Jobs near Pittsburgh: 6,270

Relevance Score ranked on: FINANCIAL ADVISOR

Dollar Bank, Pittsburgh’s oldest financial institution, is hiring for a financial advisor in our south territory of Pittsburgh. The successful candidate will have the opportunity to work with an untouched customer base that has untapped referral potential! The Investment Executive will be responsible...

Search Terms: Financial Advisor, Advisor, Financial, Financial Planning, Risk Manager

88.8

0mi

Updated: June 05

Financial Advisor - PNC Wealth Management

Pittsburgh (15234)

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making r...

Search Terms: Financial Advisor, Management, Financial, Wealth, Client Relations

88.8

0mi

Updated: June 04

Associate Financial Advisor

Pittsburgh

The AFA could be partnered with a Financial Advisor(s) or work independently. This position is primarily responsible for prospecting and scheduling of potential clients, working on referral initiatives within the market and with current clients, working on marketing and campaign activities within the...

Search Terms: Financial Advisor, Advisor, Associate, Financial, Project Management

88.5

0mi

Updated: May 29

Associate Financial Advisor

Cranberry Twp

May include:Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goa...

Search Terms: Financial Advisor, Associate, Advisor, Financial, Banking

83.7

15mi

Updated: June 16

Registered Client Relationship Analyst

Pittsburgh,

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a clien...

Search Terms: Client Relations, Relationship, Analyst, Registered, Financial Advisor

0mi

Updated: May 21

FINRA Supervision Specialist - PNC Wealth Management

Pittsburgh

Responsible for the supervision and trade review of Financial Advisors (FA) and registered branches in assigned regions to ensure compliance with securities and insurance industry rules and reg and firm policy. Review surveillance alerts and reports assigned to them on a regional or centralized level...

Search Terms: Management, Specialist, Wealth, Financial Advisor, Escalations

80.9

0mi

Updated: May 18

FINRA Supervisory Specialist - PNC Wealth Management

Pittsburgh (15222)

Search Terms: Management, Supervisor, Specialist, Wealth, Financial Advisor

80.8

0mi

Updated: May 15

FINRA Supervisory Specialist Senior - PNC Wealth Management

Pittsburgh (15222)

Responsible for the supervision, trade review, and/or new accounts of Financial Advisors (FA) and registered branches in assigned regions to ensure compliance with securities and insurance industry rules and reg and firm policy. Review surveillance alerts and reports assigned to them on a regional or...

Search Terms: Management, Supervisor, Specialist, Senior, Wealth

80.8

0mi

Updated: May 15

Business Banking Relationship Manager

Pittsburgh

Location:11 Stanwix Street, Pittsburgh Pennsylvania. Job Summary. The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and ...

Search Terms: Relationship Manager, Relationship, Banking, Business, Manager

79.3

0mi

Updated: June 04

Client Specialist

Wexford

At Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful clie...

Search Terms: Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations

78.4

12mi

Updated: May 21

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