151 Results for

Financial Planning Jobs in Lower Burrell, PA

Jobs

New!

Pittsburgh, Pennsylvania4 days ago

$160,000–$185,000
Full-time

Monitor and analyze employee benefit practices, review benchmarking data and trends to ensure that benefit plans are competitive, cost-effective and enable the Firm to attract and retain employees. Manage the Cash Balance Retirement Plan distribution process and annuity payments including preparation of benefit packets, finalizing amounts, and preparing authorization instructions for plan trustee and investment manager.

New!

Cheswick, PA1 day ago

$80,000–$100,000

We give our employees immediate access to health, dental, vision and life insurance benefits, as well as provide short/long-term disability coverage to protect you financially if you should incur a non-occupational illness or accident. Maintain accurate and timely production reports and communicate operational updates to senior management and support teams (HR, Customer Service, Sales, etc.).

New!

Pittsburgh, Allegheny4 days ago

$230,000–$377,000
Full-time

Apply and oversee the use of language models, machine learning, data science, and AI-native techniques (including agent-based and retrieval-augmented approaches) to uncover insights not accessible through traditional reporting approaches and drive the firm's ability to identify patterns across complex datasets and generate scalable, decision-ready intelligence. While many law firms remain anchored in accounting-centric views of data, this role will further expand the firm's intelligence capabilities across a broader set of dimensions, including client behavior, market dynamics, talent allocation and planning, and matter value, ensuring that intelligence reflects how the firm actually operates and competes.

New!

Pittsburgh, PAToday

$85,000–$120,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.

New!

Pittsburgh, Pennsylvania4 days ago

$109,500–$125,000
Full-time

The vendor management function will evolve to include and oversee vendor management services including contract management, third-party vendor risk assessment of providers, vendor registration and offboarding, strategic sourcing, contract review and management, buying, and relationship monitoring. Jointly determine and execute on vendor management strategies aligned with firm priorities working with Reed Smith leadership team.

New!

Pittsburgh, PAToday

$120,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Specializing in audit and assurance, tax planning and preparation, business consulting, and wealth management, our team offers strategic insights and innovative solutions to individuals and businesses alike.

New!

Pittsburgh, PAToday

In this role, you’ll make an impact in the following ways: Design, develop, and maintain database solutions for security reference data, corporate action entitlement and processing, and related fund accounting needs. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

New!

Pittsburgh, PAToday

The General Manager of Premium will be responsible for the Premium team, planning, and completing catering orders and premium special events and will be responsible for the budgets and financial goals of the department. Coordinate total premium operations to include duties such as booking events, supervising teams, developing, selecting, and costing menus, pricing, hiring, and departmental administration.

New!

Pittsburgh, PA1 day ago

$120,000–$150,000

Working as a team, interact 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. Prepare or review financial statements, notes, schedules, management letters, and tax returns for later discussion between the Manager or director and the client.

New!

Pittsburgh, PAToday

$20–$50 Per Hour

Oversees the transaction management of products within the relevant team associated with a moderately large portion of business unit revenue ($20-$50M) or deal flow of approximately 1,000 transactions annually in an environment of moderate complexity and high inherent risk. Provides consistent direction and guidance to the team where required, to ensure that negotiations with lawyers, advisors, clients, market participants on transactions are executed in a manner that manages risk while maximizing revenue in line with business strategic objectives.

Washington, PA30+ days ago

Must demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .

New!

Pittsburgh, PA1 day ago

Remote

Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.

New!

Pittsburgh, PAToday

Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.

Moon Township, Pennsylvania30+ days ago

If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement.

Bridgeville, PA13 days ago

Full-time

Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to execute Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation. Generate new planning and investment ideas and strategies and apply them to current and prospective client situations focusing on income tax, estate planning, risk analysis, cash flow needs, and other related topics.

Pittsburgh, PA30+ days ago

Examples of storm roles could include but aren't limited to duties such as: working with operations for service center support or with the communications, customer service or government affairs teams to respond to public and customer requests for information, etc. The Specialist will serve on a centralized team for capital investment management working closely with the Operations, Information Technology, Customer Service and Operation Services personnel that are responsible for capital deployment of both projects and programs.

Canonsburg, PA30+ days ago

Full-time

This position plays a key role in supporting the company’s financial planning and analysis function, including ad hoc financial modeling, valuation analysis, peer benchmarking, and the preparation of management‑level presentations. In addition to core financial responsibilities, this position will support strategic decision‑making by providing clear, well‑structured analysis that informs leadership discussions.

Pittsburgh, PA21 days ago

$21.90–$28 Per Hour

Duties include managing data across various event management systems related to leadership, donations, and event logistics; coordinating event planning with vendors and volunteers; processing payments through the financial system; and collaborating with colleagues and departments on a range of other key tasks that support our mission. The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities.

Pittsburgh, Pennsylvania30+ days ago

The position works with other Financial Systems Analyst(s) as a team leader and is expected to coordinate tasks with the Financial Systems Analyst, cooperate on projects, delegate tasks, and act as a mentor and knowledge source. Provide administration and support for other systems that integrate with 3E which includes Chrome River, ARCS, IntApp Risk, IntApp Time, Electronic Records Destruction, and McGuireWoods custom budgeting software.

New!

Pittsburgh, PA1 day ago

MassMutual Pittsburgh is a full-service financial planning and wealth management firm committed to helping individuals, families, and business owners create, grow, and protect their wealth. Our Financial Advisor Development Program is designed for driven graduates who want the freedom to grow their own practice — with the training, mentorship, and resources of a nationally respected firm behind them.

Pittsburgh, Pennsylvania26 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Pittsburgh, PA30+ days ago

Full-time

Lead Generation and Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community . Our mission is to provide financial solutions that build a secure future for our clients, and we're looking for driven individuals to help us make a lasting impact.

Pittsburgh, PA8 days ago

The incoming CFO will inherit a capable team and established infrastructure, while being expected to elevate financial strategy, optimize capital deployment, strengthen banking relationships, and serve as a true commercial partner to senior leadership. This is a rare opportunity for an exceptional financial executive to step into a pivotal leadership role within a financially strong, growth-oriented organization with an established legacy, entrepreneurial ownership, and a long-term strategic outlook.

Cheswick, PA30+ days ago

You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Pittsburgh, PA30+ days ago

Full-time

AMETEK, Inc. is a leading global provider of industrial technology solutions serving a diverse set of attractive niche markets with annual sales over $7.0 billion. Manage fixed asset accounting, including additions, disposals, depreciation, and reconciliations in FAS (transitioning to SAP).

Aliquippa, PA30+ days ago

Pittsburgh, PA30+ days ago

In this role, you’ll drive agency growth by developing new business, building long-term client relationships, and delivering personalized insurance and financial solutions that empower clients to protect their goals and build their futures. As a Sales Representative for Luke Penning State Farm, you’ll help grow a local agency that represents State Farm — a nationally recognized leader with a proven record of excellence and opportunity for growth.

CRANBERRY TWP, Pennsylvania30+ days ago

Organization : Name: PITTSBURGH-NORTH PA Default: Location : City: CRANBERRY TWP Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Pittsburgh Area, PA30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Pittsburgh, PA29 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Pittsburgh, PA30+ days ago

Remote

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccom@maximus.com.

Pittsburgh, Pennsylvania30+ days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Pittsburgh, PA7 days ago

Full-time

This role ensures that regional financial plans align with broader business segment expectations, supports strategic decision?making, and drives operational performance through strong analytical insight and cross?functional collaboration. The Operations Controller is a key financial and operational partner responsible for leading planning, forecasting, and accounting processes for a defined geographic region within the business unit.

Pittsburgh, PA30+ days ago

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. - Prepare the annual incurred cost submission in real-time, as each month is closed which includes; confirming the allocations are consistent with the CAS Disclosure Statement, reviewing for unallowable costs, and reconciling the submission to the general ledger.

Pittsburgh, PA8 days ago

If you are a high-impact finance leader who enjoys building scalable processes, developing teams, and driving measurable business outcomes in a fast-paced, multi-location environment, this could be your next defining opportunity. This is far more than a traditional finance role—it’s an opportunity to influence enterprise-wide decision-making, shape long-term growth strategy, and serve as a trusted advisor to senior leadership.

Wexford, PA30+ days ago

Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will SUPPORT the Advisors in: Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance. Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team.

Pittsburgh, PA7 days ago

$190,000–$190,000 Per Year

If you are passionate about developing high-performing teams, implementing efficient processes, and achieving significant business results in a multi-site, rapid growth setting, this is your ideal career progression. In this dynamic position, you will significantly impact comprehensive business decisions, guide long-term growth strategies, and act as a strategic advisor to top management.

North Versailles, PA30+ days ago

$75,000–$75,000

The AM empowers the Restaurant General Managers (RGM) team within their district to oversee the financial controls, operations, people development, customer service and company compliance within the restaurant across all shifts. · Leads development and implementation of strategies to identify/hire/promote and retain effective team talent; assists Regional Training Manager with management recruitment and selection.

Pittsburgh, PA12 days ago

$120,000–$140,000 Per Year

Develop "should-cost" models, monitor market intelligence, and create resiliency plans to proactively address material shortages, lead times, and single-source vulnerabilities. Exceptional leadership, change management, and interpersonal communication skills to effectively manage relationships with C-suite executives and external suppliers.

Sewickley, PA30+ days ago

The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation.

Murrysville, Pennsylvania30+ days ago

key performance indicator metrics and report their respective improvement plans as well as successfully build relationships with internal key stakeholders to drive cross-functional alignment and execution through the Supply Reviews and overall SIOP process. Coordinate with Demand Planning, Materials Managers, Global Logistics & Transportation, Sales, Marketing, IT, and Order Administration to develop and refine supply planning practices and policies to meet best in class metrics.

Pittsburgh, PA30+ days ago

Relationship Managers will be expected to research, evaluate and recommend various financial instruments, such as Trust, Investment or other Banking products and services, for use by clients to help them achieve their financial goals. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Generate new business relationships for the Bank by using existing centers of influence, or by establishing new centers of influence.

New!

Pittsburgh, PA6 days ago

$88,900–$168,300 Per Year

If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.

Moon Township, Pennsylvania19 days ago

ServiceLink, one of the top providers in the mortgage services industry seeks a talented, ambitious, self-directed information technology professional to track and manage the technology assets of the company, working closely with the business and information technology to ensure enterprise wide hardware and software is managed. Understand and utilize IT asset management tools (e.g., ServiceNow, AssetCloud, Snow, SCCM, Intune, JAMF, asset inventories).

Warrendale, PA30+ days ago

As a member of Mitsubishi Electric’s global organization, you’ll help deliver mission-critical power solutions that support data centers, infrastructure, and essential services across North America — all within a collaborative, growth-focused environment. Mitsubishi Electric Power Products, Inc. is a leading provider of power systems, rail transportation, and large visual display solutions in North America.

Pittsburgh, PA30+ days ago

Full-time

Essential Functions:Main job responsibilities: Refinement of organizational processes to protect employees, guests, artists, and the organization – educating staff members about best practices, taking proactive steps to address potential hazards in Trust venues and office spaces, and securing proper insurance to protect the Trust’s financial interests. To accomplish this work, the Manager will gather data from across Trust venues and departments, review procedures, confer with outside insurance/risk contacts, identify ways to reduce risk, and develop strategies for implementing changes in the workplace.

Warrendale, PA30+ days ago

As a member of Mitsubishi Electric�s global organization, you�ll help deliver mission-critical power solutions that support data centers, infrastructure, and essential services across North America � all within a collaborative, growth-focused environment. Mitsubishi Electric Power Products, Inc. is a leading provider of power systems, rail transportation, and large visual display solutions in North America.

Pittsburgh, PA15 days ago

Thought Leadership: Demonstrate expertise by sharing insights, staying informed on industry trends, and providing knowledgeable guidance that positions the advisor as a trusted resource for clients. Innovative Environment: Work in a forward-thinking environment that embraces modern financial planning strategies, technology, and collaborative ideas to better serve clients and support advisor success.

New!

Pittsburgh, PAToday

Full-time

Supervisory responsibility: This position does not directly supervise Trust employees; however, the Director will direct and coordinate the work of consultants, contractors, and project partners and may provide functional oversight to assigned project support resources, as applicable. The Director provides oversight for project planning, schedule and budget tracking, stakeholder communication, and documentation to ensure projects are delivered in a timely, cost-effective, and high-quality manner while minimizing disruption to Trust business operations.

Canonsburg, PA30+ days ago

$55,000–$55,000

If you are ready to build a great career, be part of a winning team, and learn valuable leadership skills, Charter Foods is the place to learn, grow, and succeed! You’re also responsible for scheduling and deploying the Team correctly, addressing performance issues, assisting in the resolution of customer issues and managing the restaurant budget and financial plans.

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Financial Planning Jobs in Lower Burrell, PA

Senior Benefits Manager Reed Smith US

Production Manager Trulite Glass & Aluminum Solutions

Sr Director, Strategic Intelligence (Hybrid Schedule) Reed Smith US

Tax Manager (Hybrid) Jobot

Procurement Manager Reed Smith US

Tax Manager Jobot

Vice President, Full-Stack Engineer BNY

General Manager of Premium - Acrisure Stadium Aramark

Assurance Manager- Healthcare Solutions Gables Search Group

Senior Vice President, Transaction Management Group Manager BNY

Registered Nurse (RN) - Neurosurgery - McDonald Advocate Aurora

Client Support Specialist - Greater Pittsburgh, PA Area (REMOTE) Fidelity Investments

Director, Wealth Advisor BNY

Financial Analyst, Financial Planning & Analysis ServiceLink

Wealth Planning Strategist Waldron Private Wealth

Sr Capital Planning Specialist Duquesne Light Company

Financial Analyst CONSOL Mining Company LLC

Event Planning Coordinator American Heart Association

Sr. Financial Systems Analyst McGuireWoods LLP

Financial Advisor MassMutual Pittsburgh

Financial Advisor Northwestern Mutual

Financial Specialist 12 Primerica

CFO Gables Search Group

Insurance and Financial Services Position - State Farm Team Member Kelly Motter - State Farm Agent

Financial Analyst AMETEK, Inc

Insurance and Financial Services Position - State Farm Team Member Brendan Garvey - State Farm Agent

Insurance and Financial Services Position - State Farm Team Member Luke Penning - State Farm Agent

Financial Representative Western & Southern Life

Financial Advisor Series 7, 65 or 66 San Blas Securities

Financial Advisor First Command Financial Services, Inc.

Financial Systems Analyst (Remote) Maximus

Fractional CFO B2Bcfo

Operations Controller- Northeast Asplundh Tree Expert

Senior Finance Manager Maximus

Finance Director Gables Search Group

Client Service Associate Wealth Management Gables Search Group

Finance Director Aminov Search Partners

Area Manager Pittsburgh Burger King

Head of Procurement - Direct System One

Paraplanner/Support Advisor Kestra Financial Independent Advisor

Manager I/II Supply Chain Americas MSA Safety

Private Client Services Relationship Manager Farmers National Bank of Canfield

Accounting Advisory Manager RSM US LLP

Information Technology Asset Manager, Information Technology ServiceLink

Group Controller Mitsubishi Electric Power Products, Inc.

Risk and Finance Manager Pittsburgh Cultural Trust

Group Controller Mitsubishi Electronic Power Products

Wealth Management Advisor JKS Financial

Director of Capital Projects Pittsburgh Cultural Trust

General Manager KFC / Taco Bell

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