over half a million customers in southwestern Pennsylvania.Our...
-
Investment Executive, Wealth Management
1 week ago
Pittsburgh, Pennsylvania, United States Dollar Bank Full timeJob SummaryThe AVP, Investment Executive is a key role at Dollar Bank, responsible for managing existing client relationships and formulating advice to drive business growth.Key ResponsibilitiesManage client relationships to identify business opportunities and develop strategic plans to drive revenue growth.Formulate and implement advice to clients on...
-
IT Support Specialist
3 days ago
Pittsburgh, Pennsylvania, United States Pennsylvania Western Federal Public Defender Full timeJob Details for IT Support SpecialistCourt Name/Organization:Pennsylvania Western Federal Public DefenderOverview of the Position:The IT Support Specialist will work in a team environment to provide timely end-user support and ensure that office systems and networks are operating securely, efficiently, and effectively.The successful applicant will assist the...
-
IT Support Specialist
7 days ago
Pittsburgh, Pennsylvania, United States Insight Global Full timeJob Title: IT Support SpecialistWe are seeking an experienced IT Support Specialist to join our team at Insight Global. As an IT Support Specialist, you will be responsible for providing technical support to our clients and ensuring the smooth operation of our IT systems.Key Responsibilities:Respond to and resolve technical issues and requests from clients...
-
IT Support Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Pennsylvania Western Federal Public Defender Full timeJob Details for IT Support SpecialistCourt/Organization: Pennsylvania Western Federal Public DefenderOverview of the Position:The IT Support Specialist will work in a team environment. The successful applicant will provide timely end-user support while ensuring that office systems and networks are operating securely, efficiently, and effectively.Key...
-
Investment Research Associate
5 days ago
Pittsburgh, Pennsylvania, United States Allegheny Financial Group Full timeJob Title: Investment Research AssociateAllegheny Financial Group is seeking a highly skilled Investment Research Associate to join our team. As a key member of our research team, you will be responsible for conducting research and analysis to support our investment decisions.Key Responsibilities:Conduct research and analysis on investment managers and...
-
IT Support Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States ZOLL Medical Full timeJob Title: IT Support SpecialistAt ZOLL Medical, we are seeking an experienced IT Support Specialist to join our team. As a key member of our IT department, you will be responsible for providing hardware and software support to internal customers, as well as providing guidance and training to Associate IT Support Specialists.Key Responsibilities:Maintain,...
-
Investment Research Associate
2 days ago
Pittsburgh, Pennsylvania, United States Allegheny Financial Group Full timeInvestment Research AssociateAlegheny Financial Group is seeking a highly skilled Investment Research Associate to join our team. As a key member of our research team, you will be responsible for conducting research and analysis to support the investment process.Key Responsibilities:Conduct research and analysis on investment managers and mutual...
-
Senior Investment Advisor
2 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...
-
IT Support Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States ZOLL Medical Full timeJob Title: IT Support SpecialistAt ZOLL Medical, we are seeking an experienced IT Support Specialist to join our team. As a key member of our IT department, you will be responsible for providing hardware and software support to internal customers, as well as providing guidance and training to Associate IT Support Specialists.Key Responsibilities:Maintain,...