5 financial advisor jobs found in Pittsburgh, PA

About SCG Specialty Captive Group, a division of Specialty Program Group LLC, is a full service captive management and captive consulting firm that is rapidly growing in an evolving industry. With an experienced leadership team comprised of insurance and accounting professionals, SCG supports complex organizations with creative risk financing strategies to drive organizational value. SCG provides clients with a suite of captive services including initial education and feasibility analysis, through captive entity formation, ongoing financial reporting and regulatory compliance.   In addition, SCG’s advisory group supports the captive’s insurance program through fronting and reinsurance placement, future state utilization and optimization strategies, and data analytics.  SCG is a division of Specialty Program Group, one of the largest underwriting intermediaries and wholesale insurance brokers in the world. SPG is owned by HUB International. About HUB In a rapidly changing...

Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies. Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes. Duties And Responsibilities Lead financial planning engagements for HNW clients. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound...

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...