FULL_TIME

FEED

UNKNOWN

Working at the intersection of engineering, data science, product, cybersecurity, and business operations, the team develops and executes innovative testing and validation strategies that help deliver trusted experiences for clients and internal stakeholders alike. Experience with automated testing frameworks, API testing, model evaluation, prompt testing, hallucination testing, data quality validation, AI governance controls, and regulatory, security, privacy, or responsible AI requirements.

YEAR

Envestnet

Lead AI Quality Assurance Engineer

Jobvite Talemetry Organic Easy Apply

Engineers partner closely with product, platform, and risk/compliance teams to modernize services, leverage AI and automation, and solve complex challenges end-to-end, all while delivering solutions that operate reliably in a regulated environment. Responsible for building scalable, secure platforms in support of Envestnet business operations, including wealth management, financial data aggregation and advisor-driven technology solutions.

Senior Software Development Engineer

Analyzes competitor pricing, market share and margins and tracks client buying patterns to understand, develop and recommend effective strategies for the company’s offerings. 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.

Senior Pricing Analyst

If 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.

L'attitude

Financial Services Recruiter

Manatal

Working closely with business stakeholders, product teams, and technology partners, you will help drive data quality, reporting, and analytics initiatives that enhance operational effectiveness and business outcomes. Backed by   over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

Senior Data Analyst

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

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Extensive experience as a product manager in financial services or a similar industry, with a focus on wealth management or brokerage firms or consulting to such firms. Lead user acceptance testing and monitor quality assurance to ensure the final product aligns with business needs.

4 Staffing Corp

Salesforce FSC SME

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3+ years of experience in business development, financial services, sales support, account management, relationship management, or a related field. Experience supporting advisors, wealth management professionals, or client-facing teams preferred.

Lee Hecht Harrison

Seasonal Development Specialist

LHH is partnering with a growing financial services organization seeking a Sales Coordinator / Sales Administrator to support a team of Regional Sales Directors and business development professionals. Experience in financial services, wealth management, business development, internal sales, sales support, or a related client-facing environment preferred.

Sales Admin

Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise.

Portage Point Partners LLC

Director, Transaction Advisory Services // Financial Services

Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They 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.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo Bank

Senior Client Associate

Senior Registered Client Associate

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By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking. Partner across functions including sales, marketing, product, capital markets, operations, compliance, and investment teams with the objective of building and growing the business by creating and strengthening client relationships.

Nomura Holdings Inc

ETF Specialist

Bachelor's degree in Accounting or a related field required CPA designation required Master's in Taxation or related degree is a plus Minimum 5-8+ years of progressive experience in tax preparation and planning within a public accounting firm, family office, or wealth management environment Extensive knowledge applying federal, state, and local tax codes, especially as they relate to small businesses, owners, real estate, and pass-through entities Experience managing client relationships and conducting regular, independent meetings with clients, including presentation of planning strategies and responding to tax-specific questions Demonstrated ability to manage complex tax engagements and competing deadlines with minimal supervision Familiarity with estate, gift, and generation-skipping tax planning is a plus Strong written and verbal communication skills with a client-first mindset Comfortable working both independently and collaboratively in a team environment A self-starter with strong problem-solving skills and a passion for learning and growth Proficient in Microsoft Excel and Outlook Advanced proficiency in tax software platforms such as ProSystems, QuickBooks, Drake, SurePrep, TaxDome, UltraTax is a plus Experience with cloud-based document management systems and secure file sharing tools Willingness to adopt new technologies and contribute to continuous improvement initiatives. Manage a portfolio of clients, including small to mid-sized businesses and high-net-worth individuals, ensuring timely delivery of accounting, tax and advisory services Provide proactive tax planning and business advisory services, including entity structuring, cash flow analysis, and profitability improvement Supervise and participate in the preparation and review of complex individual, partnership, S corporation, C corporation, trust, and estate tax returns Respond to IRS and state notices, manage audits, and handle tax authority correspondence Serve as the primary point of contact for clients, leading meetings and delivering actionable insights Ensure compliance with federal, state and local tax regulations and reporting requirements Oversee and review monthly, quarterly, and annal financial statements and supporting workpapers Review and approve account reconciliations, journal entries, and financial analysis Manage multiple client engagements, deadlines, and priorities Mentor, train, and develop staff and senior accountants Collaborate with firm leadership on client strategy, practice development, and process improvements Support business development efforts, including identifying opportunities to expand services within existing client relationships.

RiversEdge Advisors, LLC

Tax Manager

Working closely with our advisors, you will provide non-advisory support that keeps client accounts accurate, client requests moving, and every interaction professional and responsive. Prepare and process account opening and account administration paperwork, and follow up with the custodian to confirm requests are completed accurately.

Entrust Financial, LLC

Client Service Associate

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This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.

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

Private Client Specialist I - Marlton, NJ

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. This role serves as an important contributor to the financial planning process by helping advisors and senior planning specialists deliver planning-centric solutions that address retirement, investment, insurance, estate, tax, and risk management considerations.

The Penn Mutual Life Insurance Company

Client Strategies Associate

This role is ideal for a highly motivated professional who combines relationship-building skills with a strong understanding of wealth advisory services, a proven track record of success, and a passion for helping others. This individual will own the front end of the business development pipeline, driving prospecting activity, nurturing strategic referral relationships, and helping guide prospective clients through the discovery and proposal process.

Waverly Advisors

Business Development Officer

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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Morgan Stanley

Registered Client Service Associate

This is a hunter role for outbound-driven producers who want to build a personal lines book through disciplined prospecting and CRM-driven sales activity within a platform investing heavily in organic growth. We are looking for a High Net Worth Personal Lines Producer to develop and grow relationships with affluent individuals, families, and referral partners.

Wealth Management Advisor Jobs in Philadelphia, PA

Lead AI Quality Assurance Engineer Envestnet

Senior Software Development Engineer Envestnet

Senior Pricing Analyst Envestnet

Financial Services Recruiter L'attitude

Senior Data Analyst Envestnet

2027 Summer Internship - Bryn Mawr Trust WSFS Financial Corp

Salesforce FSC SME 4 Staffing Corp

Seasonal Development Specialist Lee Hecht Harrison

Sales Admin Lee Hecht Harrison

Director, Transaction Advisory Services // Financial Services Portage Point Partners LLC

Senior Client Associate Wells Fargo Bank

Senior Registered Client Associate Wells Fargo Bank

ETF Specialist Nomura Holdings Inc

Tax Manager RiversEdge Advisors, LLC

Client Service Associate Entrust Financial, LLC

Private Client Specialist I - Marlton, NJ TD Bank

Client Strategies Associate The Penn Mutual Life Insurance Company

Business Development Officer Waverly Advisors

Registered Client Service Associate Morgan Stanley

Personal Lines Producer_Mid Atlantic Sellers Hub

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