Financial Advisor

Markent Personnel

Financial Advisor

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses.

Responsibilities

Developing comprehensive, fee-based personal financial plans for individuals and families.
Providing various investment advisory services including proposal development, asset allocation modeling, etc.
Some trading and rebalancing of client portfolios.
Meeting with clients individually or on a team basis with a partner to review financial and investment plans.
Responding to various client service requests throughout the year.
Helping the firm grow through acquisition of new clients and retention of existing clients.

Qualifications

Bachelor's Degree in business or finance.
4+ years' experience as a personal financial advisor/planner
Industry related professional designations such as CFP preferred
The ideal candidate will possess the Series 65 & insurance licenses
This individual will be highly motivated with a strong desire to succeed.
Excellent organizational, communication, interpersonal, and computer skills required.

Apply

Vacancy posted 8 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor in Pittsburgh, PA vacancy

Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Suggested
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Pittsburgh, PA
4 days ago
Financial Advisor
...Job Description Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our south territory of Pittsburgh. The successful candidate will have the opportunity to work with an untouched customer base that has untapped referral potential...
Suggested
Full time
Part time
Immediate start
Monday to Friday
Flexible hours
Afternoon shift
Dollar Bank
Pittsburgh, PA
2 days ago
Merrill Experienced Financial Advisor
...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...
Suggested
Work at office
Shift work
Day shift
Bank of America
Pittsburgh, PA
3 days ago
Financial Advisor
...Financial Advisor We are entrepreneurs collaborating with entrepreneurs, proprietors assisting high-net-worth individuals and those who manage small and mid-size enterprises. Responsibilities Creating comprehensive, fee-based personal financial strategies for...
Suggested
Temporary work
Flexible hours
Gables Search Group
Pittsburgh, PA
2 days ago
Financial Advisor
...Commerce Street. Wellsburg, West Virginia. 26070. Join our team. Make a difference - for us and for your future. Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily...
Suggested
Work at office
First National Bank
Pittsburgh, PA
4 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Pittsburgh, PA
1 day ago
Financial Advisor
...Purpose - and the Independence to Shape It At MassMutual Pittsburgh, we believe the best careers are built, not handed out. Our Financial Advisor Development Program is designed for driven graduates who want the freedom to grow their own practice - with the training,...
MassMutual Pittsburgh
Pittsburgh, PA
2 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Pittsburgh, PA
5 days ago
Entry Level Financial Advisor Opportunity
...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...
Internship
Monday to Friday
Year Up United
Baldwin, PA
1 day ago
Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls
...Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is designed to remove those pain points so you can focus on high-quality client work and...
United Placement Group
Pittsburgh, PA
4 days ago
Financial Advisor Assistant
...Client Services Assistant Our Wealth Management Program provides guidance to our clients in the pursuit of their financial goals and to give exceptional client service that goes above and beyond their expectations. The Client Services Assistant ensures this vision by...
Work at office
Dollar Bank
Pittsburgh, PA
2 days ago
Financial Advisor - PNC Wealth Management
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group
Pittsburgh, PA
2 days ago
Financial Counselor
...Inpatient Financial Counseling Specialist Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive...
Local area
Remote work
Night shift
Weekend work
Ensemble Health Partners
Pittsburgh, PA
3 days ago
Financial Representative
$20 - $25 per hour
...Financial Representative Volt is immediately hiring for a Financial Representative in Pittsburgh PA. As a Financial Representative you will: Assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of...
Hourly pay
Full time
Contract work
Temporary work
Work experience placement
Work at office
Immediate start
Volt
Pittsburgh, PA
2 days ago
Member Financial Wellness Advisor
$20 per hour
...Clearview Federal Credit Union is hiring a friendly teller to greet members, open accounts, and guide customers toward the best financial solutions. You’ll deliver first‑class service with a personal touch, handling transactions, deposits, and basic digital tools while...
Hourly pay
Clearview Federal Credit Union
Pittsburgh, PA
5 days ago
Financial Aid Representative (Reg FT)
$18.39 per hour
...Financial Aid Representative (Reg FT) Employment Type: Regular Full-Time Department: Financial Aid Campus: North 1115 Salary Grade: SEIU E - $18.39 Remote Work Option: Fully In-Person (May be subject to change) Work Hours: Standard college hours are Monday...
Full time
Temporary work
Part time
Work experience placement
Summer work
Work at office
Remote work
Monday to Friday
Flexible hours
Afternoon shift
Community College of Allegheny County
Pittsburgh, PA
2 days ago
Financial Consultant
...Job Description Job Description We are looking for an experienced Financial Consultant to provide senior-level financial leadership on a contract basis. This position is suited for someone with a strong FP& A perspective who can guide budgeting, cash oversight, and...
Contract work
Interim role
Robert Half
Pittsburgh, PA
5 days ago
Financial Wellness Associate - R-38036
$19.23 - $28.37 per hour
...Pennsylvania 15211 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...
Hourly pay
Work experience placement
Work at office
Day shift
KeyBank
Pittsburgh, PA
16 days ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Pittsburgh, PA
4 days ago
Finance Associate
$63.75k - $106.25k
...based in Pittsburgh, PA; Cleveland, OH or Birmingham, AL. In this role you will support business and finance leaders by providing financial analysis, forecasting, planning, and strategic decision support to help drive growth, profitability, and operational efficiency....
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Pittsburgh, PA
5 days ago
Associate Wealth Advisor
$120k - $140k
...Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K... ...custodied through Raymond James. We help clients make informed financial decisions through comprehensive planning and investment management...
Full time
Transcend Practice Management
Pittsburgh, PA
3 days ago
Associate Wealth Advisor
$70k - $85k
...Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an... ...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and...
Work at office
Local area
Remote work
2 days per week
Focus Financial Partners Inc.
Pittsburgh, PA
4 days ago
Personal Banker
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...
Full time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC
Homestead, PA
1 day ago
Floating Relationship Banker
Primary Office Location: One Oliver Plaza. Pittsburgh, Pennsylvania. 15222. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position...
Work at office
First National Bank of Pennsylvania
Pittsburgh, PA
1 day ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...
Full time
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Pittsburgh, PA
5 days ago
Personal Banker
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...
Full time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC
Pittsburgh, PA
1 day ago
Financial Advisor-Training Provided
$85k
...Job Description Job Description FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career... ...working on group projects *** Financial Representative | Financial Advisor | Wealth Management Advisor *** About Northwestern Mutual:...
Full time
Work experience placement
Northwestern Mutual
Monroeville, PA
24 days ago
Personal Banker
$20.67 - $31.25 per hour
...Pennsylvania 15206 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....
Hourly pay
Work experience placement
Flexible hours
Day shift
Key Bank
Pittsburgh, PA
5 days ago
Personal Banker
$21 - $41.06 per hour
...am - 12:00 pm (Must be flexible around branch hours) Function : Responsible for profiling customers to determine financial services needs and referring customers to other Line of Business partners when appropriate. Opens loan and deposit accounts. Responsible...
For contractors
Work at office
Flexible hours
S and T Bank
Pittsburgh, PA
2 days ago
Financial Solutions Advisor Registration Candidate - Pittsburgh Market
...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...
Temporary work
Work at office
Monday to Friday
Shift work
Day shift
Bank of America Corporation
Pittsburgh, PA
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!