About this role
Wealth Advisor - Westmoreland County at CBIZ. Location: Greensburg, Pennsylvania, United States. Role: Develop clients, Manage client experience, Identify opportunities Requirements: 3+ years in financial services; CFP/CTFA/CPA/JD preferred but not required; Business degree or related exp; proficient in Word/Excel; strong communication; AML/BSA compliance. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Access Certifications: cfp, ctfa, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English