NewAssociate Financial Advisor Synerfac Technical StaffingAssociate Financial AdvisorWilliamsport, PAThis opportunity is well suited for someone who is interested in building a long-term career in financial planning and wealth management, whether they are beginning their career or bringing relevant financial services experience to the role. The ideal candidate will be motivated to develop strong client relationships, expand their knowledge of investments and financial planning, and gradually take on greater responsibility within the practice.
NewFinancial Advisor Cetera Financial GroupFinancial AdvisorState College, PAAccepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises. \n Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementDillsburg, 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.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Pottstown, PA Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Pottstown, PAPottstown, PAGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Erie, PA Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Erie, PAErie, PAGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorMalvern, PennsylvaniaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.
NewIndependent Financial Advisor - MEI Financial Group Kestra Financial Independent AdvisorIndependent Financial Advisor - MEI Financial GroupReading, PAAbout the opportunity: We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4–6 year transition period.
Wealth Planner Huntington National BankWealth PlannerPittsburgh, PennsylvaniaWorking closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies.
Wealth Planner Huntington Bancshares IncWealth PlannerPittsburgh, PAWorking closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies.
Financial Advisor Northwestern MutualFinancial AdvisorPittsburgh, 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.
Merrill Financial Solutions Advisor (Partially Licensed) – Western Pennsylvania Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed) – Western Pennsylvania MarketPittsburgh, PennsylvaniaJob expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor Gables Search GroupFinancial AdvisorPittsburgh, PAWe are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses. Providing various investment advisory services including proposal development, asset allocation modeling, etc.
Financial Advisor Spartan PlacementsFinancial AdvisorErie, PennsylvaniaProviding various investment advisory services including proposal development, asset allocation modeling, etc. Helping the firm grow through acquisition of new clients and retention of existing clients.
Personal Financial Counselor, Pfc,- Annville PA Magellan Health ServicesPersonal Financial Counselor, Pfc,- Annville PAAnnville, PAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor/Paraplanner Kestra Financial Independent AdvisorFinancial Advisor/ParaplannerPittsburgh, PAOur unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their child. Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding niche.
Personal Financial Counselor (PFC) - Coraopolis, Pennsylvania, USA JLAN SolutionsPersonal Financial Counselor (PFC) - Coraopolis, Pennsylvania, USACoraopolis, PAFull timeDeliver educational workshops and briefings on financial topics across the military lifecycle (e.g., arrival at first duty station, deployment cycles, transition planning).Develop and distribute financial education materials tailored to service member needs. POSITION OVERVIEWPERSONAL FINANCIAL COUNSELOR (*Recruiting for a full-time temping position)The Personal Financial Counselor (PFC) provides comprehensive personal financial services to military service members and their families at designated military installations.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistBerwyn, PARemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Senior Financial Advisor Modera Wealth ManagementSenior Financial AdvisorAllentown, Pennsylvania$150,000–$175,000 / yearWhen supporting colleagues who are leading other client relationships Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
Tax Planner Ritholtz Wealth ManagementTax PlannerPhiladelphia, PA$95,000–$125,000 / yearOur tax practice is fully integrated into our wealth management offering, meaning our tax planners work hand-in-hand with advisors to deliver cohesive, proactive financial strategies, not just annual returns. We've built something genuinely different in the wealth management space, a firm that combines institutional-grade investment management with an authentic media presence, a thriving community, and a culture people actually want to be part of.
Lead Financial Planning Specialist Claire Myers ConsultingLead Financial Planning SpecialistPhiladelphia, PennsylvaniaThis person will play a key leadership role in mentoring advisors, strengthening the planning culture of the office, and helping drive advisor productivity and client outcomes. Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia.