Experienced Financial Advisor
Finance Consultant Job 21 miles from Monroeville
Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:
The ability to service an existing book of business upon hire.
The opportunity to work on a team and build a strong client base with Prudential's exceptional referral programs.
The ability to create client solutions with
NO
proprietary products sales requirements.
Compensation that is 100% benefitable regardless of the product or company you sell.
The look and feel of an independent advisor with the benefits and support of traditional employment.
2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan.
Requirements:
Series 7 and 66 (or 6 and 63/65) required
Three or more years of investment sales experience
If you are interested to learn more please email me at ************************* or if you know someone feel free to forward my message to them. Thank you
Associate Advisor, Private Wealth
Finance Consultant Job 12 miles from Monroeville
The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth.
REPORTS TO
The Associate Advisor will report directly to the Lead Advisor or their designee.
POSITION SUMMARY
The position of Associate Advisor for The Coury Firm's Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm's Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor's primary internal resource for workflow management and execution. This will involve maintaining regular communication with the Firm's Wealth Advisors, clients, and any outside advisors.
This position requires working collaboratively with a group of Private Wealth personnel, including but not limited to Lead and Principal Advisors, Wealth Strategists, Client Service Associates, Investment operations and reporting teams to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.
Please note that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Advisor/Wealth Planner will be responsible for managing and collaborating with the client's outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.
ESSENTIAL DUTIES & RESPONSIBILITIES
The key responsibilities and description of duties described below are not intended to be all inclusive:
Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes and action items
Provide support for investment management clients by preparing managing meeting notes and action items
Provide support with asset allocation and rebalancing of clients' portfolios
Prepare materials and presentations for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately
Attend client meetings and manage/complete all meeting follow-up activities if needed
Understand and coordinate income tax planning items and work closely with client tax advisors.
Understand and coordinate estate planning items and work closely with client legal advisors.
Understand, evaluate, and execute on delivering risk management solutions for the client.
Capable of establishing a level of trust and confidence with the client so that any financial issue can be addressed, and the appropriate solutions can be offered to the client.
Continuous review of each client's situation and objectives to ensure financial plan remains on track to achieve goals.
Initiate and field clients' calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.
Create proposals for prospective clients
Liaise with client's attorneys, accountants and all client's advisors as needed.
Assist with client data consolidation and maintenance as needed
Assist with special projects as required
QUALIFICATIONS
The Advisor/Wealth Planner of the Firm must possess the following qualifications:
Five (5) or more years' related experience, with a demonstrated depth and breadth of technical knowledge and expertise
CPA/CFP preferred; Series 65 or 66 required within 180 days of employment
Experience working with private, high net-worth clients and/or institutional clients
Exceptional communication (verbal and written) and presentation preparation and delivery skills
Highly developed problem-solving ability and a willingness to drive workflow
Ability to collaborate effectively and work well within a team structure
Entrepreneurial instincts and proactive attitude
Ethically driven with an unwavering client commitment
Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote
Proficiency in Portfolio Management Software and CRM systems
Financial Advisor
Finance Consultant Job 12 miles from Monroeville
Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA.
If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you've been waiting for.
For over 50 years, Lincoln Investment has been helping investors to work toward their financial goals. Lincoln Investment is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.
The successful candidate will have the opportunity to acquire new clients in current 403(b) and 457 payroll slots.
The qualified individual will:
Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful advisor
Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing support and service
Understand that our value lies in the depth of client relationships and is exceptional at developing them
Be an established, consummate professional at all times, both internally with our team and externally with the public
Provide clients with a full range of investment and insurance solutions
Desired Skills and Experience:
2-4 yrs. financial sales experience preferred
Bachelor's degree required
Ability to build and manage client relationships
Excellent written and oral communication skills
FINRA Series 7 and 66 preferred
FINRA Series 6, 63 and 65 may be considered for exceptional candidates
State insurance license
Financial Advisor
Finance Consultant Job 12 miles from Monroeville
Find the supportive independence you crave
Receive the support you need
So many people don't move forward with their dreams of business ownership because of a lack of solid guidance, resources, and coaching. But what if you had a little help from people who know a thing or two about how to get people started in business? Would you do it then?
About MassMutual Pittsburgh
MassMutual Pittsburgh is a comprehensive financial planning and wealth management firm dedicated to developing strategies to help our clients create, grow and protect wealth and the ones they love. Our team has been serving the Pittsburgh region for many years, offering solutions for individuals, families, and businesses with the goal of creating a sustainable financial future. We pride ourselves on our commitment to serving the community with the utmost integrity, steadfast focus on client satisfaction and unwavering professionalism.
The Opportunity:
We are currently seeking a Financial Advisor to join our team. In this role, you will be responsible for building your book of business, advising clients on various financial products and services, developing personalized financial strategies, and delivering superior customer service. This is an exciting opportunity if you seek to build a rewarding, long-term career leveraging your skills and experience in a collaborative and supportive environment.
Job Responsibilities:
Build a network of clients
Assess clients' financial situations, understand their needs and develop a comprehensive financial plan
Provide information about various financial products and services, including life insurance, retirement plans, and investment opportunities
Ensure clients' financial plans are implemented efficiently, monitor progress, and revise as necessary to accommodate changing needs and objectives
Build and maintain client relationships, seek opportunities to solicit new business
Stay updated with financial products, market trends, and the legal regulations that pertain to financial planning
Desired Qualifications:
PA Life Accident and Health License or ability to obtain license in the first 3 months
A Bachelor's degree in Finance, Business, Economics, or a related field
Proficiency in using financial planning tools and software
Familiarity with financial regulations and industry's best practices
Excellent communication, interpersonal, and relationship-building skills
Nice-to-Haves:
SIE, FINRA 7 and 66, or ability to obtain them in the first 6 months
CFP, CFA, or related professional designation
Experience with CRM systems
Strong network within the Pittsburgh community
Experience in a customer-facing role in insurance and investment services
Passionate about making a significant impact in a client's financial journey, with a focus on building and managing long-term client relationships
Financial Advisor
Finance Consultant Job 12 miles from Monroeville
The Financial Advisor is responsible for providing discretionary investment
guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others.
The Financial Advisor's role is highly entrepreneurial and involves extensive
client management and development, new client prospecting and financial consultancy. The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients.
As the external face of Dollar Bank, the Financial Advisor is expected to
work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life.
Qualifications:
• Bachelor's degree or commensurate experience is required.
• Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
• 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.
• NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.
• Valid driver's license.
Principal Activities and Duties:
• Make outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments and make presentations.
• Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business.
• Provide full array of Financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate
• Maintain effective relationships with all CBO personnel. Conduct training and sales meetings with assigned partnerships and Licensed Bank Employees.
• Stay current and up-to-date on products and tax laws affecting customers' finances.
• Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer, as appropriate
• Ensure in all cases product/risk suitability for each customer.
• Meet goals established for production, outbound calls, cross referrals, etc… and report progress.
• Maintain strong closing ratio from prospect to sale.
• Be well informed of the competitor environment.
• Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all State and Federal securities regulators and self-regulatory organizations.
• Maintain files in accordance with Cetera guidelines, NASD, SEC, insurance department and regulatory authorities.
Address 1
20 Stanwix Street
City
Pittsburgh
State
PA
Employment Status
Full-time
FLSA
Exempt
Schedule Information
This position works Monday - Friday by appointment.
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.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit ************************************************
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Cetera Investment Services
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
If you are interested in this position, please attach a copy of your resume with your application.
Sr Financial Analyst - FP&A
Finance Consultant Job 6 miles from Monroeville
Duquesne Light Company, headquartered in downtown Pittsburgh, is a leader in providing electric energy and has been in the forefront of the electric energy market, with a history rooted in technological innovation and superior customer service. Today, the company continues its role as a leader in the transmission and distribution of electric energy, providing a secure supply of reliable power to more than half a million customers in southwestern Pennsylvania.
Duquesne Light Company is committed to creating a culture of inclusion. We value and respect the unique differences and experiences of our employees. We believe that our differences lead to better collaboration, innovation and outcomes. We want you to join our team!
The Senior Financial Analyst will assist in the consolidation of the five-year business plan and annual budgeting process. This will include: partnering with business unit leaders to prepare and understand operational budgets, performing analysis and challenging assumptions (where necessary) on key budget inputs received from business partners, serving as a key liaison between the FP&A group and other budgeting functions within the organization, assisting in the preparation of the company's cash forecast.
Location: Hybrid downtown Pittsburgh, Pennsylvania
Responsibilities
Responsible for the monthly rolling forecast, variance analyses and budget for supporting departments.
Provide analytical support and recommendations to improve business decision making for supported units.
Proactively identify problems and opportunities and participate in implementing solutions.
Coordinate the company's efforts to gather, analyze and report benchmarking data with other peer utilities.
Coordinate the maintenance and updates of the financial planning software.
Respond to ad hoc requests from senior management and the ownership group.
Partners closely with business leadership and Human Resource Business Partners (HRBPs) to meet the needs of the business unit(s) supported.
Education/Experience
Bachelor's degree in Finance, Accounting or related business field required.
Three (3) years related experience required, including direct FP&A and/or financial experience
Relevant certifications, such as CPA, CMA, MBA, PMP, etc. preferred
Skills
Excellent analytical ability in analyzing budget variances and performing fluctuation analyses.
Excellent communication skills (both verbal and written) to communicate and discuss findings with Senior Management
Proficiency with Microsoft Office Suite
Highly organized and detail-oriented, with ability to manage various priorities
Adaptability, flexibility, and comfortable with change
Prompt executor
Why you'll love working here: We live by our values!
We are safe above all else. We must keep ourselves, each other, our customers and communities safe.
We are guided by our commitment to integrity and never compromising on ethics.
We are dependable, collaborative and steady; we are a trusted partner to all.
We believe in equity and equal access to work, resources and opportunities are critical elements of a clean energy future for all.
We are ingrained in our community; we work where we live and are committed to serving our vibrant, diverse communities.
EQUAL OPPORTUNITY EMPLOYER
Duquesne Light Holdings is committed to providing equal employment opportunity to all people in all aspects of the employment relationship, without discrimination because of race, age, sex, color, religion, national origin, disability, sexual orientation and gender identity or status as a Vietnam era or special disabled veteran or any other unlawful basis, as defined by applicable law, and fostering a workplace free of unlawful discrimination and retaliation. This policy affects decisions including, but not limited to, hiring, compensation, benefits, terms and conditions of employment, opportunities for promotion, transfer, layoffs, return from a layoff, training and development, and other privileges of employment. An integral part of Duquesne Light Holdings' commitment is to comply with all applicable federal, state and local laws concerning equal employment and affirmative action.
Duquesne Light Holdings is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful.
If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at *************** and describe the specific accommodation requested for a disability-related limitation.
Financial Services Professional
Finance Consultant Job 12 miles from Monroeville
Are you a leader who has the following traits?
Competitive
Entrepreneurial
Coachable
Communicative
Self-disciplined
Authentic
If the answer is
yes
, consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, train you invaluable skills such as marketing, customer relationship management (CRM) and communication, and provide you with a development team and sales support to guide your success.
What we're looking for:
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Services Professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer:
Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you:
You have the power to determine your income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits.
About New York Life:
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
Awards and Accolades:
We're proud of our financial strength.
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody's)
AA+ Very Strong (Standard and Poor's)
We're proud of the training we offer:
Chief Learning Officer: 2023 CLO Learning Elite Gold award
We're proud to be recognized by organizations that also value diversity:
Human Rights Campaign: 2023/2024 Corporate Equality Index
Forbes 2023: America's Best Employers for Diversity
Seramount: 2023 Best Companies for Multicultural Women
We're proud of the help we've provided and continue to provide our clients.
5.3 million lives are protected. This includes all owners of individual life insurance and annuity policies.
$937 million lifetime annuity income paid. This includes all payouts on individual income annuity products.
$5 billion in living benefits awarded. This includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
Over $1.2 trillion life insurance protection in force. This includes term, whole, and universal life.
Senior Financial Analyst
Finance Consultant Job 12 miles from Monroeville
Senior Financial Analyst -
We are looking for a Senior Financial Analyst to support financial planning, analysis, and reporting functions. This role will leverage Power BI to develop dashboards and data visualizations, working closely with finance, accounting, and business teams to optimize reporting and enhance decision-making.
Key Responsibilities:
Build and maintain financial models, reports, and dashboards using Power BI to aid strategic decisions.
Present key financial insights and recommendations to senior leadership.
Conduct in-depth financial analysis to identify trends and business opportunities.
Manage budgeting, forecasting, and variance analysis to support financial stability and growth.
Automate and streamline financial reporting processes to improve accuracy and efficiency.
Collaborate with teams across the organization to enhance financial insights and decision-making.
Ensure data accuracy and consistency across financial reporting platforms.
Track and analyze key performance indicators (KPIs) to provide actionable insights.
Handle ad-hoc financial projects as needed.
Qualifications & Skills:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
5+ years of experience in financial planning, analysis, or a related role.
Strong Power BI skills (data modeling, DAX, dashboard creation).
Advanced Excel capabilities.
Experience with budgeting, forecasting, and variance analysis.
Excellent analytical, problem-solving, and communication skills.
Ability to work independently in a fast-paced environment and manage multiple priorities.
Preferred Skills:
Experience with ERP systems and financial data structures.
Strong business acumen and ability to translate complex data into strategic insights.
Economics Consultant - Part Time
Finance Consultant Job 16 miles from Monroeville
About Outlier Outlier is the world's leading expert platform, connecting a network of over 100,000 contributors worldwide to improve AI models by providing expert human feedback. We partner with companies including OpenAI, Meta and Microsoft to enable advanced generative AI models to provide accurate responses and advanced reasoning capabilities.
We are looking for advanced Economics experts to teach AI how to interpret and solve complex problems by: Evaluate AI-generated content for factual accuracy and relevance in Economics.
Develop and answer Economics-related questions to refine AI understanding.
Assess and rank AI responses based on scientific rigor.
Required expertise and qualifications: Education: Master's degree or higher (PhD preferred) in Economics or a related field (can be currently enrolled) Research Experience: Strong preference for candidates with peer-reviewed publications, patents, conference presentations, research grants, or industry R&D contributions English Proficiency: Ability to read and write with minimal errors Bonus Skills: AI model training experience is not required but helpful Payment: Currently, pay rates for core project work by Economics experts range from $30 to $50 per hour USD but varies based on your geographic location (see note below) Opportunities for higher-paying research projects based on performance.
Rates vary based on expertise, skills assessment, location, project need, and other factors.
For example, higher rates may be offered to PhDs.
For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply.
Certain projects offer incentive payments.
Please review the payment terms for each project.
Investment Consultant
Finance Consultant Job 12 miles from Monroeville
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans.
These services include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
* Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services
* Enhance the client's stated investment mission, planned implementation strategy, and execution strategy
* Maximize the intellectual capital that gets into clients' portfolios and ensure scope and fees are aligned
* Develop full knowledge/understanding of the key drivers for both day to day and investment committee members
* Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
* Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities
* Contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies
* Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate
* Identify opportunities in the market to develop new tools and techniques and contribute to WTW's thought leadership and research
* Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)
The Requirements
* Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred
* Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management)
* Exceptional client focus and proven track record of attracting, building and managing client relationships
* Excellent oral and written communication skills and ability to liaise with internal and external constituencies
* Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
* Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization
* Track record of mentoring junior colleagues to deliver high quality work
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 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 base salary compensation range being offered for this role is $140,000 to $220,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
EOE, including disability/vets
Investment Consultant
Finance Consultant Job 12 miles from Monroeville
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans.
These services include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services
+ Enhance the client's stated investment mission, planned implementation strategy, and execution strategy
+ Maximize the intellectual capital that gets into clients' portfolios and ensure scope and fees are aligned
+ Develop full knowledge/understanding of the key drivers for both day to day and investment committee members
+ Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
+ Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities
+ Contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies
+ Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate
+ Identify opportunities in the market to develop new tools and techniques and contribute to WTW's thought leadership and research
+ Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)
**Qualifications**
**The Requirements**
+ Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred
+ Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management)
+ Exceptional client focus and proven track record of attracting, building and managing client relationships
+ Excellent oral and written communication skills and ability to liaise with internal and external constituencies
+ Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
+ Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization
+ Track record of mentoring junior colleagues to deliver high quality work
**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 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 base salary compensation range being offered for this role is $140,000 to $220,000 USD per year.
The role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (***********************************************************************************************************
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
**EOE, including disability/vets**
Wealth Advisor - PNC Investments
Finance Consultant Job 12 miles from Monroeville
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be located throughout the PNC Footprint.
PNC Wealth Advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.Job Description
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, 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 leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
ERP & Finance Consultant
Finance Consultant Job 12 miles from Monroeville
WorkBook Software is a leading ERP software company that is headquartered in Copenhagen, Denmark with offices in the Americas, Vietnam, Australia and UK.
Our ERP software boasts a fully integrated ERP system: Collaboration, CRM, pipeline and revenue forecasting, resources and project management, estimating, billing and a robust accounting module with multi company/currency and financial reporting.
The majority of our clients come from Advertising, Digital and PR companies but Architects, Consulting Engineers and Management Consulting companies also enjoy the benefits of our software and services.
We have an open and inspiring work environment, where the exchange of knowledge is a central part of our daily lives. We work across all departments with a focus on challenging each other through open and positive dialogue.
Job Description
The ERP & Finance Implementation Consultant will plan, organize, lead and control implementation operations, play a key role in the development initiatives related to client requests and supervise technical items in close collaboration with global HQ in Denmark. We need a charismatic client-facing person with outstanding customer service skills that has proven experience working with our core advertising industry and can show project management skills, system implementation and finance + accounting skills. We are creative in the hiring process and we want the right passionate person and will give appropriate chance to the fitting candidate.
Main areas of responsibility:
Lead the planning and implementation of WorkBook Software client projects
Facilitate the definition of project scope, goals and deliverables per client's needs
Develop and supervise full scale project implementation plan using our system, track project deliverables and communicate with client key lead to deliver on-time and within scope and budget
Tightly review, propose and align integration of client business process
Provide excellent implementation journey, ongoing communications, technical support, deploy end-user training and best practices
Oversee timely issues identification, resolution and appropriate escalation
Take the lead on requests from clients and writing clean and elaborate briefs for the developers, after clearing the client's needs 100%
Provide project management and industry expertise throughout entire project
Qualifications
3+ years proven experience as a Project Manager and/or PMP Certification is REQUIRED
Experience with project management tools and agile methodologies
Top notch accounting & financial implementation experience
Experience with all aspect of business management to configure ERP based on each business modules: CRM, project management, resource planning, billing, accounting - method and revenue recognition, financial reporting and best practices guidance
2+ years of experience with ERP or software applications PREFERRED
1+ year of ERP implementation experience is PREFERRED
Relevant working experience is REQUIRED within industries such as: ad agencies, creative project management, engineering firm project management, operations, in-house marcomm
Excellent presentation and communications skills, ability to work as a team player
Ability to manage multiple projects and be able to adapt to changing priorities
Ability to effectively train clients and their end-users based on their reality
Collaborating with clients to capture business requirements (remote and in person)
Additional Information
Location:
The role is a full-time position and located in our Americas Headquarters: Pittsburgh, PA
Application:
If this sounds like a perfect description of you, please send your CV and application. Please include your achievements in your application letter.
Financial Advisor
Finance Consultant Job In Monroeville, PA
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 advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors 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, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-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 #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relati
Finance Consultant
Finance Consultant Job 12 miles from Monroeville
Company :Allegheny Health Network :
This role serves as a trusted strategic partner, supporting the Institute finance leadership teams. By providing financial expertise and guidance, this role will translate complex financial data into actionable insights empowering leaders to make informed decisions that drive business growth and optimize performance. Support ensures a cohesive financial planning & analysis approach to foster a strong understanding of AHN's financial position and strategic opportunities in a complex and competitive market.
ESSENTIAL RESPONSIBILITIES
Establish and maintain strong and trusting relationships with customers of all levels and interact on a regular basis with all levels of leadership throughout AHN and its business units20%
Financial Planning & Reporting: includes executing projects and initiatives accurately and timely, while ensuring that all agreed-upon customer deliverables meet or exceed customer expectations. Will be required to work independently and directly with customers (engaging directly with leadership daily) and ensuring that cross functional interactions support decision-making and drive accountability.20%
Performance Monitoring: conduct in-depth financial analysis to assess risks and opportunities related to our business units, perform profitability and scenario analyses, and support critical infrastructure financial reviews. Analyze financial and operational performance metrics and trends to effectively manage profitability. Prepare clear and concise reports and presentations to inform decision-making and drive accountability.20%
Project Initiation and Business Case Development: includes identification of potential customer needs and services, gathering a detailed understanding of the business objectives, collaborating with the business owners to gain acceptance and approval.20%
Provide financial education and training to operational leaders, fostering a deeper understanding of financial concepts and their impact on business decisions. Responsible to work with Institute leadership to create a trusted, multi-faceted approach to support a culture of financial awareness.20%
Other duties as assigned or required
QUALIFICATIONS:
Required
Bachelor's degree in Business Administration/Management, Finance, Accounting, or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree.
4 years of experience in a financial role within an organization
3 years of experience presenting financial results to executive audiences
3 years of experience in project oriented roles and managing indirect resources
Preferred
Master's degree in Business Administration/Management, Finance, Accounting, or related field
Advanced business / financial knowledge of payor or provider
Experience collaborating with senior leadership
Certified Public Accountant
SKILLS:
Strong written and oral communications skills, including presentation skills
Strong relationship building skills
Client focused with strong financial and business process acumen
Self-starter with the ability to work under pressure independently and as part of a team
Ability to problem solve, think strategically, and act proactively in periods of ambiguity to create trust and confidence with leadership and customers
Advanced knowledge of financial processes, modeling and business drivers will be required in order to visualize, articulate and advise the business in order to assess highly complex issues of an integrated delivery system and the economics of the system
Disclaimer:
The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.
Compliance Requirement
: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.
As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy.
Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.
For accommodation requests, please contact HR Services Online at *****************************
California Consumer Privacy Act Employees, Contractors, and Applicants Notice
Associate Financial Advisor
Finance Consultant Job 16 miles from Monroeville
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submit required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
* Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
* Maximize technology tools available and provide required reporting on a timely basis
* Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
* Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
* Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
* Monitor client accounts and transactions on an ongoing basis
* Cross sell other Northwest products and services and provide branch training on a periodic basis
* Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
* Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
* Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
* Conduct securities buying and selling as directed by client (licensed representatives)
* Review financial/investment markets daily
* Establish a presence with your community
* Minimize departmental non-payroll costs
* Sit in Northwest Bank branch offices assigned by Regional Sales Manager
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
Bachelor's Degree Finance / related degree
Preferred Work Experience
2 - 3 years relevant experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Employee Benefits
Licenses and Certifications
Series 7
Life/Accident/Health
Series 63 and 65 or 66
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Financial Analyst, Corporate Development
Finance Consultant Job 26 miles from Monroeville
The Financial Analyst, Corporate Development is responsible for providing detailed and complex financial analyses, developing financial models, and evaluating business opportunities to support strategic decision making for the Company. This position will work with Company leadership to identify and evaluate new business opportunities to generate profitable growth of Company assets.
WHAT YOU WILL DO FOR PENNENERGY RESOURCES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the responsibilities of this position it is expected each employee will conduct themselves in accordance with PennEnergy Resources' Core Values of Honesty & Integrity, Health & Safety, Environmental Stewardship, High Performance, and Teamwork, Collaboration and Respect.
Oversee, maintain, and improve PennEnergy Resources' corporate financial model.
Conduct market research on companies, potential partners, and competitors to Identify trends, developments, and business opportunities in competitive environments.
Establish financial benchmarks to measure performance.
Assist in the preparation and compilation of the annual financial budget and reserve report.
Create analytical reports to assess performance, financial status and risks, competitors, and other relevant companies.
Prepare reports and presentations for PER leadership, Board of Directors, major shareholders, and other key business partners that synthesize findings, data, analysis, and recommendations.
Collaborate with colleagues to monitor operating performance and produce analyses to support other departments.
Develop financial models to support strategic decision-making, including contract negotiations, mergers, acquisitions, divestitures, and capital market transactions.
Conduct ad-hoc financial analysis for special projects and provide project management through work plans, roadmaps, and templates to support strategic planning, internal brainstorming, and knowledge sharing.
Please note, as a company rooted in innovation our positions are constantly evolving, and we champion the development of all roles. This job description is not designed to contain comprehensive listing of all responsibilities that are required, as they may change to meet the ongoing needs of the Company.
REQUIRED QUALIFICATIONS
Financial modeling and analysis
Analytical, accounting, and financial knowledge
Advanced level proficiency in Excel, PowerPoint, and other Microsoft Office suite products
Peer comparison experience
Project management
BENEFICIAL QUALIFICATIONS
Experience with corporate and/or three statement financial models
Merger and acquisition experience
Power BI, Spotfire, and Bloomberg software system experience
WORK ENVIRONMENT/PHYSICAL DEMANDS
Work is generally performed in a temperature-controlled office environment. Subject to extended periods of sitting and/or standing, vision to monitor, and typing.
REGULAR SCHEDULE
This is a full-time salaried position with a regular schedule of Monday through Friday work hours. Extended hours may be needed on occasion to complete Company objectives. Minimal travel may be required beyond the corporate office. Must provide own transportation.
WHAT PENNENERGY RESOURCES WILL DO FOR YOU
PennEnergy Resources provides transparency in expectations, encourages innovative thinking, opportunities for expanded learning, competitive salaries, and a safe work environment. PennEnergy Resources is committed to building a team of motivated individuals that thrive in a fast-paced, growing company. Eligible employees will appreciate the comprehensive benefits package and wellness initiatives. Best of all you will enjoy working for a company that lives and breathes its core values.
LOCATION Corporate Office- Cranberry Township, PA
REPORTS TO Manager, Corporate Development
MANAGES OTHERS No
EDUCATION REQUIREMENT Bachelor's degree in Accounting, Business, Finance, or related field
WORK EXPERIENCE REQUIREMENT 0-3 years' financial analysis and modeling experience (oil and gas
industry experience a plus)
A combination of experience and/or education can be taken into consideration.
Experienced Financial Advisor
Finance Consultant Job 12 miles from Monroeville
At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2We proudly have more MDRT members than any other company and know what it takes to help you be successful.3
What we offer...
Wide ranges of products to address clients' needs.
With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent*, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients.
Flexibility to operate your practice.
With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice.
Support and development opportunities to grow your practice.
New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents.
How we will compensate you.
You have the power to drive your own income with our commission-based compensation.6 The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2023 was $117,359.7 In that same year, the average income of the top 50 of those agents was $1.68M.7 Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension.8 For more information about commission-based income and benefits for financial professionals, please follow this link: ********************************************************************************
About New York Life...
As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders.9 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Awards & Accolades...
We're proud of our financial strength 2
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody's)
• AA+ Very Strong (Standard & Poor's)
We're proud of the help we've provided and continue to provide our clients10
• 5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
• $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
• $937 million lifetime annuity income paid (includes all payouts on individual income annuity products)
• Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/5/2023. For methodology, please see *********************************************************************
.
2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023) 3. New York Life agents have led the Million Dollar Round Table for 69 consecutive years. 1,305 of MDRT members are New York Life professionals. Source: MDRT, July 2023. 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history,
production standards, and required training. Requirements are subject to change. 6. If you do not qualify for the position of an Experienced Financial professional, you may qualify for an Introductory (PTAS) Contract. Under a PTAS Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period as a PTAS agent of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 7. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as
of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
8. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
9. Dividends are not guaranteed. 10. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 11. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
AR10511_052024 SMRU5029909 (Exp.06.30.2025)
Sr Financial Analyst - Capital Projects
Finance Consultant Job 12 miles from Monroeville
Duquesne Light Company, headquartered in downtown Pittsburgh, is a leader in providing electric energy and has been in the forefront of the electric energy market, with a history rooted in technological innovation and superior customer service. Today, the company continues its role as a leader in the transmission and distribution of electric energy, providing a secure supply of reliable power to more than half a million customers in southwestern Pennsylvania.
Duquesne Light Company is committed to creating a culture of inclusion. We value and respect the unique differences and experiences of our employees. We believe that our differences lead to better collaboration, innovation and outcomes. We want you to join our team!
The Senior Capital Planning Analyst II will play a key role on the team responsible for the delivery of the capital investment commitment within the Company's business plan. The Specialist will serve on a centralized team for capital investment management working closely with the Operations, Information Technology, Customer Service and Operation Services personnel that are responsible for capital deployment of both projects and programs. The position will assist in leveraging industry best practices and driving a culture of continuous improvement.
Location: Hybrid, downtown Pittsburgh, Pennsylvania
Responsibilities:
Collaboratively, along with the Capital Investment Management team, implements a standardized capital investment reporting and evaluation process that drives accountability for execution of the capital plan throughout the organization.
Analyze investment opportunities, conduct financial modeling, and prepare reports to assist in decision-making on capital allocation.
Collaborate with cross-functional teams to gather data, assess risks, and identify potential investment strategies aligned with organizational goals.
Conduct thorough market research to understand and implement industry best practices for capital deployment and management.
Prepare investment proposals, including outlining potential returns, risks, and strategic implications, to leadership and others as needed.
Track key performance indicators that measure the Company's ability to deploy capital in an efficient and effective manner.
Support and actively champion the capital investment improvement roadmap throughout the organization.
Provide suggestions for enhancement of investment processes and methodologies to improve decision-making efficiency and effectiveness.
Build and maintain strong professional and working relationships with internal and external stakeholders.
Education/Experience:
Bachelor's degree in finance, business administration, or other related discipline required.
Five (5+) or more years of relevant experience required.
Additional education or certifications preferred.
Skills and Experience Utilized in this Role Include:
Strong analytical skills, strategic thought partnership, and ability to influence others.
Excellent computer skills with Microsoft Word, PowerPoint, Excel, etc.
Excellent communication skills and technical writing skills.
Ability to pay attention to details and think critically.
Ability to manage competing priorities in a fast-paced environment.
Intellectually curious and eager to learn.
Professional, responsible, energetic, and accountable.
EQUAL OPPORTUNITY EMPLOYER
Duquesne Light Holdings is committed to providing equal employment opportunity to all people in all aspects of the employment relationship, without discrimination because of race, age, sex, color, religion, national origin, disability, sexual orientation and gender identity or status as a Vietnam era or special disabled veteran or any other unlawful basis, as defined by applicable law, and fostering a workplace free of unlawful discrimination and retaliation. This policy affects decisions including, but not limited to, hiring, compensation, benefits, terms and conditions of employment, opportunities for promotion, transfer, layoffs, return from a layoff, training and development, and other privileges of employment. An integral part of Duquesne Light Holdings' commitment is to comply with all applicable federal, state and local laws concerning equal employment and affirmative action.
Duquesne Light Holdings is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful.
If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at *************** and describe the specific accommodation requested for a disability-related limitation.
Psychology Consultant
Finance Consultant Job 16 miles from Monroeville
Help train AI models to become more accurate, relevant, and safe in Psychology! Earnings: Hourly rate: up to $40 per hour USD , depending on your level of expertise About the Opportunity: Cutting-Edge Projects: Work on challenging projects that push the boundaries of AI Flexibility: Set your own hours and work remotely from anywhere Weekly payouts: Get paid conveniently on a weekly basis Professional growth: Gain valuable experience in AI while honing your writing skills and deepening your domain expertise Collaborative environment: Join a team of talented professionals who share your passion for AI Duration: Variable depending on project length, flexible hours Responsibilities: Train AI models by creating and answering questions related to your field Evaluate and rank responses generated by AI Leverage your domain expertise to assess the factuality and relevance of text produced by AI models Qualifications: Minimum : A bachelor's or higher degree in Psychology or a related subject Preferred : Graduate student, Masters, PhD, or equivalent proficiency in Psychology or a related-field Excellent English verbal and written communication skills Attention to detail and ability to spot errors or inconsistencies in writing Nice to Have: Professional writing experience as a researcher, journalist, technical writer, editor, or similar roles Solid subject matter knowledge in other Psychology subfields Interest in AI and machine learning concepts Additional Note: This is a freelance position that is paid on a per-hour basis.
We don't offer internships as this is a freelance role.
You also must be authorized to work in your country of residence, and we will not be providing sponsorship since this is a 1099 contract opportunity.
However, if you are an international student, you may be able to sign up if you are on a visa.
You should contact your tax/immigration advisor with specific questions regarding your circumstances.
We are unable to provide any documentation supporting employment at this time.
Please be advised that compensation rates may differ for non-US locations.