Senior Retirement Advisor - The Baldwin Group Financial Services BRP Group, Inc.Senior Retirement Advisor - The Baldwin Group Financial ServicesPhiladelphia, PAFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesPhiladelphia, PAAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Life Services Financial Solutions Advisor (Series 7 required) - Pennington, NJ Bank of America CorpLife Services Financial Solutions Advisor (Series 7 required) - Pennington, NJPennington, NJ$65,000–$85,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepeningOwn management of client issues, research, and communication of resolution Demonstrate expert knowledge of internal and regulatory policies, procedures, and processesRequired Qualifications:Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days).Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceededPassion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients.
Residential Advisor - Mental Health Residential Services St. Luke's University Health NetworkResidential Advisor - Mental Health Residential ServicesSellersville, PAIndividually 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.
Associate Service Advisor Crash ChampionsAssociate Service AdvisorHuntingdon Valley, PennsylvaniaFull timeChampions Do More: As one of the fastest-growing and most exciting brands in the industry, Crash Champions is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the U.S. The company, which also operates the growing Crash Champions LUXE | EV Certified brand of highline and luxury EV repair centers, services customers at more than 650 state-of-the-art locations in 38 states across the U.S. Crash Champions was founded in 1999 as a single Chicago repair center by industry veteran and 2023 EY Entrepreneur of the Year Midwest award winner Matt Ebert . Qualifications: To be selected, a candidate must embody professionalism and display the skills consistent with the Crash Champions culture and brand, including but not limited to:
NewRisk Director, Financial Advisor Services - Digital, Data & AI Vanguard GroupRisk Director, Financial Advisor Services - Digital, Data & AIMalvern, PAWe are seeking an experienced practitioner who understands how digital platforms, data ecosystems, AI capabilities, and emerging technologies create both opportunities and risks within a large financial services organization. As the Risk Director for Digital, Data & AI, you will serve as the senior risk advisor to FAS leaders responsible for digital experiences, advisor technology, data, analytics, and artificial intelligence capabilities.
Risk Director: Financial Advisor Services - Portfolio & Adviser Solutions Vanguard GroupRisk Director: Financial Advisor Services - Portfolio & Adviser SolutionsMalvern, PAAs the Risk Director for Portfolio & Adviser Solutions, you will serve as the senior risk advisor to FAS leaders responsible for investment products, portfolio solutions, advisory offerings and client propositions. Financial Advisor Services (FAS) is a critical growth engine, focused on evolving how we serve advisors and clients through expanded digital capabilities, data-driven insights, and innovative solutions.
Proposal Support Advisor - Evernorth Health Services - Hybrid CignaProposal Support Advisor - Evernorth Health Services - HybridPhiladelphia, PA$84,500–$140,800 / yearThe RFP process includes: appropriately engaging sales, account management, and other cross-functional leadership to review and develop a market-specific bid strategy and working together to understand and resolve any bid challenges; formatting RFP response documents in accordance with Express Scripts' brand; researching and incorporating responses from our response database and working with subject matter experts to develop custom responses for questions that need further research or buy-in; working with client pricing to provide a pricing arrangement and responses to pricing-specific questions; and submitting our proposal response externally. The Proposal Support Advisor may review contracts and be accountable for working with legal and other cross-functional SMEs, up through the VP and Senior Staff level, as appropriate, to ensure proper positioning of, and responses to, contract terms in our proposal responses, including redlining of contracts, as required.
Hospitality Customer Service Advisor TriptasticadventuresHospitality Customer Service AdvisorPhiladelphia, PennsylvaniaRemoteIn this role, you will assist with coordinating reservations and related services, which may include accommodations, activities, transportation arrangements, and event-based services. This opportunity is an ideal fit for candidates who are attentive to detail, communicate effectively, and are comfortable working independently in a remote environment while collaborating with a distributed team.
Field Service Parts Advisor IV Rivian Automotive IncField Service Parts Advisor IVMontgomeryville, PA$27.26–$32.64 / hourwarranty return, shipping process, channel planning, pre-pulling parts, indirect purchasing) when needed, and the ability to follow up and provide feedback Understand, and explain the physical inventory process (preparation and execution) Provide constant communication and feedback to the channel planning team to ensure proper MIN/MAX levels Understand and explain KPI's and metrics and their significance Identify and resolve common discrepancies in parts procurement, review for human error transactions and collaborate to improve processes and learn Comfortably communicates with technicians and leads to promote clear communication channels. Remains flexible and responsive to changing conditions Great attitude with a high-energy personality, excellent customer service skills, and able to multi-task and thrive in a fast-paced environment Basic mathematic skills to prepare and transact estimates and payments Physical exertion may be required to perform occupational tasks (sitting for 8 or more hours in a day, standing for up to two hours at a time for 8 or more hours a day, walking, bending, kneeling, twisting, carrying, reaching, stretching, pushing, pulling, and lifting up to 85 lbs).
Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa) Financial Industry Regulatory Authority, Inc.Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa)Philadelphia, PAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.
Financial Solutions Advisor - Participant Services (Series 7 required) Bank of America CorpFinancial Solutions Advisor - Participant Services (Series 7 required)Pennington, NJ$65,000–$85,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedAdditional Skills Needed:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. We'll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs• Consistently identify participant opportunities and engage key partners as needed• Ability to grasp and apply complex technical material quicklyRequired Qualifications• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)• Passion for excellence and willingness to work to exceed client expectations• Strong computer skills with an ability to multitask in a fast paced environmentEnterprise Job Description:This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)Philadelphia, PA$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
Senior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial ServicesPhiladelphia, PAFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Front Desk Sales Advisor / Customer Service Elements MassageFront Desk Sales Advisor / Customer ServiceHorsham, PennsylvaniaElements Massage Horsham is searching for a high‑energy, results‑driven Wellness Membership Sales Advisor/ Customer Service Specialist to join our front desk team. As the face of our studio, you’ll drive membership growth, convert inquiries into loyal clients, and deliver a polished, professional experience from the moment guests walk in.
(USA) Tire and Battery Service Advisor Walmart Inc(USA) Tire and Battery Service AdvisorWILLOW GROVE, PA$20.50–$28.50 / hourLeverages technology to enhance operations and engagement by using digital tools and handheld devices to plan sales, improve the service experience, make real-time business decisions, stay informed about products and training, and encourage THE adoption of new tools among team members. Respect the Individual: Embraces differences in people, cultures, ideas, and experiences; creates a workplace where associates feel seen, supported and connected through a culture of belonging; creates opportunities for all associates to thrive and perform; helps to attract the best talent.
Services Solution Advisor Sr Specialist SAP SEServices Solution Advisor Sr SpecialistNewtown Square, PA$140,462–$196,350 / yearQualifications/Skills and Competencies Experience: Experience must include four (4) years involving each of the following: Enterprise enablement using SAP Enable Now; Designing and deploying Organizational Change Management strategies within SAP-led digital transformations; Technical solutioning for SAP Business Suite; Data-driven sales strategy development using SAP Harmony, sales analytics, and utilization forecasting tools; Development and execution of Go-To-Market strategies and demand management pipelines; Delivery of learning experience automation and in-app guidance; Executive communication and strategic presentation to C-level stakeholders; and. Expectations and Tasks: Design, develop, and deliver pre-sales strategies for enterprise clients by integrating SAP Business Suite capabilities with advanced digital enablement platforms, including SAP Learning Hub, WalkMe, SAP Enable Now, and AI-driven content solutions.
Junior Advisor - Financial Services SUMMIT FINANCIAL GROUP INCJunior Advisor - Financial ServicesPerkasie, PAFull timeSummit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company. · Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Field Service Parts Advisor IV (For Future Consideration) RivianField Service Parts Advisor IV (For Future Consideration)Montgomeryville, Pennsylvania$27.26–$32.64 / hourFull timeRivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian’s service providers, including providers of background checks, staffing services, and cloud services.
Site Services/ Construction HSE Advisor (Field Based) ERM International Group LtdSite Services/ Construction HSE Advisor (Field Based)Philadelphia, PARemoteKey Responsibilities: • Provide administrative HSE support for site services and construction-related activities • Ensure HSE documentation and recordkeeping requirements are complete, accurate, and maintained • Track and manage safety records, training documentation, inspections, and reports • Support coordination with project teams, contractors, and client representatives • Assist with preparation, review, and organization of safety-related documents • Support communication of safety expectations and requirements • Assist with reviews of job hazard analyses, safety plans, and incident investigations • Monitor compliance with established HSE procedures and escalate gaps as appropriate • Participate in meetings and provide clear, professional HSE-related communication • Perform general administrative duties in support of site services Qualifications & Experience: • Bachelors degree in safety, environmental, construction, or a related field preferred but not required • Minimum of 3 years of HSE experience (construction safety experience preferred but not required) • Strong organizational and recordkeeping skills with attention to detail • General knowledge of health and safety principles, especially experience with navigating OSHA regulations (29 CFR 1910 and 1926) • Strong written and verbal communication skills • Ability to work independently in a remote environment and transition to onsite work • Proficiency with Microsoft Office applications Who We Are: As the largest global pure play sustainability consultancy, we partner with the worlds leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations. Our diverse team of world-class experts supports clients across the breadth of their organizations to operationalize sustainability, underpinned by our deep technical expertise in addressing their environmental, health, safety, risk and social issues.