Wealth Management Team Member
3 weeks ago
Disability Solutions is seeking a talented Wealth Management Client Associate to join our team. In this dynamic role, you will support our financial advisors in delivering exceptional client experiences and building lasting relationships.
About the PositionThis is a full-time position with a salary range of approximately $42,000 to $52,000 per year, based on experience and qualifications. The ideal candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.
As a Wealth Management Client Associate, you will be responsible for providing administrative support, including coordinating schedules, managing calendars, and preparing client materials. Your strong analytical skills will enable you to identify areas for improvement and implement process enhancements.
Key Accountabilities- Provide exceptional client service and support to financial advisors
- Coordinate schedules, manage calendars, and prepare client materials
- Analyze data to identify areas for improvement and implement process enhancements
If you are a detail-oriented and results-driven professional with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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Wealth Portfolio Coordinator
10 hours ago
Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeAbout the RoleJFS Wealth Advisors LLC seeks an experienced Portfolio Management Specialist to join our team. As a key member of our operations team, you will be responsible for maintaining client accounts within our portfolio management system, Tamarac Advisor Rebalancing. Your expertise in rebalancing software and trading platforms will enable us to provide...
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Wealth Strategist
3 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeWealth Planning ProfessionalAt The Coury Firm, we are seeking a highly skilled Wealth Planning Professional to join our Private Wealth division. As a key member of our team, you will be responsible for providing exceptional client service and support to our Wealth Advisors. Your primary focus will be on coordinating and driving the delivery of wealth...
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Wealth Management Consultant
3 weeks ago
Pittsburgh, Pennsylvania, United States Northwestern Mutual Full timeWealth Creation and Personal GrowthAt Northwestern Mutual, we believe that everyone deserves to achieve financial security and independence. As a Wealth Management Consultant, you will play a critical role in helping our clients create wealth and achieve their long-term financial goals. With our industry-leading approach, including insurance and investments,...
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Wealth Management Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full timeWe are seeking a talented Wealth Management Specialist to join our team at Kestra Financial Independent Advisor. As a wealth management specialist, you will be responsible for providing expert financial guidance to clients, including investment advice and risk management strategies.This is an exciting opportunity to work with a dynamic firm that values...
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Wealth Management Support Specialist
3 days ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeOur TeamThe Coury Firm's Private Wealth division is seeking a highly skilled Client Servicing Associate to join our team. As a key member of our team, you will directly support and collaborate with our Private Wealth personnel, including Advisors, Strategists, Planners, and Senior Management.Key responsibilities include preparing client paperwork, performing...
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Wealth Management Client Associate
5 days ago
Pittsburgh, Pennsylvania, United States Disability Solutions Full timeMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team is committed to helping clients pursue their life goals through personalized service and expert advice.ResponsibilitiesWe are seeking a highly motivated Client Service Specialist to...
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Wealth Management Consultant
5 days ago
Pittsburgh, Pennsylvania, United States Harrison Gray Search & Consulting Full timeKey ResponsibilitiesThe Wealth Management Consultant will play a crucial role in delivering exceptional client experiences and driving business growth. Key responsibilities include:Developing and maintaining strong relationships with clients through regular communication and tailored financial planningProviding expert guidance on investment strategies and...
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Financial Services Coordinator
1 day ago
Pittsburgh, Pennsylvania, United States Wealth Management Partners, LLC Full timeJob OverviewWealth Management Partners, LLC is a growing organization with a strong focus on employee development.The company offers a competitive salary and benefits package to its employees.About the RoleWe are seeking an experienced Investment & Financial Planning Associate to join our team.The successful candidate will be responsible for providing...
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Private Wealth Associate Manager
3 days ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeAbout Our FirmThe Coury Firm is a leader in multi-family office and strategic business advisory services. Founded in 1984, we advise on over $4.5 billion in client net worth, serving ultra-high-net-worth individuals, families, and their business interests.Job DescriptionThe Client Servicing Associate role is integral to our Private Wealth division,...
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Wealth Management Specialist
3 hours ago
Pittsburgh, Pennsylvania, United States RBC Capital Markets, LLC Full timeAbout the RoleRBC Capital Markets, LLC is seeking a highly motivated and skilled Wealth Planning Associate to join our dynamic team. As a Wealth Planning Associate, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesClient Acquisition and Retention: Identify and pursue new business...
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Financial Planning Specialist
1 day ago
Pittsburgh, Pennsylvania, United States Wealth Management Partners, LLC Full timeCompany OverviewWealth Management Partners, LLC is a reputable organization with a passion for helping individuals achieve their financial goals.
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Portfolio Management Specialist
1 day ago
Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeAbout the RoleAs a Portfolio Management Specialist at JFS Wealth Advisors LLC, you will play a vital role in providing operational support to our trading team and investment committee. Your primary responsibility will be to rebalance client accounts within our portfolio management system, Tamarac Advisor Rebalancing. You will work closely with our asset...
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Quality Engineering Team Manager
4 weeks ago
Pittsburgh, Pennsylvania, United States Cognizant North America Full timeCognizant Technology Solutions is hiring a seasoned Sr. Quality Test Engineer (Onsite) to join our team in a permanent role, focusing on quality assurance and software testing.About Us:We are the largest Quality Assurance Practice globally, serving 800+ clients with industry-leading vision and expertise.Responsibilities:Lead quality assurance efforts,...
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Wealth Planning Expert
3 days ago
Pittsburgh, Pennsylvania, United States Hapanowicz Financial Full timeHapanowicz Financial is seeking an experienced financial professional to join our team as a Lead Wealth Advisor. As a key member of our team, you will play a critical role in providing expert guidance to clients on their wealth planning and investment strategies.In this role, you will be responsible for conducting comprehensive financial plans, developing...
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Investment Operations Associate
14 hours ago
Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Portfolio Management Specialist to join our team at JFS Wealth Advisors LLC. As a key member of our operations team, you will be responsible for ensuring the accuracy and efficiency of our portfolio management processes. Your strong analytical skills and experience with rebalancing software...
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Client Success Specialist
5 days ago
Pittsburgh, Pennsylvania, United States Stratos Wealth Partners Full timeIn this dynamic role as Client Services Manager at Stratos Wealth Partners, you will play a vital part in supporting financial advisors and driving business growth. Your primary responsibilities will include developing expertise in financial planning software, analyzing complex financial data, and maintaining accurate records.RequirementsFully licensed for...
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Financial Planner Manager
3 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeCareer Opportunity in Financial ServicesThe Coury Firm is seeking a skilled Wealth Planning Professional to join our Private Wealth division. In this role, you will be responsible for providing exceptional client service and support to our Wealth Advisors, while also developing and implementing comprehensive financial plans that meet our clients' objectives....
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Warehouse Custodial Team Member
1 day ago
Pittsburgh, Pennsylvania, United States Staff Management SMX Full timeJob OverviewAs a Warehouse Custodial Associate at Staff Management | SMX, you will be responsible for maintaining a clean and safe environment in our manufacturing facility. This is a full-time position available for various shifts.
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Team Member
1 day ago
Pittsburgh, Pennsylvania, United States Applebee's Full timeKey Responsibilities:We are seeking a full-time or part-time team member to join Applebee's Grill + Bar - North Hills in Pittsburgh, PA. As a valued member of the team, you will be the smiling face that greets and serves our guests or a cook who makes things happen in the kitchen.This role offers flexibility to adapt to the needs of our team and guests,...
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Store Team Member
2 weeks ago
Pittsburgh, Pennsylvania, United States JOANN Stores Full timeJob DescriptionWe are seeking a dedicated Store Team Member to join our team at JOANN Stores in Pittsburgh, PA. This part-time role comes with an estimated hourly wage of $15.00.Main ResponsibilitiesAssist customers with finding products and completing transactions at the cutting counter and cash register.Stock shelves accurately according to planogram while...