Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls United Placement GroupSenior & Retirement Financial Advisor - Pre-Set Appointments, No Cold CallsPittsburgh, PAAre you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.
NewWealth Strategist I - Financial Planner - PNC Wealth Management PNC BankWealth Strategist I - Financial Planner - PNC Wealth ManagementPittsburgh, PennsylvaniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Accuracy and Attention to Detail, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Managing Multiple Priorities, Networking, Problem Solving, Products and Services, Value Selling Work Experience .
Financial Wellness Associate KeyCorpFinancial Wellness AssociatePittsburgh, PA$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Financial Advisor First Commonwealth BankFinancial AdvisorPittsburgh, PAAs a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs. Advises clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs while achieving targeted goals within an assigned territory.
NewFinancial Planning Advisor TIAAFinancial Planning AdvisorPittsburgh, PennsylvaniaBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Global Employer Services Experienced Senior Associate-Retirement Plan Services-401(k) Administration Focused BDO International LtdGlobal Employer Services Experienced Senior Associate-Retirement Plan Services-401(k) Administration FocusedPittsburgh, PA$74,550–$147,000 / yearReviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts and "best practice" guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders' interests. Job Summary: The GES Experienced Senior Associate is responsible for developing, recommending and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients' current and future taxes.
Global Employer Services Experienced Senior Associate-Retirement Plan Services-401(k) Administration Focused BDO USA PCGlobal Employer Services Experienced Senior Associate-Retirement Plan Services-401(k) Administration FocusedPittsburgh, PA$74,550–$147,000 / yearReviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts and "best practice" guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders' interests. Job Summary: The GES Experienced Senior Associate is responsible for developing, recommending and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients' current and future taxes.
Financial Adviser BETH ANDREWS LLCFinancial AdviserCANONSBURG, PAFull timeThe ideal candidate is capable of interpreting financial statements and financial planning software, has excellent communication and presentation skills, and has a track record of successful financial guidance. In this role, you will educate and provide guidance to our existing clients on how to best utilize and invest their money.
Financial Solutions Advisor - Pittsburgh Market Bank of America CorpFinancial Solutions Advisor - Pittsburgh MarketWexford, PAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Global Employer Services Senior Associate-Retirement Plan Services-ESOP Administration Focused BDO USA PCGlobal Employer Services Senior Associate-Retirement Plan Services-ESOP Administration FocusedPittsburgh, PA$73,500–$131,250 / yearReviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts and "best practice" guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders' interests. The GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients' current and future taxes.
Global Employer Services Senior Associate-Retirement Plan Services-ESOP Administration Focused BDO International LtdGlobal Employer Services Senior Associate-Retirement Plan Services-ESOP Administration FocusedPittsburgh, PA$73,500–$131,250 / yearReviews SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts and "best practice" guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders' interests. The GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients' current and future taxes.
NewWealth Strategist I - Financial Planner - PNC Wealth Management The PNC Financial Services Group IncWealth Strategist I - Financial Planner - PNC Wealth ManagementPittsburgh, PA$63,750–$106,250 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Specialist Manager, Risk And Compliance Services (Personal Consultation) DeloitteSpecialist Manager, Risk And Compliance Services (Personal Consultation)Pittsburgh, PA$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Pittsburgh, PA$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Patient Services Specialist Cencora IncPatient Services SpecialistPARemote$43,700–$62,480 / yearEducation: This position requires broad training in fields such as Medical Office Administration, SocialWork, Medical Records/Billing, Benefit Verification, Patient Financial Services, Pharmacy, Nursing, or similar vocations generally obtained through completion of a 2-year Associate Degree, technical vocational training, or equivalent combination of experience and education. Provides integrated services to the health system and its component parts to increase prescription capture rate, ensure timely delivery of infusion medications to be infused in the hospital setting, improve patient outcomes and reduce readmissions.
Tax Senior Manager - Healthcare & Professional Services Hill, Barth & KingTax Senior Manager - Healthcare & Professional ServicesYoungstown, PennsylvaniaInteract closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. 8+ years previous public accounting experience with a strong concentration in tax including corporate, partnership, individual, trusts and estate planning, and resolving complex tax issues.
Traveling Financial Experience Advisor - Based in Brentwood Clearview Federal Credit UnionTraveling Financial Experience Advisor - Based in BrentwoodBrentwood, PennsylvaniaYou'll deliver exceptional service, promote Clearview’s products and services, and support a full range of financial transactions, all while traveling to serve multiple locations and representing Clearview at community events. This position is based in the Brentwood Financial Center and will travel to the following Financial Centers as necessary; Pleasant Hills, Shadyside, South Fayette Township Clearview values diversity in its workforce.
Traveling Financial Experience Advisor - Based in Wexford Clearview Federal Credit UnionTraveling Financial Experience Advisor - Based in WexfordWexford, PennsylvaniaYou'll deliver exceptional service, promote Clearview’s products and services, and support a full range of financial transactions, all while traveling to serve multiple locations and representing Clearview at community events. This position is based in the Wexford Financial Center and will travel to the following Financial Centers as necessary; Cranberry Township, Ross Township and Butler Clearview values diversity in its workforce.
Traveling Financial Experience Advisor- Based in McMurray Clearview Federal Credit UnionTraveling Financial Experience Advisor- Based in McMurrayMcMurray, PennsylvaniaYou'll deliver exceptional service, promote Clearview’s products and services, and support a full range of financial transactions, all while traveling to serve multiple locations and representing Clearview at community events. Educate members on self-service options, such as a self-service kiosk or digital banking station, ATM, and automated phone service.
Director, Financial Reporting Manager The Bank of New York Mellon CorpDirector, Financial Reporting ManagerPittsburgh, PA$136,500–$270,000 / yearDeep technical accounting expertise across IFRS, U.S. GAAP, Lux GAAP, and other relevant regulatory frameworks, with strong knowledge of investment fund structures, including mutual funds, hedge funds, private equity, and alternative investments. 15+ years of progressive leadership experience managing large teams of financial reporting professionals, preferably within a fund administrator, asset servicing organization, asset manager, or Big Four accounting firm with investment funds experience.