Top 110 finance Jobs in wheeling, wv

Client Services Associate - (Financial Advisor Track)
Hazlett Burt & Watson, Inc —Wheeling, WV
- $50,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Health savings account
Quick Apply
1d
Senior Financial Accountant
The Ziegenfelder Company —Wheeling, WV
- Full-time
- Microsoft Excel
- CPA
- 5 years
Quick Apply
Financial Advisor
Edward Jones —Steubenville, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
ADMINISTRATIVE ASSISISTANT-Finance
CITY OF WHEELING —Wheeling, WV
- Data analysis skills
- Office
- High school diploma or GED
Quick Apply
Financial Advisor
Cornerstone Advisor Group —Wheeling, WV
- $50,000 - $120,000 a year
- Hybrid work
- Computer literacy
- Basic math
- Finance
Quick Apply
Assistant Director - Financial Aid
West Virginia Northern Community College —Wheeling, WV
- $39,500 - $63,300 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- High school
- Paid holidays
- Health insurance
Financial Relationship Banker
Huntington Bank —Shadyside, OH
- Full-time
- Military
- Office
- High school diploma or GED
Quality Control Officer - Operations Shared Services
WesBanco Bank, Inc. —Wheeling, WV
- Multiple hires
- Remote
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
Personal Banker
PNC Financial Services Group —Steubenville, OH
- $41,250 - $68,750 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
9d
Controller / Project Manager
Jarvis Law Office PC —Saint Clairsville, OH
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
- Paid holidays
- Disability insurance
Quick Apply
Controller - Project Manager
Jarvis Law —Saint Clairsville, OH
- $100,000 - $110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Paid holidays
- Disability insurance
Quick Apply
1d
Relationship Banker - Cameron
Truist Bank —Cameron, WV
- Extended hours
- Background check
- Computer literacy
- English
- AD&D insurance
- Paid holidays
Senior Credit Analyst
COMMUNITY BANK —Washington, PA
- Full-time
- Customer service
- 5 years
- Office
Financial Advisor
F.N.B. Corp. —Wellsburg, WV
- Full-time
- Computer literacy
- Mid-level
- Office
4d
Senior Underwriter
McGowan and Company —United States
- Full-time
- Remote
- Background check
- 5 years
- Research
- Health savings account
- Paid holidays
Quick Apply
Financial Services Litigation Attorney
Consilio Services —United States
- From $120 an hour
- Full-time
- Remote
- 5 years
- Senior level
- Communication skills
Quick Apply
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Financial Advisor Recruiter
Sourced. —United States
- From $100,000 a year
- Full-time
- Remote
- Bachelor's degree
- Financial services
- Senior level
- Disability insurance
- Health insurance
Quick Apply

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finance jobs near wheeling, wv

Client Services Associate - (Financial Advisor Track)

Hazlett Burt & Watson, Inc
Wheeling, WV

Quick Apply

Job Details

Full-time
$50,000 - $75,000 a year
1 day ago

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Microsoft Word
Customer communication
Microsoft Excel
Managing teams in a customer support role
Customer service
Managing clients in a customer support role
Bachelor's degree
Financial services
Time management

Full Job Description

About the Role

Hazlett Burt & Watson, Inc. is a SEC-registered Investment Advisor and Broker-Dealer providing comprehensive financial planning and investment services to individuals and families.

We are seeking a driven and client-focused Client Services Associate who is interested in pursuing a long-term career path toward becoming a Financial Advisor. This role is designed for individuals who want to build deep client relationships, develop planning expertise, and grow into a financial advisor over time.

You will work closely with experienced advisors, gaining exposure to all aspects of wealth management while playing a critical role in delivering an exceptional client experience.

Key Responsibilities

Client Relationship Management

Build and maintain trusted relationships with clients and their families
Support ongoing client communications, service requests, and follow-up

Financial Planning & Advisor Development

Assist in the preparation and delivery of comprehensive financial plans and investment strategies
Participate in client meetings and planning discussions to build advisory experience
Develop knowledge of portfolio construction, retirement planning, and wealth strategies

Operations & Client Service Execution

Prepare meeting materials, financial reports, and client documentation
Process client transactions accurately and efficiently
Maintain organized workflows to ensure timely completion of client deliverables

Business Development & Growth

Support new client onboarding and relationship expansion initiatives
Learn and contribute to business development strategies over time
Identify opportunities to deepen client relationships and enhance service offerings

Client Engagement & Community Presence

Assist with client events, seminars, and educational workshops
Participate in local community and networking events in the Wheeling area
Help promote the firm’s brand and client service philosophy

Qualifications & Experience

Bachelor’s degree or equivalent professional experience preferred
Experience in financial services, banking, insurance, or a related client-facing role preferred
FINRA licenses (SIE, Series 7, Series 66) a plus or ability to obtain after 1 year at the firm
Demonstrated interest in pursuing a career as a Financial Advisor

Key Skills & Attributes

Strong relationship-building and interpersonal skills
Excellent communication skills, both written and verbal
Highly organized, detail-oriented, and able to manage multiple priorities
Self-motivated with a strong work ethic and growth mindset
Ability to work both independently and collaboratively
Interest in financial markets, investment strategies, and client planning solutions
Ability to learn and understand compliance standards and regulatory requirements

Compensation & Career Path

Competitive base salary: $50,000 – $75,000, plus incentive opportunities
Performance-based bonuses and potential for production-based compensation as responsibilities grow
Clear path to a Financial Advisor role, including mentorship, licensing support, and hands-on training

Benefits

Comprehensive benefits package, including 401(k) with profit sharing
Professional development and licensing support
Opportunity to grow within a collaborative, client-focused firm

Why Join Hazlett Burt & Watson

This is more than a support role—it’s an opportunity to build a career in wealth management. You’ll gain direct mentorship from experienced advisors, participate in meaningful client work, and develop the skills needed to transition into a financial advisory role.

Equal Employment Opportunity (EEO):

HAZLETT BURT & WATSON, INC. 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.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in wheeling, wv

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