Search jobs > Pittsburgh, PA > Investment executive
Job Description
The AVP, Investment Executive is responsible for managing existing client relationships, either working with a more experienced advisor or on their own.
The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations.
Qualifications :
- Bachelor's Degree required. Will consider commensurate experience.
- Minimum three years pf experience selling mutual fund products, life insurance, stocks and bonds.
- NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.
- Strong interpersonal skills.
- Strong time management and organizational skills.
- Ability to prioritize and manage multiple projects.
- Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word of a similar word processing program.
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
For more information, please visit http : / / www.dollar.bank / company / careers / benefits.
Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held busi...
Asset & Wealth Management, GS Ayco, Executive Wealth Financial Planner, Analyst - Pittsburgh, PA
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei...
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held busi...
Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held busi...
Client Development Executive
The primary responsibility will be to plan, expand, and oversee business development in assigned counties located in the north-western area of Pennsylvania. Develop and maintain account plans for key customer accounts, presenting quarterly or yearly business reviews. Work with senior leadership to a...
Executive Director for Workforce Development (Reg FT)
Executive Director for Workforce Development (Reg FT). Executive Director for Workforce Development (Reg FT). Oversees mid-level managers including directors of workforce training and certification programs and community education. ...
Regional Director of Operations
We are seeking a hands-on and dedicated Regional Director with multi-unit operational experience to oversee the daily operations of up to 10 early childhood education (ECE) schools in a defined area. Oversee day-to-day operations of up to ten early childhood education sites in a specific region, pro...
Client Service Associate, Private Wealth
The Client Associate will be responsible for directly supporting and collaborating with the Firm’s Private Wealth personnel, including but not limited to Wealth Advisors, Wealth Strategists, Wealth Planners, other Client Service Associates, and Senior Management. Support and manage client documentat...
Health Assistant Actuary - PR12771A
Health Assistant Actuary opening in PA/NJ/DE. ...
Executive Assistant
Minimum of 7 years as an Executive Assistant or similar role. This role requires a candidate who is highly organized, has excellent verbal and written communication skills, is very comfortable with Microsoft office, and has proven experience supporting multiple leaders and executives. Ensure executi...