- Develop and implement effective strategies to attract new clients and increase revenue
- Provide financial planning and investment management services to clients
- Build and maintain strong relationships with clients
- Analyze financial information and offer recommendations
- Stay up-to-date with industry trends and regulations
- Collaborate with team members to deliver exceptional client service
- Series 7 License
- Proven experience as a Financial Advisor with a focus on acquiring new clients and closing deals
- Strong communication and interpersonal skills
- Ability to analyze financial information and provide recommendations
- Knowledge of stocks and bonds.
- Lucrative commissionable earnings
- Relocate to Naples, Florida.
- Work exclusively with High Net worth Individuals.
-
etf investment management operations specialist
3 weeks ago
Federated Hermes Pittsburgh, United States Full time, RegularPOSITION SPECIFICATIONS · : Bachelor's degree or 3+ years of experience in ETF Operations in lieu of degree; Bachelor's degree in Finance, Accounting, or Business preferred. · Experience in fund accounting, administration and/or custody operations, investment operations, vendor ...
-
BNY Mellon Pittsburgh, United StatesOverview · Associate, Investment Management Client Service Specialist · About BNY Mellon Advisors: · BNY Mellon Advisors is a unique business within BNY Mellon Investment Management that focuses on asset allocation, portfolio construction, manager research, and alternatives with ...
-
BNY Mellon Pittsburgh, United StatesOverview · Associate, Investment Management Client Service Specialist · About BNY Mellon Advisors: · BNY Mellon Advisors is a unique business within BNY Mellon Investment Management that focuses on asset allocation, portfolio construction, manager research, and alternatives wi ...
-
BNY Mellon Pittsburgh, United States Full timeOverview · BNY Mellon Issuer Services provides world-class servicing for two sides of clients' financing needs: debt and equity. It combines our leading Corporate Trust and Depositary Receipts businesses to offer both issuers and investors more comprehensive and flexible options ...
-
Travel EEG
1 week ago
Medical Solutions Pittsburgh, United States$ $1571.5 wk (includes wage of ~$18.35-$18.31/hr and per diems if eligible) · click for benefits and other job details · ~$660.41-$659.17 weekly taxable income · ~$732.67 in non-taxable per diem (amount subject to eligibility & seasonal/annual adjustment) · Gather 'round, aspirin ...
-
Wealth Corporate Governance
5 days ago
F.N.B. Corporation Pittsburgh, United States Full timePosition Overview: · Position is primarily responsible for assisting the Manager of Corporate & Tax Governance. Incumbent will support internal and external examination / regulatory requests to maintain a Satisfactory rating. Incumbent is responsible for tax processing, fiduciar ...
-
Sr Offering Mgmt Specialist
3 weeks ago
Honeywell Pittsburgh, United StatesAre you ready to help us make the future? · The Senior Product/Offering Management Specialist is responsible for product development and marketing related activities for assigned product categories within the Solutions business. Honeywell Productivity Solutions is global leader ...
-
UPMC - University of Pittsburgh Medical Center Pittsburgh, United StatesGraduate Nurse Opportunities: UPMC Presbyterian · Are you a current student nurse graduating in Fall/Winter 2024, Spring 2025 or Summer 2025 and looking to continue your nursing career at UPMC? · UPMC Presbyterian is pleased to announce we are NOW HIRING Graduate Nurses as full ...
-
Executive Director of University Advancement
3 weeks ago
InsideHigherEd Pittsburgh, United States Administrative Jobs , Executive Administration Jobs ,Executive Director of University AdvancementChatham University is seeking an inspiring Executive Director of University Advancement to join our dynamic team on the historic Pittsburgh, Pennsylvania campus. This pivotal role offers the opportunity to shape the future of a celebrat ...
-
UPMC Life Changing Medicine Pittsburgh, United States Full timeThis position is eligible for a generous sign-on bonus · Sign-On Bonus Details: · A $10, sign-on bonus is available for candidates with less than 1 year of RN experience. · Are you graduating in the Spring or Summer of from nursing school and looking and looking to launch your nu ...
-
Derivatives Operations Specialist
3 weeks ago
IntePros Consulting Pittsburgh, United StatesIntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Derivative Operations Specialist for a critical engagement in Pittsburgh, PA.Derivatives Operations Specialist role & responsibilities: The incumbent will be part ...
-
Client Solution Specialist
4 weeks ago
PNC Bank Corp. Pittsburgh, United StatesProvides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance Solution, Investment, Speciali ...
-
Hispanic Technology Executive Council Pittsburgh, United StatesVice President, Portfolio Manager, Mellon Direct Indexing · About BNY Mellon Investment Management: · BNY Mellon Investment Management is a leading investment manager, with $1.8 trillion* in assets under management as of September 30, 2023. Through an investor-first approach, t ...
-
Marketing Communications Specialist
1 week ago
Federated Hermes Pittsburgh, United StatesFEDERATED HERMES, INC. Marketing Communications Specialist Pittsburgh, Pennsylvania Hybrid Location (office/remote) · Federated Hermes is seeking a Marketing Communications Specialist at our Pittsburgh headquarters to plan and execute a wide variety of marketing and communicatio ...
-
Senior Laboratory Specialist
4 days ago
University of Pittsburgh Pittsburgh, United StatesThe Division of Infectious Diseases is seeking a Senior Laboratory Specialist for the Pitt Men's Study as part of the national MACS/WIHS Combined Cohort Study (MWCCS). The Pitt Men's Study is a confidential research study of the natural history of HIV/AIDS, funded by the National ...
-
BNY Mellon Pittsburgh, United StatesOverview · Vice President, Program and Project Management - Mellon · About BNY Mellon Investment Management: · BNY Mellon Investment Management is a leading investment manager, with $1.8 trillion* in assets under management as of September 30, 2023. Through an investor-first app ...
-
Trade Specialist
1 week ago
First National Bank of Pennsylvania Pittsburgh, United StatesPrimary Office Location: · One North Shore Center. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future. · Position Title: Trade Specialist · Business Unit: WM - FNIA · Reports to: Director of Trading and Research · Position Overview: · Thi ...
-
University Pa
1 day ago
UPMC Southwestern PA Pittsburgh, PA, United StatesUniversity of Pittsburgh Medical Center has multiple opportunities for In-person faculty for General Infectious Disease. UPMC's mission is to serve our community by providing outstanding patient care and to shape tomorrow's health system through clinical and technological innovat ...
-
Senior Wealth Advisor
4 weeks ago
The Coury Firm Pittsburgh, United StatesJob Description · Job DescriptionSalary: · POSITION SUMMARY · The position of Senior Wealth Advisor for The Coury Firm's Private Wealth division (the "Firm") will be responsible for maintaining the ongoing Private Wealth client relationships and leading in the development of new ...
-
Innisfree M&A Incorporated Pittsburgh, United StatesJob Description · Job DescriptionInnisfree M&A, Incorporated is accepting resumes for a REMOTE position as a Shareholder Engagement Specialist. · We are putting together a crew of talented professionals for a work-from-home project. We are looking for candidates who could work 40 ...
Investment Specialist - Pittsburgh, United States - Keller Executive International Search
Description
Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team.
Key Responsibilities:
