Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors Tompkins Financial CorpDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial AdvisorsWyomissing, PA$130,000–$150,000 / yearWorking closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA's long-term growth objectives. Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.
Financial Advisor Associate - Newtown, PA The Toronto-Dominion BankFinancial Advisor Associate - Newtown, PAPA$61,880–$92,560 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
NewTax Manager - Banking & Capital Markets DeloitteTax Manager - Banking & Capital MarketsPhiladelphia, PA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Premier Advisor - Wyomissing, PA Truist Financial CorporationPremier Advisor - Wyomissing, PAWyomissing, PAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. 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.
Premier Advisor - Wyomissing, PA Truist BankPremier Advisor - Wyomissing, PAWyomissing, PennsylvaniaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
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).
Wealth Management Advisor-State College, PA TIAAWealth Management Advisor-State College, PAState College, PA$100,000–$110,000 / 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).
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsPhiladelphia, PA$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsPhiladelphia, PA$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Tax Manager - Real Estate Deloitte Touche Tohmatsu LtdTax Manager - Real EstateMechanicsburg, PA$100,350–$205,000 / yearSolid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxPhiladelphia, PA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager - Insurance Tax Deloitte Touche Tohmatsu LtdTax Manager - Insurance TaxPhiladelphia, PA$100,350–$205,000 / yearOverseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates and ensuring the integrity of tax results using technology solutions, as well as supporting the development and implementation of tax strategies and planning opportunities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxPittsburgh, PA$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
NewTax Manager - Banking & Capital Markets Deloitte Touche Tohmatsu LtdTax Manager - Banking & Capital MarketsPhiladelphia, PA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Premier Advisor - Wyomissing, PA Truist Financial CorpPremier Advisor - Wyomissing, PAWyomissing, PAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. 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.
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).
Wealth Management Advisor-State College, PA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor-State College, PAState College, PA$100,000–$110,000 / 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).
Retirement Plan Services Manager The Penn Mutual Life Insurance CompanyRetirement Plan Services ManagerPA$115,000–$130,000 / yearEstablishment of periodic meetings with HTK's Product Team and Sales Support and Business Development team; Perform regular due diligence of approved retirement plan providers, including a detailed review of responses to HTK's questionnaires, public disclosures (ADV), IA agreements and may also include on-site visits with firms. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management.
J.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh, PA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh, PAPittsburgh, PAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Norristown and Conshohocken, PA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Norristown and Conshohocken, PANorristown, PAUsing 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.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorMalvern, PAYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
Key Private Bank Senior Relationship Manager Keybank National AssociationKey Private Bank Senior Relationship ManagerPittsburgh, PA$116,000–$216,000 / yearGeneral 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. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Key Private Bank Senior Relationship Manager KeyCorpKey Private Bank Senior Relationship ManagerPittsburgh, PA$116,000–$216,000 / yearGeneral 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. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh and Cranberry Township, PA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh and Cranberry Township, PAPittsburgh, 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.
Wealth Advisor (Radnor, PA) Mercer AdvisorsWealth Advisor (Radnor, PA)Radnor, Pennsylvania$85,000–$145,000 / yearOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Private Client Relationship Manager Citizens Financial Group IncPrivate Client Relationship ManagerStroudsburg, PAAs a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Family Wealth Analyst PitcairnFamily Wealth AnalystConshohocken, PARESPONSIBILITIES: Assist Relationship Managers with comprehensive financial planning, including but not limited to: Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections. Investments - Implement and monitor client's asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting and portfolio monitoring to meet cash needs.
Service Wealth Advisor H Cap ConnectService Wealth AdvisorPittsburgh, PennsylvaniaDo you love working with clients, building relationships, and helping people achieve their financial goals—but have little interest in prospecting or building a book from scratch?. The firm has clients and is looking for an advisor who can deepen relationships, provide advice, and help clients navigate important financial decisions.
Associate Advisor STEWARDSHIP ADVISORSAssociate AdvisorMount Joy, PAAssociate Advisor position qualifications: -Bachelor's degree in finance, economics, business, financial planning, or a related field -CFP certification or active progress toward CFP certification; strongly preferred -A minimum of 2 years of experience in financial advisory or related roles -Proficiency with technology, required; proficiency in financial planning software and tools for client analysis, preferred -Proven ability to assist in developing and implementing financial plans tailored to clients' needs -Experience building client relationships and supporting the delivery of personalized financial guidance -Excellent written and verbal communication skills; essential -Demonstrated community involvement; strongly preferred Please submit resume and cover letter: https://careers.northgroup consultants.com/ This role works closely with Lead Advisors, serving as a key second chair in client meetings while helping prepare, implement, and follow through on comprehensive financial plans.
Wealth Planning Associate Brown Brothers Harriman & CoWealth Planning AssociatePhiladelphia, PAWealth Planning Associates also work directly with the Relationship Management and Wealth Planning teams to help build and deliver proactive and integrated wealth planning collateral and insight to the firm's current and prospective Private Banking clients. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Account Manager- Private Water Badger Meter IncAccount Manager- Private WaterPAIn this role, you'll collaborate with utility executives, operations teams, engineers, and business leaders to identify opportunities, develop tailored solutions, and deliver measurable outcomes through Badger Meter's industry-leading portfolio of smart water technologies. You'll serve as a trusted advisor to utility leaders, helping them address critical challenges related to water loss, aging infrastructure, affordability, regulatory compliance, operational efficiency, and digital transformation.
District Advisor First Command Financial Services, Inc.District AdvisorCarlisle, PAFull timeThe District Advisor (DA) role is built for experienced financial services leaders who want to move beyond managing and start building—with the ability to scale a business, develop leaders, and unlock uncapped growth potential. As a DA, you will operate as an independent business owner and registered principal, leading a team of financial advisors serving military families while driving the growth and performance of your own district.
Wealth Manager H Cap ConnectWealth ManagerPhiladelphia, PennsylvaniaThis opportunity is designed for entrepreneurial advisors who want to continue serving their clients while gaining access to a larger platform, enhanced resources, sophisticated planning capabilities, and dedicated growth support. If you've built a successful advisory practice and are looking for the right long-term partner to help you accelerate growth while maintaining exceptional client service, we'd welcome a confidential conversation.
Snowflake Administrator Location: Pittsburg, Pennsylvania ESRhealthcare and EXEC STAFF RECRUITERSSnowflake Administrator Location: Pittsburg, PennsylvaniaPittsburgh, PennsylvaniaYou will be a fiduciary who works with clients providing holistic advice on areas including: saving, retirement, debt management, investments. We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts.
HVAC Service Technician & Installer Jeffrey A. Wilbur Plumbing, Heating & AirHVAC Service Technician & InstallerMechanicsburg, PennsylvaniaInstall, Service, repair, and/or propose replacement of warm air furnaces, air conditioners, duct distribution systems, boilers, water heaters, related piping and electrical. For over 40 years, Wilbur Plumbing, Heating & Air has been recognized in the Harrisburg area as being synonymous with quality, craftsmanship, hard work, and expertise that is second to none.
Plumbing Service Technician Jeffrey A. Wilbur Plumbing, Heating & AirPlumbing Service TechnicianMechanicsburg, Pennsylvania$24–$42 / hourFor over 37 years, Wilbur Plumbing, Heating & Air has been recognized in The Harrisburg area as being synonymous with quality, craftsmanship, hard work, and expertise that is second to none. Be able to effectively communicate to customers repair scenarios, pricing for repairs, explanations of warranties, and collection of payment.
Fiduciary Advisor Senior - PNC Private Bank PNC BankFiduciary Advisor Senior - PNC Private BankPittsburgh, PennsylvaniaPNC 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. In 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.
Wealth Advisor First National Bank Of PennsylvaniaWealth AdvisorLancaster, PennsylvaniaPrepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation.
NewInvestment Manager - Product Research Associate III - PNC Wealth Management PNC BankInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PennsylvaniaInvestment Manager / Fund Research – Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Responsibilities include evaluating capital market assumptions, selecting default strategies/funds, monitoring performance and risk, performing performance attribution, setting strategic asset allocations, and recommending tactical adjustments based on the firm’s market views.
Assoc. Private Client Advisor KeyCorpAssoc. Private Client AdvisorPAPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Assoc. Private Client Advisor Keybank National AssociationAssoc. Private Client AdvisorDresher, PAPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Private Client Advisor KeyCorpPrivate Client AdvisorLansdale, PACoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorHarleysville, PACoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Senior Wealth Advisor TAG EisnerAmper, LLC (Inactive)Senior Wealth AdvisorPhiladelphia, PAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Client asset management, including coordination of clients' complete relationship and financial plan execution (analysis, estate planning, tax strategies for assets under management and portfolio management).
Senior Tax Accountant (High Net Worth) Franklin ResourcesSenior Tax Accountant (High Net Worth)Radnor, PA$145,000–$185,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. This senior-level role will prepare and review complex tax returns, coordinate tax compliance for high-net-worth clients and related entities, and serve as a client-facing resource while partnering with Wealth Advisors, Trust Officers, Operations, and other internal teams to deliver coordinated client service.
NewWealth Advisor AprioWealth AdvisorPhiladelphia, PA$150,000–$250,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
Planning Consultant - Villanova, PA FidelityPlanning Consultant - Villanova, PAPennsylvaniaRemoteRelationship Management Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients.
Wealth Advisor FNB CorpWealth AdvisorLancaster, PAPrepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation.