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.
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 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.
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.
NewTax Manager - Private Wealth DeloitteTax Manager - Private WealthPittsburgh, PA$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Premier Advisor - Wyomissing, PA Truist Financial CorporationPremier Advisor - Wyomissing, PAWyomissing, PAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
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.
Premier Advisor - Wyomissing, PA Truist BankPremier Advisor - Wyomissing, PAWyomissing, PennsylvaniaCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor IPhiladelphia, PA$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
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.
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 Management Advisor-State College, PA TIAAWealth Management Advisor-State College, PAState College, PA$100,000–$110,000 / yearBusiness 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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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.
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.
Key Private Bank Senior Relationship Manager Keybank National AssociationKey Private Bank Senior Relationship ManagerPittsburgh, PA$116,000–$216,000 / yearGeneral 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. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Wealth Advisor (Radnor, PA) Mercer AdvisorsWealth Advisor (Radnor, PA)Radnor, Pennsylvania$85,000–$145,000 / yearOur 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. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Associate Advisor STEWARDSHIP ADVISORSAssociate AdvisorMount Joy, PAAssociate Advisor position qualifications: -Bachelor's degree in finance, economics, business, financial planning, or a related field -CFP certification or active progress toward CFP certification; strongly preferred -A minimum of 2 years of experience in financial advisory or related roles -Proficiency with technology, required; proficiency in financial planning software and tools for client analysis, preferred -Proven ability to assist in developing and implementing financial plans tailored to clients' needs -Experience building client relationships and supporting the delivery of personalized financial guidance -Excellent written and verbal communication skills; essential -Demonstrated community involvement; strongly preferred Please submit resume and cover letter: https://careers.northgroup consultants.com/ This role works closely with Lead Advisors, serving as a key second chair in client meetings while helping prepare, implement, and follow through on comprehensive financial plans.