NewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Philadelphia, PABCG 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.
NewAudit 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.
NewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedPhiladelphia, PAThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
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.
NewAudit Manager - Public Accounting JobotAudit Manager - Public AccountingFranklin Center, PA$120,000–$180,000 / 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. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.
NewBusiness Analytics Advisor - Associate JPMorgan Chase & CoBusiness Analytics Advisor - AssociateWilmington, DEExperience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.
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).
NewPartnership 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).
Strategic Advisor - Business Owner & Private Wealth Advisory Univest Financial CorpStrategic Advisor - Business Owner & Private Wealth AdvisoryKing of Prussia, PAOur practice is planning-driven and strategy-led, advising business owners and high and ultra-high-net-worth individuals and families on complex business, financial and personal decisions, particularly around liquidity events, succession planning, and multi-generational wealth. At Girard, a Univest Wealth Division, we're looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice, someone who is energized by complex planning, meaningful client relationships, and the opportunity to grow into a trusted lead advisor.
Business Banking Treasury Management Advisor The PNC Financial Services Group IncBusiness Banking Treasury Management AdvisorWilmington, DEIn 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.
NewBusiness Analytics Advisor - Vice President JPMorgan Chase Bank, N.A.Business Analytics Advisor - Vice PresidentWilmington, DEFull timeExperience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.
NewBusiness Analytics Advisor - Sr. Associate JPMorgan Chase Bank, N.A.Business Analytics Advisor - Sr. AssociateWilmington, DEFull timeExperience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.
NewBusiness Analytics Advisor - Associate JPMorgan Chase Bank, N.A.Business Analytics Advisor - AssociateWilmington, DEFull timeExperience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.
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.
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.
Pharmacy Analytics Business Analytics Senior Advisor The Cigna GroupPharmacy Analytics Business Analytics Senior AdvisorPAThese 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.
Business Solutions Advisor - Lionville Crossroads Square Financial Center - Exton, PA Bank of America CorpBusiness Solutions Advisor - Lionville Crossroads Square Financial Center - Exton, PAExton, 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 Banking Treasury Management Advisor PNC BankBusiness Banking Treasury Management AdvisorCherry Hill, 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.
NewBusiness Analytics Advisor - Executive Director JPMorgan Chase & CoBusiness Analytics Advisor - Executive DirectorWilmington, DEAs a Business Analytics Advisor - Executive Director in the HR Data & Analytics team, you will support the "last mile" of people analytics-embedding insight into decision-making by combining data, analytics, and business context into clear, actionable narratives. Experience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership.
NewBusiness Analytics Advisor - Vice President JPMorgan Chase & CoBusiness Analytics Advisor - Vice PresidentWilmington, DEExperience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.
NewBusiness Analytics Advisor - Sr. Associate JPMorgan Chase & CoBusiness Analytics Advisor - Sr. AssociateWilmington, DEExperience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.
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.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesPAAs 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.
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.
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.
Financial Advisor Northwestern MutualFinancial AdvisorPhiladelphia, Pennsylvania$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Executive Director, Executive Management Advisor Trinity Life SciencesExecutive Director, Executive Management AdvisorPA$164,000–$246,000 / yearTrinity'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.
VP, Executive Management Advisor Trinity Life SciencesVP, Executive Management AdvisorEast Norriton, PATrinity'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.
Risk Director: Financial Advisor Services - Digital, Data & AI Vanguard GroupRisk Director: Financial Advisor Services - Digital, Data & AIMalvern, PAWe are seeking an experienced practitioner who understands how digital platforms, data ecosystems, AI capabilities, and emerging technologies create both opportunities and risks within a large financial services organization. As the Risk Director for Digital, Data & AI, you will serve as the senior risk advisor to FAS leaders responsible for digital experiences, advisor technology, data, analytics, and artificial intelligence capabilities.
Risk Director: Financial Advisor Services - Portfolio & Adviser Solutions Vanguard GroupRisk Director: Financial Advisor Services - Portfolio & Adviser SolutionsMalvern, PAAs the Risk Director for Portfolio & Adviser Solutions, you will serve as the senior risk advisor to FAS leaders responsible for investment products, portfolio solutions, advisory offerings and client propositions. Financial Advisor Services (FAS) is a critical growth engine, focused on evolving how we serve advisors and clients through expanded digital capabilities, data-driven insights, and innovative solutions.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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.
Financial Solutions Advisor Registration Candidate- 69th Street Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate- 69th Street Financial CenterPAOnce 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.
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.
VP, Executive Management Advisor Trinity Life SciencesVP, Executive Management AdvisorEast Norriton, Pennsylvania$190,000–$285,000 / yearTrinity’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.
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.
Financial Advisor - South Jersey Thrivent Financial for LutheransFinancial Advisor - South JerseySalem, 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 - 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.
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.
Physician Advisor II - Remote Med-Metrix, LLCPhysician Advisor II - RemotePhiladelphia, PARemoteThe Physician Advisor II works closely with the Client's medical staff leadership, the entire medical staff, including resident physician house staff, all areas of resource management, case management, social services, discharge planning, and utilization management to recommend methods to optimize use of hospital services for all patients while also ensuring the quality of care. This includes identifying opportunities to optimize length of hospital stay and efficient management of resources, ensuring patients are in the appropriate level of care, supporting documentation, coding improvements and compliance, and monitoring the appropriate use of diagnostic and therapeutic modalities.
Financial Advisor, Truist Investment Services, Lancaster, PA Truist Financial CorporationFinancial Advisor, Truist Investment Services, Lancaster, PAWayne, PAGeneral 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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Advisor - Franklin Mint Federal Credit Union LPL Financial Holdings IncFinancial Advisor - Franklin Mint Federal Credit UnionPaoli, PA$70,000–$100,000 / yearThis position will offer: • The ability to service a book of business upon hire • The ability to build a strong client base with the credit union's exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union's member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
Financial Advisor - American Heritage Credit Union LPL FinancialFinancial Advisor - American Heritage Credit UnionHorsham, PennsylvaniaThis 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.
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 .
NewWealth Advisor III SunTrust Investment ServicesWealth Advisor IIIPhiladelphia, PAEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions.
NewExecutive 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 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.*