Marketing & Appointment Coordinator - Financial Firm - Canonsburg, PA - Canonsburg, PA

We are looking for a Marketing & Appointment Coordinator to help grow our sales pipeline by creating and executing marketing strategies and setting appointments for a top national Financial Advisor. · Answering the phone calls and greeting clients upon entering the firm · Calling ...

We are looking for a Marketing Coordinator to help grow our sales pipeline by creating and executing marketing strategies and setting appointments for a top national Financial Advisor. · 401kVacation timeHealth Insurance ...

We are seeking candidates who have experienced personal success running their own agency in their own community. · This position requires someone with experience in recruiting, training and developing a team of agents but also a successful record in sales performance. · The ideal ...

The firm is known for auditing Labor Unions and Employee Benefit Plans in the Greater Pittsburgh Area. · Maintaining financial records, · preparing financial reports, · assisting with tax preparation and compliance. · ...

This is a full-time on-site role based in Canonsburg, PA for a Staff Accountant. The Staff Accountant will be responsible for maintaining financial records, · preparing financial reports,reconciling accounts and assisting with tax preparation and compliance.Knowledge and experien ...

About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, s ...

Wealth manager job description:Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients. · Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client sol ...

About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...

We are seeking a motivated and relationship-driven Client Services Advisor to join our team. · Nurture existing client relationships · Deliver financial advice · SUPPORT clients in achieving their financial goals · ...

Wealth Advisor Independent Registered Investment Advisor Pittsburgh, PA (Hybrid)The firm operates with a fiduciary-first philosophy, a collaborative team-based service model, and a long-term focus on developing advisors into senior leadership roles. · This role is ideal for an ex ...

We are looking for a Marketing & Appointment Coordinator to help grow our sales pipeline by creating and executing marketing strategies and setting appointments for a top national Financial Advisor. · ...

We are seeking a motivated and relationship-driven Client Services Advisor to join our team. This is a unique opportunity to step into practice with an existing client base. · ...

Wealth Advisor with approximately 7+ years of industry experience and prior end-client advisory responsibility. Strong background in financial planning and portfolio management. Experience in fee-only RIA or holistic planning environments preferred. · Serve as primary advisor on ...

Astyr Wealth has been a trusted provider of financial services for over two decades offering comprehensive and values-based financial planning solutions. · ...

Our client is a growing employee-owned fee-only Registered Investment Advisor serving clients across the United States through a collaborative team-based advisory model. They are seeking an Associate Wealth Advisor to support senior advisors and contribute to client service finan ...

fishto lead impactful placemaking and community design work while shaping the future of a growing multidisciplinary practice we invite you to apply and start the conversation with fisheer anda multidisciplinary design services firm with nine locations nationwide empowering our te ...

We're looking for a detail-oriented Data Analyst who will serve as the critical bridge between our financial systems, client relations data, and strategic decision-making. · ...

Astyr Wealth has been a trusted provider of financial services for over two decades. · ...

Fisher is seeking a Director of Placemaking + Community Design to lead and grow a multidisciplinary planning, landscape architecture. · ...

We are looking to hire a full-time Entry Level Legal Assistant to join our firm. This position earns competitive pay depending on experience and offers great benefits including health, dental, vision and a 401(k) plan with company match. · Data entry · Printing, scanning and mail ...