Vice President, Financial Planner I
BNYPittsburgh, Pennsylvania, United States
Posted October 9, 2025
Full Time
About the Company
BNY is a leading global financial services company offering comprehensive solutions in investment management, wealth technology, and corporate trust. With expertise spanning from managing to moving and safeguarding money, BNY serves over 90% of Fortune 100 companies and top banks worldwide. Our 240-year legacy is built on partnering with clients to create innovative financial solutions that benefit businesses, communities, and individuals globally.
Job Description
BNY is seeking a Vice President, Financial Planner I to join their Wealth Management team in Pittsburgh, PA. This role will focus on building models, influencing clients, and supporting the development of new products/services. The ideal candidate will contribute to wealth strategy, client relationships, and profitability.
Requirements
- Bachelor’s degree or equivalent experience
- CFP designation preferred (CFA preferred)
- 2+ years of investment experience preferred
- 2+ years of trust, fiduciary or estate planning experience
- Applicable local/regional licenses or certifications
Benefits
- Competitive compensation
- Flexible global resources
- Health and Wellbeing programs
- Paid volunteer time
