Top 6 Cfp Jobs in Greensburg Pa

Junior Financial Professional (Fast Track to Management)
New York Life —Greensburg, PA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Bilingual
- Bachelor's degree
- Mentoring
- Paid training
- Health insurance
Quick Apply
Wealth Advisor - Westmoreland County
Somerset Trust Company —Greensburg, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Access
Financial Advisor
Dollar Bank —Pittsburgh, PA
- Background check
- Mid-level
- Windows
- Life insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Controller
SteelPoint Capital —Pittsburgh, PA
*A builder of forecasts, not just a keeper of history* — budgets, rolling cash flow, variance analysis with commentary that actually explains the number.
$75,000 - $100,000 a year
Quick Apply
8d
Automotive Finance Manager
Confidential Dealership —Pittsburgh, PA
Maintain current knowledge of all local, state and federal regulations affecting dealership operations, particularly regarding sales and finance departments.
$10,000 - $15,000 a month
Quick Apply

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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cfp jobs near greensburg pa

Junior Financial Professional (Fast Track to Management)

New York Life -
Greensburg, PA

Quick Apply

Job Details

Full-time
$80,000 - $120,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Pension plan
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Retirement plan

Qualifications

Insurance needs analysis
Bilingual
Customer communication
Master's degree in business administration
Community engagement experience
Financial sales
Series 6
CFP
Referral-based lead generation
Investment management advisory services
Sales referrals
Sales needs analysis
Series 66
Sales team management
Life insurance knowledge
Series 7
Team development
Entrepreneurship
Professional development support
Bachelor's degree
Client retention
Investment client management
Team training
Financial product expertise
Mentoring
Recruiting
Financial goal setting advisory services
Financial needs assessment
Activity sales targets
Client referrals

Full Job Description

Build and maintain long-term relationships with clients, helping them navigate financial planning, insurance, retirement, and investment strategies.
Conduct comprehensive financial needs analysis and develop customized solutions based on client goals.
Grow a client base through networking, referrals, and community engagement.
Continuously develop knowledge of financial products and market trends.
Mentor and guide junior financial professionals (upon entering management track).
Achieve sales goals and performance metrics required for management track consideration.
Participate in professional development and leadership training initiatives.

Qualifications:

Bachelor’s degree preferred; advanced degrees or certifications (e.g., MBA, CFP, ChFC) are a plus.
Demonstrated success in sales, finance, management, or related fields.
Strong interpersonal and communication skills.
Goal-oriented with the ability to thrive in a performance-based environment.
Prior leadership experience or clear leadership potential.
Life and Health Insurance licenses (or willingness to obtain).
Series 6/7 and 63/66 FINRA registrations (or willingness to obtain).

Ideal Candidate Attributes:

Entrepreneurial mindset with the drive to build a business and team.
Self-disciplined and organized with a strong work ethic.
Passion for leadership, mentorship, and personal development.
Integrity and commitment to delivering exceptional client service.
Bilingual candidates encouraged to apply.

Fast Track to Management:

Fast Track to Management program, which includes:

A structured path to a management role within 12 months.
Access to leadership development training and resources.
Opportunity to recruit, train, and lead a team of financial professionals.

Compensation and Benefits:

Competitive base pay with commission-based earnings
Medical, dental, and vision benefits
401(k) and pension plan
Expense allowances
Professional development support
Training allowance
Licensing bonuses

Job Type: Full-time

Benefits:

401(k)
Flexible schedule
Health insurance

Work Location: Hybrid remote in Greensburg, PA

Pay: $80,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid training
Retirement plan
Vision insurance

Work Location: Hybrid remote in Greensburg, PA 15601

Quick Apply

Refine Your Search

cfp jobs in greensburg pa

Junior Financial Professional (Fast Track to Management)

Wealth Advisor - Westmoreland County

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

Empower Financial Planner

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