Financial Planning Specialist
4 hours ago
Wealth Enhancement Group is a leading wealth management firm dedicated to delivering exceptional financial planning and investment services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals through personalized planning and expert guidance.
We take pride in our unique approach to wealth management, which combines cutting-edge technology with a deep understanding of our clients' needs and goals. Our comprehensive financial planning process includes:
- Facilitating the financial planning process to help clients achieve their goals
- Discovering and understanding clients' values, goals, and objectives
- Assessing clients' current financial situation and developing a tailored plan
- Engaging clients in the financial planning process and providing ongoing support
- Preparing and conducting annual reviews to ensure clients' plans remain on track
We are seeking a highly motivated and experienced Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client service. Key responsibilities will include:
- Managing client relationships and assisting senior advisors with complex client planning
- Source and close prospective clients through proactive follow-up and lead generation
- Manage client relationships and client service as needed, including meeting with clients to obtain additional planning information
Requirements for this role include:
- 4-year degree in business, finance, economics, or a related field
- Advanced designation such as CFP, CPA, or MBA
- Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses
- Insurance licenses
- 4+ years of experience in the wealth management industry
- Excellent analytical, organizational, and communication skills
- Ability to manage multiple projects and engage in ongoing professional development
We offer a comprehensive benefits package that includes training and professional development, medical and dental coverage, 401k with match and profit sharing, and more. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply.
-
Financial Planning Specialist
23 hours ago
Pittsburgh, PA , USA, United States University of Pittsburgh Full timeJob SummaryThe University of Pittsburgh seeks a highly skilled Financial Analyst II to join its team. This position will serve as a key member of the Office of SVC Health Sciences and the School of Medicine Division Administration, providing financial analysis and planning support to senior leadership.Key ResponsibilitiesPrepare and analyze financial data...
-
Financial Planning Specialist
2 days ago
Pittsburgh, PA , USA, 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 services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals through personalized planning and...
-
Financial Planning Specialist
1 day ago
Pittsburgh, PA , USA, United States University of Pittsburgh Medical Center Full timeFinancial Analysis Role at University of Pittsburgh Medical CenterWe are seeking a skilled Financial Analyst to join our team at the University of Pittsburgh Medical Center. As a key member of our financial team, you will be responsible for interpreting financial transactions and events to inform business decisions.Key Responsibilities:Review costs and...
-
Financial Planning Analyst
4 weeks ago
Pittsburgh, Pennsylvania, United States The PNC Financial Services Group, Inc Full timeJob DescriptionPNC is seeking a highly skilled Finance Specialist Senior to join our Financial Planning Analysis team in Pittsburgh, PA.This role is responsible for providing financial management and accounting services, preparing internal financial reports, and leading the annual budget process. The successful candidate will have a strong background in...
-
Sales and Account Specialist
2 days ago
Pittsburgh, PA , USA, United States OneMain Financial Full timeJob SummaryJob Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to achieve their financial goals. You'll work closely with customers to understand their needs and provide...
-
Financial Planning Specialist
2 days ago
Tampa, FL , USA, United States Syntricate Technologies Full time{"title": "Financial Planning Specialist", "description": "Financial Planning SpecialistAt Syntricate Technologies, we are seeking a highly motivated and detail-oriented Financial Planning Specialist to join our team. As a key member of our ISG Data Engineering team, you will play a critical role in supporting the oversight of our technology book of work,...
-
Financial Operations Specialist
3 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeFinancial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Creative Financial Staffing. As a key member of our financial team, you will be responsible for preparing, analyzing, and reporting monthly, quarterly, and annual financials for grants and contracts.Key Responsibilities:Prepare and analyze...
-
Senior Financial Planning Manager
10 hours ago
Pittsburgh, PA , USA, United States Gable Search Group Full timeSenior Finance Manager Job DescriptionWe are seeking a seasoned Senior Finance Manager to serve as a strategic business partner for our global production company.This hybrid role will be based in Van Nuys, CA, and report directly to our Director of Commercial Finance. The ideal candidate will play a crucial role in driving strategic financial planning,...
-
Financial Planning Specialist
2 weeks ago
Morristown, NJ , USA, United States Insight Global Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Insight Global. As a key member of our financial operations team, you will be responsible for supporting our global IT organization and large initiatives.Key Responsibilities:Support annual IT budget process, including investment and run...
-
Financial Planning and Analysis Manager
2 days ago
Pittsburgh, PA , USA, United States Graham Healthcare Group Full timeJob TitleManager of FP&ALocationPittsburgh, PA, USAEmployee TypeEmployeeWorking Hours Per Week40Job DescriptionThe Manager of FP&A will be responsible for providing financial planning and analysis support to assigned Graham Healthcare Capital portfolio companies. This includes preparing annual operating and capital budgets, conducting periodic short-term and...
-
Commercial Financial Planning Analyst
2 days ago
Pittsburgh, PA , USA, United States United States Steel Full timeJob DescriptionU. S. Steel is committed to fostering an inclusive workplace culture and celebrating the diversity of our employees. The Commercial FP&A Analyst plays a vital role in the company's commercial strategy and decision-making process.Responsibilities:Analyze key performance indicators (KPIs) to inform business decisions.Monitor key financial and...
-
Financial Recovery Specialist
3 weeks ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeCollections Specialist Role OverviewThis Collections Specialist position is a great opportunity to join a leading manufacturing organization and contribute to their accounting team.About the CompanyOur client is a well-established manufacturing organization with a strong reputation in the industry.They offer top-notch benefits, a 401k plan, and a great...
-
Financial Planning and Analysis Manager
4 hours ago
Pittsburgh, PA , USA, United States Graham Healthcare Group Full timeJob Title: Manager of FP&A Location: Pittsburgh, PA, USA Additional Location(s): Employee Type: Employee Working Hours Per Week: 40 Job Description: The Manager of FP&A will be responsible for supporting assigned Graham Healthcare Capital portfolio companies, including annual operating and capital budgets, periodic short-term and long-range forecasting...
-
Commercial Financial Planning Analyst
4 hours ago
Pittsburgh, PA , USA, United States United States Steel Full timeJob DescriptionU. S. Steel is committed to fostering an inclusive workplace culture and celebrating the diversity of our employees. The Commercial FP&A Analyst plays a vital role in the company's commercial strategy and decision-making process.Key Responsibilities:Analyze Key Performance Indicators (KPIs):Monitor key financial and operating metrics:Identify...
-
Financial Planning Specialist
11 hours ago
Pittsburgh, Pennsylvania, United States University of Pittsburgh Full timeJob SummaryThis position serves as the Financial Analyst in the Office of SVC Health Sciences and the School of Medicine Division Administration. The successful candidate will prepare and analyze financial data for senior leadership in budgetary and financial planning.Key ResponsibilitiesPrepare and analyze financial data for senior leadership in budgetary...
-
Financial Operations Specialist
1 week ago
Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full timeAccounting Specialist Job DescriptionWe are seeking a detail-oriented Accounting Specialist to manage our billing process, reconcile expenses, and maintain accurate financial records.About the CompanyCreative Financial Staffing is a full-service exhibit and event marketing company known for creating unforgettable experiences. Our team is dedicated to quality...
-
Financial Planning Specialist
4 weeks ago
Bridgewater, NJ , USA, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. We are seeking a skilled Financial Planning Specialist to join our team and help our clients navigate the complexities of financial planning.Key ResponsibilitiesDevelop and implement comprehensive financial...
-
Financial Services Professional
21 hours ago
Pittsburgh, PA , USA, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional financial planning and investment advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...
-
Senior Financial Planning Consultant
1 day ago
Madison, WI , USA, United States Ameriprise Financial Full timeKey ResponsibilitiesIdentify and engage with clients to develop planning relationships, conducting thorough case analysis and creating tailored recommendations.Prepare for and participate in client meetings, presenting financial planning strategies and communicating regularly with colleagues.Collaborate with clients to understand their financial goals and...
-
Pittsburgh, PA , USA, United States Chicken of the Sea Full timeAbout the RoleWe are seeking a highly skilled Senior Manager, Financial Planning and Analysis to join our team at Chicken of the Sea. As a key member of our finance team, you will play a critical role in driving business growth and profitability.Key ResponsibilitiesDevelop and maintain actionable financial analysis to inform business decisionsCollaborate...