Financial Services Advisor
13 hours ago
The 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 Responsibilities- Assist in the development of new business and retention of existing relationships
- Analyze financial data and make informed recommendations to clients
- Communicate effectively with clients, team members, and management
- Conduct securities transactions and hold educational branch meetings as required
- Submit required reports in a timely fashion
- Bachelor's Degree in Finance or related field
- 3 years of relevant experience preferred
- Ability to establish effective working relationships among team members
- Ability to present and express ideas clearly and concisely
- Ability to analyze financial data and make informed recommendations
- Series 7, 63, 65, or 66 licenses
- Knowledge of mutual funds, stocks, and bonds
- Knowledge of investment markets and general economic fundamentals
Northwest Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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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...
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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/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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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Financial Solutions Advisor
19 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,...
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Customer Service Liaison
1 month ago
Pittsburgh, Pennsylvania, United States Cetera Financial Group Full time{"title": "Customer Service Representative", "description": "Supporting Financial AdvisorsThis role supports Financial Advisors (Registered Representatives) in running their day-to-day Investment practice, enhancing customer service levels, and experiences. The Customer Service Representative works directly with Registered Representatives to prepare and...
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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...
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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...
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Financial Services Professional
18 hours ago
Pittsburgh, Pennsylvania, United States Northwest Bank Full timeJob Title: Associate Financial AdvisorThe Associate Financial Advisor is a key member of our Financial Services team, responsible for developing new business and retaining existing relationships. This role requires strong communication and interpersonal skills, as well as the ability to work effectively with centers of influence and business partners.Key...
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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...
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Financial Services Associate
4 weeks ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a skilled Trader Associate to join our team in Pittsburgh, PA or Cleveland, OH.Key ResponsibilitiesPartner with senior team members to support the trading process and execution of capital markets transactions.Provide sales, service, and execution support for new and ongoing client relationships.Act as a...
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Financial Services Representative
1 day 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...
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Financial Services Representative
3 weeks ago
Pittsburgh, Pennsylvania, United States Northwest LLC Full timeJob Title: Associate Financial AdvisorThe Associate Financial Advisor is a key member of our Financial Services team, responsible for developing new business and retaining existing relationships. This role involves creating and maintaining relationships with centers of influence and business partners, while supporting a Financial Advisor team in new...
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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...
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Client Service Associate
23 hours ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key Responsibilities:Provide sales, service, and execution support for new and ongoing client...