Financial Advisor, Wealth Management

4 weeks ago

Pittsburgh Pennsylvania, Allegheny County, PA, United States Dollar Bank Part time
Job Description
Dollar Bank, Pittsburgh’s oldest financial institution, is hiring for a financial advisor. You will be responsible for providing discretionary investment guidance for businesses and individuals and providing sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities, and alternative investments, among others. You will build and maintain long-term relationships with a portfolio of financially successful clients. Successful candidates in this role possess an entrepreneurial mindset and are involved with extensive client management and development, new client prospecting and financial consultancy.

Qualifications:

•Bachelor’s degree or commensurate experience is required.
•Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
•Valid driver’s license and access to a reliable vehicle is required.
•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.
•NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.

Principal Activities and Duties:

•Make outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments, and make presentations.
•Develop and maintain lead generation through centers of influence to promote Dollar Bank’s core values and increase book of business.
•Provide full array of financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate.
•Maintain effective relationships with all Cetera financial services personnel. Conduct training and sales meetings with assigned partnerships and licensed bank employees.
•Stay current and up to date on products and tax laws affecting customers’ finances.
•Evaluate customer current and future needs through a thorough review of their current life’s situation and develop a plan for each customer, as appropriate.
•Ensure in all cases product/risk suitability for each customer.
•Meet goals established for production, outbound calls, cross referrals, etc… and report progress.
•Maintain strong closing ratio from prospect to sale.
•Be well informed of the competitor environment.
•Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all state and federal securities regulators, and self-regulatory organizations.
•Maintain files in accordance with Cetera guidelines, NASD, SEC, insurance department and regulatory authorities.
•All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Schedule Information
This position works Monday-Friday by appointment.

EEO Statement
Dollar Bank is an Equal Opportunity Employer.

Minority/Female/Veteran/Disabled



Benefits Information
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.

Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.

For more information, please visit http://www.dollar.bank/company/careers/benefits.

  • Vice President, Asset Liability Management

    4 weeks ago

    Pittsburgh, Pennsylvania, Allegheny County, PA, United States Dollar Bank Part time

    Job DescriptionThe leader of the Asset/Liability (A/L) team, this role measures, reports, and manages the Bank’s liquidity position and interest rate risk. This role works closely with Senior Management to develop and implement strategies that reduce risk while improving the consistency and growth rate of the Bank’s net interest...

  • Senior Vice President, Facilities Management

    4 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    Senior Vice President, Facilities Management and Operation: At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the...

  • Cash Management Representative I

    3 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Manager, Corporate Documentation Services

    4 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    Manager, Corporate Services At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with...

  • REGIONAL BANKING SUPERVISOR, South/West Regions

    4 weeks ago

    Pittsburgh, Pennsylvania, Allegheny County, PA, United States Dollar Bank Part time

    Job DescriptionThe Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit...

  • Vice President, Client Processing Manager I

    3 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    VICE PRESIDENT, CLIENT PROCESSING MANAGER I - FUNDS TRANSFER At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the...

  • Full-time Teller, McKnight

    4 weeks ago

    Pittsburgh, Pennsylvania, Allegheny County, PA, United States Dollar Bank Full time

    Job DescriptionThe Teller serves as a key team member, dedicated to providing exceptional customer service and fostering a welcoming banking experience. As the first point of contact, this position is responsible for engaging with customers, building strong relationships, and providing personalized assistance. Key responsibilities include processing various...

  • Summer Teller Internship

    4 weeks ago

    Pittsburgh, Pennsylvania, Allegheny County, PA, United States Dollar Bank Part time

    Job DescriptionThe Teller serves as a key team member, dedicated to providing exceptional customer service and fostering a welcoming banking experience. As the first point of contact, this position is responsible for engaging with customers, building strong relationships, and providing personalized assistance. Key responsibilities include processing various...

  • Personal Banker Supervisor, Fox Chapel

    4 weeks ago

    Pittsburgh, Pennsylvania, Allegheny County, PA, United States Dollar Bank Part time

    Job DescriptionDollar Bank is community-oriented and customer-focused in everything we do. We embrace the importance of contributing to our local neighborhoods to help them grow and thrive. You would be a perfect fit for our team if creating an amazing customer experience is your passion!As a Personal Banker Supervisor, you are part of a team whose primary...

  • Part-time Teller, Southside

    3 weeks ago

    Pittsburgh, Pennsylvania, Allegheny County, PA, United States Dollar Bank Part time

    Job DescriptionThe Teller serves as a key team member, dedicated to providing exceptional customer service and fostering a welcoming banking experience. As the first point of contact, this position is responsible for engaging with customers, building strong relationships, and providing personalized assistance. Key responsibilities include processing various...

  • Regional Banker Supervisor, East Region

    3 weeks ago

    Pittsburgh, Pennsylvania, Allegheny County, PA, United States Dollar Bank Part time

    Job DescriptionBecome a part of the diverse, service-oriented team that is Dollar Bank, the nation’s largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Regional Banker Supervisor works to achieve a large part of this mission by providing...

  • Regional Banker Supervisor, East Region

    4 weeks ago

    Pittsburgh, Pennsylvania, Allegheny County, PA, United States Dollar Bank Part time

    Job DescriptionBecome a part of the diverse, service-oriented team that is Dollar Bank, the nation’s largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Regional Banker Supervisor works to achieve a large part of this mission by providing...

  • Senior Associate, CRE Credit Risk

    3 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    Senior Associate, CRE Credit Risk At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

  • Vice President, SAR Investigations I

    4 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Senior Vice President, Consumer Compliance Officer – Treasury Services

    4 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    Senior Vice President, Consumer Compliance Officer – Treasury Services. At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their...

  • Client Processing Representative II

    3 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    CLIENT PROCESSING REPRESENTATIVE II - FUNDS TRANSFER At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to...

  • Loan Operations Processing Representative I

    3 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Client Processing Representative I

    3 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    CLIENT PROCESSING REPRESENTATIVE I - LOAN OPERATIONS At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to...

  • Operations Control II

    3 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    Associate, OPS Control II At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our...

  • OPS Control Associate II

    3 weeks ago

    Pittsburgh, Pennsylvania, 15289, Allegheny County, PA, United States BNY Full time

    OPS Control Associate II At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our...