Duncan Financial Group Jobs in United States

Associate Financial Advisor · The Associate Financial Advisor participates in a structured training and development program designed to build expertise in financial planning, investment analysis, portfolio management, consultative sales, client service, and regulatory compliance. ...

The Commercial Lines Account Executive role at Duncan Financial Group involves providing exceptional client relationship management and administrative support. · This includes managing an assigned book of business, coordinating onboarding processes for new clients, facilitating p ...

The Associate Financial Advisor participates in a structured training and development program designed to build expertise in financial planning investment analysis portfolio management consultative sales client service regulatory compliance This role partners closely with a senio ...

About Duncan Financial Group · Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of ...

The Administrative Assistant serves as the welcoming first point of contact for the organization while also providing essential administrative support to Corporate Management and multiple departments. · This role is responsible for managing front desk operations, engaging with vi ...

About Duncan Financial Group · Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of ...

The primary function of this role is to provide exceptional client relationship management, seamless new client implementation, issue resolution, and administrative support. · Manage an assigned book of business by proactively engaging with clients... · ...

+Job summary · The Financial Services Support Associate provides administrative and operational support to branch producers and financial professionals. +Responsibilities · +Prepare and process account maintenance requests such as beneficiary updates, banking instructions, etc. · ...

About Duncan Financial Group · Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of ...

The Financial Services Support Associate provides administrative and operational support to branch producers and financial professionals. Responsibilities include account servicing, new investment account setup, financial planning assistance, and internal system management. · Pre ...

Senior Account Executive, Risk Management · This role involves initiating client relationships and supporting producers with new business opportunities while providing excellent client service. · ...

The Associate Financial Advisor participates in a structured training and development program designed to build expertise in financial planning, investment analysis, portfolio management, consultative sales, client service, · and regulatory compliance. · ...

About Duncan Financial Group · Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of ...