Financial Planning Consultant - Devon, PA Raymond James Financial IncFinancial Planning Consultant - Devon, PADevon, PAUnder limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Associate Financial Advisor WSFS BankAssociate Financial AdvisorWilmington, DelawareBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Associate Financial Advisor WSFS Financial CorpAssociate Financial AdvisorWilmington, DE$77,390–$127,139.75 / yearBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
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.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATPhiladelphia, PA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Advisor (Fall/Recent Graduates, Early Acceptance) Vista Wealth SolutionsFinancial Advisor (Fall/Recent Graduates, Early Acceptance)Radnor, PA$70,000–$120,000 / yearBacked by the strength and stability of MassMutual, we provide the training, mentorship, and support needed to help ambitious recent graduates and early-career professionals launch successful, rewarding careers. Through hands-on training, mentorship, and real-world experience, you'll develop the skills needed to build strong client relationships and deliver personalized financial guidance.
Financial Advisor (December Graduates, Early Acceptance) Vista Wealth SolutionsFinancial Advisor (December Graduates, Early Acceptance)Radnor, PA$70,000–$120,000 / yearBacked by the strength and stability of MassMutual, we provide the training, mentorship, and support needed to help ambitious recent graduates and early-career professionals launch successful, rewarding careers. Through hands-on training, mentorship, and real-world experience, you'll develop the skills needed to build strong client relationships and deliver personalized financial guidance.
Associate Financial Advisor Bryn Mawr TrustAssociate Financial AdvisorWilmington, Delaware$77,390–$127,139.75Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Merrill Advisor Development Program - Financial Advisor: Philadelphia Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Philadelphia MarketWayne, PAEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPrinceton, New JerseyIn 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.
NewFinancial Advisor WSFS BankFinancial AdvisorWilmington, Delaware$92,869–$152,569Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Financial Advisor (Radnor) Vista Wealth SolutionsFinancial Advisor (Radnor)Radnor, PA$80,000–$220,000 / yearWhether you're an experienced advisor looking for a stronger platform or a motivated professional ready to enter the industry, we'll help you build a business that's truly your own while creating lasting value for your clients. Supported by the strength, stability, and resources of MassMutual, you'll receive the training, mentorship, and business development support needed to grow a successful financial practice.
Financial Advisor - Bear, DE TD BankFinancial Advisor - Bear, DEBear, DelawareEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total 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.
Sales Training Program - Financial Services FMC Freedom Mortgage CorporationSales Training Program - Financial ServicesConshohocken, PennsylvaniaThis program provides participants with opportunities for professional growth, including soft skills training, sales training, networking opportunities with exposure to industry leaders, and the acquisition of essential certifications, such as the S.A.F.E. The Launch Sales Development Program is a comprehensive initiative tailored to equip college graduates with the necessary skills and knowledge to become a licensed Loan Advisor within the mortgage industry.
Financial Advisor MBC Talent ConnectionsFinancial AdvisorPhiladelphia, PennsylvaniaThis role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.
Financial Advisor Manning & Napier, Inc.Financial AdvisorPA$75,000–$150,000 / yearDiscuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals.
Sr. Financial Advisor - Citadel Wealth Management Citadel Federal Credit UnionSr. Financial Advisor - Citadel Wealth ManagementPhiladelphia, PAAs a Senior Financial Advisor, you won't just manage portfolio, you'll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.
Senior Financial Advisor - Citadel Wealth Management Citadel Federal Credit UnionSenior Financial Advisor - Citadel Wealth ManagementHarleysville, PAAs a Senior Financial Advisor, you won't just manage portfolio, you'll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.
NewAssociate Bank Financial Advisor Wells Fargo BankAssociate Bank Financial AdvisorGlassboro, New JerseyThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Advisor Associate - Bear, DE TD BankFinancial Advisor Associate - Bear, DEBear, DelawareThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.