Tax Manager (Hybrid) JobotTax Manager (Hybrid)Exton, PA$100,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our top 100 firm is seeking Job Details: We are a Top 100 CPA firm in the Finance industry seeking an experienced and enthusiastic Tax Manager (or Tax Senior with their CPA ready to take the next step) to join our dynamic team.
Senior Backend Engineer (Python), Vice President BlackRockSenior Backend Engineer (Python), Vice PresidentPrinceton, NJ$148,000–$200,000 / yearTo help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorMalvern, PAYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
NewAssociate Wealth Advisor Citizens & Northern BankAssociate Wealth AdvisorDoylestown, PAFrom 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. Requirements: Education & Experience - You will need a Bachelor's degree in accounting, business, economics, finance, financial management, or a related field is preferred AND 0-2 years of experience in banking, financial services, wealth management OR an equivalent combination of education and experience.
Wealth Advisor Associate Univest Financial CorporationWealth Advisor AssociateKing of Prussia, Pennsylvania$60,000–$70,000 / yearIn this position, you’ll support portfolio monitoring, prepare client-ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high-quality client experience and help uncover opportunities to deepen relationships. Responsibilities: As a Wealth Advisor Associate at Girard, you will be part of a growing, collaborative wealth management team in which you will support our team of Wealth Advisors in all aspects of the business development and relationship management cycles.
NewJ.P. Morgan Advisors - Wealth Advisor Development Associate - Philadelphia, PA Chase BankJ.P. Morgan Advisors - Wealth Advisor Development Associate - Philadelphia, PAPhiladelphia, PAOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
NewSenior 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.
Associate Wealth Advisor CorientAssociate Wealth AdvisorWayne, PennsylvaniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Wealth Advisor Associate Univest Financial CorpWealth Advisor AssociateSouderton, PA$60,000–$70,000 / yearIn this position, you'll support portfolio monitoring, prepare client-ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high-quality client experience and help uncover opportunities to deepen relationships. As a Wealth Advisor Associate at Girard, you will be part of a growing, collaborative wealth management team in which you will support our team of Wealth Advisors in all aspects of the business development and relationship management cycles.
NewWealth Advisor - Mount Laurel, NJ Citizens Financial Group IncWealth Advisor - Mount Laurel, NJMount Laurel, NJ$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.
NewWealth 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.
Wealth Advisor Univest Financial CorporationWealth AdvisorKing of Prussia, PennsylvaniaWe’re looking for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals. At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life’s financial complexities with confidence through personalized wealth management, investment guidance, and financial planning.
NewSenior Wealth Advisor ConfidentialSenior Wealth AdvisorPhiladelphia, PAThe successful candidate will be responsible for providing comprehensive wealth management advice, including but not limited to, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management. The Company is seeking a Senior Wealth Advisor to take on the role of Lead Wealth Advisor for a select group of high net worth and ultra-high net worth clients.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorNJ$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).
Wealth Advisor III Univest Financial CorporationWealth Advisor IIIKing of Prussia, PennsylvaniaWe’re looking for an experienced Wealth Advisor who brings both strategic insight and a personal touch to every relationship, especially when serving high-net-worth individuals and business owners. Deliver comprehensive wealth planning services including retirement, estate, tax-efficient strategies, trust services, and business succession planning.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesPAAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Wealth Business Advisor I Truist Financial CorpWealth Business Advisor IPhiladelphia, PA$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Wealth Advisor Univest Financial CorpWealth AdvisorKing of Prussia, PAWe're looking for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals. At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life's financial complexities with confidence through personalized wealth management, investment guidance, and financial planning.
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).
Wealth Advisor III Univest Financial CorpWealth Advisor IIIKing of Prussia, PAWe're looking for an experienced Wealth Advisor who brings both strategic insight and a personal touch to every relationship, especially when serving high-net-worth individuals and business owners. Deliver comprehensive wealth planning services including retirement, estate, tax-efficient strategies, trust services, and business succession planning.
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors Tompkins Financial CorpDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial AdvisorsPlymouth Meeting, PA$130,000–$150,000 / yearWorking closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA's long-term growth objectives. Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.
J.P. Morgan Advisors - Wealth Advisor Development Associate - Philadelphia, PA JPMorgan Chase & CoJ.P. Morgan Advisors - Wealth Advisor Development Associate - Philadelphia, PAPhiladelphia, PAPreferred qualifications, capabilities, and skills: Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
NewWealth Advisor Vista Wealth SolutionsWealth AdvisorNew Castle, DE$70,000–$120,000 / yearIn short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment. As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages.
Wealth Advisor - Northfield Bank LPL Financial Holdings IncWealth Advisor - Northfield BankPrinceton, 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.
Wealth Advisor (Radnor, PA) Mercer AdvisorsWealth Advisor (Radnor, PA)Radnor, PennsylvaniaOur 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.*.
NewSenior Wealth & Fiduciary Advisor Northern TrustSenior Wealth & Fiduciary AdvisorWilmington, DENorthern Trust Corp is seeking a Senior Relationship Advisor in Wilmington, DE to manage complex fiduciary and wealth management client relationships. The successful candidate will deliver high-quality fiduciary services, ensuring client satisfaction through effective communication and collaboration.
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.
Wealth Advisor III Truist BankWealth Advisor IIIPhiladelphia, PennsylvaniaEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * 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.
Strategic Advisor - Business Owner & Private Wealth Advisory Univest Financial CorporationStrategic Advisor - Business Owner & Private Wealth AdvisoryKing of Prussia, PennsylvaniaOur practice is planning-driven and strategy-led , advising business owners and high and ultra-high-net-worth individuals and families on complex business, financial and personal decisions, particularly around liquidity events, succession planning, and multi-generational wealth. At Girard, a Univest Wealth Division , we’re looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice, someone who is energized by complex planning, meaningful client relationships, and the opportunity to grow into a trusted lead advisor.
J.P. Morgan Wealth Management - Private Client Advisor - Conshohocken, Haverford, Norristown, Villanova, PA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Conshohocken, Haverford, Norristown, Villanova, PAVillanova, PAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Kennett Square, PA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Kennett Square, PAKennett Square, PAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Centralized Wealth Management Advisor Citadel Federal Credit UnionCentralized Wealth Management AdvisorWest Chester, PAAs a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management's advisor pipeline. By delivering exceptional service at scale, you will strengthen loyalty, uncover planning opportunities, support the advisory team, create warm handoffs, and help Citadel Wealth Management expand advice delivery.
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.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementPhoenixville, PennsylvaniaIn 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.
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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPrinceton, New JerseyIn 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 - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementNJ$75,000–$125,000 / yearIn 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.
Strategic Advisor - Business Owner & Private Wealth Advisory Univest Financial CorpStrategic Advisor - Business Owner & Private Wealth AdvisoryKing of Prussia, PAOur practice is planning-driven and strategy-led, advising business owners and high and ultra-high-net-worth individuals and families on complex business, financial and personal decisions, particularly around liquidity events, succession planning, and multi-generational wealth. At Girard, a Univest Wealth Division, we're looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice, someone who is energized by complex planning, meaningful client relationships, and the opportunity to grow into a trusted lead advisor.
Wealth Management Advisor Vista Wealth SolutionsWealth Management AdvisorRadnor, PAIn short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment. As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages.
Premier Client Advisor - PNC Wealth Management The PNC Financial Services Group IncPremier Client Advisor - PNC Wealth ManagementHamilton, NJIn 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.
Premier Client Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncPremier Client Financial Advisor - PNC Wealth ManagementPhoenixville, PAIn 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.
J.P. Morgan Wealth Management - Private Client Advisor - West Windsor, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Windsor, New JerseyWest Windsor, NJUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Norristown and Conshohocken, PA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Norristown and Conshohocken, PAConshohocken, PAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Doylestown, Montgomeryville, New Britain, Souderton, Warrington, PA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Doylestown, Montgomeryville, New Britain, Souderton, Warrington, PAPAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Wealth Management - Private Client Advisor - Philadelphia, PA JPMorgan Chase & CoJ.P. Wealth Management - Private Client Advisor - Philadelphia, PAPhiladelphia, PAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementPrinceton, New JerseyIn 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.
Financial Wealth Advisor - Mount Laurel, NJ Corebridge Financial IncFinancial Wealth Advisor - Mount Laurel, NJMount Laurel, NJ$80,000–$120,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Asset & Wealth Management, Private Wealth Management, Wealth Management Analyst - Philadelphia The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Wealth Management Analyst - PhiladelphiaPhiladelphia, PAOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
NewPremier Wealth Advisor Client Growth & Experience PNC BankPremier Wealth Advisor Client Growth & ExperienceWilmington, DE$70,125–$116,875 / yearPNC is seeking a Premier Client Banker in Wilmington, DE, focused on driving client acquisition and providing an exceptional banking experience. Candidates will develop strategies to leverage bank products, manage risk, and foster relationships with clients.