- Bank of America (Pittsburgh, PA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- Edward Jones (Erie, PA)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward… more
- Edward Jones (Mcconnellsburg, PA)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... and business practices you need to succeed in our client -first business model. The new financial advisor...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- Wells Fargo (Wayne, PA)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
- HUB International (Blue Bell, PA)
- …equivalent experience). + Minimum 5 years of experience in retirement plan administration, client servicing, or related financial services . + Comprehensive ... Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations...experience for our clients. This position focuses on proactive client service , strategic plan design, and expert… more
- Black & Veatch (Canonsburg, PA)
- …drivers and motivators. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain and expand key relationships. ... review board(s). + Provides key differentiators to use regarding services offered to clients. Works with project managers and...+ General understanding of client business and financial… more
- Kestra Financial (Pittsburgh, PA)
- …to grow your own book of business via value added solutions and services + Strengthen client relationships though proactive communication + Perform market ... + Analyzing client data + Conduct SWOT analysis to determine client overall financial health + Develop and deliver customized client recommendations +… more
- WTW (Philadelphia, PA)
- …insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a ... professional development. + Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to ensure… 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 ... preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services . The Financial Planning Analyst… 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
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