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  • Financial Consultant - Lehigh Valley, PA

    Fidelity Investments 4.6company rating

    Finance consultant job in Center, PA

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please 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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $57k-87k yearly est. 4d ago
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  • Senior Equity Analyst

    Open 3.9company rating

    Finance consultant 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.
    $109k-142k yearly Auto-Apply 1d ago
  • Senior Equity Analyst

    Motional

    Finance consultant 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.
    $109k-142k yearly 25d ago
  • Financial Analyst, Financial Planning & Analysis

    Servicelink 4.7company rating

    Finance consultant job in Moon, PA

    Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? 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. A DAY IN THE LIFE In this role, you will… Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. Provide analytics necessary to help business leaders manager their business units efficiently. Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … BS/BA degree in Finance/Accounting required. 1 to 3 years of experience in Financial Planning and Analysis. Strong organizational and decision-making skills. Exceptional interpersonal/communication and business partnering skills. Responsibilities Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. Participate in monthly, quarterly, and yearly budget and forecast development. Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. Produce ad hoc analysis and reports for executive management team. Analyze business opportunities, research industry, market and company trends. Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. Participate in the monthly quarterly and quarterly financial close process. Perform all other duties assigned. Qualifications BS/BA degree in Finance/Accounting 1-3 Years of experience in a Financial Planning & Analysis or related role. Experience in Financial Services preferred. MS Office Suite; advanced understanding of Excel and modeling (required). Experience working with large datasets is a plus. Oracle GL or similar accounting GL understanding. Experience with a financial reporting tool. BI experience is a plus (Power BI, SQL, etc.) We can recommend jobs specifically for you! Click here to get started.
    $64k-91k yearly est. Auto-Apply 34d ago
  • Investment Analyst (Level Commensurate with Experience)

    Federated Hermes, Inc.

    Finance consultant job in Pittsburgh, PA

    * Bachelor's degree in finance, economics or related field with a solid quantitative foundation required * Master's degree in business, finance or related field, a plus * CFA or progress toward CFA preferred * Prior internship or work experience in an investment-related field, preferred * Experience with data analysis and large data sets, programming experience, a plus * Proficiency with Excel, Word and Bloomberg required MAJOR DUTIES: This position performs in-depth research and analysis for assigned investment sector in support of strategies and policy guidelines. * Conduct fundamental and quantitative analysis to support investment decisions * Analyze deals - including collateral analysis, prepayment analysis, and cash-flow modelling * Analyze economic and regulatory impacts on housing and MBS markets * Maintain surveillance reporting on portfolio holdings * Create and maintain presentation and client communication materials * Maintain on-going and frequent communication with the traders * Perform other related duties as assigned HOURS/LOCATION: * 8:30 a.m. - 5:00 p.m. (Overtime as required) * Pittsburgh, PA - hybrid work arrangements (in-office / remote) EXPLANATORY COMMENTS: * Excellent interpersonal and communication skills with ability to work in a team environment * Solid work ethic with superior analytical skills and the ability to multitask * Travel may be required on occasion
    $70k-119k yearly est. 33d ago
  • Investment Analyst - 2-Year Investment Analyst Program - Investment Office

    Cmu

    Finance consultant job in Pittsburgh, PA

    Carnegie Mellon University, located in Pittsburgh, Pennsylvania, is a global top-tier, private research university founded in 1900 by industrialist and philanthropist Andrew Carnegie. A birthplace of innovation throughout its greater than 120-year history, Carnegie Mellon is recognized for arts and technology programs, collaboration across disciplines, and leadership in educational excellence. Created through generous gifts and augmented by careful financial stewardship, Carnegie Mellon's $4.3 billion investment portfolio serves as a key strategic and growing asset to support the university's research and education mission. Carnegie Mellon's Investment Office manages the endowment portfolio and the university's other long-term financial investments with a growth orientation. The equities-focused investment portfolio comprises premier investment management firms across the globe with an emphasis on private equity, including VC, growth, and buyouts, as well as allocations to hedge funds and traditional investments. As a leading research university, Carnegie Mellon has excellent access to the best investment opportunities and investment managers in the world. Carnegie Mellon has high expectations for its investment portfolio. The importance of our mission and the diversity of our activities foster a challenging, intellectually stimulating, and driven work environment that we balance with an inclusive and collaborative approach. We are seeking a candidate to join our team as Investment Analyst for a 2-year program. The 2-Year Investment Analyst Program is designed to develop the analyst's fundamental investment skills and competencies as a contributing member of an institutional investment office. Our investment analysts work closely with senior team members across investment functions including original and ongoing due diligence, quantitative and qualitative analysis, portfolio modeling, and decision-making. The Investment Analyst will gain exposure to a variety of asset classes, encompassing public and private markets globally, representing a unique learning and networking opportunity. The successful candidate will work on real-world projects and could significantly impact future performance of the endowment. Collaborating with Carnegie Mellon's Chief Investment Officer and other team members, the Investment Analyst will play a key role in helping to manage the endowment. If you thrive in an engaging and challenging work environment, this 2-year program presents an exciting opportunity to build a strong foundation to support a career in investment management. After the initial 2-year term, the Investment Analyst may have the opportunity to remain and progress with the university, depending on performance and the staffing needs of the university. Core Responsibilities include: Lead the preparation of quarterly and ad hoc (as needed) Investment Committee presentations Monitor existing portfolio investments Support overall investment operations and maintain data integrity of investment manager database Provide analytical support for senior team members Assist with the due diligence of prospective investment opportunities Adaptability, excellence, and passion are vital qualities within Carnegie Mellon University. We are in search of a team member who can effectively interact with a varied population of internal and external partners at a high level of integrity. We are looking for someone who shares our values and who will support the mission of the university through their work. You should demonstrate: Impeccable professionalism, ethics, and integrity Strong work ethic Superior oral and written communication skills High degree of critical reasoning and business judgment Dedicated attention to detail Ability to problem solve and gather/analyze information efficiently Excellent interpersonal, listening, and communication skills Team player with the ability to handle multiple tasks with accuracy and attention to detail, and a keen sense for prioritizing and planning Qualifications: Bachelor's degree required Proficient in Excel and PowerPoint A combination of education and relevant experience from which comparable knowledge is demonstrated may be considered. Requirements: Successful pre-employment background check Additional Information: The successful candidate will join our team in Pittsburgh, Pennsylvania - the work is conducted primarily in person in a high-rise office environment Joining the CMU team opens the door to an array of exceptional benefits. Benefits eligible employees enjoy a wide array of benefits including comprehensive medical, prescription, dental, and vision insurance as well as a generous retirement savings program with employer contributions. Unlock your potential with tuition benefits, take well-deserved breaks with ample paid time off and observed holidays, and rest easy with life and accidental death and disability insurance. Additional perks include a free Pittsburgh Regional Transit bus pass, access to our Family Concierge Team to help navigate childcare needs, fitness center access, and much more! For a comprehensive overview of the benefits available, explore our Benefits page. At Carnegie Mellon, we value the whole package when extending offers of employment. Beyond credentials, we evaluate the role and responsibilities, your valuable work experience, and the knowledge gained through education and training. We appreciate your unique skills and the perspective you bring. Your journey with us is about more than just a job; it's about finding the perfect fit for your professional growth and personal aspirations. Are you interested in an exciting opportunity with an exceptional organization?! Apply today! Location Pittsburgh, PA Job Function Investment Position Type Staff - Fixed Term (Fixed Term) Full Time/Part time Full time Pay Basis Salary More Information: Please visit “Why Carnegie Mellon” to learn more about becoming part of an institution inspiring innovations that change the world. Click here to view a listing of employee benefits Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran. Statement of Assurance
    $70k-119k yearly est. Auto-Apply 42d ago
  • Senior Portfolio Analyst, Mellon Investments

    BNY External

    Finance consultant job in Pittsburgh, PA

    Senior Portfolio Analyst, Mellon Indexing At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. 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. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About Mellon Investments Corporation: Driving client outcomes through perspective, precision, and partnership. Mellon Indexing is a global leader in index management and one of the world's largest institutional index managers by assets under management. Since 1983, Mellon's dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the world's most sophisticated clients, proving that index investing requires an active mindset. We're seeking a future team member for the role of Senior Portfolio Analyst to join the Mellon Indexing Portfolio Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Benchmark methodology analysis trade preparation, portfolio reporting, performance attribution, monitoring portfolio performance and exposures, corporate action analysis. Investing in global equity markets as well as utilize derivatives, such as futures, options, and currency forwards. Acting under supervision within established investment policy guidelines and handling complex benchmark methodologies and analyzes complex voluntary corporate actions. Utilizing portfolio management software, special department-wide projects, and interdepartmental client communications. To be successful in this role, we're seeking the following: Bachelor s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs. Will support advancement to CFA for candidates. An understanding of security and derivatives valuation, equity portfolio management concepts, ETFs and experience in trading equity securities is desired. Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving preferred Advanced skills in Excel. Strong verbal and written communication/presentation skills. Ability to work under pressure and in time-sensitive environments. Extreme attention to detail and high degree of organization. Strong team player with a positive attitude. Must be willing to work market hours Experience with Aladdin, Factset, Bloomberg, and other 3rd Party Portfolio Management systems preferred Experience with SQL, UNIX, VBA , C++, PERL, Python or similar tools are a plus At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $70k-119k yearly est. Auto-Apply 6d ago
  • Senior Investments Operations Analyst

    Vets Hired

    Finance consultant job in Pittsburgh, PA

    The Senior Investment Operations Analyst is responsible for executing and overseeing a wide range of investment operations functions, including transaction processing, reconciliation, custodian and manager communications, investment reporting, compliance activities, and support for audits and special projects. This role ensures operational efficiency and accuracy across public and private market investments while upholding high ethical standards. Key Responsibilities: Daily Cash Flow Management Monitor, process, and reconcile daily cash flows. Ensure sufficient liquidity to meet daily financial obligations. Custodian Relationship Management Manage daily interactions with custodians and process trades through custody platforms. Oversee cash flows (fees, trades, settlements). Coordinate market openings and related documentation. Track compliance with investment manager guidelines. Reconciliation & Reporting Perform reconciliations and resolve discrepancies. Update performance and market values in portfolio management systems. Track and reconcile month-end performance data with custodians, managers, and consultants. Manage reporting of fees, investment data, and custom templates for private markets. Private Market Reporting Coordinate quarterly reporting and valuations for private market investments. Complete subscription documents for new private investments. Monitor compliance and prepare regulatory reports, including Form 5500 Schedule C. Tax, Audit, and Accounting Support Assist with state and federal tax payments and filings. Support audits, financial reporting, and documentation requirements. Prepare tax reclaims and filings for regulatory agencies. Investment Onboarding Lead Know Your Customer (KYC) and onboarding processes. Open new accounts with custodians and maintain documentation. Coordinate trust and ERISA document reviews. Operational Efficiency Design and implement systems to streamline processes. Facilitate communication with internal and external stakeholders. Due Diligence and Compliance Conduct due diligence and compliance reviews of vendors and investment managers. Monitor compliance with investment policy statements. Assist with diligence for public and private investments. Values & Abilities: Proactive, detail-oriented, and adaptable. Strong ethical standards and integrity. Effective communicator, analytical thinker, and problem solver. Team-oriented, accountable, and committed to continuous improvement. Requirements: 35 years of experience in investment operations. Strong knowledge of investment accounting, transactions, and performance measurement. Minimum of 3 years of experience with custody platforms. Proficiency with eVestment, eFront, and advanced Microsoft Excel. Experience completing private market subscription documents. Bachelors degree in finance, accounting, economics, or related field preferred. Strong academic and professional track record with demonstrated integrity and judgment. Working Place: Pittsburgh, Pennsylvania, United States Company : 2025 OCt 16th Virtual Fair - US Steel
    $92k-155k yearly est. 60d+ ago
  • ERP & Finance Consultant

    Workbook Software

    Finance consultant job in Pittsburgh, PA

    WorkBook Software is a leading ERP software company that is headquartered in Copenhagen, Denmark with offices in the Americas, Vietnam, Australia and UK. Our ERP software boasts a fully integrated ERP system: Collaboration, CRM, pipeline and revenue forecasting, resources and project management, estimating, billing and a robust accounting module with multi company/currency and financial reporting. The majority of our clients come from Advertising, Digital and PR companies but Architects, Consulting Engineers and Management Consulting companies also enjoy the benefits of our software and services. We have an open and inspiring work environment, where the exchange of knowledge is a central part of our daily lives. We work across all departments with a focus on challenging each other through open and positive dialogue. Job Description The ERP & Finance Implementation Consultant will plan, organize, lead and control implementation operations, play a key role in the development initiatives related to client requests and supervise technical items in close collaboration with global HQ in Denmark. We need a charismatic client-facing person with outstanding customer service skills that has proven experience working with our core advertising industry and can show project management skills, system implementation and finance + accounting skills. We are creative in the hiring process and we want the right passionate person and will give appropriate chance to the fitting candidate. Main areas of responsibility: Lead the planning and implementation of WorkBook Software client projects Facilitate the definition of project scope, goals and deliverables per client's needs Develop and supervise full scale project implementation plan using our system, track project deliverables and communicate with client key lead to deliver on-time and within scope and budget Tightly review, propose and align integration of client business process Provide excellent implementation journey, ongoing communications, technical support, deploy end-user training and best practices Oversee timely issues identification, resolution and appropriate escalation Take the lead on requests from clients and writing clean and elaborate briefs for the developers, after clearing the client's needs 100% Provide project management and industry expertise throughout entire project Qualifications 3+ years proven experience as a Project Manager and/or PMP Certification is REQUIRED Experience with project management tools and agile methodologies Top notch accounting & financial implementation experience Experience with all aspect of business management to configure ERP based on each business modules: CRM, project management, resource planning, billing, accounting - method and revenue recognition, financial reporting and best practices guidance 2+ years of experience with ERP or software applications PREFERRED 1+ year of ERP implementation experience is PREFERRED Relevant working experience is REQUIRED within industries such as: ad agencies, creative project management, engineering firm project management, operations, in-house marcomm Excellent presentation and communications skills, ability to work as a team player Ability to manage multiple projects and be able to adapt to changing priorities Ability to effectively train clients and their end-users based on their reality Collaborating with clients to capture business requirements (remote and in person) Additional Information Location: The role is a full-time position and located in our Americas Headquarters: Pittsburgh, PA Application: If this sounds like a perfect description of you, please send your CV and application. Please include your achievements in your application letter.
    $58k-85k yearly est. 1d ago
  • Virtual Financial Advisor

    First National Trust Company

    Finance consultant 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.
    $52k-97k yearly est. Auto-Apply 49d ago
  • Financial Analyst

    Pittsburgh Theological Seminary 3.5company rating

    Finance consultant job in Pittsburgh, PA

    For description, see PDF: ************ pts. edu/UserFiles/File/PDFs/About/Financial%20Analyst%20Posting%20Announcement. pdf
    $49k-57k yearly est. 56d ago
  • Financial Advisor

    Lifetime Recruiting Strategies

    Finance consultant 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
    $52k-97k yearly est. 60d+ ago
  • Financial Advisor - Pittsburgh, PA

    Corebridgefinancial

    Finance consultant 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
    $52k-97k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance consultant 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.
    $61k-107k yearly est. Auto-Apply 4d ago
  • Financial Planner

    Vista Wealth Solutions

    Finance consultant job in New Castle, PA

    Job Description 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 Erica Ng | Recruiting Director Vista Wealth Solutions Website: vistawealthsolutions.com
    $50k-89k yearly est. 60d+ ago
  • Virtual Financial Advisor

    First National Bank (FNB Corp 3.7company rating

    Finance consultant 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.
    $37k-42k yearly est. Auto-Apply 49d ago
  • Financial Solutions Advisor - Pittsburgh Market

    Bank of America Corporation 4.7company rating

    Finance consultant job in Bridgeville, PA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days * Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services * Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded * Sets and accomplishes goals, achieving whatever one sets their mind to * Builds and nurtures strong relationships * Collaborates effectively with others to get things done * Communicates effectively and confidently and is comfortable engaging all clients * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment * Likes to learn, adapts to new information and seeks the right solutions for clients * Efficiently manages time and capacity * Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment * Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) * Obtained insurance licenses Skills: * Account Management * Advisory * Client Experience Branding * Customer and Client Focus * Oral Communications * Active Listening * Attention to Detail * Client Solutions Advisory * Issue Management * Pipeline Management * Causation Analysis * Client Management * Policies, Procedures, and Guidelines * Risk Management * Written Communications Schedule - Monday thru Friday, with rotating Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $49k-81k yearly est. 10d ago
  • Financial Experience Advisor Level II - Robinson Twp

    Clearview Local School District 4.1company rating

    Finance consultant 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.
    $33k-57k yearly est. Auto-Apply 60d+ ago
  • Analyst - Financial

    Wesco 4.6company rating

    Finance consultant job in Pittsburgh, PA

    As a Financial Analyst, you will be responsible for the preparation, coordination, and documentation of forward-looking financial and business-related projects. You will prepare financial forecasts and/or reports and provide analytical support for an assigned area. You will identify trends and development and present findings to management. Responsibilities: * Prepares financial forecasts, analyses, and reports for assigned business unit management team. * Supports development of unit's annual budget, tracks and analyzes variances throughout the year. * Monitors progress toward objectives. * Provides analyses and recommendations based on financial data and other pertinent information. * Works with business managers to prepare sales commission documents and track results * Identifies issues and suggests courses of action, makes recommendations for improving operations, and resource allocation. * Works closely with other corporate and business unit resources to improve standardization and implements best practices. * Supports and directs implementation of operational improvements. * Serves as corporate finance's point of contact for assigned business unit(s). * Ensures compliance with policies and procedures. Qualifications: * Bachelors' Degree required * 2 years of financial analysis experience * GAAP, financial statements, internal controls, and SOX requirements * Strong overall business skills and common-sense approach to issues * Strong communication and presentation skills with ability to translate complex analytical data into easily understandable format * Strong teamwork, collaboration, and communication skills * Proficiency with Microsoft Office is required; intermediate Excel skills and familiarity with Power BI are preferred * Large information and accounting systems * Report writing experience is preferred #LI-RA1
    $65k-95k yearly est. Auto-Apply 53d ago
  • Finance Intern

    Allegheny County Airport Authority 3.9company rating

    Finance consultant job in Pittsburgh, PA

    Let Your Career Take Flight! We're committed to being a global aviation leader driving innovation, regional growth and prosperity by investing in our employees, customers, airlines, and partners The Allegheny County Airport Authority's Finance Internship position centralized in the Finance Function. This will provide the student with a thorough understanding of general accounting, and will include exposure to Billing, Accounts Receivable, Accounts Payable, and General Ledger postings and account reconciliations. Here is how the Finance Intern will help: Assist in preparation of general journal entries. Prepare general ledger account reconciliations. Assist with Accounts Receivable cash receipts and invoicing Assist with revenue accruals and related Accounts Receivable reconciliations. Perform Accounts Payable functions. Assist with month end closing tasks. Assist with ad hoc reporting requests from ACAA partners. Assist in other special projects and/or duties as assigned. Qualifications Requirements to apply for role of Finance Intern are: Must currently be enrolled in school as a second year (or above) undergraduate from an accredited four-year college or university in Accounting, Finance, Business Management or a related field. Must maintain a cumulative G.P.A. of 3.25 or greater. Don't meet every requirement? Studies have shown that women and people of color are less likely to apply to jobs if they don't meet every single qualification. As a Smarter Airport, we recognize that talent is not always related job history and skills come from valuable experiences that aren't always shown on a resume. If you are excited to make a positive change for our region, but your experience doesn't align perfectly, we encourage you to apply. You may be the right candidate for our organization, whether it be this role or another. About Allegheny County Airport Authority Allegheny County Airport Authority, which manages Pittsburgh International Airport (PIT) and Allegheny County Airport (AGC), is committed to transforming Pittsburgh's airports to reflect and serve the community, inspire the industry, and advance the region's role as a world leader. Pittsburgh International Airport serves nearly 10 million passengers annually on 17 carriers and was named by Fast Company magazine as One of the Most Innovative Companies in the World as well as a finalist in its World Changing Ideas awards, both in 2020. PIT's first-of-its-kind microgrid - which completely powers the airport campus through natural gas and solar energy - has won numerous awards for resiliency and sustainability. PIT is in the midst of an ambitious terminal modernization that will make the passenger experience more efficient and deliver real opportunity for the region. The $1.4 billion new terminal program will construct a smarter, greener airport, inspired by the best of our region. The updated terminal lands in 2025 and will be the first airport terminal in the U.S. to be built from the ground-up post-pandemic, designed and constructed with the highest public health standards in mind. EEO Hard work, innovation and fun. You'll find all three in our corporate culture where working hard and working smart go hand in hand. We have a number of events, programs and initiatives that enhance our employees' experiences and provide opportunities for recreation and recognition.
    $36k-49k yearly est. Auto-Apply 43d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Adams, PA?

The average finance consultant in Adams, PA earns between $49,000 and $101,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Adams, PA

$70,000
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