- Bachelor's Degree required. Will consider commensurate experience.
- Minimum three years pf experience selling mutual fund products, life insurance, stocks and bonds.
- NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.
- 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 of a similar word processing program.
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Director, Wealth Manager
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The Bank of New York Mellon Pittsburgh, United StatesBNY 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 dollars in assets, custody and/or administration. Known as the "bank ...
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Vice President, Auditor Wealth Management
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JFS Wealth Advisors Pittsburgh, United StatesRetirement Plan Advisor · Responsible for positive team interface across geographic lines while assisting the department team in all phases of customer service, investing and planning strategies to maintain, strengthen and grow overall firm relationships; including but are not l ...
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BNY Mellon Pittsburgh, United StatesBNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the worlds top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank o ...
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Wealth Corporate Governance
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BNY Mellon Pittsburgh, United States Full timeOverview · 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 dollars in assets, cus ...
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Wealth Advisor
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The Judson Group Pittsburgh, United StatesReference Number: MHH7301Location: Pittsburgh, PennsylvaniaJudson Group has been retained by a leading independent fiduciary in the search for a · Wealth Advisor . The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role i ...
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Retirement Plan Advisior
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Solenture, LLC. Pittsburgh, United StatesCompany 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 ...
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Associate, Client Processing I
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BNY Mellon Pittsburgh, United States Full timeOverview · 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 dollars in assets, cu ...
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Associate, Client Processing II
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Merger & Acquisition Analyst/Associate
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Investment Executive, Wealth Management - Pittsburgh, United States - Dollar Bank
Description
Job Description
The AVP, Investment Executive is responsible for managing existing client relationships, either working with a more experienced advisor or on their own.
The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations.
Qualifications:
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.