Client‑Focused Financial Advisor & Wealth Planner
Western & Southern
PENN-OHIO VALLEY PA, based in Monaca, is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role emphasizes needs analysis and selling suitable financial solutions with ethical, client-focused practices. You will prospect locally, conduct in-person meetings, and build lasting relationships while adhering to Western & Southern Life consultative processes. #J-18808-Ljbffr Western & Southern
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client‑Focused Financial Advisor & Wealth Planner in Monaca, PA vacancy
- ...Insurance Company is looking for a full-time Financial Representative to serve Monaca, PA. You will engage with clients in the community to understand their financial... ...insurance products. Ideal candidates are customer-focused, effective communicators, natural networkers,...SuggestedFull time
- Bankers Life in the United States seeks Financial Advisors to grow a client base and provide personalized financial planning. You will receive industry-leading training, mentors, and access to Bankers Life products to serve clients effectively. Ideal candidates hold Life...SuggestedFlexible hours
$105k - $250k
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the...SuggestedTemporary workLocal areaFlexible hours- Citizens Bank is seeking a Wealth Advisor to build a branch-based, collaborative wealth management... ...conduct thorough discoveries, tailor financial plans, and work with partners to uncover opportunities while prioritizing client interests and team growth. The role emphasizes...Suggested
- Bank of America is seeking a customer-focused lobby associate to engage clients and educate them on self-service banking options such as mobile, online... ...process cash transactions, listen to clients' financial priorities, and connect them with solutions to meet their...Suggested
- ...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...
$25 - $38.46 per hour
...Private Client Banker Location: 20111 Route 19 - Cranberry Township... ...Be a problem solver, trusted advisor, and partner to the people... ...Client Program and will focus on the entire client relationship... ...a plan-based approach to financial advice. As a PCB, you will deliver...Hourly payWork experience placementDay shift- ...families in planning pre-arranged funeral services. Maintain thorough knowledge of our services and products to effectively assist clients. Develop and maintain relationships with clients to understand their needs and preferences. Achieve and exceed sales targets...Local area
Treasured Memories
Beaver Falls, PA4 days ago - ...Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location... ...will work with current and prospective clients in your community to understand their... ...Representatives are: Customer-focused Effective Communicators Natural Networkers...Full time
$110k - $188.75k
...hiring for a distribution role within the Client Coverage Group at State Street Investment Management... ...(SSIM). This role is part of our U.S. Wealth team and is focused on building and deepening relationships with financial advisors in the RIA channel across the Great Lakes...Full timeTemporary workCurrently hiringLocal areaFlexible hoursState Street Bank
Conway, PA7 days ago- Nicole Zirnsak - State Farm Agent is seeking an Insurance and Financial Services Position Team Member to grow the agency through client relations and coordinated service across departments. The role focuses on providing comprehensive insurance and financial guidance, helping...Remote jobWork from homeFlexible hours
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Full timeWork at officeFlexible hours
Bankers Life
Coraopolis, PA17 hours ago - PNC is seeking a full-time Teller based in Sewickley, PA. The role focuses on delivering a superior customer experience, educating customers on financial options, and referring opportunities to branch staff. You will work in-office at the Sewickley banking center and contribute...Full timeWork at office
- ...guided by a common purpose to help make financial lives better through the power of every connection... ...Growth and delivering for our clients, teammates, communities, and shareholders... ...starter with a strong work ethic and intense focus on results, acting in the best interest...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Sewickley, PA1 day ago - ...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products...Work at officeFlexible hours
Bankers Life
Coraopolis, PA18 days ago - ...the national-leading firm for creating security for clients and maintaining industry-leading financial strength, is looking to add high-quality talent to its... ...needs of individuals, families, and businesses – with a focus on holistic, long-term planning. There are very...
Northwestern Mutual
Cranberry Township, PA15 days ago - ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC... ...expect our employees to be: Customer Focused - Knowledgeable of the values and practices...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Sewickley, PA4 days ago - ...We have a client located in Leetsdale, PA seeking a Production Planner/Scheduler. Job Duties: - Planning, coordination, and correspond with the production work flow - Analyzes and evaluates inventory utilization while forecasting customer demands - Supervision of the...Work experience placementWork at office
Synerfac Technical Staffing
Leetsdale, PA3 days ago - Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market who is interested in working with an existing book of clients. This position offers: The ability to service an existing book of business upon hire. The opportunity to work...Full time
$20 per hour
...Mission Be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial... ...people. You’ll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity...Hourly pay$20 per hour
Clearview invites you to join a team focused on helping members reach their financial goals. As a front-line associate, you’ll open accounts, educate on products, and recommend solutions with a personal touch. This role emphasizes building relationships in person and by...Hourly pay- ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...expect our employees to be: Customer Focused - Knowledgeable of the values and... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX),...Full timePart timeWork experience placementWork at office
PNC
Sewickley, PA4 days ago - ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...we expect our employees to be: Customer Focused - Knowledgeable of the values and... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX),...Full timePart timeWork experience placementWork at office
PNC
Sewickley, PA1 day ago $15k - $40k
...experience Customer Service or Business-to-Customer Marketing experience Recruiting & Hiring experience as this will be a regular focus Great interpersonal skills: You must want to talk with new people and customers, and be decent at it! Valid Driver's License &...Weekend workBath Concepts
Coraopolis, PA4 days ago$10.25 per hour
Job Description Job Description $10.25/Hour Part Time FREE YMCA Membership! WE ARE: WELCOMING. We are open to all. We are a place where you can be, belong and become. GENUINE. We value who you are and encourage you to be true to yourself and others. HOPEFUL...Part timeBeaver County YMCA
New Brighton, PA14 days ago- ...sales while following FNB policies and Core Values. The role may require working at multiple market locations within the region, with a focus on delivering excellent customer service and identifying referral opportunities. Strong communication and risk-awareness are...
- ...Referral And Financial Agents In Algeria, Morocco, Tunisia And Gambia Join Our International Team At Green Light Immigration Inc.... ...networking skills or a willingness to build connections with potential clients. Excellent organizational and communication abilities....Permanent employmentLocal areaRelocation
- ...seeking a Floating Relationship Banker in Baden, PA to support consumer banking transactions and relationship building. This role focuses on greeting customers, identifying needs, and converting opportunities into qualified referrals while incorporating digital banking...Flexible hours
- ...guided by a common purpose to help make financial lives better through the power of every connection... ...Growth and delivering for our clients, teammates, communities and shareholders... ...starter with a strong work ethic and intense focus on results, acting in the best interest of...Work at officeFlexible hoursShift workWeekend workDay shift
- ...educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales... ...salary of fifty-five thousand dollars per year. PandoLogic. Category:Finance, Keywords:Financial Advisor, Location:Wexford, PA-15090InternshipMonday to Friday
Year Up United
Wexford, PA17 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client‑Focused Financial Advisor & Wealth Planner. Be the first to apply!
Related searches
- full time remote customer service representative Monaca, PA
- financial Monaca, PA
- financial sales Monaca, PA
- financial aid Monaca, PA
- seasonal customer service assistant
- seasonal customer care specialist
- bilingual customer experience representative
- temporary customer service specialist
- senior customer care representative
- retail store customer service representative