Fiduciary Advisor Sr The PNC Financial Services Group IncFiduciary Advisor SrPrinceton, NJ$123,200–$228,800 / yearThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. 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.
NewTrust Real Estate Advisor II The PNC Financial Services Group IncTrust Real Estate Advisor IIPhiladelphia, PA$82,500–$150,000 / yearComplies with the banks policies and procedures for consistent management of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as: real estate purchases, sales, leases, negotiations, general property management, safekeeping, disposition/productivity analysis, bill payments, tax and insurance enforcement and the hiring of contractors and agents. 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.
Financial Wellness Associate KeyBankFinancial Wellness AssociateWarrington, Pennsylvania$19.23–$28.37Physical Demands: Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Academic Advisor I Temple UniversityAcademic Advisor IPhiladelphia, Pennsylvania$45,000–$52,000The incumbent prepares and presents student orientation sessions and develops, coordinates, and implements educational counseling services geared to improving student success and retention. Working under the guidance of experienced advising staff, the Academic Advisor I provides academic advising and support to undergraduate students in the College of Engineering.
Academic Advisor II Temple UniversityAcademic Advisor IIPhiladelphia, PA$41,250–$60,000 / yearPosition Summary: The Academic Advisor II in the Center for Performing and Cinematic Arts (CPCA), working under limited guidance, advises students on appropriate academic schedule and long-term plans, choice of major, academic standing, utilization of appropriate resources, and interpretation and application of major, school/college, and university policies to their circumstances. '','''','''',''Pennsylvania-Philadelphia-Main Campus-Mitten Hall'',''Pennsylvania-Philadelphia-Main Campus-Mitten Hall'','''','''',''Staff'',''Staff'',''Full-time'',''Full-time'',''Day Job'',''Day Job'',''Regular'',''Regular'',''false'',''521871'',''521871'',''true'',''521871'',''false'',''Submission for the position: Academic Advisor II - (Job Number: 26001529)'',''false'',''521871'',''false'',''true''.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociatePhiladelphia, PA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerPhiladelphia, PA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
BALENCIAGA Sales & Client Advisor (Keyholder) | King of Prussia Kering SABALENCIAGA Sales & Client Advisor (Keyholder) | King of PrussiaKing Of Prussia, PAReporting directly to the CFO of Latin America, the successful candidate is a finance professional who thrives in complexity and operates with rigor and strategic influence, managing financial reporting across three distinct markets while navigating a dynamic, fast-paced Group environment and serves as a reliable business partner. Under the leadership of President and CEO Francesca Bellettini and the artistic direction of Demna, the House continues to redefine luxury and fashion while celebrating creativity, Italian craftsmanship, and innovation.
Senior Finance Manager (US)- Technology Finance/Business Advisor The Toronto-Dominion BankSenior Finance Manager (US)- Technology Finance/Business AdvisorMount Laurel, NJ$115,440–$186,160 / 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. Develops and/or assesses significant business cases/new initiatives applying expertise and ensuring criteria for own area are met (e.g., taxation, accounting practices, forecasted rates of return, evaluate outcomes, test assumptions, interface with others for appropriate input, identify benchmarks).
Financial Planning & Analysis, Sr Director Synopsys IncFinancial Planning & Analysis, Sr DirectorExton, PAWorking knowledge of U.S. GAAP, corporate controls, SOX/internal controls, audit readiness, business systems, and finance operations; familiarity with FAR/DFARS, CAS, DCAA/DCMA, labor charging, indirect rates, or government program finance is highly desirable. You have earned credibility with executive leaders, program teams, finance shared services, auditors, and parent company stakeholders by balancing speed with compliance, supporting growth while protecting enterprise assets, and preserving contractual integrity.
Account Executive – Financial Services SageAccount Executive – Financial ServicesTrenton, NJWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Cigna Pharmacy Risk And Underwriting Advisor (Hybrid) CignaCigna Pharmacy Risk And Underwriting Advisor (Hybrid)Philadelphia, PA$88,700–$147,800 / yearThese 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. Role Summary: Drive profitable growth across a complex pharmacy portfolio by developing data-driven pricing strategies, leading customer negotiations, and partnering closely with Sales to win and retain business.
Financial Associate Bryn Mawr TrustFinancial AssociatePrinceton, New Jersey$53,744–$88,290.50Bryn 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. The Financial Associate delivers high-level service and operational support to Wealth clients and advisors, partnering closely with Wealth Directors, Investment Advisors, Wealth and Trust Advisors, and internal teams to ensure a seamless client experience.
SVP, Actuarial Advisor Marsh & McLennan Companies IncSVP, Actuarial AdvisorPhiladelphia, PAAs 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.
Call Center -Financial Account Specialist - VMXA American Heritage Credit UnionCall Center -Financial Account Specialist - VMXAPhiladelphia, PAFull timeProcess loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary. Serve as a subject matter expert as it relates to American Heritage electronic/mobile offerings which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc.
Cigna Pharmacy Risk and Underwriting Advisor (Hybrid) The Cigna GroupCigna Pharmacy Risk and Underwriting Advisor (Hybrid)Philadelphia, PA$88,700–$147,800 / yearThese 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. Role Summary: Drive profitable growth across a complex pharmacy portfolio by developing data-driven pricing strategies, leading customer negotiations, and partnering closely with Sales to win and retain business.
Financial Wellness Associate - Bilingual Spanish Or Russian A Plus Keybank National AssociationFinancial Wellness Associate - Bilingual Spanish Or Russian A PlusWarrington, PA$19.23–$28.37 / hourConsumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Customer Growth Strategy Senior Manager | Financial Services Accenture PlcCustomer Growth Strategy Senior Manager | Financial ServicesPhiladelphia, PABeyond shaping strategies, you are adept at embedding within client relationships, partnering with Accenture account leads, and identifying new opportunities, both organic and inorganic, that grow Accenture Song's impact and our clients' businesses. With deep industry expertise and strong client partnerships, we help financial services leaders design and execute growth strategies that solve real customer needs and deliver measurable outcomes.
NewFinancial Representative Career Changer Opportunity Northwestern Mutual - PrincetonFinancial Representative Career Changer OpportunityJamison, PAFull timeWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Prior Experience: Before joining Northwestern Mutual, Jessica worked in the automotive industry as a Business Development Manager, where she developed expertise in relationship building and business growth.
Financial Manager FirstService CorpFinancial ManagerPhiladelphia, PAAs Financial Manager of Client Accounting at FirstService Residential-the North American leader in residential property management- you'll play a visible, client‑facing role helping guide the financial success of residential communities. Leveraging your accounting acumen, you'll turn complex financial data into clear insights, leading budgeting, forecasting, variance analysis, and strategic initiatives while serving as a trusted advisor to clients and leadership.
NewAVP, Broker-Dealer & Investment Advisor Counsel Lincoln National CorpAVP, Broker-Dealer & Investment Advisor CounselRadnor, PA$127,500–$232,300 / yearThis role will partner closely with Legal, Compliance, Operations, Enterprise Brand, Advertising and Marketing, Enterprise Producer Solutions Operations, and business leaders to support sales practices, third party distribution relationships, regulatory initiatives, advertising review, and contractual matters tied to Lincoln's financial products and services, including life insurance, annuities, long-term care products, small market retirement plans and retail private market (alternative investment funds). Maintains knowledge of current and emerging legal and regulatory developments impacting financial services distribution and assesses operational and business impacts, and advises VP, Chief Counsel Distribution and senior management on legal matters and complex issues within the LFD business including business initiatives, third party relationships, sales and incentive programs, FINRA, SEC, DOL and state insurance laws and regulations.
Lead Patient Financial Navigator Hybrid Cooper University Health CareLead Patient Financial Navigator HybridCamden, NJFinancial screening process encompasses any or all of the following job functions: Financially screens insured patients prior to inpatient and outpatient services including office visits, testing, diagnostic studies, surgeries and procedures by verifying patient insurance eligibility and registering insurance information into the EPIC system when needed. Lead PFNA will educate and provide patient with a clearly defined estimate of the patient's financial responsibility for all services, including office visits, testing, diagnostic studies, surgeries and procedures via phone, written correspondence and MyChart communication.
Financial Reporting Manager, Technical Accounting Gateway Search AssociatesFinancial Reporting Manager, Technical AccountingChester Springs, PennsylvaniaThis is a hands on leadership position that blends SEC reporting ownership with deep technical accounting exposure, offering meaningful interaction with executive leadership and cross functional teams. The company is seeking a Manager of Financial Reporting and Technical Accounting to play a key role in elevating the quality, accuracy, and scalability of its external reporting function.
Assurance Senior Associate - Financial Services EisnerAmperAssurance Senior Associate - Financial ServicesPhiladelphia, 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. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesPhiladelphia, 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. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Financial Wellness Associate KeyCorpFinancial Wellness AssociateWarrington, PA$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Lead Director - Digital Product Management (Pharmacy Services Financial Technology Solutions) CVS Health CorpLead Director - Digital Product Management (Pharmacy Services Financial Technology Solutions)PA$100,000–$231,540 / yearAs a key strategic leader, you will partner deeply with the respective stakeholders across the company to understand the customers, current product landscape, operational needs, and business goals to develop a long-term vision, strategy, and roadmap that achieves outcomes and delivers value. Ability to provide vision to large teams to guide multi-month fast-paced projects, establish key milestones driven by market/enterprise need, and direct matrixed teams.
M&A Financial Due Diligence Data Analytics Senior Consultant Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Senior ConsultantPhiladelphia, PA$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
Virtual Insurance Advisor (Work from home) Camesi AgencyVirtual Insurance Advisor (Work from home)Philadelphia, PARemoteWe are seeking motivated individuals based in Philadelphia, Pennsylvania, interested in building a career in insurance sales and leadership while working remotely. Our fully remote team is supported by proven systems, structured mentorship, and a culture that develops leaders.
Strategic Risk Advisor, Senior Specialist Vanguard GroupStrategic Risk Advisor, Senior SpecialistMalvern, PAServing as a critical connective function across the organization, this role helps bridge divisional and regional efforts, drive greater consistency in risk practices, and enable a more holistic, enterprise view of Business and Operational Risk. Provides consultation, facilitation and analytical support to the divisional management team as new products, services, processes and procedures are developed to ensure risk is properly mitigated.
Sr. Product Owner (Financial Services / FTE / Hybrid / Onsite Interview Preferred) NTT DATA Group CorpSr. Product Owner (Financial Services / FTE / Hybrid / Onsite Interview Preferred)King of Prussia, PA$87,720–$131,580 / yearNTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com, @nttdatafed.com and @talent.nttdataservices.com email addresses. We are one of the world''s leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services.
Outlet Customer Experience Specialist, Advisor Best BuyOutlet Customer Experience Specialist, AdvisorWillow Grove, PennsylvaniaWhat does a Sales Consultant - Appliance Outlet do?The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left...
Closing Shift - Member Advisor - Call Center American Heritage Credit UnionClosing Shift - Member Advisor - Call CenterPhiladelphia, PA$19–$21 / hourFull timeResponsibilities Include:Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail. Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member.
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.
Special Advisor, Public Sector Advisory Baker Tilly Virchow KrauseLLPSpecial Advisor, Public Sector AdvisoryPhiladelphia, PA$86,660–$164,300 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Lead Business Analyst - 90411466 - Philadelphia (Philadelphia, PA, US, 19104) AmtrakLead Business Analyst - 90411466 - Philadelphia (Philadelphia, PA, US, 19104)Philadelphia, PA$94,300–$122,256 / hourOur values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.
Director of Advisory Services Bryn Mawr TrustDirector of Advisory ServicesBerwyn, Pennsylvania$111,440–$183,082.25Bryn 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. Actively participate in community functions and continue to expand their knowledge in private wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning while representing WSFS and its subsidiaries.
NewSr. Financial Planning Strategist OsaicSr. Financial Planning StrategistBerwyn, PARemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Wealth Advisor ThinkingAheadWealth AdvisorPhiladelphia, PAProvide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively.
Producing Financial Planner RiversEdge Advisors, LLCProducing Financial PlannerWilmington, DEPosition Requirements: Bachelor's degree; preferably in business Prior business development experience necessary (5+ years) Must have or obtain appropriate investment licenses (within 90 days of hire) Vast networking skills Good written and verbal communication skills Team player, collaborative, able to work with and through others Desire/ability to work successfully in a small company environment Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion. Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
Advisor Consultant - Sacramento Metro (All Channels) The HartfordAdvisor Consultant - Sacramento Metro (All Channels)Wayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Advisor Consultant - Atlanta and South Georgia The HartfordAdvisor Consultant - Atlanta and South GeorgiaWayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
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.
Residential Advisor MerakeyResidential AdvisorBensalem, PAMoreover, we are committed to creating teams that reflect the diversity of the communities we serve and encourage applicants from underrepresented backgrounds to apply. More than 8,000 employees provide support to nearly 40,000 individuals and families throughout 12 states across the country each year.
Advisor Support Consultant The HartfordAdvisor Support ConsultantWayne, PennsylvaniaActual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. Once licensed, make outbound phone calls to financial advisors regarding new products, marketing ideas, special meetings, etc.
Senior Wealth and Trust Advisor WSFS BankSenior Wealth and Trust AdvisorPrinceton, New Jersey$133,728–$219,696.75Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution; serve as a subject matter expert and role model, and represent BMT at external events, professional organizations, and industry forums while actively promoting the organization's mission, strategic objectives, and core values. Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
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.*.
Wealth Advisor - Lansdale, PA Citizens Financial Group IncWealth Advisor - Lansdale, PALansdale, PA$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Senior Wealth and Trust Advisor Wsfs FinancialSenior Wealth and Trust AdvisorPrinceton, New Jersey$133,728–$219,696.75Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution; serve as a subject matter expert and role model, and represent BMT at external events, professional organizations, and industry forums while actively promoting the organization's mission, strategic objectives, and core values. Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
Wealth Advisor III Truist BankWealth Advisor IIIPhiladelphia, PennsylvaniaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*