Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Insurance & Financial Services Advisor - Client Planning

Brendan Garvey - State Farm Agent

Brendan Garvey - State Farm Agent is seeking a results‑driven team member to support daily operations and grow the agency through strong customer relationships in insurance and financial services. You will act as a liaison between customer needs and agency departments, helping clients select suitable insurance and financial products. Grow your career as you engage customers with a proactive, sales-minded approach, contributing to community growth and agency success. #J-18808-Ljbffr Brendan Garvey - State Farm Agent

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Insurance & Financial Services Advisor - Client Planning in Aliquippa, PA vacancy
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire...  ...roles, client services, or client-facing roles Desire...  ...paid study programs for insurance licensing, SIE, Series 6,... 
    Suggested
    Work at office
    Flexible hours

    Bankers Life

    Coraopolis, PA
    4 days ago
  • $25 per hour

     ...skills — along with your broad range of financial knowledge — you’ll provide recommendations...  ...solutions to help achieve them — like planning for the future, buying a home or opening...  ...required 2 years of sales and customer service experience, demonstrating an ability to... 
    Suggested
    Local area
    Afternoon shift

    Citizens

    Coraopolis, PA
    3 days ago
  •  ...Senior Financial AnalystAs a Senior Financial Analyst will be responsible...  ...to translate strategic plans into financial forecasts and...  ...short term disability, voluntary insurance (LTD, auto, home, life, legal...  ...is a national mortgage service provider specializing in assisting... 
    Suggested
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Mortgage Connect

    Coraopolis, PA
    2 days ago
  •  ...Financial Analyst The Financial Analyst plays a key role in supporting the University's financial planning, budgeting, forecasting, and decision-support activities. This position partners...  ..., proactive, and customer-service-oriented approach to supporting University... 
    Suggested
    Work at office
    Local area

    Robert Morris University

    Coraopolis, PA
    3 days ago
  •  ...people behind excel spreadsheets. We are fiduciaries driving financial excellence for our teammates, athletes and shareholders. We are...  ...Financial Analyst plays a key role within the Corporate FP&A team in planning and tracking the financial performance for DICK'S Sporting... 
    Suggested

    Socket

    Coraopolis, PA
    3 days ago
  • $20 per hour

     ...Title Your Mission Be 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... 
    Hourly pay
    Immediate start
    Monday to Friday

    Clearview Federal Credit Union

    Aliquippa, PA
    3 days ago
  •  ...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... 
    Work at office

    First National Bank of Pennsylvania

    Aliquippa, PA
    3 days ago
  •  ...of proactive sales and service activities. Manages...  ...improve the customer's financial wellbeing. Collaborates...  ...ultimately elevating client loyalty. Delivers a full...  ...and spouse/child life insurance; short and long-term...  ...pension and stock purchase plans; dependent care... 
    Full time
    Temporary work
    Part time
    Work at office
    Shift work

    PNC

    Sewickley, PA
    2 days ago
  •  ...Financial Representative The purpose of the Financial Representative...  ...the needs of middle-income clients by educating them on risk...  ...appropriate marketing plan to sell insurance and investment solutions....  ...of sales, conservation, and service. Adequately prepares for... 
    Work at office
    Local area

    Western & Southern Life

    Monaca, PA
    22 hours ago
  •  ...access to internships and job placement services, and personalized coaching and mentorship...  ...technical and professional training in Financial Operations with access to internships and...  ...paths include: - Fund Accounting - Client services support Get the skills and... 
    Internship
    Monday to Friday

    Year Up United

    Moon, PA
    2 days ago
  • $21 per hour

     ...opportunities to help them achieve their financial goals by providing personalized advice...  ...career through training, coaching, career planning and development resources that enable...  ...recommending and referring products and services to customers Strong listening and communication... 
    Full time
    Local area
    Shift work
    Afternoon shift

    Citizens Financial Group, Inc.

    Beaver, PA
    2 days ago
  •  ...employee and spouse/child life insurance; short and long-term...  ..., pension and stock purchase plans; dependent care reimbursement...  ...robust wellness program with financial incentives. In addition, PNC...  ...on career level; and years of service.To learn more about these and... 
    Full time
    Temporary work
    Part time
    Work at office
    Shift work

    PNC

    Coraopolis, PA
    3 days ago
  •  ...individuals to provide solutions and cross-sell appropriate Loan, Deposit, Cash Management, Clearview partner, and Wealth Management services. Maintain a strong, professional image in the local community through involvement with community organizations and committees.... 
    Work at office
    Local area

    Clearview Federal Credit Union

    Coraopolis, PA
    3 days ago
  •  ...Responsibilities Conduct in-depth credit analysis using financial statements, agency reports, payment history, and market intelligence...  ...mitigate potential losses. Serve as a key partner to Sales, Customer Service, Legal, and operations teams to resolve complex credit,... 

    Jobtailor

    Moon, PA
    4 days ago
  •  ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share...  ...recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and... 
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Coraopolis, PA
    1 day ago
  •  ...A regional financial institution is seeking a Customer Experience Banker in Moon Township, PA. In this role, you will be a Financial Concierge...  .... The ideal candidate is customer-focused with a background in service or sales. You will be tasked with customer service excellence,... 
    Full time
    Work at office

    Huntington Bank

    Moon, PA
    2 days ago
  •  ...This includes providing prompt, efficient, and friendly customer service to members while adhering to bank teller policy and procedure...  ...-  Six months of consecutive customer service experience in financial services, retail sales, or a goal- oriented environment preferred... 
    Full time
    Work at office
    Flexible hours
    Night shift
    Weekend work
    Afternoon shift

    West-Aircomm Federal Credit Union

    Coraopolis, PA
    a month ago
  •  ...Banker I plays a vital role in delivering exceptional customer service and fostering strong customer relationships. As the first point...  ...will provide the necessary skills to confidently offer tailored financial solutions, ensuring a positive and personalized banking... 
    Work at office

    Dollar Bank

    Coraopolis, PA
    4 days ago
  •  ...employee and spouse/child life insurance; short and long-term...  ..., pension and stock purchase plans; dependent care reimbursement...  ...robust wellness program with financial incentives. In addition, PNC...  ...on career level; and years of service. To learn more about these... 
    Full time
    Temporary work
    Part time
    Work at office
    Shift work

    PNC

    Coraopolis, PA
    4 days ago
  • Job Description Job Description Benefits: Dental insurance Health insurance Vision insurance TAKING CARE OF CUSTOMERS NEEDS

    WEST PENN P&P FCU

    Beaver, PA
    more than 2 months ago
  •  ...ensuring timely and efficient service * Exceed customer...  ...inform customers on optional insurance products, ensuring customers...  ...k) * Employee Stock Purchase Plan (10% share discount) * Tuition...  ...based on start date) OneMain Financial (NYSE: OMF) is the leader in... 
    Full time
    Traineeship
    Local area
    Monday to Friday

    OneMain Financial

    Beaver Falls, PA
    1 day ago
  •  ...DICK'S Sporting Goods is seeking a Senior Financial Analyst to join our Corporate FP&A team. You will help plan and track the company’s Balance Sheet and Cash Flow, develop multi-year forecasts, and support admin expense budgeting with a focus on accuracy and strategic... 

    Socket

    Coraopolis, PA
    3 days ago
  •  ...The Financial Analyst role entails overseeing two annual budgets, as well as handling monthly...  ...advocacy support. Retirement plan -- both pre-tax and Roth (after-tax) options...  ...backup childcare, elder care, and household services. Confidential counseling, legal, and financial... 
    Work at office
    Remote work
    3 days per week

    Merakey

    Coraopolis, PA
    1 day ago
  • $39k - $52k

     ...Summary Be a problem solver, trusted advisor, and partner to the people and...  ...resource in identifying and resolving client servicing issues, serve as the primary troubleshooter...  ...questions and listen to clients to uncover financial needs and transition clients to a banker... 
    Hourly pay
    Full time
    Work experience placement
    Shift work
    Day shift

    KeyBank

    Sewickley, PA
    1 day ago
  • $38k

     ...webuyanycar.com® USA, is a leading car buying service that offers a fast, safe, and fair way to...  ...your retirement savings with our 401k plan featuring company match Access top-...  ...Enjoy peace of mind with company-paid life insurance Celebrate with company-paid holidays... 
    Relocation package

    CarGroup Holdings LLC

    Coraopolis, PA
    14 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Insurance & Financial Services Advisor - Client Planning. Be the first to apply!