Client Service Specialist/Financial Paraplanner
Golden Reserve is hiring for Client Service Specialist/Financial Paraplanner in Pittsburgh, PA. Mid level. First seen September 23, 2026; open as of November 7, 2026. Jobs taken straight from company career pages — no aggregator in between.
With Destava: How well do you fit? · Tailor my résumé · Write a cover letter
- Company
- Golden Reserve
- Where
- Pittsburgh, PA
- Level
- Mid
- First seen
- September 23, 2026
- Listed via
- Paylocity
What the posting says
Description Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. This role would be based at our office locations in Pittsburgh, supporting our clients in the Green Tree, Wexford and Canonsburg areas. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client…
Read more and apply on Golden Reserve's site
More jobs like this
Associate Wealth Advisor
Save to applyPersonal Financial Counselor; Youngstown, OH
Save to applyWealth Management Client Associate
Save to applyFinancial Solutions Advisor - Fox Chapel Financial Center
Save to apply
See all 14 Personal Financial Advisors jobs in Pittsburgh
A search agent finds the jobs this list misses: the ones that mean the same without the same words. Have Destava watch for client service specialist/financial paraplanner jobs in Pittsburgh, PA, new matches every morning on your own account.
This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.