Financial Advisor Kestra Financial Independent AdvisorFinancial AdvisorHamilton Township, NJNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues.
SVP, Actuarial Advisor Marsh McLennanSVP, Actuarial AdvisorPhiladelphia, PennsylvaniaCompany: Guy Carpenter Description: Guy Carpenter (GC) is seeking an SVP Actuarial Advisor who will serve as a strategic partner to brokers and clients, collaboratively identifying and delivering effective solutions to client challenges. As a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge—even in the absence of a full actuarial data review.
Clinical Advisor Agiliti Health, Inc.Clinical AdvisorPhiladelphia, PA$89,395.04–$134,631.09 / yearTraining all sales, ops and other internal teams on SES product focusing on the relevant needs of each group, including new hire training, new product training, and new campaign training. The Clinical Advisor is a key member of the Solutions team and ensures our internal and external customers are trained on SES products and clinical applications.
Financial Advisor Associate - Newtown, PA TD BankFinancial Advisor Associate - Newtown, PANewtown, PennsylvaniaMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends 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, analyzes and understands 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.
Internal Advisor Consultant (Inside Sales - Investment Industry) The HartfordInternal Advisor Consultant (Inside Sales - Investment Industry)Wayne, PennsylvaniaAs an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this role you will be expected to establish and maintain open communication with an Advisor Consultant (external wholesaler) and work together to help meet or exceed established sales goals, individual execution metrics, as well as firm objectives.
BALENCIAGA Sales & Client Advisor (Keyholder) | King of Prussia Kering SABALENCIAGA Sales & Client Advisor (Keyholder) | King of PrussiaKing Of Prussia, PAThe Client Advisor (Keyholder) is to aid management in ensuring opening and closing procedures are performed correctly according to company's policies. Ensure store shrinkage by partnering with the Stock Associate / Operations Manager / Sales Team through sound operational execution.
Title Sales Closing Advisor Title Closing Services LLCTitle Sales Closing AdvisorMoorestown, NJRemote$55,000–$60,000 / yearPart timeWorks in conjunction with assigned Weichert partners, participates in weekly huddle calls, periodic office meetings, and other events to build and maintain prosperous relationships with fellow members of the team in order to generate new business opportunities. Secures title insurance orders from a variety of customers including realtors, attorneys, loan officers, banks, lenders, investors, and buyers through team and individual efforts.
Patient Financial Nav Advisor Cooper University Health CarePatient Financial Nav AdvisorCamden, NJPFNA will educate 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.
Full-Time Member Experience Advisor I (King of Prussia ) American Heritage Credit UnionFull-Time Member Experience Advisor I (King of Prussia )King of Prussia, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our King of Prussia / Wayne branch!
NewPart-Time Member Experience Advisor (North Coventry) American Heritage Credit UnionPart-Time Member Experience Advisor (North Coventry)Pottstown, PAPart timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
Part-Time Member Experience Advisor (Perkasie) American Heritage Credit UnionPart-Time Member Experience Advisor (Perkasie)Perkasie, PAPart timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
NewFull-Time Member Experience Advisor (Limerick) American Heritage Credit UnionFull-Time Member Experience Advisor (Limerick)Royersford, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
NewFull-Time Member Experience Advisor (Bridge Street) American Heritage Credit UnionFull-Time Member Experience Advisor (Bridge Street)Philadelphia, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
NewFull-Time Member Experience Advisor I (Lansdale) American Heritage Credit UnionFull-Time Member Experience Advisor I (Lansdale)Lansdale, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
NewFull-Time Member Experience Advisor (Market Street) American Heritage Credit UnionFull-Time Member Experience Advisor (Market Street)Philadelphia, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
Full-Time Member Experience Advisor (Cherry Hill) American Heritage Credit UnionFull-Time Member Experience Advisor (Cherry Hill)Cherry Hill, NJFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
NewFull-Time Member Experience Advisor (Hunting Park) American Heritage Credit UnionFull-Time Member Experience Advisor (Hunting Park)Philadelphia, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
NewFull-Time Member Experience Advisor (Carriage House) American Heritage Credit UnionFull-Time Member Experience Advisor (Carriage House)Philadelphia, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
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.
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.