Wealth Advisor ThinkingAheadWealth AdvisorPhiladelphia, PAProvide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively.
Financial Services Professional - PA, Bala Cynwyd (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - PA, Bala Cynwyd (5261)Bala Cynwyd, PA420646'',''true'',''420646'',''false'',''Submission for the position: Financial Services Professional - PA, Bala Cynwyd (5261) - (Job Number: 260000FM)'',''false'',''420646'',''false'',''true'',''Financial Services Professional - PA, Bala Cynwyd (5261)'',''260000FM'',''UNITED STATES-PA-Bala Cynwyd'',''UNITED STATES-PA-Bala Cynwyd'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420646'',''420646'',''true'',''420646'',''false'',''Submission for the position: Financial Services Professional - PA, Bala Cynwyd (5261) - (Job Number: 260000FM)'',''false'',''420646'',''false'',''true''.
Financial Services Associate- Harrisburg, PA Advisor Talent SolutionsFinancial Services Associate- Harrisburg, PAHarrisburg, PennsylvaniaWe are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.
Assoc. Private Client Advisor Keybank National AssociationAssoc. Private Client AdvisorPittsburgh, PAPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Advisor Consultant - West Michigan The HartfordAdvisor Consultant - West MichiganWayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorHarleysville, PACoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Advisor Consultant - Southern Minnesota (All Channels) The HartfordAdvisor Consultant - Southern Minnesota (All Channels)Wayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Senior Manager, Financial Planning & Analysis Curtiss-WrightSenior Manager, Financial Planning & AnalysisPennsylvaniaThe role partners directly with the General Manager, Operations, Supply Chain, Program Management, and Engineering leadership to shape strategic financial decisions, protect business risk, and drive forecast accountability. This is a strategic partner and business risk owner, not a transactional finance role — the successful candidate will be expected to represent finance in leadership's absence and have ability to grow into broader P&L and organizational leadership responsibility over time.
Student Accounts Advisor - Cashier Eastern UniversityStudent Accounts Advisor - CashierPAEmployees working with or around minor age children are required to complete the youth clearance process which includes the following four child protection clearances: 1) Affidavit; 2) FBI Criminal Record Check; 3) Pennsylvania Department of Human Services Child Abuse History Clearance and; 4) Pennsylvania State Police Criminal Record Check. We offer a complete benefits package to full-time faculty and staff including healthcare coverage, retirement plan contributions, flexible spending and health savings accounts, life insurance, long-term and short-term disability, tuition remission and tuition exchange participation as well as an extensive holiday, summer hours and paid time off leave schedule.
Associate Wealth Advisor CorientAssociate Wealth AdvisorWayne, PennsylvaniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full-Time Member Experience Advisor (Perkasie) American Heritage Credit UnionFull-Time Member Experience Advisor (Perkasie)Perkasie, PAFull 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.
Accounting Officer (Tax Advisor) Horizon Farm CreditAccounting Officer (Tax Advisor)Mechanicsburg, PA$63,000–$95,000 / yearAccounting Officers (Tax Advisors) will provide services to accounting, record, and income tax return customers with a high level of quality, accuracy, and efficiency. Are you looking for a career opportunity that provides a good work/life balance, provides career development opportunities, and allows you to directly support the agriculture industry?
Solution Advisor, Cloud & Infrastructure Bluewave Technology GroupSolution Advisor, Cloud & InfrastructurePhiladelphia, PA$110,000–$130,000 / yearYou partner with Client Advisory, Client Success, Delivery, technology providers, and other Solution Advisors to lead discovery, shape opportunity strategy, design practical solutions, evaluate providers, and support engagements from early qualification through close. As a Bluewave Solution Advisor in our Cloud and Infrastructure practice you are a senior-level individual contributor and trusted advisor who helps clients assess, plan, and adopt cloud and infrastructure solutions that improve business agility, resilience, operational efficiency, and financial performance.
Wealth Management Advisor-Pittsburgh, PA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor-Pittsburgh, PAPittsburgh, PA$48.08–$52.88 / hourSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business 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.
Chief Financial Officer - CFO APRChief Financial Officer - CFOLancaster, PennsylvaniaWith 44 locations throughout Pennsylvania, New Jersey, Maryland, Delaware and West Virginia and a team over 500 strong, APR Supply Co. is a premier full-service distributor of plumbing, HVAC and hydronic supplies. Oversee financial strategy and performance of the company’s real estate portfolio, daily banking relationships, and insurance including workers’ compensation, auto, etc.
Advisor Support Consultant The HartfordAdvisor Support ConsultantWayne, PennsylvaniaActual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. Once licensed, make outbound phone calls to financial advisors regarding new products, marketing ideas, special meetings, etc.
Advisor Consultant - West Michigan The Hartford Insurance Group IncAdvisor Consultant - West MichiganWayne, PA$75,000–$100,000 / yearIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds' sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Lead Advisor - New Market - Philadelphia Brighton JonesLead Advisor - New Market - PhiladelphiaPhiladelphia, PA$150,000–$350,000 / yearFull timeYour Role: Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
Centralized Wealth Management Advisor Citadel Federal Credit UnionCentralized Wealth Management AdvisorWest Chester, PABy delivering exceptional, scalable service, you will strengthen client loyalty, uncover sophisticated planning opportunities, support the broader advisory team, and orchestrate seamless relationship handoffs to expand Citadel's advice delivery network. This position seamlessly blends service excellence with early-career advisory development, allowing you to manage a centralized, pooled book of business, qualify inbound leads, and educate clients on comprehensive financial tools.
Wealth Advisor - Lansdale, PA Citizens Financial Group IncWealth Advisor - Lansdale, PALansdale, 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.