NewClient Advisor with Athletic Background Northwestern Mutual - PrincetonClient Advisor with Athletic BackgroundJamison, PAFull timeWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
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.
Senior Wealth and Trust Advisor Bryn Mawr TrustSenior 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.
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.
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).
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.
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.
Lead Financial Planning Specialist Claire Myers ConsultingLead Financial Planning SpecialistPhiladelphia, PennsylvaniaThis person will play a key leadership role in mentoring advisors, strengthening the planning culture of the office, and helping drive advisor productivity and client outcomes. Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia.
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.
Vice President, Financial Institutions Claims Ascot Group LtdVice President, Financial Institutions ClaimsISELIN, NJ$190,000–$205,000 / yearCompany Benefits: The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more. Responsibilities: Manage a smaller caseload of primary and excess Financial Institutions Liability Claims, including both Public Company D&O, Private Company D&O, Employment Practices Liability, Fiduciary Liability, Financial Advisors and Bad Faith Claims, as well as lead the team in their handling of these matters.
Sr Dir DT Financial Business Systems (SAP) - Washington DC / Wilmington / Chicago / Philadelphia National Railroad Passenger CorpSr Dir DT Financial Business Systems (SAP) - Washington DC / Wilmington / Chicago / PhiladelphiaPhiladelphia, PA$206,200–$267,192 / 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.
Financial Consultant Wells Fargo & CoFinancial ConsultantYARDLEY, PAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
NewVP/Client Advisor AllianceBernstein LPVP/Client AdvisorPhiladelphia, PennsylvaniaOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors, and multigenerational families. Our Client Advisors are essential contributors to our wealth management platform, as they partner with our most tenured professionals to ensure that our clients solve for the increasingly complex challenges that often extend well beyond money management.
Senior Manager, Record-to-Report Process Control Advisor Artech LLCSenior Manager, Record-to-Report Process Control AdvisorLawrenceville, NJ$100–$116.60 / hourBCF operates as a "second line" risk management function, in accordance with the Institute of Internal Auditors' Three Lines Model, reporting directly to the Corporate Controller and partnering closely with Finance, business operations, functional leaders, and senior management across the Company. This role provides strategic guidance to centralized process-focused BCF team members regarding Record-to-Report internal controls, including Internal Controls over Financial Reporting (ICFR), as well as corporate policies and directives.
Sr. Manager, International Order-to-Cash Process Control Advisor Aequor Technologies LLCSr. Manager, International Order-to-Cash Process Control AdvisorLawrenceville, NJThe BCF is a "second line” risk management function (in accordance with the Institute of Internal Auditors' "three lines" concept), reporting directly to the Corporate Controller, and partnering with Finance, business operations, functional leads and senior management throughout the Company. Controls & Risk Management Lead the annual risk assessment for the international OTC process, for commercial markets outside the United States, designed to address financial, operational, and fraud risks, to drive prioritization of PCA project work throughout the year.
Sr. Manager, Record-to-Report and Enterprise Wide Controls Process Control Advisor Aequor Technologies LLCSr. Manager, Record-to-Report and Enterprise Wide Controls Process Control AdvisorLawrenceville, NJBCF operates as a "second line" risk management function, in accordance with the Institute of Internal Auditors' Three Lines Model, reporting directly to the Corporate Controller and partnering closely with Finance, business operations, functional leaders, and senior management across the Company. This role provides strategic guidance to centralized process-focused BCF team members regarding Record-to-Report internal controls, including Internal Controls over Financial Reporting (ICFR), as well as corporate policies and directives.
Medical Wealth Advisor Truist Financial CorporationMedical Wealth AdvisorPhiladelphia, PAPlease review the following job description: Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. 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 Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPhiladelphia, PA$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).
Financial Services Recruiter L'attitudeFinancial Services RecruiterNewark, NJIf you're passionate about helping people grow their careers while partnering with companies to build high-performing teams, we have the perfect opportunity as a Financial Services Recruiter. At L'Attitude Recruiting, we're on a mission to connect exceptional talent with exceptional companies, and we're looking for an experienced Financial Services Recruiter to help us fuel that mission.
Senior Wealth Advisor Citizens & Northern BankSenior Wealth AdvisorDoylestown, PAYou will be responsible for: Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.
EOP Student Success Advisor Seton Hall University, New JerseyEOP Student Success AdvisorSouth Orange, New JerseyThe EOP Student Success Advisor is a full-time advisor who will help navigate many of the logistical aspects of their Seton Hall journey, including understanding Compass, Banner, financial aid, first-year course selection and managing registration requirements including holds. The SSA will monitor their respected caseload and assist EOP scholars in all phases of their collegiate career in order ensure that the student is maximizing their potential and maintaining student success.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingWoodbridge, NJ$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Senior Wealth Advisor CitizensSenior Wealth AdvisorDoylestown, PAYou will be responsible for: Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.
Senior Director of Financial Planning & Analysis (FP&A) Unified Door and Hardware GroupSenior Director of Financial Planning & Analysis (FP&A)Pennsauken, New Jersey$260,000–$405,000 / yearFull timeUnified Door & Hardware Group (UDHG) is seeking a strategic, analytical, and business-oriented Senior Director of Financial Planning & Analysis (FP&A) to help lead the organization's financial planning function and serve as a key advisor to executive leadership. The Senior Director of FP&A partners closely with Operations, Sales, Accounting, Supply Chain, and Corporate Finance to deliver actionable insights that improve profitability, optimize resource allocation, and support strategic business decisions.
Product Owner - Advisor Experience Guardian LifeProduct Owner - Advisor ExperienceHolmdel, NJ$95,170–$156,355 / yearUtilize analytical acumen and data analysis skills to monitor Key Performance Indicators (KPIs) for advisor-facing products, identifying trends and recommending data-driven solutions for continuous improvement. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers
Admissions Advisor BRICK NetworksAdmissions AdvisorNewark, New Jersey$50,000–$74,000 / yearSupport enrollment-related tasks, including but not limited to: reviewing the daily financial aid report to update student status, conducting outreach regarding next steps in the financial aid and application process, assisting students with gathering necessary FAFSA documentation, tracking application status and updates, and maintaining accurate, up-to-date student records in the database. Gateway U is New Jersey’s first-ever hybrid degree pathway site, bringing an innovative new model to Newark that has already helped double graduation rates and eliminate the black-white college completion gap in Boston, San Francisco, and Philadelphia.
Client Relationship Manager & Servicing Advisor Raymond James Financial IncClient Relationship Manager & Servicing AdvisorBedminster, NJAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Service Advisor to complement our existing team.
Cyber Governance - Advisor II Fiserv IncCyber Governance - Advisor IIBerkeley Heights, NJ$128,000–$216,000 / yearPreferred certifications include Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC), Certified Information Systems Auditor (CISA), or equivalent certification-related experience where applicable. About your role: As a Cyber Risk Manager, you will help identify, assess, manage, and communicate cybersecurity risk across business initiatives, platforms, and services.
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.*
Medical Wealth Advisor Truist BankMedical Wealth AdvisorPhiladelphia, PennsylvaniaResponsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications.
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.*
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyBridgewater, NJ$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.
Senior Home Lending Advisor - Easton PA - Phillipsburg Branch JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Easton PA - Phillipsburg BranchEaston, PAFull timeCareer Summary Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Jira Lead Administrator Contact Government Services LLCJira Lead AdministratorPhiladelphia, PAJoin our team and become part of meaningful government innovationExplore additional job opportunities with CGS on our Job Board httpscgsfederal.comjoin-our-teamFor more information about CGS please visit httpswww.cgsfederal.com or contactEmailemailprotectedCJ101920 - 138320 a yearWe may use artificial intelligence AI tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. Jira Lead AdministratorBoston MA Remote Hybrid Philadelphia PAInformation Technology Full Time On-Site On-siteapply for this jobJira Lead AdminEmployment Type Full-Time Mid LevelDepartment Information TechnologyCGS is seeking a talented Jira Lead Administrator who is passionate about driving transformation in the federal IT domain to join our growing team of technology and software consulting professionals.
NewSenior Financial Advisor MassMutual - NJ/NYCSenior Financial AdvisorWarren, NJ$75,000–$300,000 / yearOur team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.
Financial Advisor - Newtown, PA TD BankFinancial Advisor - Newtown, PANewtown, PennsylvaniaEnsures 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.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementNJIn 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.
Wealth Advisor - Northfield Bank LPL FinancialWealth Advisor - Northfield BankEast Brunswick, New Jersey$70,000–$90,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Wealth Advisor - Northfield Bank LPL Financial ServicesWealth Advisor - Northfield BankEast Brunswick, NJ$70,000–$90,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Tax Advisor H&R BlockTax AdvisorWARRINGTON, PennsylvaniaFull timeDeliver forward-looking advice — Go beyond this year's return by helping clients define financial goals and providing proactive tax planning guidance, including identifying relevant H&R Block products and services. Translate complexity into clarity — Present tax concepts in straightforward, client-friendly language so clients fully understand their return, their options, and the steps they can take to improve their financial picture.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)Philadelphia, PA$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
Solution Advisor, CCaaS and Contact Center Solutions Bluewave Technology GroupSolution Advisor, CCaaS and Contact Center SolutionsPhiladelphia, PA$110,000–$140,000 / yearIn this role, you'll partner closely with Sales, Client Success, Delivery, clients, and strategic technology partners to translate business objectives into practical solution paths, vendor shortlists, and executable roadmaps that improve customer experience, agent productivity, and operational efficiency. As a Solution Advisor at Bluewave focused on CCaaS & Contact Center Solutions, you will lead discovery, deal support, and solution development for client engagements focused on Contact Center as a Service (CCaaS) and related CX, EX, and AI solutions.
Senior Commercial Real Estate Advisor Sands Investment GroupSenior Commercial Real Estate AdvisorPhiladelphia, PA$150,000–$300,000 / yearWhether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business. Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.
Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa) Financial Industry Regulatory Authority, Inc.Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa)Philadelphia, PAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.
HS Club/Activity Advisors Warren Hills Regional School DistrictHS Club/Activity AdvisorsWarren, NJreporting of all funds in accordance with the Warren Hills Board of Education, including but not limited to policy# 6600 Student Activity Funds. extracurricular activities designed to promote self-confidence and leadership skills.
Systems Analyst Advisor Elevance Health IncSystems Analyst AdvisorIselin, NJ$150,550–$151,550 / yearExperience Requirements: Six (6) years in any occupation with IT or related experience must include: Experience in the health insurance industry; Amazon Web Services (AWS) or cloud-based application solutions; Database experience including reading and writing basic SQL queries and data modeling; Experience collaborating with business owners, documenting requirements and building test cases for enterprise large scale IT projects; Experience with master data management technologies and concepts; Experience with large scale data integration and related tools such as Informatica; Experience with architectural and design documents; and. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Sales Advisor - Sony ActionLink Services LLCSales Advisor - SonyWillow Grove, PA$18–$20 / hourActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Willow Grove, PA! What you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony''''s innovative technology.
MS Club/Activity Advisors Warren Hills Regional School DistrictMS Club/Activity AdvisorsWarren, NJreporting of all funds in accordance with the Warren Hills Board of Education, including but not limited to policy# 6600 Student Activity Funds. extracurricular activities designed to promote self-confidence and leadership skills.
Student Advisor Achieve Test PrepStudent AdvisorRemoteAchieve offers live, online instruction, 1-on-1 tutoring and mentoring, and flexible course schedules that empower non-traditional college students to test out of college credits and earn higher level professional licenses. Customer Success Advisors partner closely with customers to drive adoption and satisfaction, leveraging data, internal tools, and AI-powered insights to deliver proactive and personalized support.
AI Security Architecture and Risk, Sr Advisor Fiserv IncAI Security Architecture and Risk, Sr AdvisorBerkeley Heights, NJ$127,500–$170,000 / yearDefine the control requirements and thresholds that AI protection tooling enforces - guardrail thresholds for hallucination, PII/PHI exposure, prompt injection, and toxicity, plus data-access policy - and bring security leadership to the build-vs-buy strategy for that layer (e.g., Arize, Fiddler, Varonis, or equivalent). Help lead the enterprise AI security reference architecture - partnering with Cybersecurity Architecture and the AI Center of Excellence to define approved patterns and secure defaults for AI and agentic workloads, and to evaluate incoming designs against them.