Financial Services Jobs in Pittsburgh, Latest Financial Services Jobs in Pittsburgh

Heritage Wealth Advisors seeks highly motivated interns to provide support for our Client Service team and assist in serving Heritage’s high net-worth individual and family clients. The internship will focus on our financial, estate and tax planning services and will run from September-December 2023. Interns will participate in comprehensive training and work closely with the Wealth Advisors and other senior members of our team to service existing and new client relationships.At Heritage Wealth

Are you in search of a part-time job that offers a flexible schedule and a weekly source of supplemental income? Look no further than Mopheadz Cleaning Company! We are currently seeking a professional cleaner who is self-motivated and capable of working independently without direct supervision in the South Hills of Pittsburgh (15226). Our ideal candidate should be detail-oriented, produce consistent high-quality results, and be passionate about maintaining a clean and welcoming environment for o

SummarySupport the internal control design, coordination, and assist in driving a controls focused culture across the organization. You will assist in a dynamic environment with a focus on process optimization and simplification while also participating in special projects as assigned. Responsibilities- Support management and control owners to maintain and update all internal controls and documentation - Become a trusted liaison to control owners and establish strong relationships with stakeho

Paro continues to have tax projects for experts like yourself! Our marketplace is expanding the expert network and we need 1099 Freelance Tax Specialists focused on Tax Prep AND/OR Tax Review with work beginning as soon as possible. About ParoParo helps growing companies gain confidence in their finances. We match businesses with the highest vetted bookkeepers, accountants, financial analysts, and CFOs who provide remote, on-demand, hourly support when clients need it. Ultimately, our mission

We are looking for a Trading amp; Portfolio Operations Associate to join our growing team at Heritage Wealth Advisors! The Trading amp; Portfolio Operations Associate will have the opportunity to participate in the portfolio management process for a variety of clients including high-net-worth individuals, family offices, and foundations with combined asset under management of more than $3 billion. This is a portfolio implementation and operations focused role. The Trading and Portfolio Operation

About World Business Lenders (www.wbl.com)World Business Lenders provides general purpose short-term real estate collateralized commercial loans to a broad customer base comprised of small and medium sized businesses throughout the country. The company operates as a hybrid MCA/commercial lender with a unique business model. With its disciplined approach to underwriting and risk management, WBL is committed to creating a pre-eminent brand that focuses on helping small businesses identify opportun

Silver Oak Financial Worksite Solutions is committed to helping employers and their employees prepare for life’s unexpected challenges. Silver Oak is seeking driven candidates who are looking to become licensed insurance agents to join our team. We will provide you with the training and support to obtain your state health and life Insurance license. In addition, you will receive training to be successful and effective in uncovering the needs of our clients to provide tailored benefit solutions.

Heritage Wealth Advisors seeks highly motivated interns to provide support for our Client Service team and assist in serving Heritage’s high net-worth individual and family clients. The internship will focus on our Tax Planning and Tax Preparation services. Interns will participate in comprehensive training and will work closely with the Tax team and other senior members of Heritage Wealth Advisors. Based on performance, the internship has the potential to expand in scope to other services, incl

Paro continues to have tax projects for experts like yourself! Our marketplace is expanding the expert network and we need 1099 Freelance Tax Specialists focused on Tax Prep AND/OR Tax Review with work beginning as soon as possible for at least 20 hours/week. About ParoParo helps growing companies gain confidence in their finances. We match businesses with the highest vetted bookkeepers, accountants, financial analysts, and CFOs who provide remote, on-demand, hourly support when clients need

City Wide Facility Solutions Pittsburgh is hiring an Account Manager, Facility Maintenance Services (internally called a Facility Solutions Manager or FSM) to grow with our business. The FSM is the single point of contact for the day to day needs of commercial facilities where we provide service. There is tremendous growth opportunity in this position.City Wide Facility Solutions Pittsburgh is a locally-owned company that emphasizes a dedication to serving others with excellence in all we do. He

Paro OverviewParo provides freelancers access to clients on a 1099 basis for opportunities in the finance/accounting space. We are an expert network of the top 2% of financial talent, including: CFOs, Accountants, Finance Professionals, Bookkeepers, and Tax Specialists who are highly vetted and have a proven background to handle a variety of clients. We're looking for Accounting/Finance Professionals with Transaction Advisory Services experience. This role will manage projects while partnering

Paro continues to have tax projects for experts like yourself! Our marketplace is expanding the expert network and we need 1099 Freelance Tax Specialists focused on Tax Prep AND/OR Tax Review with work beginning as soon as possible for at least 20 hours/week. About ParoParo helps growing companies gain confidence in their finances. We match businesses with the highest vetted bookkeepers, accountants, financial analysts, and CFOs who provide remote, on-demand, hourly support when clients need

Coupa Software (NASDAQ: COUP), a leader in business spend management (BSM), has been certified as a Great Place to Work by theGreat Placeto Work organization. We deliver Value as a Service by helping our customers maximize their spend under management, achieve significant cost savings and drive profitability. Coupa provides a unified, cloud-based spend management platform that connects hundreds of organizations representing the Americas, EMEA, and APAC with millions of suppliers globally. The Co

Coupa Software (NASDAQ: COUP), a leader in business spend management (BSM), has been certified as a Great Place to Work by theGreat Placeto Work organization. We deliver Value as a Service by helping our customers maximize their spend under management, achieve significant cost savings and drive profitability. Coupa provides a unified, cloud-based spend management platform that connects hundreds of organizations representing the Americas, EMEA, and APAC with millions of suppliers globally. The Co

Heritage Wealth Advisors, a Richmond, VA based RIA firm, is currently seeking an experienced Bookkeeper. We are looking for a highly organized and detail-oriented team member with the desire to learn the business and develop a career in the RIA space. Candidates should enjoy working with clients to support their various bookkeeping and bill pay needs and taking on increased responsibilities. Key Duties and Responsibilities- Maintain complete, accurate and organized bookkeeping records and files

The Administrative Assistant will perform diverse administrative functions requiring confidentiality, initiative and sound decision-making. A qualified candidate must possess excellent organizational skills, be proficient in key administrative skills, well-spoken, comfortable in a fast-paced environment and have the ability to effectively handle multiple priorities. Additionally, the candidate will exercise independent judgment to plan, prioritize, organize workload and recommend changes in offi

The Client Service Associate (CSA) works with Relationship Managers and Partners to service existing and new client relationships with an emphasis in the areas of financial planning, estate planning and tax planningKey Duties and Responsibilities:- Gather information to analyze and prepare comprehensive financial plans. - Review estate documents including wills, trusts, and insurance policies. - Prepare estate flow charts. - Prepare for client meetings and client proposals. - Prepare client

The Client Service Associate (CSA) works with Relationship Managers and Partners to service existing and new client relationships with an emphasis in the areas of tax preparation and planning. financial and estate planning. Key Duties and Responsibilities:- Prepare individual, trust, gift, corporate, and foundation tax returns and projections. - Prepare tax projections, estimated payments, and other necessary tax planning. - Research and respond to tax notices. - Review estate documents inclu

Heritage is an independent advisory firm and serves in a fiduciary capacity for its clients. It provides high end, customized financial planning, investment advisory services, and tax planning for individuals, families, and non-profit organizations. The Relationship Manager is responsible for managing existing client relationships and driving incremental new business. They will work closely with clients to understand individual situations to present timely value-added ideas and solutions with a

Are you ready to make an impact? We are dedicated to making an impact in the lives of othersincluding our financial advisers, financial professionals, and insurance agents.21st Century Financial is seeking a talented financial adviser who seeks to grow his or her book of business. Our team is comprised of ambitious, visionary, success driven individuals who are in control of their career away from corporate ladders. For a like-minded individual, we offer:- Transition compensation plus commissio