NewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Willingboro, NJBCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingWoodbridge, NJ$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
NewManager, Business Tax Services - Private Clients KPMGManager, Business Tax Services - Private ClientsPhiladelphia, PALicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients.
NewSenior Manager, Business Tax Services - Private Clients KPMGSenior Manager, Business Tax Services - Private ClientsPhiladelphia, PALicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients.
Senior Manager, Business Incentives Group bdo consultingSenior Manager, Business Incentives GroupPhiladelphia, PA$99,750–$262,500 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. In addition, the BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.
Audit Manager - Single Audits (REMOTE) JobotAudit Manager - Single Audits (REMOTE)Philadelphia, PARemote$100,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You won't be disappointed with our company culture., and our recognition as a "best place to work" for 10 consecutive years highlights the exceptional work/life balance we offer our employees.
Office Administrator / Service Advisor E&S AUTOMOTIVE SOLUTIONS LLCOffice Administrator / Service AdvisorWarminster, PA$800–$1,000 / weekFull timeE&S Automotive Solutions an family operated automotive repair business is seeking a dynamic and organized Office Administrator / Service Advisor to join our automotive service team. Your energetic approach will help drive customer satisfaction, support daily operations, and contribute to the overall success of our family owned Automotive Repair Shop.
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor IPhiladelphia, PA$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Partnership Executive/Investment Sales & Business Advisor Fusion Growth PartnersPartnership Executive/Investment Sales & Business AdvisorPhiladelphia, PARemote$70,000–$250,0005000 company (ranked 813th nationally) that invests capital, staff, and infrastructure directly into the businesses of residential real estate agents — helping them scale from solo producer to true enterprise. As you build your partner portfolio and expand your book of business, your income potential scales rapidly realistic earnings can reach $250,000+ annually within your first three years.
Wealth Business Advisor I Truist Financial CorpWealth Business Advisor IPhiladelphia, PA$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
NewAssociate Business Advisor Capgemini SEAssociate Business AdvisorBridgewater, NJ$24,310–$68,150 / yearIt delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of applicable plans or agreements and is subject to Capgemini's discretion, consistent with applicable laws.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorFlorham Park, NJ$95,000–$110,000 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
NewSenior Advisor, Data Business Process Effectiveness – Comcast Global Audit Comcast CorporationSenior Advisor, Data Business Process Effectiveness – Comcast Global AuditPhiladelphia, PACollaborates with and provides guidance to the rest of the Data team on connecting to systems across Comcast, sampling and analyzing data, interpreting data relationships within and across systems, and propose data deliverables that can support upcoming testing. This role plays a critical part contributing to audit engagement preparation in shaping audit scope areas by generating innovative insights, identifying potential risks, and proposing systems / data that can be used to improve and streamline audit testing.
NewSenior Advisor, Data Business Process Effectiveness - Comcast Global Audit Comcast CorpSenior Advisor, Data Business Process Effectiveness - Comcast Global AuditPhiladelphia, PACollaborates with and provides guidance to the rest of the Data team on connecting to systems across Comcast, sampling and analyzing data, interpreting data relationships within and across systems, and propose data deliverables that can support upcoming testing. This role plays a critical part contributing to audit engagement preparation in shaping audit scope areas by generating innovative insights, identifying potential risks, and proposing systems / data that can be used to improve and streamline audit testing.
Business Banking Treasury Management Advisor The PNC Financial Services Group IncBusiness Banking Treasury Management AdvisorPhiladelphia, PAIn 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.
Client Advisor, Commercial Lines Small Business Marsh & McLennan Companies IncClient Advisor, Commercial Lines Small BusinessMt. Laurel, NJ$64,700–$120,400 / yearAs a Client Advisor for the Commercial Lines Small Business team, you'll utilize your exceptional client servicing skills to maintain and expand client relationships within your own assigned book of accounts and also provide professional insurance services to our clients by coordinating with Producers, Carriers, Service Team members and other departments too. You may also be called on to resolve issues related to billing, make policy changes, respond to policy coverage related questions in a timely and professional manner, and prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals.
Pharmacy Analytics Business Analytics Senior Advisor The Cigna GroupPharmacy Analytics Business Analytics Senior AdvisorPhiladelphia, PAThese 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. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
Client Advisor Priority Business, Employee Benefits The Hartford Insurance Group IncClient Advisor Priority Business, Employee BenefitsMorristown, NJ$65,280–$97,920 / yearIn this role, you'll serve as the primary contact for complex service needs, billing and claims inquiries, eligibility and EOI support, renewal coordination, post-implementation activities and customer education on Hartford tools and processes. Candidate must reside within the New York, NJ and or CT market to be considered with the ability to work hybrid in One of the following locations - New York City - One Penn Plaza office, CT Home office or our NJ Morristown office.
Business Solutions Advisor - New Jersey/Philly Market Bank of America CorpBusiness Solutions Advisor - New Jersey/Philly MarketPhiladelphia, PAOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
NewBusiness Solutions Advisor - Four Penn Center Financial Center - Philadelphia, PA Bank of America CorpBusiness Solutions Advisor - Four Penn Center Financial Center - Philadelphia, PAPhiladelphia, PAOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Business Relations Advisor Nuvant Consulting GroupBusiness Relations AdvisorNewark, NJFull timeAbout the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.
Business Experience & Planning Advisor Senior The PNC Financial Services Group IncBusiness Experience & Planning Advisor SeniorPhiladelphia, PA$91,000–$185,900 / yearThe organization operates across multiple pillars - cash management, vendor management, distribution, product strategy, product execution, and analytics & communications - and this role owns the organizational rhythm, cross-pillar integration, and executive communication that keep those pillars operating as one cohesive team. This role serves as Head of ATM Business Management - the senior-most business management leader within ATM & Self-Service Banking, an organization with full P&L accountability for a network of ATMs and cash recyclers, instant card issuance, and cash management operations supporting branches nationwide.
Business Analysis Advisor - Technology Change Delivery The PNC Financial Services Group IncBusiness Analysis Advisor - Technology Change DeliveryPhiladelphia, PA$75,000–$137,500 / yearAs the Business Analysis Advisor you will be supporting technology delivery within Home Lending Servicing systems by coordinating implementation across all downstream servicing platforms, including MSP (system of record) and customer-facing systems such as Online Banking and EDGE. 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.
Wealth Management Advisor MassMutual - NJ/NYCWealth Management AdvisorWarren, NJAbout Us: MassMutual NJ-NYC is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.
Financial Solutions Advisor Registration Candidate - Middlesex Bank of America CorpFinancial Solutions Advisor Registration Candidate - MiddlesexMiddlesex, NJ$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+Edison, NJ$150,000–$350,000Instead 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.
Credit Risk Review Advisor Senior - Commercial Lending Veracity Software IncCredit Risk Review Advisor Senior - Commercial LendingPhiladelphia, PAFull Name: Bachelor's Degree / Finance / Accounting / Business Program with Institution and Completion Year: Highest Education Level (Bachelor's / Master's / MBA / Other): Total Years of Commercial Credit Risk Experience: Total Years of Commercial Lending Experience: Experience with Credit Risk Review (CRR): Experience Evaluating Underwriting Decisions: Experience with Commercial Lending / CRE / C&I / Middle Market: Experience with Large & Complex Commercial Exposures ($50MM+): Experience with Credit Portfolio Analysis & Risk Rating Validation: Experience Performing File Reviews & Drafting Review Reports: Experience with Asset Based Lending (ABL): Experience Working with Large Financial Institutions: Credit Trained Background / Certifications: Experience Serving as Reviewer in Charge: Strong Stakeholder Communication Experience: Professional Certifications (if any): Motivation / Reason for Relocation (if not local to preferred location): Motivation / Reason for interest in this position: Contact Number: Email ID: LinkedIn Profile URL: Full Address (Street, City, State, Zip Code): Notice Period (in weeks): Current Work Authorization Status (US): Expected Salary: Preferred Work Location: Are you able to work onsite 5 days a week at the preferred location United States - Alabama - Birmingham | United States - North Carolina - Raleigh | United States - Pennsylvania - Philadelphia | United States - Ohio - Cleveland | United States - Pennsylvania – Pittsburgh (Yes/No): The Credit Risk Review Advisor Senior will join a highly skilled team responsible for evaluating commercial lending portfolios, assessing underwriting quality, validating risk ratings, and identifying portfolio trends and concentrations.
Financial Solutions Advisor - Plainsboro Bank of America CorpFinancial Solutions Advisor - PlainsboroPlainsboro, NJ$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Scotch Plains Bank of America CorpFinancial Solutions Advisor - Scotch PlainsScotch Plains, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Northwest NJ Market Bank of America CorpFinancial Solutions Advisor - Northwest NJ MarketMorristown, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Central South NJ Market Bank of America CorpFinancial Solutions Advisor - Central South NJ MarketEast Brunswick, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Financial Solutions Advisor - Central NJ Market Bank of America CorpFinancial Solutions Advisor - Central NJ MarketSouth Plainfield, NJ$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Central NJ Market South Plainfield, New Jersey; Rahway, New Jersey; Linden, New Jersey; Berkeley Heights, New Jersey; Clark, New Jersey; Iselin, New Jersey Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Senior Wealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.Senior Wealth Advisor - The Baldwin Group Financial ServicesHolmdel, NJAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin's holistic asset protection platform for efficient client acquisition and closing.
Financial Advisor Strategic People AdvisorsFinancial AdvisorShort Hills, NJFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
Style Advisors, Rittenhouse EquinoxStyle Advisors, RittenhousePhiladelphia, PAPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
Style Advisors, Summit EquinoxStyle Advisors, SummitSummit, NJPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.
Financial Solutions Advisor Registration Candidate-Suburban Philly Market Bank of America CorpFinancial Solutions Advisor Registration Candidate-Suburban Philly MarketSouthampton, PAMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesPhiladelphia, PAAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
VP, Executive Management Advisor Trinity Life SciencesVP, Executive Management AdvisorPrinceton, NJTrinity'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.
Associate Wealth Advisor Citizens & Northern BankAssociate 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 Citizens & Northern BankSenior 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.
VP, Commercial Operations Executive Management Advisor Trinity Life SciencesVP, Commercial Operations Executive Management AdvisorPrinceton, NJ$200,000–$240,000 / yearVP, Commercial Operations 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. You will be a TGaS business unit liaison with broader Trinity Life Sciences Account Leads and Team to assist in building relationships, forming strategic partnerships to identify business opportunities for Trinity Life Sciences offerings.
Energy Sales Advisor Navigate Power & Verde SolutionsEnergy Sales AdvisorPhiladelphia, PARemote$50,000–$250,000 / yearTogether, Navigate Power & Verde Solutions offer an unprecedented array of resources and solutions— giving you, as a consultant/advisor, the powerful advantage of providing clients with comprehensive, end-to-end energy management services. From project design engineering to turnkey project management, Verde Solutions brings the best minds together to create industry-leading strategies in areas like solar, EV chargers’ installations, Battery storage and more.
Systems Analyst Advisor Elevance Health IncSystems Analyst AdvisorIselin, NJ$150,550–$151,550 / yearExperience Requirements: Six (6) years in any occupation with IT or related experience must include: Experience in the health insurance industry; Amazon Web Services (AWS) or cloud-based application solutions; Database experience including reading and writing basic SQL queries and data modeling; Experience collaborating with business owners, documenting requirements and building test cases for enterprise large scale IT projects; Experience with master data management technologies and concepts; Experience with large scale data integration and related tools such as Informatica; Experience with architectural and design documents; and. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Private Client Advisor PCF Insurance ServicesPrivate Client AdvisorPhiladelphia, PAThe advisor partners closely with carriers, underwriters, wealth management professionals, and internal teams to provide comprehensive solutions for complex personal insurance needs, including high-value homes, collections, luxury automobiles, excess liability, yachts, aviation, and other specialty risks. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Product Owner - Advisor Experience Guardian LifeProduct Owner - Advisor ExperienceHolmdel, NJ$95,170–$156,355 / yearUtilize analytical acumen and data analysis skills to monitor Key Performance Indicators (KPIs) for advisor-facing products, identifying trends and recommending data-driven solutions for continuous improvement. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers
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.
Financial Solutions Advisor Registration Candidate - Scotch Plains Bank of AmericaFinancial Solutions Advisor Registration Candidate - Scotch PlainsScotch Plains, New JerseyOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
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.
NewAutomotive Service Advisor $67K-$100K+ - 2477 PromotiveAutomotive Service Advisor $67K-$100K+ - 2477Collingswood, NJ$67,000–$100,000 / yearIf you're a motivated Automotive Service Advisor who enjoys building customer relationships, maximizing sales opportunities, and being rewarded for your performance, apply today and take the next step with one of Collingswood's premier independent repair shops! If you're passionate about customer service, enjoy building relationships, and excel at selling automotive maintenance and repair services, this is an opportunity to join a growing, technology-driven shop that rewards performance.