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As a Suitability Principal, you will conduct back-office reviews and provide firm acceptance of new business submissions, as well as suitability reviews for accounts clearing through National Financial Services (NFS) as well as accounts held directly with various sponsors/carriers. The MML Investor Services (MMLIS) Society1851 Wealth Management Team provides white-glove, concierge-level operational support and service to our top-tier Wealth Management advisors.

YEAR

Massachusetts Mutual Life Insurance Company

Suitability Principal

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FULL_TIME

Waldron Private Wealth (Waldron) is looking for a Multi-Family Office Strategist to partner with senior department members to create processes and help drive Wealth Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) by researching, building strong relationships with Lead Advisors, and being a subject matter expert on various items. Provide support to the client service team to facilitate Wealth Planning for Ultra-High-Net Worth/Multifamily Office type clients and support the complex planning needs for other complex clients, by assisting with the execution of internal and external services, including preparation of materials and coordination of meetings to showcase Waldron’s value propositions for the complex wealth advisory needs.

Waldron Private Wealth

Multi-Family Office Strategist

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At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Execute workflows to open and maintain accounts, process money movement, and fulfill client service requests.

Alera Group Inc

Operations Specialist

The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. 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.

Morgan Stanley

PWM Director of Investments

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The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. 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.

PWM Director Of Investments

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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. Accuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services Work Experience .

PNC Bank

Investment Manager/Portfolio Research Associate III

Our 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. About our Risk & Compliance (RCS) Team: Specializing in services such as risk advisory and technology risk, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward thinking.

EisnerAmper

Internal Audit And Risk Advisory Manager

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. Internship opportunities are available across a variety of Wealth Management departments, including: Financial and Wealth Planning -Gain hands-on experience supporting the development of personalized financial strategies that help clients achieve their long-term goals.

HOUR

WSFS Financial Corp

2027 Summer Internship - Bryn Mawr Trust

The Investment Marketing Specialist will play an important role in bringing SEI's investment capabilities to market by developing compelling content, supporting go-to-market initiatives, collaborating across business teams, and helping translate complex investment concepts into clear, advisor-focused messaging. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

SEI Investments Co

Specialist, Investment Marketing

In this leadership role, the Senior Director oversees the identification, cultivation, solicitation, and stewardship of individuals making deferred and other specially structured gifts, and provides education to donors who are considering making planned gifts or involving complex gift structures. The Executive Director, Planned Giving strategically directs and manages the Hospital''s gift planning program, ensuring increased giving from charitable bequests, life income gifts, non-cash assets, and other planned giving vehicles.

Children's Hospital of Philadelphia

Executive Director Planned Giving

The Senior Investment Consultant, OCI fosters and manages relationships with financial advisors to assist them in utilizing Orion’s Custom Indexing and other Outsourced Chief Investment Officer (OCIO) investment solutions. Represent Orion and its OCIO products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion’s proprietary products.

Orion

Senior Investment Consultant

Directly manage and develop distributed data governance team members (including India-based teammates), including performance management, career development, and day-to-day leadership. Demonstrated working knowledge of data governance frameworks (DAMA-DMBOK, DCAM) and familiarity with regulatory requirements affecting data management (GDPR, CCPA, GLBA, SOX).

Envestnet

Director, Data Intelligence

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Envestnet’s Open ENV offering extends the availability of Envestnet's solutions, empowering advisors and firms with new opportunities to leverage the complete platform to meet their unique business needs. Open ENV rapidly accelerates the ability to deliver customized implementations through a library of open architecture application programming interfaces (APIs), Single Sign-On, and bulk data delivery.

Product Integrations Manager II

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Keep Marketing, Distribution, Product, Technology, Compliance, and external partners aligned; help resolve issues affecting integration readiness or client experience. The Multi-Channel Marketing Manager will project manage the integration of multi-channel marketing campaigns and workstreams that drive brand awareness, engagement and growth.

<p>Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.</p>
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<p>Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.</p>

Daley and Associates

Multi-Channel Marketing Manager

The Hybrid Investment Sales Director will focus on expanding SEI's reach among RIAs, independent broker-dealers, and asset managers, helping drive asset growth while supporting broader territory initiatives. Reporting to the Head of Investment Product Sales , this role will be based in Oaks, PA and serve as a critical partner to the Senior Investment Sales Director based in region while maintaining direct responsibility for advisor relationships within an assigned segment of the market.

Sales Director

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. 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.

The PNC Financial Services Group Inc

Grow Your Pipeline - Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.

<h5>For over seventy years Community Bank, a family owned bank, has been partnering with Southern California businesses and clients to help them with their banking needs. With a full suite of deposit and loan products, innovative technology and unlimited access to ATMs &mdash; Community Bank has the tools for all of your banking needs.</h5>
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<h4 class="dt-fancy-title">community bank highlights</h4>
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<h5>&nbsp;FAMILY-OWNED since 1945</h5>
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<h2 class="dt-fancy-title">$3.7</h2>
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<h5><strong>Billion in Assets</strong><br /> (as of 9/30/17)</h5>
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<h2 class="dt-fancy-title">22<sup><span style="font-size: 300%;">nd</span></sup></h2>
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<h5><strong>Largest Employer in Pasadena</strong><br /> (Pasadena Chamber of Commerce)</h5>
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<h5><strong>Largest in Assets in LA County</strong><br /> (FDIC as of 9/30/17)</h5>
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Community Bank, N.A.

Mortgage Loan Consultant (Base Pay + Commission)

Legacy Planning Partners, a HUB International company under their division of Retirement & Private Wealth, is growing and looking to hire a Financial Services Assistant to join our team in the Allentown, PA location on a Hybrid work schedule. The Financial Services Assistant is designed for individuals who are serious about building a career in financial planning - not just looking for a job to execute a task list, but someone who wants to grow into the industry with purpose and intention.

Hub International

Financial Services Associate

Legacy Planning Partners, a HUB International company under their division of Retirement & Private Wealth, is growing and looking to hire a Financial Services Assistant to join our team in the Allentown, PA location on a Hybrid work schedule. The Financial Services Assistant is designed for individuals who are serious about building a career in financial planning — not just looking for a job to execute a task list, but someone who wants to grow into the industry with purpose and intention.

Hub International Insurance

The team sets portfolio pricing strategy and governance, partners with Sales, Relationship, Finance, Legal, and Product to improve win rate while ensuring pricing decisions meet strategic objectives. • Drives analysis of competitive and market factors relevant to product pricing and positioning, defining and recommending strategically focused improvement opportunities.

Wealth Advisor Jobs in Pennsylvania

Suitability Principal Massachusetts Mutual Life Insurance Company

Multi-Family Office Strategist Waldron Private Wealth

Operations Specialist Alera Group Inc

PWM Director of Investments Morgan Stanley

PWM Director Of Investments Morgan Stanley

Investment Manager/Portfolio Research Associate III PNC Bank

Internal Audit And Risk Advisory Manager EisnerAmper

2027 Summer Internship - Bryn Mawr Trust WSFS Financial Corp

Specialist, Investment Marketing SEI Investments Co

Executive Director Planned Giving Children's Hospital of Philadelphia

Senior Investment Consultant Orion

Director, Data Intelligence Envestnet

Product Integrations Manager II Envestnet

Multi-Channel Marketing Manager Daley and Associates

Sales Director SEi

Investment Manager/Portfolio Research Associate III The PNC Financial Services Group Inc

Mortgage Loan Consultant (Base Pay + Commission) Community Bank, N.A.

Financial Services Associate Hub International

Financial Services Associate Hub International Insurance

Pricing Director Envestnet

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