Wealth Advisor - Sewickley, PA Citizens Financial Group IncWealth Advisor - Sewickley, PABeaver Falls, 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.
Mortgage Loan Advisor CB Financial Services, Inc.Mortgage Loan AdvisorCanonsburg, PACultivate and maintain strong, trust-based relationships with a diverse network of clients, realtors, builders, financial advisors, and other referral sources to drive consistent mortgage application volume and long-term business growth. The Mortgage Loan Advisor orders appraisals, credit reports, and reference checks; packages loans; outlines loan terms and conditions; and informs prospective borrower of loan commitment.
Sr Dir DT Financial Business Systems (SAP) - Washington DC / Wilmington / Chicago / Philadelphia National Railroad Passenger CorpSr Dir DT Financial Business Systems (SAP) - Washington DC / Wilmington / Chicago / PhiladelphiaPhiladelphia, PA$206,200–$267,192 / hourOur values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.
Full-Time Member Experience Advisor - (Allentown) American Heritage Credit Union (Inc)Full-Time Member Experience Advisor - (Allentown)Allentown, PAUtilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s). Responsibilities Include: Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).
Business Experience Plan & Administration Advisor Senior The PNC Financial Services Group IncBusiness Experience Plan & Administration Advisor SeniorPittsburgh, PAThe Business Experience Plan & Administrative Advisor Senior partners with HR, shared services, control partners and technology stakeholders to coordinate planning and execution activities across functions and drive enablement - improving workforce-related operational transparency, organizational throughput, decision-making, and outcomes across a 17,000+ person technology organization. Facilitate operating rhythms of the function (partner coordination, stakeholder enablement cadences, executive reporting, leader forums, etc.) and contribute to executive reporting routines for the workforce pillar of the Technology Strategy, clearly communicating performance against intended outcomes, ensuring altitude-appropriate insights, timely decisions and follow-through.
Financial Consultant Wells Fargo & CoFinancial ConsultantYARDLEY, PAThey 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. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
Investment Advisor Sr The PNC Financial Services Group IncInvestment Advisor SrErie, PAPNC 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.
Full-Time Member Experience Advisor (Perkasie) American Heritage Credit Union (Inc)Full-Time Member Experience Advisor (Perkasie)Perkasie, PAUtilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s). Responsibilities Include: Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).
Financial Adviser BETH ANDREWS LLCFinancial AdviserCANONSBURG, PAFull timeThe ideal candidate is capable of interpreting financial statements and financial planning software, has excellent communication and presentation skills, and has a track record of successful financial guidance. In this role, you will educate and provide guidance to our existing clients on how to best utilize and invest their money.
Senior Advisor FTE Factory AdvisorsSenior AdvisorPittsburgh, PAAs a Senior Advisor within our Global Advisory Network , you’ll work directly with clients to streamline processes, improve performance, and create sustainable change—often on-site where the action happens. Our Global Advisory Network brings together independent experts across multiple disciplines, creating a collaborative powerhouse of knowledge, experience, and capability.
Contact Center Advisor - Downtown Reading, PA Visions Federal Credit UnionContact Center Advisor - Downtown Reading, PAReading, Pennsylvania$23–$30 / hourYou will assist members with accounts, lending solutions, digital banking services, and financial inquiries while building strong relationships and identifying opportunities to enhance their financial well-being. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPhiladelphia, PA$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).
Medical Wealth Advisor Truist Financial CorporationMedical Wealth AdvisorPhiladelphia, PAPlease review the following job description: Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. 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.
Senior Wealth Advisor CitizensSenior Wealth AdvisorLancaster, 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.
Wealth Advisor Associate Univest Financial CorpWealth Advisor AssociateKing of Prussia, 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.
Residential Advisor - Mental Health St. Luke’s University Health NetworkResidential Advisor - Mental HealthSellersville, PennsylvaniaIndividually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other health care providers; and improve access to care in the communities we serve, regardless of a patient's ability to pay for health care. Coach and or supervise residents in completion of daily activities according to individual need including linking to community transportation resources or if unavailable, providing transportation for necessary activities as needed and according to transportation policy.
Block Advisors Bookkeeper H&R Block IncBlock Advisors BookkeeperYORK, PAReceives operational data for entry into the client's bookkeeping system and determines the best method to record the financial information, such as income, expenses, returned checks, bank charges, and labor hours/codes. Perform payroll services as requested by the business client account including preparation of payroll checks, preparation of monthly, quarterly, and annual employee and employer payroll reports.
Customer Service Advisor 1 - Bellevue Pittsburgh PA WesBanco IncCustomer Service Advisor 1 - Bellevue Pittsburgh PAPittsburgh, PAConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Small Business Direct Advisor- Tier II- Allentown, Pa/Mclean, VA Truist Financial CorporationSmall Business Direct Advisor- Tier II- Allentown, Pa/Mclean, VAAllentown, PA$110,000–$120,000 / yearGeneral 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. Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment.
Treasury Management Advisor III- International Huntington Bancshares IncTreasury Management Advisor III- InternationalPittsburgh, PA$93,000–$189,000 / year8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. Basic Qualifications: 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.