Financial Advisor, Wealth Management

2 weeks ago


Pittsburgh, United States Dollar Bank Full time
Job Title: Financial Advisor, Wealth Management

The AVP, Investment Executive is a key role in managing existing client relationships, either working with a more experienced advisor or on their own. The individual is responsible for formulating and implementing advice, and may rely on technical specialists to develop product, investment, or planning recommendations.

Key Responsibilities:
  • Manage existing client relationships, either independently or in collaboration with a more experienced advisor.
  • Formulate and implement advice, potentially relying on technical specialists for product, investment, or planning recommendations.
  • Develop and maintain strong interpersonal skills to effectively communicate with clients and colleagues.
  • Utilize strong time management and organizational skills to prioritize and manage multiple projects.
  • Ensure functional familiarity with all aspects of Windows applications and navigation, as well as competency with Microsoft Word or a similar word processing program.
Requirements:
  • Bachelor's Degree required, with consideration given to commensurate experience.
  • Minimum three years of experience selling mutual fund products, life insurance, stocks, and bonds.
  • NASD Series 7, Series 63, Series 65, or 66 & Life and Health Licenses.
  • Strong interpersonal skills.
  • Strong time management and organizational skills.
  • Ability to prioritize and manage multiple projects.
  • Functional familiarity with all aspects of Windows applications and navigation, as well as competency with Microsoft Word or a similar word processing program.
Benefits:

Full-time employees are eligible for a comprehensive benefits package, including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. For more information, please visit http://www.dollar.bank/company/careers/benefits.



  • Pittsburgh, PA , USA, United States JFS Wealth Advisors Full time

    Associate Wealth Advisor OpportunityWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at JFS Wealth Advisors. As a key member of our team, you will provide exceptional service to our clients, support our Wealth Advisors, and contribute to the growth and success of our firm.Key Responsibilities:Provide financial...


  • Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full time

    Job Title: Associate Wealth AdvisorJob Summary:JFS Wealth Advisors LLC is seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service, managing client relationships, and assisting in the development of comprehensive...

  • Lead Wealth Advisor

    2 weeks ago


    Pittsburgh, United States Hapanowicz Financial Full time

    Lead Financial Advisor Hapanowicz Financial Company Name Hapanowicz & Associates Financial Services, inc. Location Pittsburgh, PA Working Style Professionals Work Where We Work Best, Our Offices Are Our Base Firm Type RIA Related Titles Wealth Advisor Recruitment Type Professional Experience Level 5+ Designation CFP, CFA, Series...

  • Lead Wealth Advisor

    1 week ago


    pittsburgh, United States Hapanowicz Financial Full time

    Lead Financial Advisor Hapanowicz Financial Company Name Hapanowicz & Associates Financial Services, inc. Location Pittsburgh, PA Working Style Professionals Work Where We Work Best, Our Offices Are Our Base Firm Type RIA Related Titles Wealth Advisor Recruitment Type Professional Experience Level 5+ Designation CFP, CFA, Series...

  • Lead Wealth Advisor

    3 weeks ago


    Pittsburgh, United States Hapanowicz Financial Full time

    Lead Financial Advisor Hapanowicz Financial Company Name Hapanowicz & Associates Financial Services, inc. Location Pittsburgh, PA Working Style Professionals Work Where We Work Best, Our Offices Are Our Base Firm Type RIA Related Titles Wealth Advisor Recruitment Type Professional Experience Level 5+ Designation CFP, CFA, Series...

  • Lead Wealth Advisor

    2 weeks ago


    pittsburgh, United States Hapanowicz Financial Full time

    Lead Financial Advisor Hapanowicz Financial Company Name Hapanowicz & Associates Financial Services, inc. Location Pittsburgh, PA Working Style Professionals Work Where We Work Best, Our Offices Are Our Base Firm Type RIA Related Titles Wealth Advisor Recruitment Type Professional Experience Level 5+ Designation CFP, CFA, Series...


  • Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full time

    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...

  • Wealth Strategist

    3 weeks ago


    Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full time

    Job SummaryWe are seeking a highly skilled Wealth Strategist to join our team at JFS Wealth Advisors. As a key member of our financial planning team, you will be responsible for providing expert advice and guidance to high-net-worth clients on complex tax, trust, estate, and financial planning issues.Key ResponsibilitiesResearch and provide solutions to...


  • Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full time

    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...


  • Pittsburgh, Pennsylvania, United States The Coury Firm Full time

    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...


  • Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full time

    Job 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

    14 hours ago


    Pittsburgh, United States Citizens Financial Group, Inc. Full time

    Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...


  • Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full time

    Position 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...

  • Wealth Strategist

    4 weeks ago


    Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Strategist to join our team at JFS Wealth Advisors LLC. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on complex financial planning and tax-related issues.Key ResponsibilitiesResearch and provide solutions to client planning and...


  • Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full time

    Job OpportunityWe 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 ResponsibilitiesIdentify and pursue new business opportunities to grow your own book of business...

  • Wealth Associate

    2 weeks ago


    Pittsburgh, Pennsylvania, United States Confluence Financial Partners Full time

    About the RoleWe are seeking a highly motivated and organized Wealth Associate to join our team at Confluence Financial Partners. As a Wealth Associate, you will play a critical role in supporting the Wealth Planning and Investment departments in designing wealth plans and performing essential functions within the Investment department.The ideal candidate...

  • Wealth Associate

    2 weeks ago


    Pittsburgh, Pennsylvania, United States Confluence Financial Partners Full time

    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,...

  • Wealth Associate

    3 weeks ago


    Pittsburgh, United States Confluence Financial Partners Full time

    Reports ToChief Investment Officer; Director of Wealth PlanningJob OverviewWealth Associates serve an essential function within both the Wealth Planning and Investment departments at Confluence Financial Partners. Wealth Associates offer support to the entire firm by designing wealth plans for individual clients and by performing essential functions within...

  • Wealth Associate

    3 weeks ago


    Pittsburgh, United States Confluence Financial Partners Full time

    Reports ToChief Investment Officer; Director of Wealth PlanningJob OverviewWealth Associates serve an essential function within both the Wealth Planning and Investment departments at Confluence Financial Partners. Wealth Associates offer support to the entire firm by designing wealth plans for individual clients and by performing essential functions within...

  • Wealth Associate

    3 weeks ago


    Pittsburgh, United States Confluence Financial Partners Full time

    Reports ToChief Investment Officer; Director of Wealth PlanningJob OverviewWealth Associates serve an essential function within both the Wealth Planning and Investment departments at Confluence Financial Partners. Wealth Associates offer support to the entire firm by designing wealth plans for individual clients and by performing essential functions within...