Pennsylvania Financial Group
Sewickley, PA
COMPANY
Pennsylvania Financial Group , located in Sewickley, PA, provides its clients with comprehensive financial planning, investment advice and risk management services. Pennsylvania Financial Group is an independent office affiliated with Vicus Capital. This is a high-trust, high-impact role embedded directly in client relationships and firm operations. The ideal candidate operates with ownership, precision, and forward-thinking leadership.
BENEFITS
This career opportunity is a full-time salaried in-office position (40-hour work week), commensurate with experience.
Benefits package negotiable, offering: 401(k), 401(k) matching, Health, Disability, and Life Insurance.
POSITION SUMMARY
The Client Service Associate position is an exciting opportunity to make an impact by providing world-class service and support in effort to assist clients achieve their financial goals. This candidate will perform administrative and marketing tasks, provide high-level...