UNKNOWN

FEED

With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.

Marsh McLennan

Private Client Advisor

As a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge—even in the absence of a full actuarial data review. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

SVP, Actuarial Advisor

The Senior Relationship Manager serves as a key client-facing representative for a personalized indexing platform, partnering with financial advisors, client service teams, portfolio management professionals, and other stakeholders to support business growth and client success. The successful candidate will build trusted relationships with advisor organizations, deliver investment-related presentations, communicate complex concepts clearly, and collaborate across teams to enhance the client experience.

Vanguard Group

Sr. Relationship Manager - Personalized Indexing

Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Education and Experience Required: Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience.

YEAR

M&T Bank Corp

Wealth Senior Client Associate

Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies.

Huntington National Bank

Wealth Planner

The Senior Estate and Trust Specialist deepens client relationships, delivers exceptional estate and tax planning services to Vanguard's highest-net-worth and most complex clients, and influences wealth planning strategy. Evaluate planning structures and legal entities as planning solutions for estate and tax planning consultations, evaluate tax returns and tax strategies, analyze client objectives for all consultation types, and recommend strategies aligned with their goals and needs.

Senior Estate and Tax Specialist

Interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. 8+ years previous public accounting experience with a strong concentration in tax including corporate, partnership, individual, trusts and estate planning, and resolving complex tax issues.

Hill, Barth & King

Tax Senior Manager - Healthcare & Professional Services

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Morgan Stanley

Registered Client Service Associate

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

Private Wealth Management Registered Client Service Associate

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

WSFS Financial Corp

Client Service Associate

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.

Assurance Associate

If you're a self‑motivated lender with a proven production track record, a passion for building strong community relationships, and the desire to grow your business within a collaborative, reputable financial institution, we invite you to bring your expertise and entrepreneurial spirit to Univest. Demonstrated verbal and written communication skills, including: oComplete, professional, timely communication oAbility to simply explain loan programs, terms, features and benefits to customers and referral sources.

HOUR

Univest Financial Corp

Mortgage Loan Officer

FULL_TIME

As Homeland Hospice’s RN you would oversee a primary caseload of Hospice patients and provide skilled professional nursing care to them, their families and caregivers as prescribed by the physician and in compliance with the Hospice Medicare Conditions of Participation, Pennsylvania Hospice licensure laws and agency policies and procedures. Homeland has a tradition of caring that began in 1867 and continues today with Homeland Center and community outreach services: Hospice, Palliative Care, HomeHealth, and HomeCare.

PAID_TIME_OFF

LIFE_INSURANCE

401K

MOBILE_PHONE

PRESCRIPTION_DRUG_COVERAGE

401K_MATCH

EMPLOYEE_REFERRAL_PROGRAM

EMPLOYEE_EVENTS

PROFESSIONAL_DEVELOPMENT

FLEXIBLE_SPENDING_ACCOUNTS

MEDICAL_DENTAL_VISION

Homeland has a tradition of caring that began in 1867 and continues today with Homeland Center and community outreach services: Hospice, Palliative Care, HomeHealth, and HomeCare. At Homeland, every person on our team matters and fulfills a greater purpose in the lives of our residents, patients, and clients.Homeland Hospice provides compassionate end-of-life care to help patients and families make the most of their moments together. We believe in a holistic approach which considers the whole person — mind, body and spirit as inseparable — and embraces the love and support of patient families as vital.As a full-time Homeland Employee, you would be eligible for:<ul><li>Competitive Pay Rates, with portal-to-portal paid mileage.</li><li>Health, Vision, and Prescription Drug coverage with no premium for the employee, no deductibles, and co-pays as low as $5.</li><li>401K with matching and the direct support of a financial advisor to help you meet your goals.</li><li>Generous Paid Time Off.</li></ul>Homeland is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Homeland Hospice

Hospice Registered Nurse

This employment opportunity at TruStage located at ARMCO CREDIT UNION in Butler, PA would allow you to join Armco Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at ARMCO 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.

LPL Financial

Financial Advisor - Armco Credit Union

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total 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.

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential. 
If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at <a href="mailto:hrcompliance@td.com">hrcompliance@td.com</a>. Please include your FULL NAME, CONTACT INFORMATION and DETAILS ABOUT YOUR REQUEST within the e-mail. TD Bank is an Equal Opportunity Employer. 
“EOE/Minorities/Females/Veterans/Individuals with Disabilities".

TD Bank

Financial Advisor - Newtown, PA

Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.

The Hartford

Advisor Consultant - West Michigan

Advisor Consultant - Southern Minnesota (All Channels)

By delivering exceptional, scalable service, you will strengthen client loyalty, uncover sophisticated planning opportunities, support the broader advisory team, and orchestrate seamless relationship handoffs to expand Citadel's advice delivery network. This position seamlessly blends service excellence with early-career advisory development, allowing you to manage a centralized, pooled book of business, qualify inbound leads, and educate clients on comprehensive financial tools.

Citadel Federal Credit Union

Centralized Wealth Management Advisor

Partner 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.

KeyCorp

Assoc. Private Client Advisor

Coordinate 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.

Financial Advisor Jobs in Pennsylvania

Private Client Advisor Marsh McLennan

SVP, Actuarial Advisor Marsh McLennan

Sr. Relationship Manager - Personalized Indexing Vanguard Group

Wealth Senior Client Associate M&T Bank Corp

Wealth Planner Huntington National Bank

Senior Estate and Tax Specialist Vanguard Group

Tax Senior Manager - Healthcare & Professional Services Hill, Barth & King

Registered Client Service Associate Morgan Stanley

Private Wealth Management Registered Client Service Associate Morgan Stanley

Client Service Associate WSFS Financial Corp

Assurance Associate Hill, Barth & King

Mortgage Loan Officer Univest Financial Corp

Hospice Registered Nurse Homeland Hospice

Financial Advisor - Armco Credit Union LPL Financial

Financial Advisor - Newtown, PA TD Bank

Advisor Consultant - West Michigan The Hartford

Advisor Consultant - Southern Minnesota (All Channels) The Hartford

Centralized Wealth Management Advisor Citadel Federal Credit Union

Assoc. Private Client Advisor KeyCorp

Private Client Advisor KeyCorp

Similar Job Searches

Stand out to leading employers.