Investment Banker Jobs in Cecil, PA

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized training and development Suite of digital and personalized marketing tools to build your business Rewards and recognition plan acknowledging top-notch results Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are: Positive and resilient Customer-focused Interpersonally savvy Action-oriented and results-driven If this sounds like you, we encourage you to explore the possibilities, and apply today!

Financial Representative As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives 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, SIE, Series 6, Series 63, CFP , and more NM-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 You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors (1). As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes(2). We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers (3) #1 Amongst Life Insurers Most Admired Companies(4) for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual (5) Other ways to apply: Center Valley Career Opportunities 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. (1) 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 with Northwestern Mutual, approval for contract will be declined. (2) We are committed to equal opportunity in recruiting Financial Representatives and College Financial Representatives, and all qualified applicants for contracts will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran. (3) Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. (4) To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com (5) Combined client assets of NMIS and NMWMC as of June 30, 2023

Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us. Financial Planning Associate Job Summary: The primary responsibility of the Financial Planning Associate is to complete financial plans from data input to full plan delivery. The candidate will develop, analyze, and present financial plans to clients. Analysis will include retirement planning, investment analysis, tax strategies and risk management. The candidate will interact directly with clients to gather information, address inquiries, and provide delivery and updates on financial plans. The candidate will work alongside our financial advisors to coordinate client strategies, research investment options, and ensure that client goals are being met. The candidate will ensure all client recommendations and interactions comply with firm policies and industry regulations as well as prepare and file necessary documentation for regulatory compliance. Nature and Scope: This position works under the direction of the Associate Director of Financial Planning. This position regularly interacts with clients, all company departments, vendors, and producing advisors (both internal and external) to implement new financial plans and support existing clients to benefit from increased use of the company's services. Duties and Responsibilities: Client / Advisor Support Answer client calls / emails and complete or delegate client service requests accurately and within set timeline standards Document client/prospect interactions in CRM, including the assignment of necessary tasks in CRM Assist in preparing client-facing materials for meetings and follow up Provide support in the development of client proposals, including investment recommendations and plan summaries Generate and customize financial reports for clients, including performance summaries, financial statements, and progress toward goals Financial Planning Responsibilities Attend all Fact Finding, Delivery and Implementation Meetings with clients Enter all facts, create plan analysis and reporting for all plans Identify gaps and concerns and present these to the advisor prior to plan delivery Create engagement proposals as needed for prospects and clients Assist clients with the initiation and maintenance of CLIC Client Create invoices for clients and coordinate with DFG accounting to ensure appropriate payment to financial planning department and advisor Track plan and subsequent sales opportunities within Redtail Collaborate on the development and modification of all marketing material for internal and external advisors Collaborate on the development and modification of consistent operations for creation and analysis for all financial plans, especially relative to general client assumptions and reporting External Advisor Planning Responsibilities Assist with or fully develop plans within CLIC Advisor Assist external Advisors with CLIC Client Answer questions from external Advisors Guide external Advisors to DAR Financial Planning Resources Submit invoices to clients and coordinate with accounting to ensure appropriate payments to financial planning department and advisor Team Support Establish and maintain regular meeting cadence with Advisor(s) Attend and participate in team meetings Attend or view recordings of weekly Rep Calls Collaborate with customer service associates and management to identify inefficiencies and continuously improve best practices within the department Assist the Associate Director of Financial Planning and Direct of Operations with projects and special duties as needed Support the company culture of Smart, Humble, Hungry Maintain positive and professional relationships with all departments to resolve issues and complete projects Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field preferred 5+ years' experience working in a client servicing role in an investment advisory firm or a minimum of 2 years' experience in a financial planning or paraplanning role FINRA Securities Registration (Series 7, 63, 65, 66) required Experience with financial planning software required; eMoney preferred Working knowledge and practical experience with Microsoft Word, Excel, PowerPoint and Outlook required Experience with Customer Relationship Management (CRM) software, i.e., Redtail, and/or Agency Management System software preferred Life, Accident & Health License preferred Strong written and verbal communications skills, with the ability to explain complex financial concepts to clients and colleagues in a clear and concise manner required Comfort in interaction with both clients and financial advisors, providing updates, gathering information, and presenting financial plans required Hours: Monday - Friday, 8:00am-5:00pm Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available) Benefits: Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Job Posting: Investing Consultant Investing Consultant Type: Part-time/Contract We seek an experienced Investing Consultant to assist in establishing and managing an angel-investing framework within our organization. The ideal candidate will have a solid background in early-stage investment strategies, familiarity with venture capital and angel investment networks, and a proven record of helping startups or investors navigate the unique challenges of angel funding. Key Responsibilities: Develop a structured angel investment framework tailored to the organization's objectives and resources. Identify, screen, and evaluate high-potential startup investment opportunities. Assist in setting up due diligence processes to assess investment risks, valuations, and growth potential. Establish connections with angel investor networks, syndicates, and other potential co-investors. Provide insights on industry trends, investment best practices, and legal considerations for early-stage funding. Offer guidance on structuring investment terms, such as convertible notes, SAFE agreements, and equity distribution. Educate and support internal stakeholders on best practices for angel investment. Qualifications: Experiences: Minimum 10 years in angel investing, venture capital, or early-stage startup consulting. Knowledge: Deep understanding of startup ecosystems, investment structuring, and financial due diligence. Network: Established connections within the angel investing and venture capital communities. Skills: Strong analytical, communications, and project management skills; ability to convey complex investment concepts. Education: Bachelor's degree in Business, Finance, or a related field (MBA preferred). Why Join Us: Opportunity to shape the organization's early-stage investment approach and make a lasting impact. Collaborative, forward-thinking work environment. Flexible work arrangements with opportunities for professional development. To Apply: Please submit your resume and a cover letter detailing your experience with angel investing frameworks, startup ecosystem involvement, and any notable achievements in the field to Kelley Benson, HR - [email protected] Deadline for Application: November 30, 2024

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We welcome you to apply! When applying to this general internship program posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open early career roles within the company. We're seeking future team members for our BNY Investments team with roles located in Pittsburgh, PA in hybrid positions. Summer Internship Program The BNY Summer Internship Program provides high-potential students with a well-rounded, rewarding 10-week internship experience, as well as an inside look into what it is like to work for a global financial services organization that has been innovating and serving clients since 1784. With projects specifically chosen to both challenge and develop participants, our summer interns will gain valuable real-world experiences while learning to work together in collaborative teams and building a robust network within BNY. From day one, summer interns are immersed in BNY's innovative and dynamic company culture as they will receive: Enterprise-led intern orientation program combined with ongoing an executive speaker series and virtual training curriculum designed specifically for summer interns Meaningful and challenging work assignments that deliver learning and skill development through practical work, mentorship, and training Career development and networking support from a host of corporate leaders including internship managers, senior and peer mentors, business stakeholders and a dedicated program manager Exposure to different areas of business throughout the organization Comprehensive professional etiquette and financial services fundamentals training, along with technical and business acumen development Understanding of BNY's commitment to diversity and inclusion A collaborative and supportive community with full commitment of top-level management to deliver a premier internship/talent pipeline program within the financial services industry BNY Investments With a presence around the world, we look to provide our investors centralized access to the full breadth of BNY opportunities across every major market and asset class. We believe the right results begin by being relevant to every client, whether that is providing local access and execution in a way that best suits their needs, offering diversified investment solutions and strategies built on expertise, driven by insights and powered by innovative technology platforms or providing high-quality advice for better informed decisions. BNY Investments puts clients at the center of everything we do, offering them specialist expertise from our world-class investment firms and offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. Our clients include asset managers, banks, broker-dealers, central banks, companies, family offices, financial intermediaries, governments, insurance companies, investment advisers, non-profit organizations, pension funds and sovereign institutions. Program Eligibility: Enrollment in a 4-year undergraduate degree program with a strong focus on business and technology, with specific emphasis on finance, economics, marketing, communication, and/or data analytics; however open to all majors with an individual interested in the financial services industry Individuals who will be graduating in December 2025 through June 2026 Minimum cumulative GPA of 3.0 or better Well-rounded experience including demonstrated leadership skills Strong excel skills including v-lookups and pivot tables Excellent written and oral communication skills Not require sponsorship for employment visa status (now or in the future) in the region where they apply. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 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.

This position will commence Fall 2024. The WesBanco Securities Intern will learn key foundational banking and investment concepts to improve banking, investment, research and management skills in a program through various investment related functional areas. This program will last for a minimum of six weeks. The WTIS Intern will develop a number of skills related to investment research, with a focus on equity, fixed income, and mutual funds. The role will also assist in macroeconomic research and portfolio management functions. The WTIS intern will collaborate with the Chief Investment Strategist on other projects that will benefit the overall process and knowledge base of the investment team. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. Possess excellent analytical and problem solving skills. Must be detail oriented with strong detail to accuracy. Ability to operate within strict deadlines and to work independently. Ability to independently prioritize tasks. Must be a self-starter and willing to work as part of a team. Ability to maintain confidentiality and discretion regarding bank client information and bank policy and procedure. Have a passion for learning and a desire to build a career in investment management. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develops knowledge and understanding of investments and portfolio management concepts. Assists management team with execution of day-to-day research functions. Conducts investment research and due diligence on potential and existing investments. Prepares and presents written and oral report summarizing findings. Completes tasks and assigned projects according to established completion dates. Participates in regular portfolio manager calls, and reviews the investment process and presentations for developmental purposes. Develops and maintains knowledge of Bank products, Investment products, services, policies and guidelines. Other duties may be assigned. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient in Microsoft Office products including Word and Excel.

This role is with BNY. BNY uses RippleMatch to find top talent. 2025 BNY Summer Internship Program - BNY Investments (Pittsburgh, PA) At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We welcome you to apply! When applying to this general internship program posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open early career roles within the company. We're seeking future team members for our BNY Investments team with roles located in Pittsburgh, PA in hybrid positions. Summer Internship Program The BNY Summer Internship Program provides high-potential students with a well-rounded, rewarding 10-week internship experience, as well as an inside look into what it is like to work for a global financial services organization that has been innovating and serving clients since 1784. With projects specifically chosen to both challenge and develop participants, our summer interns will gain valuable real-world experiences while learning to work together in collaborative teams and building a robust network within BNY. From day one, summer interns are immersed in BNY's innovative and dynamic company culture as they will receive: Enterprise-led intern orientation program combined with ongoing an executive speaker series and virtual training curriculum designed specifically for summer interns Meaningful and challenging work assignments that deliver learning and skill development through practical work, mentorship, and training Career development and networking support from a host of corporate leaders including internship managers, senior and peer mentors, business stakeholders and a dedicated program manager Exposure to different areas of business throughout the organization Comprehensive professional etiquette and financial services fundamentals training, along with technical and business acumen development Understanding of BNY's commitment to diversity and inclusion A collaborative and supportive community with full commitment of top-level management to deliver a premier internship/talent pipeline program within the financial services industry BNY Investments With a presence around the world, we look to provide our investors centralized access to the full breadth of BNY opportunities across every major market and asset class. We believe the right results begin by being relevant to every client, whether that is providing local access and execution in a way that best suits their needs, offering diversified investment solutions and strategies built on expertise, driven by insights and powered by innovative technology platforms or providing high-quality advice for better informed decisions. BNY Investments puts clients at the center of everything we do, offering them specialist expertise from our world-class investment firms and offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. Our clients include asset managers, banks, broker-dealers, central banks, companies, family offices, financial intermediaries, governments, insurance companies, investment advisers, non-profit organizations, pension funds and sovereign institutions. Program Eligibility: Enrollment in a 4-year undergraduate degree program with a strong focus on business and technology, with specific emphasis on finance, economics, marketing, communication, and/or data analytics; however open to all majors with an individual interested in the financial services industry Individuals who will be graduating in December 2025 through June 2026 Minimum cumulative GPA of 3.0 or better Well-rounded experience including demonstrated leadership skills Strong excel skills including v-lookups and pivot tables Excellent written and oral communication skills Not require sponsorship for employment visa status (now or in the future) in the region where they apply. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 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.

Share If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. **Investment Advisory Intern** Part Time 30+ days ago Requisition ID: 1012 **Investment Advisory Intern** Spring Semester (January - April) Pittsburgh, PA **Overview** Heritage Wealth Advisors seeks highly motivated interns to provide support for our Investment Advisory team and assist in managing portfolios for our high net-worth individual and family clients. The internship will focus on our trading and portfolio operations processes. Interns will participate in comprehensive training and will work closely with the Portfolio Managers and other senior members of our team. **Key Responsibilities** * Prepare daily transaction reports for the Investment Advisory team * Provide support for Portfolio Management by conducting account maintenance operations on our reporting and trading platform * Assist with the preparation of investment proposals for prospective clients. * Prepare trade reconciliation reports and other reports associated with documenting a compliant portfolio management process with flawless execution. * Assist with the generation of client meeting documents. * Assist with quarterly processes. This may include billing/fee processing, quarterly reports, and compliance activities * Support the Heritage team with day-to-day operations. **Qualifications** * Recent graduate, junior or senior year students in relevant subjects (ie: accounting, finance, economics, additional fields of study for consideration). * Minimum GPA: 3.0 * Minimum commitment of 15-20 hours a week, in-person, with opportunity for additional hours. * In-person work required in our Pittsburgh, PA, office. * Proficiency with Microsoft Office programs (Excel, PowerPoint, Word). * Intellectually curious, organized, excellent analytical, and time management skills. * Effective communication skills, both verbal and written. * Self-motivated, enthusiastic, with a desire to work collaboratively. **Benefits** * Paid internship - competitive hourly rate, commensurate with experience. * Opportunity for extended internship or permanent employment. * Work directly with firm partners and senior management. * Flexibility with school schedules. **Our Values** **Integrity:** Doing the right things even when no one else is looking. We conduct business with the highest standards of professional behavior and ethics. We are transparent, honest, and ethical in everything we do. **Passion:** We are passionate about what they do. We demonstrate unquestioned commitment to integrity in their personal and professional activities and respect the confidential nature of our business. We have an ardent desire to help clients achieve their personal goals. **Collaboration:** Teamwork is central to everything they do. They express opinions positively and constructively, focusing on solutions rather than on problems. They exhibit good listening skills and respect the opinions of others. They demonstrate a willingness to do whatever it takes, regardless of role, to meet client expectations. They share the burden with team members during heavy work periods. **Intellectual Curiosity:** We are naturally curious and have a fervent desire for continuous learning. We are not afraid to ask questions, and respectfully challenge answers.

This role is with BNY. BNY uses RippleMatch to find top talent. 2025 BNY Summer Internship Program - BNY Investments (Pittsburgh, PA) At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We welcome you to apply! When applying to this general internship program posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open early career roles within the company. We're seeking future team members for our BNY Investments team with roles located in Pittsburgh, PA in hybrid positions. Summer Internship Program The BNY Summer Internship Program provides high-potential students with a well-rounded, rewarding 10-week internship experience, as well as an inside look into what it is like to work for a global financial services organization that has been innovating and serving clients since 1784. With projects specifically chosen to both challenge and develop participants, our summer interns will gain valuable real-world experiences while learning to work together in collaborative teams and building a robust network within BNY. From day one, summer interns are immersed in BNY's innovative and dynamic company culture as they will receive: Enterprise-led intern orientation program combined with ongoing an executive speaker series and virtual training curriculum designed specifically for summer interns Meaningful and challenging work assignments that deliver learning and skill development through practical work, mentorship, and training Career development and networking support from a host of corporate leaders including internship managers, senior and peer mentors, business stakeholders and a dedicated program manager Exposure to different areas of business throughout the organization Comprehensive professional etiquette and financial services fundamentals training, along with technical and business acumen development Understanding of BNY's commitment to diversity and inclusion A collaborative and supportive community with full commitment of top-level management to deliver a premier internship/talent pipeline program within the financial services industry BNY Investments With a presence around the world, we look to provide our investors centralized access to the full breadth of BNY opportunities across every major market and asset class. We believe the right results begin by being relevant to every client, whether that is providing local access and execution in a way that best suits their needs, offering diversified investment solutions and strategies built on expertise, driven by insights and powered by innovative technology platforms or providing high-quality advice for better informed decisions. BNY Investments puts clients at the center of everything we do, offering them specialist expertise from our world-class investment firms and offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. Our clients include asset managers, banks, broker-dealers, central banks, companies, family offices, financial intermediaries, governments, insurance companies, investment advisers, non-profit organizations, pension funds and sovereign institutions. Program Eligibility: Enrollment in a 4-year undergraduate degree program with a strong focus on business and technology, with specific emphasis on finance, economics, marketing, communication, and/or data analytics; however open to all majors with an individual interested in the financial services industry Individuals who will be graduating in December 2025 through June 2026 Minimum cumulative GPA of 3.0 or better Well-rounded experience including demonstrated leadership skills Strong excel skills including v-lookups and pivot tables Excellent written and oral communication skills Not require sponsorship for employment visa status (now or in the future) in the region where they apply. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 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.

* Share This: **Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.** **Apply here:** **The Company** At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance. Working shoulder to shoulder with you, we uncover opportunities for sustainable success-and provide perspective that moves you. **The Business** The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios. This is delivered to clients by providing expert advice on their investments and decision-making processes, making investment decisions on their behalf through delegated investment services and providing investment tools. Our clients are a diverse range of institutional investors, including corporate pension plans, defined contribution plans, and more. As a trusted partner to over 1,200 clients, we advise on over $2.6 trillion of global assets. **The Role** You will be part of a collaborative team, working alongside some of the industry's top consultants, researchers, and portfolio managers. The Investment business offers a range of career paths to suit individual skills and interests. Whether your career path focuses on deep research of global asset classes, managing risk utilizing sophisticated modelling, improving investment outcomes through expert advice, or implementing innovative investment solutions. Our ultimate mission is to create better and more sustainable outcomes for plan beneficiaries. As an intern in the Investment team, you will gain exposure across many functions within our business, including: * **Manager Research -** you will work as part of a research team, using robust research techniques to form a view of investment managers across the world and across asset classes. This research contributes to building investment portfolios that seek to deliver differentiated investment outcomes, both from a return and risk perspective. * **Portfolio Management** - you will work as part of our delegated portfolio management team, combining top-down and bottom-up investment manager and asset class research and best in class analytics to direct portfolio investment decisions. You will be working with the team to manage portfolio exposures across both multi-asset portfolios, as well as asset class specific funds (such as equities, alternative credit, real assets and liquid alternatives). * **Client Consulting -** you will support client teams that manage client relationships, offering best-in-class investment advice and innovative solutions. Some of the client projects you will complete may include investment strategy, liability hedging, portfolio construction, investment performance calculations, investment manager searches and selection, portfolio and investment manager monitoring and preparation of materials for client meetings. We support our interns to develop a broad range of technical and soft skills. This includes training from subject matter experts, working on a variety of projects across functions and teams and the opportunity to network with colleagues across and beyond our investment team. This breadth of knowledge across the investment spectrum will allow you to identify which topics you find most interesting and explore them further. There are also opportunities to contribute to developing our intellectual capital and other Investment business initiatives. This is an in-office or hybrid role, with the expectation of being present in the office at least three days each week. Position placement will be in one of the following offices: Pittsburgh, PA; Chicago, IL; or New York, NY. **Role Requirements.** * Progress towards a Bachelor's degree and a minimum GPA of 3.0 shown on resume (no major/minor specification) * Proactive team player * Clear communicator verbally and in writing * Project management skills, with attention to detail and the ability to meet deadlines * A desire to learn with a general interest in financial markets * Problem solving skills, demonstrating intellectual curiosity and critical thinking * Knowledge of spreadsheet and presentation computer software, for example Microsoft Office or similar * This is a hybrid position that requires you to be local and able to commute to one of the following offices: Pittsburgh, PA; Chicago, IL; or New York, NY. * Able to work legally in the United States indefinitely and without Visa sponsorship * Accepting applications from candidates that graduate with a Bachelor's or Master's degree between December 2025 through June 2026. **You have the potential.** Now explore the possibilities. All you need to do to get the process started is submit an application through To search for roles of interest to you, please type the job title or “intern” into the keyword search through the link above. You can modify your search by applying to your location(s) of interest, which we recommend to best align you to a role. **The Application-Interview Process:** Step 1: Online application, including resume/CV Step 2: Online assessments and Video Interview Step 3: Virtual Interview with business Step 4: Offer and on-boarding **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The hourly rate being offered for this role is $27 - $28.75/hr USD. This role is also eligible for over-time. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). **Recruiting tips:** WTW specializes in preparing for the unknown. Here's how to get ready for the big day: EOE, including disability/vets At Willis Towers Watson, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It's not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do including how we hire and promote, how we work with clients, and how our team's function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team. **Location** Phone ************** Email *************** Website Address 350 Spelman Lane Southwest Campus Box 10 Atlanta, GA 30314 Social

Pacaso exists to enrich lives by making second home ownership possible and enjoyable for more people. Our innovative co-ownership model is the easiest, smartest and most responsible way for people to experience the joy of a second home. We provide all the benefits of true ownership without the hassles through our simplified financial structure, easy and equitable scheduling, and dedicated local property management.Founded by former Zillow executives, Pacaso has facilitated over $1 billion in gross real estate transactions and service fees across more than 40 markets nationwide, as well as internationally in Paris, London, and Cabo. We have been featured in The New York Times, Wall Street Journal, Fortune, Forbes, CNBC and more.Pacaso is a certified Great Place to Work and has received numerous accolades for its workplace culture. Fortune and Great Place To Work named Pacaso to the 2024 Best Workplaces in Real Estate list. In 2023, Pacaso was recognized as a Best Workplace in the Bay Area™, and in 2022, it ranked among the Best Medium Workplaces™, Best Workplaces for Real Estate™, and Best Workplaces for Millennials™. Additionally, Pacaso was ranked #6 on Glassdoor's 2022 list of Best Places to Work and was one of LinkedIn's top startups in 2022. We are looking for an Investor Relations Associate to join our team and own the investor relations process for our capital raising initiatives. What you will do Engage with a high volume of potential investors to facilitate investment closings for our current capital raise (pacaso.com/invest) and future capital raising initiatives Build capital raising campaign marketing strategies, using creativity and data insights Manage investor communication, engagement, and support Ensure compliance with SEC and investor relations requirements Conduct market research and reporting to enhance our investment process Excellent communication, attention to detail, and ability to work independently in a fast-paced environment Who you are You are entrepreneurial, achievement driven, competitive, with high ethical values and professionalism You are willing to speak with many investors and potential investors each day Ability to prioritize and be organized with time management Detail-oriented with excellent organizational skills Ability to learn quickly and work effectively and independently in a virtual environment Strong written and verbal communicator Other Details Hybrid position with 3 days a week in office Salary $60-75k depending on experience You'll love working at Pacaso because of our ... Competitive salary and stock options. Unlimited, flexible PTO for exempt employees. Excellent medical, dental and vision insurance. Sponsored memberships to One Medical, Ginger and Carrot. 401(k) to help you save for the future. Paid maternity and paternity leave. Generous home office stipend and monthly cell phone reimbursement. Quarterly remote team building events and L&D opportunities. Pacaso encourages applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions and ages, as well as veterans and individuals with disabilities.

location Pittsburgh, Pennsylvania, United States of America category Sales Full time Job ID: R179741 Posted: Dec 18th 2024 + Pittsburgh, Pennsylvania, United States of America + Remote, North Carolina, United States of America * Builds customer base through quality service conversations. Manages the customer experience end to end, efficiently handles service transactions, identifies sales opportunities executing and/or making referrals to ecosystem partners as appropriate. * Promotes growth of PNC's products and services to existing and prospective clients through proactive and referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers, executing sales and/or making referrals to PNC ecosystem partners as appropriate. * Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Applies product and procedural knowledge to solve customer problems appropriately and efficiently. Executes on the transactional needs of clients referred by internal partners. * Has regular and effective communication with internal partners and clients to build strong relationships that drive referral activity. Maintains high levels of customer satisfaction consistent with PNC's core values. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities. * Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts. Location Charlotte, North Carolina, United States of America Category Sales Location Baltimore, Maryland, United States of America Category Sales Location Pittsburgh, Pennsylvania, United States of America Category Sales Location Louisville, Kentucky, United States of America Category Sales Location Remote, Pennsylvania, United States of America Category Sales PNC complies with all U.S. Federal and State employment posting requirements. The information you provide to the chatbot will be collected to improve your experience. Please read our privacy policy to see how we are storing and protecting your data Today 12:47 am Bot message

You have an obsession 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 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: *********************************************************************

You have an obsession 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 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: *********************************************************************

You have an obsession 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 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: *********************************************************************

You have an obsession 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 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: *********************************************************************

Primary Office Location: 30 Isabella Street. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Mortgage Banking Specialist Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides direction, feedback, and performance coaching to Sales Assistant, and is responsible for the daily management of Sales Assistant's production performance, efficiencies and loan quality, as well as their overall customer experience delivery. Provides recommendations to management as to recruiting, hiring, and advancement of Sales Assistants and other support team members. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized training and development Suite of digital and personalized marketing tools to build your business Rewards and recognition plan acknowledging top-notch results Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are: Positive and resilient Customer-focused Interpersonally savvy Action-oriented and results-driven If this sounds like you, we encourage you to explore the possibilities, and apply today!

locations PA - PittsburghHome Location-NC (NCH01)* Builds customer base through quality service conversations. Manages the customer experience end to end, efficiently handles service transactions, identifies sales opportunities executing and/or making referrals to ecosystem partners as appropriate. * Promotes growth of PNC's products and services to existing and prospective clients through proactive and referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers, executing sales and/or making referrals to PNC ecosystem partners as appropriate. * Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Applies product and procedural knowledge to solve customer problems appropriately and efficiently. Executes on the transactional needs of clients referred by internal partners. * Has regular and effective communication with internal partners and clients to build strong relationships that drive referral activity. Maintains high levels of customer satisfaction consistent with PNC's core values. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities. * Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts. PNC's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .