Jobs
>
Pittsburgh

    Financial Paraplanner-HYBRID - Pittsburgh, United States - Allegheny Financial Group

    Allegheny Financial Group
    Allegheny Financial Group Pittsburgh, United States

    2 weeks ago

    Default job background
    Description

    AFG is seeking a motivated, organized, and detail oriented Financial Paraplanner to collaborate with and support a team of financial planners and advisors. The Financial Paraplanner will also work closely with the Operations Team on various projects and will be responsible for running reports and working with many data points. This position is part of an experienced and knowledgeable team that prides itself on consistently exceeding expectations. The Financial Paraplanner is responsible for ongoing data accuracy and excellent client service.

    This role will enjoy a remote schedule but will spend time in the Pittsburgh, Pennsylvania office during the orientation and training period, and at least once per week thereafter. This position reports to the Financial Planning Manager.

    A typical day will include a mix of the following tasks:

    Financial Planning Team Support:

    • Receive and accurately update client financial information across various systems as it is received daily.
    • Assist the planning team in compiling the comprehensive financial reports in advance of client meetings.
    • Compile and present data metrics and report to the team when requested.
    • Assist with various projects and other duties as assigned.

    Data and Operations Team Support:

    • Become proficient in the various software programs, specifically related to the flow of financial data and client information.
    • Analyze and run metrics on various data points.
    • Assist in the monthly billing process.

    Client Service:

    • Maintain advisor and client connections within the financial planning software.
    • Work internally with the IT department and/or directly with clients via phone and email to troubleshoot any issues with new or existing connections and/or uploading and retrieving information within the client Vault.
    • Correspond with clients in advance of their meeting to ensure that we have received the information requested.

    You might be a great match if you have:

    • A Bachelor's Degree or an Associate's degree with relevant work experience.
    • Minimum 2 years' experience in a professional work setting.
    • Previous experience with data management, analysis, and reporting.
    • Previous experience with financial planning software (experience with eMoney is a plus).
    • Currently hold or a willingness to earn the Financial Paraplanner Qualified Professional (FPQP) or similar designation.
    • Excellent working knowledge of Microsoft Excel.

    We are looking for someone that has the following personal attributes and skills:

    • A strong attention to detail mindset with a focus on accuracy, initiative, and follow-through.
    • Strong written and verbal communication skills to effectively work with clients and colleagues.
    • The ability to quickly become proficient in various CRM and financial software programs.
    • Strong Microsoft Office skills, with specific focus on Excel and Teams.
    • A self-motivated drive and ability to work effectively both independently and as part of a team.
    • The ability to learn new processes quickly, take initiative, and multi-task with minimal supervision.
    • The ability to prioritize tasks and work in a deadline-driven environment.

    What AFG Offers:

    • A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.
    • Generous paid time off program.
    • A best-in-class 401K plan with online planning and reporting tools.
    • Wellness program with additional time off rewards.
    • Easily accessible office with free parking for onsite days.
  • Kestra Financial Independent Advisor

    Financial Advisor/Paraplanner

    1 week ago

    Kestra Financial Independent Advisor Pittsburgh, United States

    Fellow Advisor, · Do you feel unappreciated? · Are your ideas not taken seriously? · Are tired of making your bosses rich instead of yourself? · Do you feel like you are a small fish in a big sea? · Do you want to differentiate yourself? · Do you want to be able to let your creat ...

  • Kestra Financial Independent Advisor

    Financial Advisor/Paraplanner

    3 days ago

    Kestra Financial Independent Advisor Pittsburgh, United States

    Job Description · Job DescriptionFellow Advisor, · Do you feel unappreciated? · Are your ideas not taken seriously? · Are tired of making your bosses rich instead of yourself? · Do you feel like you are a small fish in a big sea? · Do you want to differentiate yourself? · Do you ...

  • BNY Mellon

    Vice President, Technical Product Specialist and App Delivery II

    2 weeks ago

    BNY Mellon Pittsburgh, United States Full time

    Vice President, Technical Product Specialist and App Delivery II · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking ...

  • Solenture, LLC.

    Retirement Plan Advisior

    2 weeks ago

    Solenture, LLC. Pittsburgh, United States

    Company Description · Solenture, LLC, also known as the "Solutions Venture," is a business consulting and wealth management firm located in Pittsburgh, PA. Our mission is to transform the value created by successful businesses into lasting private wealth by aligning the interests ...

  • IntePros

    Analyst

    2 weeks ago

    IntePros Pittsburgh, United States

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify an Analyst for a critical engagement in Pittsburgh, PA. This role is hybrid Downtown Pittsburgh, only local candidates will be considered at this time. · Responsibi ...

  • eNGINE

    Data Analyst

    3 weeks ago

    eNGINE Pittsburgh, United States

    eNGINE builds Technical Teams. We are a Solutions and Placement firm shaped by decades of interaction with Technical professionals. Our inspiration is continuous learning and engagement with the markets we serve, the talent we represent, and the teams we build. Our Consulting Wor ...

  • JLL

    Senior Financial Analyst

    3 weeks ago

    JLL Pittsburgh, United States

    We are currently seeking a Sr. Accountant for our Work Dynamics Finance Team. Our Senior Accountant is responsible for accounting and financial · planning and reporting functions for client accounts. This is a hybrid role and our ideal candidate will be based out of the Westmont ...

  • BNY Mellon

    Associate, Client Processing Representative I

    6 days ago

    BNY Mellon Pittsburgh, United States Full time

    Overview · Associate, Client Processing Representative I (Structured Finance/Centralized Loan Obligation) · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of ...

  • Duquesne Light Company

    New Products

    4 days ago

    Duquesne Light Company Pittsburgh, United States

    Position Summary: · The New Products & Services Developer position offers the exciting and unique opportunity to build an entirely new function and capability within Duquesne Light Company. In this position, the Developer will be expected to partner with external parties, and all ...

  • Federated Hermes

    Sr. Financial Analyst

    3 weeks ago

    Federated Hermes Pittsburgh, United States

    Federated Hermes Career OpportunitySr. Financial Analyst (hybrid)We have an exciting opportunity for a Sr. Financial Analyst located in Pittsburgh, PA.What You'll DoAs a Sr. Financial Analyst, you will be responsible for coordination and review of financial statements and regulat ...

  • Huntington National Bank

    Mortgage Loan Officer

    2 weeks ago

    Huntington National Bank Pittsburgh, United States Full time

    Description · Summary: · The Mortgage Loan Officer position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationsh ...

  • BNY Mellon

    Entry Level Analyst, Fund Accounting

    1 week ago

    BNY Mellon Pittsburgh, United States

    ~ Entry Level, Analyst, Fund Accounting ~ (Hybrid)Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manag ...

  • BNY Mellon

    Senior Associate, Middle Office Team Lead

    6 days ago

    BNY Mellon Pittsburgh, United States Full time

    Overview · Senior Associate, Middle Office Team Lead · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms th ...

  • Bank of New York Mellon Corporation

    Analyst, Fund Accounting

    3 weeks ago

    Bank of New York Mellon Corporation Pittsburgh, United States

    ~Analyst, Fund Accounting ~ (Hybrid)Bring your ideas. Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of do ...

  • Prequel Solutions

    Website Business Analyst

    5 days ago

    Prequel Solutions Pittsburgh, United States Full time

    Prequel is seeking candidates for a One (1) Plus Year Contract Position for Business Analyst experienced in building, designing, modernizing enterprise websites. This position is with a flagship financial services company in Pittsburgh and includes a hybrid working model - 3 days ...

  • Motion Recruitment

    Senior Business Analyst

    4 days ago

    Motion Recruitment Pittsburgh, United States

    Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Senior Business Analyst in Pittsburgh, PA (Hybrid). · Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunit ...

  • Synechron

    Data Architect

    1 week ago

    Synechron Pittsburgh, United States

    Position: Data Architect · Location: Pittsburgh, PA · Experience: 10+ Years · Type: Hybrid (2-3 days in a week) · Job Description : · Synechron is looking for a Data Architect with a background in financial domain. The position calls for someone that is comfortable working to ens ...

  • Synechron

    Data Architect

    1 week ago

    Synechron Pittsburgh, United States

    We are searching for a seasoned Data Architect with specialized experience in Trade Reporting to join our financial services team. The successful candidate will be responsible for designing and implementing data solutions that support trade reporting requirements and compliance w ...

  • BNY Mellon

    VP, Credit Risk II – Public Finance

    4 days ago

    BNY Mellon Pittsburgh, United States

    Credit Risk II, Public Finance / Not-for-Profit Credit Risk · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firm ...

  • Trust Capital Fiduciary Advisors

    Financial Advisor/Owner

    5 days ago

    Trust Capital Fiduciary Advisors Pittsburgh, United States

    Job Title: Financial Advisor/Owner · Location: Hybrid – Western Pennsylvania, Western New York with Offices in Warren, PA · Type: Full-Time · Company Overview: Trust Capital Fiduciary Advisors is a leading financial advisory firm specializing in providing employer retirement plan ...