Retirement Plan Advisor
4 weeks ago
We are seeking a highly skilled Retirement Plan Advisor to join our team at JFS Wealth Advisors LLC. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients, developing and maintaining relationships with plan sponsors and participants, and driving business growth through innovative financial planning strategies.
Key Responsibilities:
- Coordinate and implement retirement plans for clients
- Maintain high levels of client satisfaction and drive profitability
- Develop and maintain expertise in business retirement plans
- Monitor investment accounts and develop strategic plans
- Contribute to team efforts and goals
Requirements:
- Bachelor's degree or equivalent combination of education and experience
- Series 65 or comparable license, and Accredited Investment Fiduciary designation
- Driver's license and willingness to travel
- Excellent analytical and problem-solving skills
- Highly detail-oriented and organized
- Experience working with recording keeping platforms and software
Benefits:
- Work-life balance and hybrid work environment
- Medical, dental, and vision insurance
- 401(K) match and profit sharing
- Paid time off and holidays
- Parental leave and referral program
-
Retirement Plan Advisor
3 weeks ago
Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full timeJob 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...
-
Financial Advisor/Paraplanner
4 weeks ago
Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full timeJob 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...
-
Residential Advisor
3 weeks ago
Pittsburgh, Pennsylvania, United States Job Corps - Pittsburgh Full timeJob OverviewJob Corps is a no-cost education and vocational training program for at-risk youth. We are seeking a Residential Advisor to provide a safe and supportive environment for our students.Key ResponsibilitiesSupervise daily activities and ensure students adhere to their schedules.Monitor and assist students in personal hygiene and room chores.Document...
-
Financial Planning Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at JFS Wealth Advisors. As a key member of our asset management team, you will be responsible for coordinating and providing support for our clients' financial planning needs.Key ResponsibilitiesMonitor transactions and client needs on investment accountsPrepare meeting...
-
Retirement Benefits Specialist
3 weeks ago
Pittsburgh, Pennsylvania, United States Zenith American Full timeJob SummaryThe Retirement Benefits Processor is responsible for performing technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines.Key ResponsibilitiesProcesses retirement benefit...
-
Senior Financial Advisor
3 weeks ago
Pittsburgh, Pennsylvania, United States Michael Page Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our Corporate & Business Advisory division. As a key member of our team, you will provide financial and business advice to our clients, focusing on delivering exceptional results in sell-side and buy-side acquisition assignments, refinancing, recapitalization, and restructuring.About...
-
Financial Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States Northwestern Mutual Full timeJob OverviewA career with purpose begins with Northwestern Mutual. As a Financial Representative, you will work with clients to understand their financial goals and develop personalized solutions to achieve them. Our team of professionals is dedicated to building long-term relationships with clients and providing expert guidance on financial products and...
-
Supervisor, Local Planning
4 weeks ago
Pittsburgh, Pennsylvania, United States City of Pittsburgh, PA Full timeJob SummaryThe City of Pittsburgh, PA is seeking a highly skilled and experienced professional to fill the role of Supervisor, Local Planning. This position is responsible for supervising and directing the work of assigned personnel in the Construction Division, ensuring compliance with applicable regulations, ordinances, codes, and standards.Key...
-
Compensation Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob SummaryWe are seeking a highly skilled Compensation Advisor to join our team at PNC Financial Services Group. As a key member of our Compensation organization, you will play a critical role in designing, implementing, and administering organizational employees' base salary, incentives, sales, and executive compensation.Key Responsibilities:Conduct job...
-
Strategic Technology Advisor
4 weeks ago
Pittsburgh, Pennsylvania, United States IntegraONE Full timeJob OverviewWe are seeking a highly skilled Virtual Chief Information Officer (vCIO) to join our managed service team at IntegraONE. The vCIO will serve as a strategic advisor to our clients, helping align their IT strategy with business objectives. This role focuses on fostering client relationships, developing IT roadmaps, managing IT budgets, and ensuring...
-
Pittsburgh, Pennsylvania, United States PNC Full timeJob SummaryWe are seeking a highly skilled Credit Risk Review Senior Advisor to join our team in Credit Risk Review within PNC's Independent Risk Management organization.The primary objective of Credit Risk Review (CRR) is to conduct timely and independent assessments of PNC's credit exposures and credit risk.As a Credit Risk Review Senior Advisor, you will...
-
Event Planning Coordinator
4 weeks ago
Pittsburgh, Pennsylvania, United States Fresh Form Draft Full timeEvent Planning CoordinatorWe are seeking a highly motivated and detail-oriented individual to join our team as an Event Planning Coordinator. In this role, you will work closely with the Event Coordinator and other team members to plan, organize, and execute various events and promotional activities for our clients.Key ResponsibilitiesEvent Planning: Assist...
-
Municipal Infrastructure Project Lead
3 weeks ago
Pittsburgh, Pennsylvania, United States OHM Advisors Full timeJob SummaryOHM Advisors is seeking a highly skilled Senior Municipal Engineer to lead and manage municipal engineering projects of various scales and complexities. As a key member of our team, you will be responsible for ensuring alignment with client goals and community needs.Key Responsibilities Lead and manage municipal engineering projects, ensuring...
-
Senior Financial Strategist
3 weeks ago
Pittsburgh, Pennsylvania, United States Hapanowicz Financial Full timeJob SummaryHapanowicz Financial is seeking a highly skilled Lead Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for providing personalized financial guidance and support to clients.Key ResponsibilitiesDevelop customized financial plans that align with clients' short-term and long-term goals.Provide...
-
Wealth Management Professional
4 weeks ago
Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeJob 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...
-
Wealth Strategist
3 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob OverviewThe Coury Firm is seeking a highly skilled Wealth Planner to join its Private Wealth division. As a key member of the team, you will be responsible for supporting Wealth Advisors in delivering exceptional client service and driving the delivery of wealth management and multi-family office services.This is a unique opportunity to work with a...
-
Financial Services Professional
4 weeks ago
Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full timeFinancial Services ProfessionalClaire Myers Consulting is seeking a highly motivated and detail-oriented Financial Services Professional to join our team. As a key member of our financial services team, you will be responsible for providing exceptional wealth management and financial planning services to our clients.Key Responsibilities:Develop and maintain...
-
Municipal Infrastructure Project Lead
4 weeks ago
Pittsburgh, Pennsylvania, United States OHM Advisors Full timeAbout OHM AdvisorsOHM Advisors is a community advancement firm dedicated to advancing communities through people-focused problem-solving, design, and ideas.Job SummaryWe are seeking a highly experienced Senior Municipal Engineer to lead and support municipal infrastructure projects that meet and exceed client expectations.Key ResponsibilitiesLead and manage...
-
Implementation Manager
4 weeks ago
Pittsburgh, Pennsylvania, United States iraLogix Full timeJob Summary:As an Implementation Manager at iraLogix, you will play a critical role in providing project management and relationship management for new IRA and solo (k) clients during the onboarding process. Your key objectives will be to establish the first impression to the client, coordinate efforts and activities between multiple workstreams, and...
-
Senior Client Executive
3 weeks ago
Pittsburgh, Pennsylvania, United States Bank of America Full timeJob SummaryMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.The Market Client Relationship Manager (MCRM) is a key role that oversees the overall service delivery model, including digital offerings and wealth management banking strategy in the...