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

WSFS Bank

2027 Summer Internship - Bryn Mawr Trust Advisors

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OTHER

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

Mortgage Banking Advisor

Broadbean

FULL_TIME

Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. Comprehensive Planning & Advice:  Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer.

Rockefeller Capital Management

Senior Wealth Planner

[AW]-iCims

This position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.

First National Bank Of Pennsylvania

Relationship Advisor Retirement Services

The incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non-profit or government clients and is responsible for the overall client experience with the primary goals of client satisfaction and retention. This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships withinthe Personal Trust Group.

Relationship Advisor 2 - Trust Services Group

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The incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non-profit or government clients and is responsible for the overall client experience with the primary goals of client satisfaction and retention. Position Overview: This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships within the Personal Trust Group.

First National Bank (FNB Corp.)

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. 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 Bank

Investment Advisor Sr

Position Overview: This position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.

YEAR

Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

Strategic People Advisors

Associate Financial Advisor

partner JazzHR

Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.

Financial Advisor

Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.

Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals.

Manning & Napier, Inc.

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You will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

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

TD Bank

Financial Advisor Trainee - Aston, PA

Maintain responsibility for the existing commercial book of business by: (1) monitoring all credit portfolio needs and clean desk metrics, (2) improving credit portfolio pricing and risk profile, and (3) maintaining all compliance and credit administration processes and procedures. The Capital Advisor III is the primary advisor responsible for delivering customized and complex credit solutions to Huntington Private Bank clients partnering directly with their full team of advisors.

Huntington National Bank

Capital Advisor

About Our Firm: Legacy Advisors, LLC is a premier wealth management firm serving ultra-high-net-worth individuals, families, and business owners with complex financial lives. In this role, you will lead strategic client conversations, grow a trusted network of professional partners, and help families make informed decisions about their financial futures.

Legacy Advisors

Business Development Financial Advisor

FNB Corp

Communicate with colleagues & carrier representatives, to maintain knowledge of new and existing products, Online quoting along with current market conditions and competitors' products. Build long-term relationships with clients, play a central role in introducing new insurance products, and maintain the suitability of existing insurance program.

HOUR

<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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<h2 class="dt-fancy-title">9<sup><span style="font-size: 300%;">th</span></sup></h2>
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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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<h5><strong>of SBA 7(a) Lenders in the LA District</strong><br /> (as of 9/31/17)</h5>
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Community Bank, N.A.

Client Advisor Business Ins Specialist 2

As a Financial Advisor, you will work directly with individuals, families, and business owners to understand their financial goals and develop strategies designed to help them protect what matters most, build wealth, and prepare for the future. Whether you are an experienced financial professional looking for an opportunity to grow your practice or a successful professional considering a career change, we provide the resources, training, mentorship, and support to help you build a meaningful career in financial services.

Vista Wealth Solutions

JobScore

CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

Wealth Management Advisor Jobs in Pennsylvania

2027 Summer Internship - Bryn Mawr Trust Advisors WSFS Bank

Mortgage Banking Advisor WSFS Bank

Senior Wealth Planner Rockefeller Capital Management

Relationship Advisor Retirement Services First National Bank Of Pennsylvania

Relationship Advisor 2 - Trust Services Group First National Bank Of Pennsylvania

Relationship Advisor 2 - Trust Services Group First National Bank (FNB Corp.)

Investment Advisor Sr PNC Bank

Relationship Advisor Retirement Services First National Bank (FNB Corp.)

Associate Financial Advisor Strategic People Advisors

Financial Advisor First National Bank Of Pennsylvania

Financial Advisor First National Bank (FNB Corp.)

Financial Advisor Manning & Napier, Inc.

Financial Advisor Trainee - Aston, PA TD Bank

Capital Advisor Huntington National Bank

Business Development Financial Advisor Legacy Advisors

Financial Advisor FNB Corp

Client Advisor Business Ins Specialist 2 Community Bank, N.A.

Financial Advisor Vista Wealth Solutions

Financial Advisor Relationship Manager CAPTRUST

2027 Summer Internship - Bryn Mawr Trust Advisors WSFS Financial Corp

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