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Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

WealthBridge Financial Group is seeking a results-oriented Investment Advisor Representative to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.As a Investment Advisor Representative at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.Requirements<ul><li>Bachelor's degree in finance, accounting, or a related field.</li><li>Experience in financial consulting or a similar role is preferred.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and interpersonal skills to effectively connect with clients.</li><li>Demonstrated ability to build and maintain client relationships.</li><li>Licenses or certifications in financial planning are a plus.</li></ul>Benefits<ul><li>Top-tier health coverage including medical, dental, and vision plans for you and your dependents</li><li>401(k) retirement plan with company match to help you build long-term security</li><li>Life and disability insurance for added peace of mind</li><li>Employee wellness programs and mental health resources</li><li>Career growth opportunities and ongoing training support</li></ul>

WealthBridge Financial Group

Investment Advisor Representative

Accounting

Analysis Skills

Communication Skills

Customer Relations

Customer/Client Research

Dental Insurance

Develop and Maintain Customers

Finance

Financial Analysis

Financial Planning

Health Plan

Interpersonal Skills

Investment Services

Management Strategy

Problem Solving Skills

Psychiatry and Mental Health

Retirement Planning

Service Delivery

Vision Plan

Wealth Management

Workable

PART_TIME

This position also contributes to business planning requirements by running reports and performing analysis’ to be used for setting supply chain parameters to be used by Distribution, Marketing, Customer Service and Finance functions. The position exists to ensure the SBU’s ability to provide excellent product availability and superior customer service to the entire chain, while also minimizing the working capital investment.

The Sr. Supply Chain Analyst is responsible for helping support the product supply to all PPC customers. The position exists to ensure the SBU’s ability to provide excellent product availability and superior customer service to the entire chain, while also minimizing the working capital investment. This position also contributes to business planning requirements by running reports and performing analysis’ to be used for setting supply chain parameters to be used by Distribution, Marketing, Customer Service and Finance functions. This position is on a hybrid schedule based in Cranberry Twp, PA and reports to the Manager of Fulfillment Planning. Responsibilities<ul><li>Learn and Utilize SAP and the Weeks of Supply Report to be able to perform Fulfillment Planning functions at each assigned Latex Plant including each unique set of constraints</li><li>Provide Fulfillment Planning coverage for each site to cover for planner’s absences</li><li>Provide Fulfillment Planning Manager coverage for Manager absences</li><li>Reviews and executes DC to DC replenishment of finished goods as needed to rebalance inventory to maintain service levels</li><li>Reviews service issues and works with relevant staff to develop recovery plans to ensure satisfactory customer service with minimal excess inventory</li><li>Identify and execute rework and relabel opportunities to utilize excess inventory in lieu of producing additional product</li><li>Prepare and Publish Launch/Promo Trackers as needed to ensure successful launch timing</li><li>Update the daily North American Weeks of Supply Report</li><li>Review and maintain Safety Stock and Safety Time settings as needed</li><li>Prepares and distributes Stock Transfer Orders Report</li><li>Organizes and Leads Slow Moving and Obsolete Inventory calls and engages appropriate responsible staff for resolution</li><li>Contributes to the attainment of the assigned sites Key Performance Indicators</li><li>Supports network sourcing and replenishment model changes</li><li>Helps in developing and executing Supply Plan based on Sales & Operations Planning data, balancing customer and business requirements with Operating Working Capital targets</li><li>Leads continuous improvement initiatives within Supply Chain Planning, including tools and processes</li><li>Performs Fulfillment Planning data analysis as needed</li><li>Ensures planning parameters within SAP remain aligned and current</li><li>Serves as SAP Power User, available to assist supported site Planners with SAP related issues and training</li></ul> Qualifications<ul><li>Bachelor’s Degree in Supply Chain Management, Business or a related field</li><li>5+ years’ experience in Inventory, Supply, or Demand planning</li><li>SAP and Power BI experience</li><li>APICS certification as a CPIM</li></ul> Applicants must be authorized to work in the U.S. without employment-based visa sponsorship (now or in the future). This includes H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visas).

Investment Jobs in New Castle, PA

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Investment Jobs in New Castle, PA

Investment Advisor Representative WealthBridge Financial Group

Senior Supply Chain Analyst The Pittsburgh Paints Co

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