- Kestra Financial (Pittsburgh, PA)
- …product analysis + Analyzing client data + Conduct SWOT analysis to determine client overall financial health + Develop and deliver customized client ... Our unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their… more
- WTW (Philadelphia, PA)
- …delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts ... influence the future of employer-sponsored health programs. **The Role** + Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Our client , a prominent financial advisory firm located in Center City, Philadelphia, is seeking a Financial Planning Analyst to join their ... collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm's clients. This position focuses on providing… more
- Truist (Wyomissing, PA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and… more
- ManpowerGroup (Forest Grove, PA)
- Our client in the financial industry is seeking a Financial Analyst to join their team. As a Financial Analyst, you will be part of the Finance ... department supporting ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis. The ideal… more
- PNC (PA)
- …products and services. + Provides ideas and insights based on understanding of the client 's needs and their financial well-being while focusing on increasing ... the industry and market to prioritize efforts. + Manages the origination, financial analysis, negotiation and documentation of credit and non-credit products and… more
- Vanguard (Malvern, PA)
- …clients effectively. What It Takes + Minimum of three years' experience in Financial Services; client service experience preferred. + Undergraduate degree or ... Minimum of three years related work experience in the Financial Services industry. + Experience in client ...the Financial Services industry. + Experience in client services preferred. + Undergraduate degree or equivalent combination… more
- PNC (Pittsburgh, PA)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client 's unique needs and aspirations.… more
- WTW (Pittsburgh, PA)
- …Expands knowledge of varying client complexity by working across different client profiles + Leads clients' financial /actuarial engagements for a portfolio ... **Description** As a Healthcare Financial /Actuarial Associate Director you will be a key...including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies… more
- KeyBank (Warren, PA)
- …conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. ... clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a … more