Client Advisor Business Ins Specialist 2 Community Bank, N.A.Client Advisor Business Ins Specialist 2Bethlehem, PACommunicate 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.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorWyomissing, Pennsylvania$82,000–$95,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementPittsburgh, 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.
Banking Advisor II (MLO) The PNC Financial Services Group IncBanking Advisor II (MLO)Pittsburgh, PA$75,000–$125,000 / yearPNC 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.
Banking Advisor III - PNC Private Bank The PNC Financial Services Group IncBanking Advisor III - PNC Private BankPhiladelphia, 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.
LOB Consumer Credit Risk Advisor - Data, Modeling & Analytics The PNC Financial Services Group IncLOB Consumer Credit Risk Advisor - Data, Modeling & AnalyticsPittsburgh, PA$70,000–$130,000 / yearManages and updates credit transaction models utilized within defined asset class and activity and ensures adherence to model management processes (i.e., model validation, testing, maintenance) by ensuring the appropriate resources are in place to adhere to guidance. 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.
Product Advisor II - Small Business Lending The PNC Financial Services Group IncProduct Advisor II - Small Business LendingLancaster, PA$100,100–$185,900 / yearPNC 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. Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Influencing, Knowledge Of Product Line, Managing Multiple Priorities, Sales Proposals and Presentations, Sales Scoping and Qualification, Solutions Development, Value Selling.
Financial Consulting Manager - Finance As A Service (Public Company Advisory) RSMFinancial Consulting Manager - Finance As A Service (Public Company Advisory)Blue Bell, PA$95,400–$192,000 / yearThis role is ideal for an accounting and finance professional who thrives in a client-service environment and has experience helping businesses scale their finance and accounting functions through periods of growth, transformation, acquisitions, capital raises, and operational change. The ideal candidate will possess a strong understanding of outsourced accounting environments, private equity operating models, technology-enabled finance processes, and the unique challenges faced by emerging and growth-stage organizations.
Tax Advisor H&R BlockTax AdvisorWARRINGTON, PennsylvaniaFull timeDeliver forward-looking advice — Go beyond this year's return by helping clients define financial goals and providing proactive tax planning guidance, including identifying relevant H&R Block products and services. Translate complexity into clarity — Present tax concepts in straightforward, client-friendly language so clients fully understand their return, their options, and the steps they can take to improve their financial picture.
Closely Held Business Advisor III - PNC Private Bank The PNC Financial Services Group IncClosely Held Business Advisor III - PNC Private BankPhiladelphia, PA$91,000–$202,800 / 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Part-Time Member Experience Advisor (Bridge Street) American Heritage Credit UnionPart-Time Member Experience Advisor (Bridge Street)Philadelphia, PAPart timeResponsibilities 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.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize 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).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
Merchant Sales Advisor Keybank National AssociationMerchant Sales AdvisorPittsburgh, PA$48,000–$72,000 / yearConsult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, gift cards, ACH, and the corresponding hardware and software products with small and medium-sized businesses. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs.
NewAccounting Officer (Tax Advisor) Horizon Farm Credit, ACAAccounting Officer (Tax Advisor)Butler, Pennsylvania$62,300–$117,400Accounting Officers (Tax Advisors) will provide services to accounting, record, and income tax return customers with a high level of quality, accuracy, and efficiency. Accounting Officers (Tax Advisors) will operate independently under general supervision of manager, developing skills required to exercise more independent judgment.
Call Center- Member Advisor II - Northeast Philadelphia American Heritage Credit Union (Inc)Call Center- Member Advisor II - Northeast PhiladelphiaPhiladelphia, PA$20.50–$22.50 / hourProvide education to new Member Advisors I to answer incoming calls, to use all necessary programs to assist the membership, advanced knowledge of Credit Union Products and Services. Responsibilities Include: Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail.
Senior Fiduciary Advisor - Private Bank The PNC Financial Services Group IncSenior Fiduciary Advisor - Private BankPhiladelphia, 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.
Underwriter Consultant Massachusetts Mutual Life Insurance CompanyUnderwriter ConsultantPhiladelphia, PA$115,900–$152,100 / yearIf you are a customer-focused underwriting leader who thrives in a fast-paced environment and is passionate about balancing risk management with an outstanding customer experience, we invite you to bring your talents to MassMutual and help us continue our mission of helping people protect the ones they love. As a Senior Life Underwriter, you will play a critical role in evaluating complex life insurance risks, making sound mortality and financial assessments, and partnering with distribution and account management teams to deliver first-offer, best-offer outcomes.
Private Client Advisor Marsh & McLennan Companies IncPrivate Client AdvisorPhiladelphia, PA$54,700–$101,900 / yearWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Senior Counsel IRA and Retirement The PNC Financial Services Group IncSenior Counsel IRA and RetirementPhiladelphia, PA$133,000–$296,400 / yearAbility to provide advice to operations and sales personnel regarding applicable law, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor (DOL) and Treasury regulations, potential prohibited transactions and available exemptions. 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.
Investment Advisor Senior The PNC Financial Services Group IncInvestment Advisor SeniorPittsburgh, 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.
Technology Strategy Senior Associate Grant Thornton LLPTechnology Strategy Senior AssociatePhiladelphia, PA$110,400–$140,670 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.