NewSenior Client Advisor M&T Bank CorpSenior Client AdvisorWilmington, DE$153,700–$256,100 / yearIdentify opportunities for deepening client relationships by proactively vetting the client's book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc. Education and Experience Required: Bachelor's degree and a minimum of 7 years' relevant experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant experience.
Financial Advisor - American Heritage Credit Union LPL FinancialFinancial Advisor - American Heritage Credit UnionHorsham, Pennsylvania$75,000–$100,000 / yearThis employment opportunity at TruStage located at American Heritage Credit Union in Horsham, PA would allow you to join American Heritage Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at American Heritage Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsMount Laurel, NJ2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Financial Advisor - South Jersey Thrivent Financial for LutheransFinancial Advisor - South JerseyCamden, NJThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Wilmington, DE And Surrounding Thrivent Financial for LutheransFinancial Advisor - Wilmington, DE And SurroundingWilmington, DEThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Wealth Advisor Associate Univest Financial CorporationWealth Advisor AssociateKing of Prussia, Pennsylvania$60,000–$70,000 / yearIn this position, you’ll support portfolio monitoring, prepare client-ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high-quality client experience and help uncover opportunities to deepen relationships. Responsibilities: As a Wealth Advisor Associate at Girard, you will be part of a growing, collaborative wealth management team in which you will support our team of Wealth Advisors in all aspects of the business development and relationship management cycles.
Financial Advisor - Southeastern PA Thrivent Financial for LutheransFinancial Advisor - Southeastern PAExton, PAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Senior Financial Advisor - Philadelphia CitadelSenior Financial Advisor - PhiladelphiaPhiladelphia, PAAs a Senior Financial Advisor, you won't just manage portfolios-you'll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.
Estate & Retirement Financial Advisor -Exclusive Pre-Set Appointments, 200-350+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-Set Appointments, 200-350+Princeton, NJInstead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising. We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.
Senior Retirement Advisor - The Baldwin Group Financial Services BRP Group, Inc.Senior Retirement Advisor - The Baldwin Group Financial ServicesPhiladelphia, PAFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Client Advisor Harrison National Employment, LLC (Archwell Holdings, LLC)Client AdvisorConshohocken, PAAs part of a worldwide enterprise of over 7,000 employees , our client in Conshohocken, PA is launching a new business focused on serving the homeowners and auto insurance needs of our affiliated company's customers. This an excellent opportunity for those new to the industry because, we invest in our people by providing training and supporting motivated candidates through the licensing process .
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorBlue Bell, PAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor Citadel Federal Credit UnionFinancial AdvisorPottstown, PAGenerates leads through fostering a partnership with assigned branches, generating referrals, attending local seminars and trade shows, creating workplace partnerships, developing branch huddles, and making outbound calls to existing credit union/bank customers. Must have a solid knowledge, understanding, and interest and experience in the investment industry, including financial markets, personal investing, wealth management, equity, debt and insurance products, trusts, Power-of-Attorney and Estate processing, financial planning, etc.
Financial Advisor Manager - Philadelphia, PA TD BankFinancial Advisor Manager - Philadelphia, PAExton, New JerseyTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
Financial Advisor Manager - Philly / South Jersey / Delaware Valley Area TD BankFinancial Advisor Manager - Philly / South Jersey / Delaware Valley AreaMarlton, New JerseyTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
Associate Wealth Advisor CitizensAssociate Wealth AdvisorDoylestown, PAFrom partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need. Requirements: Education & Experience- You will need a Bachelor's degree in accounting, business, economics, finance, financial management, or a related field is preferred AND 0-2 years of experience in banking, financial services, wealth management OR an equivalent combination of education and experience.
Senior Wealth Advisor CitizensSenior Wealth AdvisorDoylestown, PAYou will be responsible for: Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.
Executive Director, Executive Management Advisor Trinity Life SciencesExecutive Director, Executive Management AdvisorEast Norriton, PennsylvaniaTrinity’s salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.
NewLife Services Financial Solutions Advisor (Series 7 required) - Pennington, NJ Bank of America CorpLife Services Financial Solutions Advisor (Series 7 required) - Pennington, NJPennington, NJ$65,000–$85,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepeningOwn management of client issues, research, and communication of resolution Demonstrate expert knowledge of internal and regulatory policies, procedures, and processesRequired Qualifications:Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days).Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceededPassion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients.
Financial Advisor Manager - Philadelphia, PA The Toronto-Dominion BankFinancial Advisor Manager - Philadelphia, PAExton, PA$115,440–$173,160 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
NewNational Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required)Pennington, NJ$65,000–$85,000 / yearThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Senior Compliance Advisor - Technology, Cybersecurity, Information Security, and AI ("TCIA") Vanguard GroupSenior Compliance Advisor - Technology, Cybersecurity, Information Security, and AI ("TCIA")Malvern, PAThe role requires the ability to translate evolving AI regulatory expectations into actionable guidance, assess compliance risks across the AI system lifecycle, and support responsible innovation through effective governance, controls, monitoring, training, and reporting. Strong understanding of compliance program elements, including regulatory change management, obligation mapping, risk assessments, controls, monitoring, testing, issue management, governance, and reporting.
Senior Researcher, User Experience - Financial Advisor & Sales Vanguard GroupSenior Researcher, User Experience - Financial Advisor & SalesPaoli, PALeads research across the product lifecycle, with an expanded focus spanning both advisor technology (e.g., financial planning and portfolio construction tools) and sales technology (e.g., CRM systems) to support evolving business priorities. Engages with a wide range of stakeholders, including financial advisors, sales partners, internal stakeholders, and industry experts, to develop a deep understanding of user needs and external market drivers.
Senior Advisor - Affordability Strategy - Hybrid CignaSenior Advisor - Affordability Strategy - HybridPhiladelphia, PA$119,600–$199,300 / yearThe Senior Advisor for Affordability is a strategic leadership role responsible for driving the development of clinical strategies across the Cigna Healthcare organization, specifically partnering with the analytics, clinical, product, trend, communications and medical management teams. This role seeks a strategist with deep healthcare expertise, capable of influencing executive decision-making, launching complex cross-functional initiatives, and delivering and communicating actionable plans to drive affordability.
Pharmacy Strategy Senior Advisor - Cigna - Hybrid CignaPharmacy Strategy Senior Advisor - Cigna - HybridPhiladelphia, PA$119,600–$199,300 / yearThe Senior Advisor partners across Product, Clinical, Operations, Technology, Analytics, Finance, Sales, and other matrix stakeholders to translate ambiguous problem spaces into clear opportunities, prioritize investments, build actionable roadmaps, and lead execution from intake through delivery and post-launch optimization. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
Regional Cash Management Advisor KeyCorpRegional Cash Management AdvisorPlymouth Meeting, PA$71,000–$125,000 / yearThe Relationship Manager, Cash Management Advisor (RCMA) partners with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand, and retain business clients with moderately complex cash management needs. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
NewPrincipal AI Cybersecurity Advisor Optiv Security IncPrincipal AI Cybersecurity AdvisorKing of Prussia, PARemoteBy combining advanced business and security practitioner knowledge, the Principal AI Cybersecurity Advisor designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients' security initiatives wherever AI is involved. Effectively work with multiple client personas across the executive branch (CxO), as well as other relevant personas to develop AI product and services, advisement, and AI security strategy and define roadmaps to execute on AI strategy-aligned business goals, budgetary spend, and metrics based on return of investment.
Senior Relationship Advisor Northern Trust CorpSenior Relationship AdvisorWilmington, DEMajor Duties: Manages assigned account base of sophisticated fiduciary relationships through the day-to-day administration of their Delaware trusts by working with client service team, clients, and their professional advisors to develop a thorough understanding of the client's needs and goals. The Senior Relationship /Trust Advisor manages complex fiduciary relationships and is responsible for collaborating with the regional Northern Trust service teams and utilizing appropriate NT resources to ensure timely delivery of high-quality fiduciary service.
Wealth Advisor Truist BankWealth AdvisorPhiladelphia, PennsylvaniaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
Wealth Advisor III Truist BankWealth Advisor IIIPhiladelphia, PennsylvaniaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
Senior Advisor - Affordability Strategy - Hybrid The Cigna GroupSenior Advisor - Affordability Strategy - HybridPhiladelphia, PA$119,600–$199,300 / yearThe Senior Advisor for Affordability is a strategic leadership role responsible for driving the development of clinical strategies across the Cigna Healthcare organization, specifically partnering with the analytics, clinical, product, trend, communications and medical management teams. This role seeks a strategist with deep healthcare expertise, capable of influencing executive decision-making, launching complex cross-functional initiatives, and delivering and communicating actionable plans to drive affordability.
J.P. Morgan Wealth Management - Private Client Advisor - Wilmington, DE JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wilmington, DEWilmington, DEFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P.Morgan Wealth Management - Private Client Advisor - Clementon, Mount Holly, Sewell, Voorhees, West Berlin, NJ JPMorgan Chase Bank, N.A.J.P.Morgan Wealth Management - Private Client Advisor - Clementon, Mount Holly, Sewell, Voorhees, West Berlin, NJVoorhees, NJFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Wealth Management - Private Client Advisor - Philadelphia, PA JPMorgan Chase Bank, N.A.J.P. Wealth Management - Private Client Advisor - Philadelphia, PAPhiladelphia, PAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyKING OF PRUSSIA, PA$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Wealth Advisor - Mount Laurel, NJ Citizens Financial Group IncWealth Advisor - Mount Laurel, NJMount Laurel, NJ$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Wealth Advisor - Lansdale, PA Citizens Financial Group IncWealth Advisor - Lansdale, PALansdale, PA$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Senior Financial Advisor - Philadelphia Citadel Federal Credit UnionSenior Financial Advisor - PhiladelphiaPhiladelphia, PAAs a Senior Financial Advisor, you won't just manage portfolios-you'll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.
NewAdvisor Consultant - Northern Minnesota (All Channels) The HartfordAdvisor Consultant - Northern Minnesota (All Channels)Wayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
NewAdvisor Consultant - Sacramento Metro (All Channels) The HartfordAdvisor Consultant - Sacramento Metro (All Channels)Wayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Advisor Consultant - South Florida The HartfordAdvisor Consultant - South FloridaWayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Advisor Consultant - Atlanta and South Georgia The HartfordAdvisor Consultant - Atlanta and South GeorgiaWayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Wealth Advisor Associate Univest Financial CorpWealth Advisor AssociateKing of Prussia, PA$60,000–$70,000 / yearIn this position, you'll support portfolio monitoring, prepare client-ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high-quality client experience and help uncover opportunities to deepen relationships. As a Wealth Advisor Associate at Girard, you will be part of a growing, collaborative wealth management team in which you will support our team of Wealth Advisors in all aspects of the business development and relationship management cycles.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPrinceton, New JerseyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementPhoenixville, PennsylvaniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Solution Advisor Specialist - SAP Academy for Customer Success- Newtown Square (Hybrid) SAP SESolution Advisor Specialist - SAP Academy for Customer Success- Newtown Square (Hybrid)Newtown Square, PAOriginally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. Join us for a unique opportunity to build a global network, collaborate with customers to solve real business challenges, and gain hands-on experience with world-class cloud solutions - all while learning in a dynamic environment and earning competitive pay and benefits.
Architecture Advisor- Northeast SAP SEArchitecture Advisor- NortheastNewtown Square, PAWhat you bring: Considerable experience with software/IT organizations as an IT Architecture or Enterprise Architecture Advisor and/or specific expertise with software solutions through Solution Management, Sales, Presales, Adoption/Consumption, Consulting or Business Development, demonstrating successful outcomes over multiple years. AAs are responsible for bridging the gap between the customer's business strategy and relevant solutions through crafting the to-be business and solution architectures and designing a transformation roadmap at the enterprise level to facilitate the customer's adoption of Cloud-based architectures.
Mortgage Banking Advisor WSFS BankMortgage Banking AdvisorBryn Mawr, Pennsylvania$44,146At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
Senior Wealth and Trust Advisor WSFS BankSenior Wealth and Trust AdvisorPrinceton, New Jersey$133,728–$219,696.75Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution; serve as a subject matter expert and role model, and represent BMT at external events, professional organizations, and industry forums while actively promoting the organization's mission, strategic objectives, and core values. Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
Asset Protection Advisor- Philadelphia Metro Area Wawa IncAsset Protection Advisor- Philadelphia Metro AreaPAThe APA conducts investigations related to cash loss, merchandise loss, associate theft, and security incidents, partnering with store management, field leadership, law enforcement, and Asset Protection leadership to reduce risk and support safe store operations. Principal Duties: Own and conduct assigned asset protection investigations involving cash losses, deposit shortages, merchandise loss, associate theft, and other security incidents, escalating complex matters to senior Asset Protection personnel as appropriate.