Financial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Marlton, NJBCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
Mortgage Advisor-CGS Weichert, RealtorsMortgage Advisor-CGSCherry Hill, NJThe MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).
NewIn Home Sales Advisor Erie HomeIn Home Sales AdvisorMoorestown, NJ$125,000–$250,000Ranked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
College Counselor Laurel Springs SchoolCollege CounselorWest Chester, PA$60,000–$65,000We are looking for a dedicated College Counselor who is passionate about supporting new and returning upper school (Grades 9 - 12) students' academic, college-career, and social-emotional development through collaborative partnership with students, parents, and LSS faculty and staff. The ideal candidate will have extensive experience in college and school counseling, proficiency in building strong relationships through online tools, excellent communication and interpersonal skills, and the ability to address the diverse needs of our student body.
Work From Home - Client Benefits Advisor AO Garcia AgencyWork From Home - Client Benefits AdvisorBensalem, PennsylvaniaGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. You’ll be working with clients who have already shown interest—your job is to guide, educate, and help them move forward.
NewRemote Client Benefits Advisor - Part-Time, Weekly Pay MediumRemote Client Benefits Advisor - Part-Time, Weekly PayNewark, DERemote$1,000–$2,000Responsibilities include engaging with clients to create financial strategies, building lasting relationships, and staying informed about industry trends. This role allows you to maintain your current job security while exploring a lucrative industry.#J-18808-Ljbffr.
Licensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemotePARemote$55,000–$100,000 / yearAs a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
Senior Health & Benefits Consultant Marsh & McLennan Companies IncSenior Health & Benefits ConsultantPhiladelphia, PAMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Employee Benefits Sales Consultant CBIZ IncEmployee Benefits Sales ConsultantPAWith unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Academic Advisor II, College of Engineering University of DelawareAcademic Advisor II, College of EngineeringNewark, DEPosition Location Closes Academic Advisor II, College of Engineering Newark, DE Under the general direction of the Chair, Associate Chair for Undergraduate Education and the Business Administrator, the Academic Advisor II is responsible for the academic advisement of current undergraduate students and transfer students in the Department of Civil, Construction, and Environmental Engineering. Monitor the progress of all Department of Civil, Construction, and Environmental Engineering students and students enrolled in articulation agreement programs; collaborate with external advisors on the assigned campuses, especially those in special academic circumstances, to improve transition, graduation and retention rates.
Executive Benefits Regional Vice President (RVP) Manulife Financial CorpExecutive Benefits Regional Vice President (RVP)PARemote$70,000–$121,300 / yearCross-functional partnership, feedback, and governance - Partner cross-functionally with Advanced Markets, National Accounts, Product, and Underwriting to deliver tailored solutions and enhance client outcomes; establish feedback loops to inform product development, pricing, and in-force management improvements; ensure all sales activities comply with regulatory requirements and internal policies. Acting as a strategic partner to advisors, firms, and internal stakeholders, the EB RVP delivers consultative sales leadership and positions differentiated solutions-including Corporate-Owned Life Insurance (COLI), non-qualified benefit strategies, and Vitality-enabled Corporate Sponsored, Individually Owned (CSIO) offerings-to meet client and business objectives.
Health & Benefits Consultant, Managing Director Willis Towers Watson PLCHealth & Benefits Consultant, Managing DirectorPhiladelphia, PAWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources. Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs, Primary accountability for creating and executing a business strategy to penetrate the local and regional market in obtaining completely new Health and Benefits clients of the company; retain and grow revenue with clients once on board.
Academic Advisor II University of DelawareAcademic Advisor IINewark, DEQUALIFICATIONS: Bachelor's degree in counseling, student affairs, higher education administration, education, or related field and three years of experience in academic advising, student development, or student support services, preferably within intercollegiate athletics or higher education, or an equivalent combination of education and experience. CONTEXT OF THE JOB: Student Services for Athletes (SSA) Supports the academic success, personal development, and retention of University of Delaware student athletes by providing comprehensive academic advising, tutoring coordination, study hall oversight, and individual academic support.
HR Senior Specialist - Recruiting, Benefits & Payroll Gateway Search AssociatesHR Senior Specialist - Recruiting, Benefits & PayrollPhiladelphia, PennsylvaniaFrom employee sourcing to staff integration, you will manage the full lifecycle of the company’s talent, ensuring a professional, seamless experience from first touch to first day. You will be the primary advisor to the COO and General Counsel, ensuring the company is protected through meticulous compliance, sophisticated policy management, and expert -level benefits administration.
Academic Advisor/College Counselor (26-27 SY) Freire SchoolsAcademic Advisor/College Counselor (26-27 SY)Philadelphia, PA$55,000–$65,000 / yearEstablished in 1999, Freire Schools ( www.freireschools.org ) is a network of four charter schools across Philadelphia and Delaware whose mission is to prepare students from historically underserved communities for success in college and beyond. As evidence of our impact, in 2023 Stanford's Center for Research on Education Outcomes ranked Freire Schools in the top 15 in the country for academic gains out of 368 charter networks nationwide.
NewExecutive Benefits Advanced Case Design Consultant Manulife Financial CorpExecutive Benefits Advanced Case Design ConsultantPARemote$92,475–$160,290 / yearSupport the design and development of executive benefit solutions, including Nonqualified Deferred Compensation (NQDC), Supplemental Executive Retirement Plans (SERPs), Restricted Executive Bonus Arrangements (REBA), and split-dollar arrangements. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
NewAcademic Advisor for Honors Program DrexelAcademic Advisor for Honors ProgramPhiladelphia, PennsylvaniaAdvises Honors Program students to help ensure achievement of Honors and Honors with Distinction requirements: Liaising with academic advisors in home departments to ensure students can pursue relevant course sequences in line with requirements of their plan of study. Serving approximately 1600 Honors Program students, the Honors Advisor is integral in supporting students in understanding Honors graduation requirements, probation processes, and helping students create their Honors plan of study.
Graduate Affairs Academic Advisor - Penn Engineering University of PennsylvaniaGraduate Affairs Academic Advisor - Penn EngineeringPhiladelphia, PALong-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.
Program Advisor Arcadia UniversityProgram AdvisorGlenside, PAThe Program Advisor will manage the application process and administrative deadlines for students throughout the application process and guide students through pre and post-acceptance applications for host institutions, housing, and visas, and they will deliver programming and orientations to prepare, excite, and engage students prior to departure. The Universitys graduate programs in Physical Therapy, Physician Assistant, Education, and Public Health are nationally ranked in their respective categories by U.S. News & World Report, which cites Arcadia for being among the top study abroad programs and a top performer for social mobility.
Advisor, Youth & Adult Literacy Program Rowan College of South JerseyAdvisor, Youth & Adult Literacy ProgramNJThe Advisor, Youth & Adult Literacy Programis responsible for advising new and continuing students within the Youth & Adult Literacy Programs at Rowan College of South Jersey by providing academic planning and career exploration opportunities. Flexible Spending Accounts: The flexible spending program allows you to deduct pre-tax dollars which can be used for co-pays, deductibles, dental, vision, and dependent day care.
NewAdvisor, College Access Heights PhiladelphiaAdvisor, College AccessPhiladelphia, PennsylvaniaThe College Success Advisor also supports programming and events managed by the College Success Team and collaborates as needed with other departments serving students across the organization. Heights Philadelphia currently maintains a hybrid work environment where staff work from home, in our Center City office, and on-site with school partners, as determined by the staff member's or team’s responsibilities.
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.
Capstone Advisor, Graduate Liberal Studies Rutgers The State University of New JerseyCapstone Advisor, Graduate Liberal StudiesCamden, NJRanked #46 in U.S. News & World Report's list of Best Public Colleges and Universities, Rutgers University-Camden is a diverse, research-intensive campus of approximately 6,100 students at the undergraduate, graduate, and doctoral levels and 1,100 faculty and staff members. Under Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption.
Sr Improvement Advisor Penn MedicineSr Improvement AdvisorBala Cynwyd, PAThis work includes, but is not limited to, facilitation of PI projects and kaizen events; management and surveillance of data for PI opportunities; messaging trends in the data to leadership, departments and staff; training and mentorship to entry-level Improvement Advisors; education of front line staff in the latest PI methods; and responding to serious safety events. Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine.
Wealth Advisor Associate Univest Financial CorporationWealth Advisor AssociateKing of Prussia, Pennsylvania$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. Responsibilities: 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.
Career Advisor (TEMP) University of PennsylvaniaCareer Advisor (TEMP)Philadelphia, PA$7.25–$30 / hourThe role may be aligned with an industry cluster (e.g., software/cybersecurity/data/AI; robotics/hardware/product; biotech/biomedical/chemical/materials/sustainability) and will collaborate with academic programs, student leaders, alumni, and career partners in Penn Engineering's Office of Academic Innovation (online master's community) and central Career Services (undergraduate, PhD, and postdocs) to strengthen student outcomes. Working closely with the Associate Director and a small team, this role supports daily service delivery, contributes to programming and employer engagement, and develops relevant and innovative resources that extend career learning beyond 1:1 appointments.
Distributor Training Advisor Business Development ResourcesDistributor Training AdvisorPhiladelphia, PA$120,000–$150,000 / yearFull timeThis is a consultative sales and account management role focused on identifying client training needs, developing account plans and training journeys, presenting business training solutions, and building long-term partnerships that drive client growth and profitability. If you have a track record of acquiring new clients, managing strategic accounts, and leading value-based sales conversations with distributors and manufacturers, this is an opportunity to work at a high level with a respected, growth-focused organization.
Financial Solutions Advisor-Mercer County Bank of America CorpFinancial Solutions Advisor-Mercer CountyNJ$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Patient Financial Navigation Advisor Hired by MatrixPatient Financial Navigation AdvisorCamden, NJ$1,000Educate and provide patient with a clearly defined estimate of the patient’s financial responsibility for all services, including office visits, testing, diagnostic studies, surgeries and procedures via phone, written correspondence and MyChart communication. Minimum 3 years of experience in healthcare revenue cycle registration, health insurance, patient financial responsibility and point of service collections, working specifically with health insurance plans.
Automotive Service Advisor Carman FordAutomotive Service AdvisorNew Castle, DelawareThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. Carman Ford Lincoln in New Castle, DE is looking to add an Automotive Service Advisor to our staff.
Private Client Advisor Marsh McLennanPrivate Client AdvisorPhiladelphia, PennsylvaniaWith 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 Private Client Advisor Marsh McLennanSenior Private Client AdvisorPhiladelphia, PennsylvaniaWith 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.
Financial Solutions Advisor - Suburban Philly Market Bank of America CorpFinancial Solutions Advisor - Suburban Philly MarketBensalem, PAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorMalvern, PAYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
Client Advisor Harrison National Employment, LLC (Archwell Holdings, LLC)Client AdvisorConshohocken, PAAs part of a worldwide enterprise of over 7,000 employees , our client in Conshohocken, PA is launching a new business focused on serving the homeowners and auto insurance needs of our affiliated company's customers. This an excellent opportunity for those new to the industry because, we invest in our people by providing training and supporting motivated candidates through the licensing process .
Automotive Service Advisor - Burlington Kia Burlington KiaAutomotive Service Advisor - Burlington KiaBurlington, NJFull timePrepare detailed service orders and cost estimates, explaining recommended services and associated costs to customers. Burlington Kia, a top dealership in the tri-state area, is looking for a skilled and customer-oriented Service Advisor to join our team.
Wealth Advisor (Radnor, PA) Mercer AdvisorsWealth Advisor (Radnor, PA)Radnor, PennsylvaniaOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Financial Advisor Northwestern MutualFinancial AdvisorKng Of Prussia, Pennsylvania$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Architecture Advisor- Northeast SAP SEArchitecture Advisor- NortheastNewtown Square, PAWhat you bring: Considerable experience with software/IT organizations as an IT Architecture or Enterprise Architecture Advisor and/or specific expertise with software solutions through Solution Management, Sales, Presales, Adoption/Consumption, Consulting or Business Development, demonstrating successful outcomes over multiple years. AAs are responsible for bridging the gap between the customer's business strategy and relevant solutions through crafting the to-be business and solution architectures and designing a transformation roadmap at the enterprise level to facilitate the customer's adoption of Cloud-based architectures.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementPhoenixville, PennsylvaniaIn 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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementWilmington, DelawareIn 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.
NewMembership Sales Advisor, Rittenhouse Square Equinox Holdings IncMembership Sales Advisor, Rittenhouse SquarePhiladelphia, PAJOB OVERVIEW: Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorBlue Bell, PAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Student Advisor CCRES, Educational & Behavioral Health ServicesStudent AdvisorPhiladelphia, Philadelphia CountyAs a 501(c)(3) non-profit, CCRES Educational and Behavioral Health Services is an organization of dedicated and highly-trained staff members who provide quality services to schools, children, adults, and families. Employees scheduled for 20+ hours per week are eligible for dental, vision, and other supplemental benefits: Life insurance, short-term disability, accidental, critical illness, hospital indemnity, Norton Life Lock identity protection.
Global Clinical Program Strategy Senior Advisor - Cigna Healthcare - Hybrid The Cigna GroupGlobal Clinical Program Strategy Senior Advisor - Cigna Healthcare - HybridPhiladelphia, PA$116,200–$193,600 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
Financial Advisor Seeking Former Educator/Coach Northwestern Mutual - RadnorFinancial Advisor Seeking Former Educator/CoachRadnor, PABuild Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services could allow you to maintain close, long-term relationships with clients, helping them at every stage of life. Teresa Fratini – Financial Representative: Teresa Fratini is the Associate Director of Selection at Northwestern Mutual, with a unique perspective shaped by over 20 years as a client and more than a year as a leader within the firm.
Financial Advisor Manager - Philadelphia, PA The Toronto-Dominion BankFinancial Advisor Manager - Philadelphia, PAExton, PA$115,440–$173,160 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Fairfield, NJFull timeOne Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. Backed by the strength and stability of OneAmerica Financial , One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
Assoc. Private Client Advisor KeyCorpAssoc. Private Client AdvisorPAEducation High School Diploma or equivalent experience (required) Bachelor's Degree (preferred) Work Experience Experience in financial services or related field (preferred) Licenses and Certifications FINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and S65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) Upon Hire (required) In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Essential Functions Partner 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.
Wealth Advisor - Broomall/Havertown, PA Citizens Financial Group IncWealth Advisor - Broomall/Havertown, PAHavertown, 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.