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Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. 2-5 years of experience working with clients, trusts and/or estates, including fiduciary administration, taxation or the drafting/advisement of legal documents.

The Bank of New York Mellon Corp

Senior Specialist, Fiduciary

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Serve as a key resource for Producers to identify prospective captive clients within the sales pipeline, focused on qualifying accounts to ensure they meet Graham Company's underwriting and revenue criteria, and supporting efficient pipeline development to contribute to the growth of the Captive Practice. The Captive Consultant is focused on expanding our captive pipeline, working closely with Producers to identify and bring in new captive clients, as well as targeting cross-sell opportunities within our existing client relationships to support the strategic growth of our captive book of business.

Marsh McLennan

Captive Consultant

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The Income Tax Attorney will work closely with internal accounting, tax preparation, advisory, and leadership teams to provide practical legal guidance, identify tax risks and opportunities, and help clients navigate complex income tax issues with confidence. This role focuses on income tax planning, compliance support, legal research, tax notices, audits, appeals, collections, and other tax controversy matters, with particular emphasis on pass-through entities, including S-Corporations and LLCs, as well as state and local tax issues.

Smoker & Company LLC

Income Tax Attorney

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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.

YEAR

WSFS Financial Corp

Client Service Associate

Smoker & Company LLC is seeking an experienced Tax Attorney with approximately 3–5+ years of relevant experience to advise individuals, closely held businesses, and business owners on a variety of federal, state, and local income tax matters, including tax planning, compliance, controversy matters, and related tax issues. The Tax Attorney will work closely with internal accounting, tax preparation, advisory, and leadership teams to provide practical legal guidance, identify tax risks and opportunities, and help clients navigate complex tax issues with confidence.

Tax Attorney

The Regional Sales Director serves as a trusted resource to clients and prospects, delivering investment insights, product education, and business development support to generate asset growth and deepen strategic relationships. This individual contributor role develops and manages relationships with financial advisors, private bankers, investment consultants, and key gatekeepers across wirehouse, bank, and broker-dealer platforms.

<p>CIM Group is a premier full service urban real estate and infrastructure fund manager with approximately $20.5 billion of assets under management. Since its founding in 1994, CIM has been a process- and research-driven investor that mitigates risk through the fundamental analysis of the long-term drivers in communities. CIM is a relative value investor that systematically targets investments that are priced below their long-term intrinsic value. Over time, CIM has delivered a strong risk-adjusted track record of returns by relying on its vertically-integrated team, investment discipline, and sourcing capabilities. </p>

CIM Group

VP, Regional Sales Director, Wirehouse & Broker Dealer Sales

A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Deloitte

Tax Delivery Manager, Japanese Services (Global Employer Tax)

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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

Truist Financial Corp

Financial Consultant, Truist Investment Services, York, PA

Therefore, an offer for this position may be contingent on you providing SEI, a completed questionnaire regarding political contributions made by you and members of your household, and that SEI may reject your application if SEI determines in its sole discretion that the effect of such political contributions under the Rule could have an adverse impact on SEI's current or prospective business activities and strategies. 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

Client Support Specialist

Key Deliverables: The Vice President of Regional Distribution drives sales of Apollo DC private assets and Vitera guaranteed income to retirement advisors in an assigned territory and carries an annual sales target across both capabilities. Our go-to-market efforts are combined in delivering Apollo private assets and Vitera guaranteed income, with distribution by a single team including coverage of wealth/intermediary, institutional and consultant markets.

Athene Holding Ltd

VP Sales, Defined Contribution

Participate in department-specific and firm-wide initiatives that expand capabilities, address unmet business needs, improve the client experience, develop more efficient processes, and advance team, office, and business capabilities. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

Glenmede Corp

Relationship Manager, Endowment & Foundation Advisory

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate's experience, education, certification/credentials, market data, internal equity, and geography. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test.

Alight Inc

Disability Case Manager (Temporary) - Virtual

Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. The analyst will evaluate corporate issuers and securities, contribute to investment discussions, and provide input that supports portfolio construction, risk management and investment decision-making.

The Penn Mutual Life Insurance Company

Investment Analyst - Credit Research

We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

Hamilton Lane Inc

Vice President, External Communications

Hamilton Lane Advisors

Proactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. 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.

HOUR

The Toronto-Dominion Bank

Premier Banker- Rittenhouse

Premier Banker- Flourtown

Premier Banker- Newtown Square

The practice serves founders at liquidity, executives navigating complex compensation structures, multigenerational families managing legacy assets, and UHNW individuals whose estates demand sophisticated planning across tax, trust law, asset protection, and family governance. You would work within an integrated team of trusts and estates, income tax, and estate administration lawyers alongside estate and fiduciary accountants, so expertise sits inside the practice rather than down the hall.

Sterlington

Trusts & Estates Counsel

The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Assist the branch team, FCM and other District leaders and associates in sharing knowledge, onboarding and developing newer associates, solving staffing challenges at a team, and participating in the success and overall improvement of the District/ Region; across all sales, service and operational objectives.

Wealth Management Advisor Jobs in Pennsylvania

Senior Specialist, Fiduciary The Bank of New York Mellon Corp

Captive Consultant Marsh McLennan

Income Tax Attorney Smoker & Company LLC

Client Service Associate WSFS Financial Corp

Tax Attorney Smoker & Company LLC

VP, Regional Sales Director, Wirehouse & Broker Dealer Sales CIM Group

Tax Delivery Manager, Japanese Services (Global Employer Tax) Deloitte

Financial Consultant, Truist Investment Services, York, PA Truist Financial Corp

Client Support Specialist SEI Investments Co

VP Sales, Defined Contribution Athene Holding Ltd

Relationship Manager, Endowment & Foundation Advisory Glenmede Corp

Disability Case Manager (Temporary) - Virtual Alight Inc

Investment Analyst - Credit Research The Penn Mutual Life Insurance Company

Vice President, External Communications Hamilton Lane Inc

Vice President, External Communications Hamilton Lane Advisors

Premier Banker- Rittenhouse The Toronto-Dominion Bank

Premier Banker- Flourtown The Toronto-Dominion Bank

Premier Banker- Newtown Square The Toronto-Dominion Bank

Trusts & Estates Counsel Sterlington

Consumer Banker IV (St Marys) First Financial Bank

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