Finance representative jobs in Scott, PA - 353 jobs
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Private Client Financial Advisor - Pittsburgh, PA
Citizens 2.9
Finance representative job in Pittsburgh, PA
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$66k-110k yearly est. Auto-Apply 3d ago
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Relationship Banker
First National Bank of Pennsylvania 4.5
Finance representative job in Baden, PA
Primary Office Location:1625 Beaver Road. Baden, Pennsylvania. 15005.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks 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:
0
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
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
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.
$27k-32k yearly est. 3d ago
Insurance Representative
Farmers National Bank of Canfield 4.7
Finance representative job in Pittsburgh, PA
This position will assist clients by providing insurance advice regarding Property and Casualty Insurance. The position will be responsible for spearheading these insurance product campaigns in combination with Farmers National Investment Advisors and key bank sales personnel.
ESSENTIAL DUTIES and RESPONSIBILITIES:
Conduct regular client meetings and presentations
Partner with Branch personnel to prospect new clients and service existing clients
Research health insurance products in order to provide sound information to clients as well as to maintain a current and strong knowledge of market conditions/trends
Analyze insurance policies for cost/benefit/risk analysis
Handle incoming client inquiries via phone as well as email
Handle some clerical duties (filing, faxing, etc.) as necessary
Some travel between branch offices and/or client residences can be expected
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
Other duties as assigned
EDUCATION AND/OR EXPERIENCE:
Bachelor's Degree in Business
Must have Life, Accident & Health license
Series 6 securities license preferred (or become licensed within 6 months)
Minimum of one (1) year experience working with insurance related products
Prior experience in a sales environment
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationBachelors of Business Administration (required)
Licenses & CertificationsProperty & Casuality Lic (preferred)
Series 6 License (preferred)
Skills
Insurance Sales (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$28k-31k yearly est. 3d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance representative job in Plum, PA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-121k yearly est. Easy Apply 60d+ ago
PERSONAL BANKER SUPERVISOR, North Hills
Dollar Bank, FSB 4.1
Finance representative job in Pittsburgh, PA
The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.
In addition to a comprehensive retail training program that develops consultative sales skills, the Personal Banker Supervisor receives leadership training focused on branch operations. This includes essential procedures for opening and closing the branch, as well as strategies for making informed business decisions that prioritize customer satisfaction and operational efficiency.
Qualifications:
* High school diploma/GED required.
* College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required.
* Leadership, supervision, or mentorship experiences required.
* Ability to travel as needed to training.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
* Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs.
* Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts.
* Perform teller functions based upon the needs of the branch. Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
* Multitasking skills to quickly shift from transaction to transaction.
* Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
* Maintain the highest level of professional integrity and ethics.
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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
$30k-35k yearly est. 3d ago
Financial Services Professional-Licensing And Training Provided
NYL Ruvo Group-Pittsburgh, Pennsylvania
Finance representative job in Pittsburgh, PA
Job Description
We are seeking ambitious, driven individuals to join one of our firm's top-performing teams as a Financial Services Professional. This role offers the opportunity to become a future leader within our organization while working in a supportive, resource-rich environment.
As part of our team, you will receive comprehensive training, mentorship, and industry-leading resources to help you reach your professional and financial goals. You'll work directly with clients to design strategies for financial security and growth, including retirement planning, life and disability insurance protection, and investment solutions.
For candidates with an MBA, prior business ownership, or direct management experience, a Fast-Track to Partner pathway may be available, accelerating your career progression into management.
Compensation:
$75,000 - $120,000
Responsibilities:
Build strong relationships with clients and prospective clients.
Conduct financial assessments and recommend solutions to help clients meet their long-term goals.
Provide ongoing service and support for existing policyholders.
Offer guidance on life protection, disability coverage, retirement planning, and investment strategies.
Educate clients on tax-efficient financial approaches.
Continuously pursue additional licenses and designations to expand your expertise and offerings.
Operate with the independence of building your own career, backed by the strength and support of an established firm.
Qualifications:
Strong communication and interpersonal skills.
Proven leadership ability and a drive to take ownership of your career.
Eagerness to become an expert in financial services.
Willingness to obtain FINRA SIE, Series 6/7, and Series 63 within the first year (materials and fees provided).
Must secure Life and Health Insurance License.
Self-motivated, disciplined, and committed to continuous learning.
Desire to build a long-term career with unlimited income potential and clearly defined growth opportunities.
About Company
New York Life Insurance Company has been helping people for over 175 years. As a mutually owned company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. As a Fortune 100 company, we value career growth, collaboration, innovation, and diversity, and are committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation.
Fast-Track to Leadership: Clear path to management for those with advanced education or prior leadership/ownership experience.
Upside Income Potential: Industry-leading compensation packages
Professional Growth: Ongoing training, mentoring, and industry certifications.
Community & Support: You'll be in business for yourself - but never by yourself.
$75k-120k yearly 8d ago
Virtual Financial Advisor
First National Trust Company
Finance representative 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 59d ago
Financial Advisor - Pittsburgh, PA
Corebridgefinancial
Finance representative 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
Lifetime Recruiting Strategies
Finance representative 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
Northwestern Mutual 4.5
Finance representative 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 financialrepresentative 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 FinancialRepresentatives 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 FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, 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.
$61k-107k yearly est. Auto-Apply 15d ago
Summer 2026 Corporate Finance Intern
First National Bank (FNB Corp 3.7
Finance representative 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. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: The purpose of this internship is to assist with executive decision making by analyzing and reporting on a particular segment(s) within the corporation. This would include commercial and consumer banking, investor reporting, data analytics, and various support areas within the bank. You will gain knowledge of how a bank operates and have exposure to both the balance sheet and income statement while gaining an understanding of the main income and expense drivers of the business. You will have the opportunity to apply your knowledge of business and finance to real world scenarios within our corporation. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience with an organization who is continuously recognized as a Top Workplace and Best Place to Work.
Internship Duties and Responsibilities:
* Performing data analysis in response to a specific business question
* Presenting results of analysis using sound written and oral communication skills
* Provides analytical support to the finance team by performing ad hoc financial and statistical analysis
* Requires a highly analytical thought process; at times will be working with large amounts of data
* Creating financial and management reporting and variance analysis
* Displays teamwork; working well with others to achieve goals
* Ability to lead and follow with effectiveness; willing to voice opinion and ask questions
* Spend time interacting with other FNB business partners which may include: Retail, Commercial, Private Banking, Treasury Management, Wealth/Brokerage, Mortgage and Insurance
* Participate and attend FNB related events/trainings that are scheduled for all Summer Interns
Learning Objectives:
Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization.
Over the course of the internship period you will:
* Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry
* Work directly with assigned business leaders and professionals on various projects and assignments
* Have the opportunity to participate in networking events and meetings
* Have the opportunity to participate in corporate training opportunities to furthur aid in your professional development
Position Title: Intern
Business Unit: Multiple
Reports To: Varies Based on Assignment
Position Overview:
As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting.
Primary Responsibilities:
Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments.
Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans.
Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls.
Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects.
Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank.
Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time.
Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants.
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 Education:
High School or GED
Minimum Years Experience:
0
Special Skills:
Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology
Special Licenses and Certificates:
N/A
Physical Requirements:
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.
$41k-46k yearly est. Auto-Apply 2d ago
Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA
Jpmorganchase 4.8
Finance representative job in Canonsburg, PA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$40k-91k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Vista Wealth Solutions
Finance representative 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
$51k-97k yearly est. 60d+ ago
Financial Experience Advisor Level II - Robinson Twp
Clearview Local School District 4.1
Finance representative 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
Financial Solutions Advisor - Pittsburgh Market
Bank of America Corporation 4.7
Finance representative job in Pittsburgh, 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. 9d ago
Private Banker
Northwest Bancorp, Inc. 4.8
Finance representative job in Bellevue, PA
The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services.
Essential Functions
* Initiate contacts for developing and closing new business
* Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
* Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
* Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
* Develop a high community profile
* Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing
* Communicate on the development of new business accounts
* Meet and/or exceed annual production guidelines
* Complete financial profiles and accurately analyze customer needs and prepare proposals
* Recommend products and services accordingly, taking into account all available alternatives
* Perform presentations, meetings, and seminars with prospects
* Cross-sell Northwest products and services
* Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
* Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
* Monitor client accounts on an ongoing basis
* Schedule client meetings on a periodic basis
* Review financial / investment markets daily
* Develop a high community profile
* Minimize nonstandard fee schedules
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
Additional Responsibilities
* Assist with setting personal goals and targets
* Recommend improvements to sales and procedures
* Recommend new marketing initiatives / potential new business opportunities
* Recommend additions to product and services offerings
Safety and Health for Supervisors without Direct Reports
* Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
* Consistently and fairly enforce safe work practices
* Ensure that each employee knows what to do in the event of an emergency
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.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
6 - 8 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
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business skills
Well-developed analytical and problem-solving skills
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 of Financial Planning
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Private Banking products
Licenses and Certifications
Series 7 In relevant states Upon Hire And
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$34k-59k yearly est. Auto-Apply 51d ago
Finance Intern
Carsen Group Inc.
Finance representative job in Pittsburgh, PA
Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
Support wealth advisors and planners by preparing client review materials, drafting paperwork, and ensuring client accounts are accurately established and maintained. Deliver timely, professional client service and responsive communication. Analyze financial planning data to support recommendations under advisor direction. Coordinate with operations to complete follow‑ups and resolve issues. Participate in meetings, trainings, and client events as needed.
What To Expect
* Client Service & Communication: Provide positive and professional service to assigned clients. Respond to client communications promptly and route complex questions to the appropriate advisor or team member. Maintain confidentiality and a client‑first mindset.
* Planning Support & Analysis: Assist in developing annual client review materials. Gather and organize planning inputs and documents. Analyze basic to moderately complex financial planning scenarios under advisor supervision and summarize findings.
* Operations & Documentation: Prepare new account and maintenance paperwork accurately. Track status of forms, signatures, and transfers. Ensure client records and account details are complete, current, and compliant.
* Collaboration & Workflow: Interact with the operations team to coordinate planning tasks and follow‑ups. Participate in daily advisor huddles and team meetings to align on priorities and next steps.
* Meetings & Events: Attend client meetings and firm events as needed. Capture notes and action items and assist with post‑meeting follow‑up.
* Continuous Learning: Complete required trainings and continuing education activities. Seek opportunities to expand knowledge of financial planning tools and processes.
* Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
What You Need
* Proficiency in Microsoft Word, Excel, Access, and Outlook required.
* Excellent verbal and written communication skills required.
* Strong organizational and time management skills required.
* Strong attention to detail required.
* Positive attitude and commitment to extraordinary client service required.
* Ability to work in an office-based environment with occasional attendance at client meetings and firm events required.
* Minimal travel required.
Preferred Education and Experience
* Bachelor's degree in Business, Accounting, or related field in progress or anticipated preferred.
* Experience working in a professional office environment preferred.
* Knowledge of financial advisor office tools such as Orion and Salesforce preferred.
EEO Statement:
Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
* Starting hourly wage between $14.00-$18.00.
$14-18 hourly 9d ago
Relationship Banking Specialist
1St. Summit Bank 3.8
Finance representative job in Murrysville, PA
ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: * With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.
* Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.
* Provides direct and immediate response to customer requests or needs.
* Develops a top customer calling list.
* Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.
* Listen, assess, and solve customer problems.
* Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.
Develops and maintains a broad knowledge of products and services to appropriately support customer needs:
Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs:
* Wealth Management
* Electronic Banking
* Loan
Provides prompt, accurate, and efficient customer service by processing a wide array of transactions:
* Opens new accounts on the platform system.
* Completes transactions on the teller processing system.
* Processes Cash Advances, Pre-Paid Cards, Check Orders, etc.
Proficient in Electronic Banking to:
* Provide solutions to our customers' needs.
* Answer our customers' technical questions.
Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers' needs and deadlines. Duties can involve all the following:
* Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.
* Preparing correspondence, filing, phone inquiries and other clerical duties.
* Contact overdraft and delinquent customers.
* Complete file maintenance on customer accounts.
* Requisition office supplies, loan documents, new account supplies, Money Orders,
* Treasurer's Checks, Pre-Paid Cards, etc.
* Maintain Scanner and ATM.
* Balance Vault, Cash Advance Machine, and ATM daily.
* Transfers cash to and from the vault.
* Performs check cashing overrides when the PBO/Supervisor is not available;
* Open and close the branch in the absence of the PBO/Supervisor
Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information:
Participates in meeting Community Banking Department's long- and short-term goals and objectives:
* Attends and participates in annual meetings to develop departmental goals and objectives.
* Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives:
oDaily 5 Minute Meetings.
oWeekly Relationship Building Conference Calls.
oWeekly Branch Based Sales Meetings.
oMonthly Employee Relations Meetings.
Performs other duties as assigned or directed.
REQUIRED SKILLS/ABILITIES:
* Excellent verbal and written communication skills.
* Exceptional organizational skills and strong attention to detail.
* Basic computer skills and digital awareness.
* Typing 40 wpm.
* Must be results oriented.
* Manual dexterity and numerical skills.
* Knowledge of all products and services and all office functions.
* A positive, enthusiastic attitude.
* Ability to multi-task.
* Proficient with Microsoft Office Suite or related software.
SUPERVISORY RESPONSIBLITY:
* This position does not supervise employees.
EDUCATION and EXPERIENCE:
* High School diploma or GED.
* Associates Degree preferred.
* Minimum One (1) to Three (3) years in customer service and sales experience.
PHYSICAL REQUIREMENTS:
* Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
* Ability to lift up to 25 pounds (i.e., heavy boxes or coin).
* Ability to communicate in person, through email or via telephone with customers and staff members.
* Ability to sit or stand for an extended period.
* Specific vision abilities required by this job may include close vision and the ability to adjust focus.
* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$37k-59k yearly est. 60d+ ago
Summer 2026 Corporate Finance Intern
First National Bank of Pennsylvania 4.5
Finance representative 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.
No Corporate Housing Provided. Application Deadline: October 17, 2025.
Internship Overview/Summary:
The purpose of this internship is to assist with executive decision making by analyzing and reporting on a particular segment(s) within the corporation. This would include commercial and consumer banking, investor reporting, data analytics, and various support areas within the bank. You will gain knowledge of how a bank operates and have exposure to both the balance sheet and income statement while gaining an understanding of the main income and expense drivers of the business. You will have the opportunity to apply your knowledge of business and finance to real world scenarios within our corporation. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience with anorganization who is continuously recognized as a Top Workplace and Best Place to Work.
Internship Duties and Responsibilities:
Performing data analysis in response to a specific business question
Presenting results of analysis using sound written and oral communication skills
Provides analytical support to the finance team by performing ad hoc financial and statistical analysis
Requires a highly analytical thought process; at times will be working with large amounts of data
Creating financial and management reporting and variance analysis
Displays teamwork; working well with others to achieve goals
Ability to lead and follow with effectiveness; willing to voice opinion and ask questions
Spend time interacting with other FNB business partners which may include: Retail, Commercial, Private Banking, Treasury Management, Wealth/Brokerage, Mortgage and Insurance
Participate and attend FNB related events/trainings that are scheduled for all Summer Interns
Learning Objectives:
Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization.
Over the course of the internship period you will:
Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry
Work directly with assigned business leaders and professionals on various projects and assignments
Have the opportunity to participate in networking events and meetings
Have the opportunity to participate in corporate training opportunities to furthur aid in your professional development
Position Title: Intern
Business Unit: Multiple
Reports To: Varies Based on Assignment
Position Overview:
As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting.
Primary Responsibilities:
Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments.
Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans.
Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls.
Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects.
Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank.
Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time.
Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants.
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 Education:
High School or GED
Minimum Years Experience:
0
Special Skills:
Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology
Special Licenses and Certificates:
N/A
Physical Requirements:
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-43k yearly est. 2d ago
Personal Banker I, Lawrenceville
Dollar Bank, FSB 4.1
Finance representative job in Pittsburgh, PA
The Personal Banker I, plays a vital role in delivering exceptional customer service and fostering strong customer relationships. As the first point of contact, this position is responsible for engaging in meaningful interactions and assisting customers with various banking transactions, including deposits, withdrawals, and loan payments for both retail and business accounts.
A key aspect of this role is conducting consultative conversations to understand customer needs and recommend appropriate banking products and services, such as checking and savings accounts, credit cards, loans, and digital banking solutions. Personal Bankers receive comprehensive training and resources to identify referral opportunities and enhance customer relationships. Participation in a retail training program will provide the necessary skills to confidently offer tailored financial solutions, ensuring a positive and personalized banking experience.
Qualifications:
* High school diploma/GED required.
* College degree or a minimum of six months customer service experience required.
* Must have excellent written and verbal communication skills to include professional grammar and demeanor.
* Ability to travel as needed to training.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
* Process transactions through the teller equipment on all retail and corporate accounts, including, but not limited to, deposits, withdrawals, transfers, loan payments, and cash advances.
* Demonstrate a consultative sales approach to building customer relationships by offering customers additional products and services (e.g., checking, savings, credit cards, loans, digital banking).
* Effectively utilize customer conversations and through lobby engagement while maintaining the highest level of professional integrity and ethics.
* Contribute to the growth and retention of deposit and loan customers. Initiate new customer relationships, through outbound calling efforts.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
How much does a finance representative earn in Scott, PA?
The average finance representative in Scott, PA earns between $25,000 and $92,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Scott, PA
$48,000
What are the biggest employers of Finance Representatives in Scott, PA?
The biggest employers of Finance Representatives in Scott, PA are: