Mutual Fund Analyst
Finance advisor job in Pittsburgh, PA
Mutual Fund Analyst - Fund Activation & Servicing
📍
Pittsburgh, PA | Hybrid
About the Role
We're hiring a Mutual Fund Analyst to join our Fund Activation & Servicing team. This is a great opportunity to build your expertise in mutual fund operations while supporting the onboarding, settlement, and maintenance of open-ended mutual fund accounts. You'll work across NSCC platforms (Matrix and FundSERV) and partner with teams in operations, risk, and technology to keep processes running smoothly and accurately.
What You'll Do
Open and maintain mutual fund accounts through Matrix, FundSERV, and manual forms
Support settlements and share movements related to corporate action events
Manage account updates, audit requests, and wiring instruction changes
Investigate and resolve daily settlement discrepancies and exceptions
Reconcile custody positions against fund statements for accuracy
Process stock power requests and account transfers
What We're Looking For
Bachelor's degree in Finance, Accounting, Business, or related field
1-3 years of experience in mutual fund operations, trade support, or fund accounting
Familiarity with Matrix, FundSERV, or similar settlement systems
Strong attention to detail and problem-solving skills
Organized, deadline-driven, and comfortable managing multiple priorities
Proficient in Excel and eager to learn new platforms
Nice to Have
Knowledge of corporate actions and custody processes
Experience with daily reconciliations or exception management
Clear communicator and team player with a proactive mindset
Why You'll Love Working Here
Client-focused culture: Deliver meaningful work that directly supports clients
Collaborative environment: Partner with skilled professionals across multiple teams
Room to grow: Learn, innovate, and take ownership of your work
Values-driven: Integrity, teamwork, and continuous improvement are at our core
Financial Advisor
Finance advisor job in Irwin, PA
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program .
Salary for the first five years as you begin to build your practice
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Retirement Planner/Financial Advisor
Finance advisor job in Pittsburgh, PA
Requirements
Three (3) years+ of new client meeting experience
State Life and Health Insurance Licenses
FINRA Series 65 registration, or equivalent
GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter
Salary Description Starting at $175,000 base per yr plus incentives
Associate Financial Advisor
Finance advisor job in Mars, PA
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submit required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
• Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
• Maximize technology tools available and provide required reporting on a timely basis
• Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
• Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
• Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
• Monitor client accounts and transactions on an ongoing basis
• Cross sell other Northwest products and services and provide branch training on a periodic basis
• Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
• Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
• Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
• Conduct securities buying and selling as directed by client (licensed representatives)
• Review financial/investment markets daily
• Establish a presence with your community
• Minimize departmental non-payroll costs
• Sit in Northwest Bank branch offices assigned by Regional Sales Manager
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
Bachelor's Degree Finance / related degree
Work Experience
2 - 3 years relevant experience
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Employee Benefits
Licenses and Certifications
Series 7
Life/Accident/Health
Series 63 and 65 or 66
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyFinancial Advisor
Finance advisor job in Center, PA
Financial Planner / Wealth Manager
At Vista Wealth Solutions
, we're excited to welcome a few passionate individuals to join our team!
• Did you know that half of our advisors are making fantastic strides, earning over $200,000?
• Here, you'll have full ownership of your clients and data.
• We're all about helping you build, manage, and market your own brand with the support of our amazing team!
• Our award-winning practice management technology and training will set you up for success.
• You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products.
• Plus, there are opportunities to join established teams that match your skills and background!
What Makes You a Great Fit with Us?
• You have an entrepreneurial spirit
• You strive to be better than your peers
• You're passionate about helping and educating others
• You're willing to work hard now for long-term success
Why Work with Vista Wealth Solutions?
· Enjoy highly competitive, performance-based compensation, plus a full benefits package
Receive personalized, comprehensive training and ongoing support
Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
Collaborate with our in-house Financial Planning Department and Business Valuation experts
Discover opportunities for advancement and management roles
Experience a work-life balance that many financial careers lack
Benefits of working with Vista Wealth Solutions
• Extremely competitive performance-based compensation and a complete benefits package
• Personalized and comprehensive training and support
• In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies)
• In-house Financial Planning Department and Business Valuation experts
• Advancement and management opportunities
• A work-life balance most financial careers don't offer
You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Contact: Erica Ng
|
vistawealthsolutions.com
Virtual Financial Advisor
Finance advisor job in Monroeville, PA
Primary Office Location:4220 William Penn Highway. Monroeville, Pennsylvania. 15146.Join our team. Make a difference - for us and for your future.
Virtual Financial Advisor
Business Unit: WM - FNIS
Reports to: Director of Sales and Service
Position Overview:
The Virtual Financial Advisor (VFA) is responsible for transitioning clients with lower total invested assets from advisors' books of business to own rep code. The VFA will work to further develop the relationship by learning a client's individual financial needs and supplying appropriate investment products and services. This position is responsible for all functions of Investment Services for assigned accounts. The VFA should be client centric and enjoy developing mutually beneficial relationships with a wide variety of clients. Most client interaction will be virtual.
Primary Responsibilities:
Act as main contact in a sales and service capacity for phone assigned clients, ensuring a heightened level of customer service. Maintaining superior and courteous service to promote broker dealer relationship and expand wallet share within customer relationships.
Collect and analyze information regarding the client risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the client needs and circumstances. Advise the client regarding the advantages, risks, and disadvantages of different investment opportunities.
Execute book of business transactions. Prepare and complete paperwork as needed. Enter trades for clients. Prepare client illustrations, managed portfolios, reports, etc. for sales presentations and appointments.
Operate within Broker Dealer Compliance guidelines. Maintain client files. Follow Broker Dealer standards to enter and keep client communication notes current in Broker Dealer operating platform and FNBIS CRM system.
Develop and maintain deep product knowledge. Contact various product partners to obtain specific information regarding investments, annuity contracts and advisory accounts.
Complete, process and perform appropriate follow up for all documentation required for new business and account servicing.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
BA or BS preferred
Must be comfortable working in an online environment
Demonstrated sales and client discovery process
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
FINRA Registration Series 7, 63 & 65 or Series 7 & 66
Life & Health Insurance License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyFinancial Advisor
Finance advisor job in Pittsburgh, PA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
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. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. 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. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Advisor - Pittsburgh, PA
Finance advisor job in Pittsburgh, PA
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position will be located in the Pittsburgh, PA area.
Estimated Travel
May include up to 25% travel
#LI-CBF
#LI-KE1
#LI-SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company
Auto-ApplyFinancial Advisor
Finance advisor job in Pittsburgh, PA
Become Part of The Power to Dream Again!
Financial Advisors needed today!
If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how. Armed with the Power to Dream™
The ideal candidate possesses good communication and interpersonal skills, as well as strong organizational skills.
Financial Responsibilities:
Prospecting for clients through leads provided!!!!!
Developing and maintaining long-term relationships with clients
Fact gathering and needs analyses to arrive at client-centric financial solutions
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
What we offer:
Our Financial Advisors are an Elite team of High Performing producers that earn significant Base Salary plus income based upon their results. In addition, we provide a complete package for what is needed to ensure your success.
Competitive compensation
Region with unlimited income capacity
Significant marketing support
The best product portfolio in the industry
A proven distribution model
In-depth training
Job Requirements:
Must have 5 years of experience in Selling Pension Products
Active Life /Health license for the state preferred and series 6
Bachelor's degree preferred
Must reside in the Regions specified
Good credit history
The time is right -- take a closer look at the support your current carrier offers you to grow your business and compare that to what you could be offered by taking the next step ! contact our Recruiter:
Email: Pam at recruiterchic@gmail.com or apply online to www.lifetimerecruiting.com
Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
Email:
lifetimers@fuse.net
http://www.lifetimerecruiting.com/
Phone:
(w) 513-753-4926
Senior Equity Analyst
Finance advisor job in Pittsburgh, PA
We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders.
Key Responsibilities:
Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness.
Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits.
Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution.
Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners.
Assist with audits, modeling and board reporting related to equity compensation
Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll
Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel
Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters
Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment.
Qualifications:
3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company
Excellent attention to detail and strong organizational skills
Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations
Proficiency with equity platforms such as Shareworks
Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes
Ability to handle sensitive information with confidentiality and discretion
Strong communication skills, with the ability to explain equity topics to stakeholders
Familiarity with deferred compensation, 409A and private company equity best practices a plus
CEP Level I is a plus
We encourage a hybrid schedule with in-office time at one of our locations in Boston or Pittsburgh to support collaboration.
The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process.
Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more.
Salary Range$109,000-$142,000 USD
Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more.
Our journey is always people first.
We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move.
Higher purpose, greater impact.
We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do.
Scale up, not starting up.
Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges.
Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube.
Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.
Auto-ApplySenior Equity Analyst
Finance advisor job in Pittsburgh, PA
We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders.
Key Responsibilities:
Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness.
Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits.
Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution.
Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners.
Assist with audits, modeling and board reporting related to equity compensation
Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll
Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel
Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters
Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment.
Qualifications:
3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company
Excellent attention to detail and strong organizational skills
Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations
Proficiency with equity platforms such as Shareworks
Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes
Ability to handle sensitive information with confidentiality and discretion
Strong communication skills, with the ability to explain equity topics to stakeholders
Familiarity with deferred compensation, 409A and private company equity best practices a plus
CEP Level I is a plus
We encourage a hybrid schedule with in-office time at one of our locations in Boston or Pittsburgh to support collaboration.
The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process.
Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more.
Salary Range$109,000-$142,000 USD
Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more.
Our journey is always people first.
We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move.
Higher purpose, greater impact.
We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do.
Scale up, not starting up.
Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges.
Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube.
Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.
Financial Experience Advisor Level II - Pittsburgh Market Square
Finance advisor job in Pittsburgh, PA
Description OBJECTIVEAs a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions! Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview! WORKING HOURSFlexible schedule based on operational needs; scheduled during the following hours of operation: Monday - Friday: 9am - 5pmSaturday: Closed, will work one Saturday per month 9am-2pm at another financial center Complimentary parking is available at the Market Square Garage, conveniently located just a three-minute walk to the branch.
MINIMUM QUALIFICATIONS
High school diploma or equivalent required
Minimum six months vault and keyholder experience required
Excellent member service skills
Ability to build relationships through sales and service
Excellent communication skills in person and on telephone
Above average knowledge of credit union products and services
Demonstrated cross-selling skills
Knowledge of lending products
Strong analytical skills
Proficient computer skills
Detail oriented
Ability to maintain accuracy in a fast-paced environment
Ability to work flexible hours based on operational needs
ESSENTIAL DUTIES AND RESPONSIBILITIES
Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone.
Welcome and engage with members as an Experience Coordinator.
Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates.
Educate and increase member awareness of all credit union products, services and promotions.
Build relationships by educating members and increasing cross sales using Cross-Sale Manager Software.
Seize all sales opportunities by utilizing sales and service techniques and conversations.
Open and process all new accounts and update account information as required.
Verify all new members and/or joint owners following the Customer Identification Program.
Maintain thorough knowledge of loan policies, underwriting guidelines and rates.
Request and review credit reports, looking for additional loan opportunities to move to the credit union.
Provide NADA quotes for autos, boats, aircraft and other secured loans.
Provide general information on Real Estate and Business Loans and all services and products provided through electronic means.
Support self-service electronic channels at the Financial Center including ATM, Video Teller Machine, and Claire, our digital assistant; Escort the consumer to these components for demonstrations or assisted transactions as appropriate.
Provide rate quotes for all loan and savings products.
Process requested transactions/maintenance on member accounts.
Review and follow Teller policies and procedures.
Process wire transfer requests using electronic on-line form (1
st
party and repetitive wire transfers).
Assist members with problems and complaints providing resolutions.
Mail requested information/forms.
Ensure delivery and follow up of new accounts, loan applications and problems daily.
Participate in departmental campaigns/programs achieving individual and team goals.
Partner with the community through charity to support fund raising and volunteering.
Attend training sessions and meetings.
Keep updated on promotional and marketing mailings.
Remain current in policies, practices, trends, technology and information affecting the organization.
Lifelong learning through classes/seminars, in-house training, and on-line.
Handle other duties as assigned.
VAULT DUTIES
Perform opening and closing branch procedures and adhere to security policies. Ensure the branch is in balance at the end of each day.
Order cash for branch office and maintain records of the vault and teller station cash balances.
Replenish and balance ATM, Cash Dispense/Cash Recycler/Coin machines when required.
Monitor cash limits and complete cash drawer audits.
Assist tellers in locating cash discrepancies; manages unusual window transactions and answer difficult member questions.
Handle exceptions to Policy or Procedures (holds, overrides, etc.).
Provide on-the-job training for tellers on as-needed basis. Monitor tellers to ensure compliance with policies and procedures.
Make recommendations to Financial Center Manager for continuous improvement and total quality.
Perform a variety of member service transactions, such as account holds, stop payment orders, Verification of Deposits and process direct deposit requests.
Package and ship excess coin to the Federal Reserve.
Verify cash from vault and follow Teller Policies and Procedures.
Identify member and process teller transactions.
Identify SBO (shared branch) member and process transactions (refer to SBO guidelines).
Complete and/or verify credit union forms. Enter information on computer and/or communicate requests to specialized support department.
Process mail deposits/payments.
Open and process business night bags and perform other business account activities as required.
Maintain neat appearance of workstations and teller area.
Assist in balancing money orders.
Balance cash drawer at the close of business.
ALL ABOUT THE EXPERIENCE
Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Support Clearview's Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company's vision and success.
Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status
.
Auto-ApplyVirtual Financial Advisor
Finance advisor job in Monroeville, PA
Primary Office Location: 4220 William Penn Highway. Monroeville, Pennsylvania. 15146. Join our team. Make a difference - for us and for your future. Virtual Financial Advisor Business Unit: WM - FNIS Reports to: Director of Sales and Service
Position Overview:
The Virtual Financial Advisor (VFA) is responsible for transitioning clients with lower total invested assets from advisors' books of business to own rep code. The VFA will work to further develop the relationship by learning a client's individual financial needs and supplying appropriate investment products and services. This position is responsible for all functions of Investment Services for assigned accounts. The VFA should be client centric and enjoy developing mutually beneficial relationships with a wide variety of clients. Most client interaction will be virtual.
Primary Responsibilities:
Act as main contact in a sales and service capacity for phone assigned clients, ensuring a heightened level of customer service. Maintaining superior and courteous service to promote broker dealer relationship and expand wallet share within customer relationships.
Collect and analyze information regarding the client risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the client needs and circumstances. Advise the client regarding the advantages, risks, and disadvantages of different investment opportunities.
Execute book of business transactions. Prepare and complete paperwork as needed. Enter trades for clients. Prepare client illustrations, managed portfolios, reports, etc. for sales presentations and appointments.
Operate within Broker Dealer Compliance guidelines. Maintain client files. Follow Broker Dealer standards to enter and keep client communication notes current in Broker Dealer operating platform and FNBIS CRM system.
Develop and maintain deep product knowledge. Contact various product partners to obtain specific information regarding investments, annuity contracts and advisory accounts.
Complete, process and perform appropriate follow up for all documentation required for new business and account servicing.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
BA or BS preferred
Must be comfortable working in an online environment
Demonstrated sales and client discovery process
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
FINRA Registration Series 7, 63 & 65 or Series 7 & 66
Life & Health Insurance License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyCorporate Finance Analyst
Finance advisor job in Pittsburgh, PA
The Corporate Finance Analyst plays a pivotal role within the finance department, providing analytical and operational support across a wide range of activities related to corporate debt, loan transactions, capital markets, and leasing.
This position is ideal for a finance professional with a keen analytical mind, strong attention to detail, and an entrepreneurial spirit eager to work on complex transactions that drive financial strategy and growth. The analyst will interface closely with internal stakeholders, external lenders, and auditors, ensuring the organizations debt portfolio is managed efficiently and in full compliance with legal and financial obligations.
Key Responsibilities
Support capital markets transactions, execution of new loan agreements, and amendments to existing debt facilities.
Assist in preparing presentations and recommendations for senior management regarding debt issuance, refinancing opportunities, and market conditions.
Ensure ongoing compliance with all reporting obligations, financial covenants, and requirements related to debt agreements and capital market transactions.
Produce regular internal and external reporting, including debt schedules, covenant calculations, and compliance certificates.
Prepare and update borrowing base calculations for asset-based loans.
Work closely with operations, accounting, and treasury teams to ensure data accuracy and timeliness.
Support the management, execution, and tracking of leasing arrangements.
Perform lease vs. buy analysis and provide insights to support decision-making on asset financing.
Prepare periodic reports on the organizations debt and lease portfolios for management and external stakeholders.
Participate in ad hoc financial modeling, scenario analysis, and special projects as directed by finance leadership.
Assist in process improvement initiatives to streamline reporting, compliance, and transaction execution.
Conduct market research and benchmarking analysis on capital structure trends and competitors financing strategies.
Required Qualifications
Bachelors degree in Finance, Accounting, Economics, or a related field; Masters degree or professional designations (CFA, CPA) are an asset.
Minimum of 3 years of relevant experience.
Solid understanding of corporate finance concepts and strong interest in debt instruments, loan agreements, capital markets, and lease accounting.
Strong quantitative and analytical skills with advanced proficiency in Excel and financial modeling.
Excellent organizational skills and attention to detail.
Strong verbal and written communication abilities; capable of presenting complex information clearly to diverse audiences.
Ability to manage multiple priorities, meet tight deadlines, and adapt to changing business needs.
High level of integrity, discretion, and professionalism in handling confidential information.
Preferred Skills and Competencies
Experience participating in syndicated loan or capital market transactions.
Working knowledge of asset-based lending, borrowing base methodology, and collateral management.
Demonstrated problem-solving skills with the ability to work both independently and as part of a team.
Proactive approach to identifying process improvements and efficiency opportunities.
Strong sense of accountability and ownership of assigned projects and deliverables.
Familiarity with credit ratings and their methodology.
Working Place: Pittsburgh, Pennsylvania, United States Company : 2025 OCt 16th Virtual Fair - US Steel
2026 Global Fixed Income Investment Management Intern
Finance advisor job in Pittsburgh, PA
Federated Hermes Summer Internship Program provides students the opportunity to gain "hands on" experience and develop professional skills as well as the ability to network with talented professionals and gain insight into career possibilities within the asset management industry. The program includes a variety of events to enhance your internship experience, provide information about the firm and foster collaboration.
Purpose of the Internship:
As an Investment Management Intern, you will support the portfolio management of approximately $3.8 billion in municipal bond mutual funds managed by Federated Hermes. You will gain a broad understanding of the investment process through attendance at group meetings and through your work with municipal credit analysts assigning Environmental, Social & Governance ratings and reviewing & assigning credit ratings to investment grade municipal securities. You will gain exposure and expertise in credit analysis of various municipal sectors, including state & local government general obligation bonds and water/sewer, higher education, and public power revenue bonds.
Major Duties:
* Review, assess, and prepare credit analyses of investment grade municipal securities
* Provide written reports and verbal presentations to Municipal Bond Group portfolio managers and analysts
* Assist in preparation of market or economic data related to the investment management process
Hours/location:
* 8:30 a.m. - 5:00 p.m.
* Federated Hermes Tower - Pittsburgh, PA 15222
* Hybrid work arrangement (in office / remote)
Explanatory Comments:
* Solid oral and written communication skills
* An interest in investment management, particularly fixed income, including public/municipal finance
* Good organizational, quantitative, and writing skills
Position Specifications:
* Pursuing a degree with a concentration in Finance, Accounting, Economics or related major preferred
* Proficiency with Microsoft Products including Word and Excel required
* Knowledge of investment industry and mutual fund terminology preferred
Financial Advisor - Retirement Planner
Finance advisor job in Canonsburg, PA
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started.
Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows
(********************************************************** Seminars and Digital channels.
Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.
We provide:
Salary
:
Retirement Planner (2-4 years of client selling experience) - $125,000, increasing to $175,000 in Year 2
Senior Retirement Planner (5+ years of client selling experience) - $150,000, increasing to $200,000 in Year 2
Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation
Prospects
- you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads
Benefits
- Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance
We expect:
·
Conversion
: we deliver the leads - we expect you to win and convert them into clients
·
Service
: provide excellent customer service to your existing clients
·
Commitment
: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials.
Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (**********************************
You can also learn more at **********************
Requirements
We require:
Three (3) years+ of new client meeting experience
State Life and Health Insurance Licenses
FINRA Series 65 registration, or equivalent
GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter
Salary Description Starting at $150,000 base per yr plus incentives
Financial Advisor
Finance advisor job in Pittsburgh, PA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
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. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. 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. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyFinancial Experience Advisor Level II - Robinson Twp
Finance advisor job in Robinson, PA
Description Your MissionBe the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller job, it's a career that makes a difference. What You'll Do
Perform vault duties and keyholder responsibilities
Educate members on Clearview's products & services
Solve financial needs with smart, tailored solutions
Build strong relationships, in person and by phone
Assist with accounts, loans, transactions, and digital tools
Represent Clearview at community and charity events
What You Bring
6+ months vault and keyholder experience required
Excellent communication & relationship-building skills
Advanced knowledge of financial products and lending
Demonstrated cross-selling skills
Quick learner, detail-oriented, open availability
Driven by empathy, integrity, and growth
Why Join UsAt Clearview, we're all about people helping people. You'll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day. Working Hours: Scheduled during the following hours of operation:
Monday - Thursday: 9am - 5pm
Friday: 9am - 6pm
Saturday: 9am - 2pm Apply today and start making lives better, one member at a time. We're proud to be an Equal Opportunity Employer. Diversity fuels our success.
Auto-ApplyEquipment Finance Relationship Representative
Finance advisor job in Pittsburgh, PA
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Equipment Finance Relationship Representative Business Unit: BCSI Reports to: Equipment Finance Credit Underwriting Team Leader
Position Overview:
This position is primarily responsible for assisting departmental personnel in all areas of the department and performing various duties in support of the department and administration. The incumbent provides support to portfolio managers, relationship managers and leadership, such as administrative duties, lease and contract administration, credit reporting/tracking and financial statement collection, CRM maintenance, reporting, professional customer service and problem resolution.
Primary Responsibilities:
Lease Administration: Supports new lease process (credit/property/UCC reports, doc prep requests, KYC, post-close follow up), supports existing portfolio (maintains credit/documentation/collateral files, processes change requests, assists with collecting client reporting requirements), manages requests sent to credit underwriting and manages account transfer process for team.
Administrative Duties: Types, copies, files, schedules, mails, orders supplies, maintains and operates office machines, onboards new personnel, determines departmental needs, prioritizes and manages workload, meets deadlines and simultaneously manages several projects accurately, timely and according to established policies and procedures.
Exceptions and Past Due Administration: Obtains all loan and deposit documentation, reviews monthly reports to initiate and clears all loan and deposit exceptions including past due financial statements, document exceptions, collateral reports.
CRM Maintenance: Aids team members in the creation/management of client contacts, creates/maintains client groups and relationship ties and completes other responsibilities as assigned.
Reporting Duties: Prepares management reports for sales meetings and additional reports, as required confidentially, according to information obtained and in an accurate and timely manner, distributes monthly reporting packages to team members (based on role) as directed by management or Wholesale Banking Solutions.
Customer Service & Problem Resolution: Provides professional customer service by offering timely attention, provides answers to a wide variety of questions and problems and services the customer's commercial accounts promptly and according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent communication skills, both written and verbal
Ability to work and multi-task in a fast paced environment
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyFinancial Experience Advisor - Monroeville
Finance advisor job in Pittsburgh, PA
Description Your MissionBe the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller job, it's a career that makes a difference. What You'll Do
Educate members on Clearview's products & services
Solve financial needs with smart, tailored solutions
Build strong relationships, in person and by phone
Assist with accounts, loans, transactions, and digital tools
Represent Clearview at community and charity events
What You Bring
6+ months of customer service or financial experience
Great communication & relationship-building skills
Knowledge of financial products and lending a plus
Quick learner, detail-oriented, open availability
Driven by empathy, integrity, and growth
Why Join UsAt Clearview, we're all about people helping people. You'll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day. Starting Pay Rate$20 per hour Working Hours:Scheduled during the following hours of operation:
Monday- Thursday: 9am- 5pm Fridays: 9am- 6pm
Saturday: 9am - 2pm Apply today and start making lives better, one member at a time. We're proud to be an Equal Opportunity Employer. Diversity fuels our success.
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