This full-time, salaried role located at ONE LOGAN SQUARE in Philadelphia involves working 40 hours weekly within the Wealth Management platform.
Key responsibilities include delivering exceptional customer service, managing client relationships, identifying sales opportunities, and supporting product and service offerings.
Essential skills encompass customer knowledge, interpersonal communication, group problem-solving, perseverance, follow-through, and sales activities.
The organization values shared principles of Client First, Integrity, Collaboration, Respect, and Excellence, fostering an inclusive environment that promotes growth, innovation, and community impact.
Applicants are encouraged to join the Talent Community for updates on career opportunities, tips, and events. Applications are accepted until 11:59 PM the day before the deadline, with qualified candidates potentially contacted for further review.