77 Results for

Financial Advisory Jobs in Reading, PA

Jobs

Senior Advisory Accountant (Hybrid) Jobot

Allentown, PA

$95,000–$130,000 / year
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Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Excellent written and verbal communication skills, with the ability to effectively communicate complex financial information to non-financial stakeholders.

3 days ago

Lead Financial Analyst - FP&A and IT Finance (Hybrid) Jobot

Allentown, PA

$95,000–$130,000 / year
Quick Apply

A leading U.S. energy company focused on providing electricity and natural gas safely, reliably, and affordably to millions of customers in the U.S. while working to provide an outstanding service experience for our customers, consistently ranking among the best in the U.S. This role is Hybrid, and we are looking to hire talent in Providence, RI to be onsite 2 days per week. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

9 days ago

Sr. Financial Analyst (Hybrid) Jobot

Allentown, PA

$85,000–$110,000 / year
Quick Apply

A leading U.S. energy company focused on providing electricity and natural gas safely, reliably, and affordably to millions of customers in the U.S. while working to provide an outstanding service experience for our customers, consistently ranking among the best in the U.S. This role is Hybrid, and we are looking to hire talent in Providence, RI to be onsite 1-2 days per week. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

4 days ago

Senior Financial Analyst-Operating Tax Penske Truck Rental

READING, PA

The Senior Financial Analyst supports the Fleet Services Operating Tax Team by providing analytical reporting of data and research supporting Penske and affiliates operating tax responsibilities in areas such as sales, use, property, excise, value added, fuel & mileage, and heavy vehicle use taxes across U.S. and Canadian operations. Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (including past employment, education, and criminal history), and drug screening are required.

15 days ago

Asset Accountant/Financial Analyst - Utilities (FERC and PowerPlan) Jobot

Allentown, PA

Remote

$100,000–$140,000 / year
Quick Apply

A leading U.S. energy company focused on providing electricity and natural gas safely, reliably, and affordably to millions of customers in the U.S. while working to provide an outstanding service experience for our customers, consistently ranking among the best in the U.S. The ideal candidate will have experience with PowerPlan, Apptio, and FERC/GAAP. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

6 days ago

Senior Financial Analyst/Financial Analyst Constellation Energy Generation, LLC.

Pottstown, Pennsylvania

Full time

Prepare the month-end, quarterly and full-year forecast/reports, including: reporting packages (Executives, Internal, other business units), monthly financial close package, monthly scorecard and financial performance indicators, quarterly management meeting presentation, Board of Directors meeting presentation, ensuring that capital and EBIT forecasts are properly reflected in planning tools. Prepare and review month-end, quarterly and full-year forecast/reports up to and including: executive reporting packages, monthly financial close packages, quarterly management meeting presentations.

4 days ago

Tax Manager - Professional Services/Transaction Advisory Services-M&A PKFOD Careers

Newtown Square, Pennsylvania

$100,000–$135,000 / year

The role involves managing complex tax engagements, advising clients, and working with our Transaction Advisory Services team to lead financial due diligence engagements. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

4 days ago

Risk Advisory Analyst, Senior Specialist Vanguard Group

Malvern, PA

Develops and maintains strong relationships across business-owned risk, controls, and resilience teams, independent risk, Compliance, Legal, IMFR, Marketing Risk, Technology Risk, Security, Privacy, Financial Crime, AI, Resiliency, and other specialist functions to improve coordination and connectivity. Strengthens connectivity across the FAS risk ecosystem by developing professional networks, facilitating learning and knowledge sharing, and supporting effective collaboration among business, Line 1, Line 2, and specialist risk and control functions.

6 days ago

Managing Director - Wealth Advisory Waldron Private Wealth

Wayne, PA

Full time

Waldron Private Wealth (Waldron) is looking for a Managing Director - Wealth Advisory to lead the performance, development, and service delivery of Wealth Advisors and Partners in Wealth Advisory teams. Provide ongoing coaching and mentorship to Wealth Advisors and Partners to strengthen business development efforts, client relationship management, communication, and meeting leadership skills.

22 days ago

Financial Solutions Advisor - Crossings of Beckett Financial Center Bank of America

West Chester, Pennsylvania

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.

15 days ago

Summer 2027 Risk Advisory Intern - Reading Cherry Bekaert

Reading, Pennsylvania

$27–$37 / hour

You will support the performance of risk consulting and accounting consulting engagements, resolving issues for clients in the areas of risk management, internal controls, Sarbanes Oxley (SOX), internal audit business process improvement, information technology and risk analytics. If you are seeking diversity in your engagement work to leverage your accounting and MIS course work, if you enjoyed your courses on risk management and internal controls, and if you want to work with clients ranging in size across a wide array of industries, then keep reading!

30+ days ago

August 2027 Risk Advisory Staff - Reading Cherry Bekaert

Reading, Pennsylvania

$68,000–$78,000 / year

You will support the performance of risk consulting and accounting consulting engagements, resolving issues for clients in the areas of risk management, internal controls, Sarbanes Oxley (SOX), internal audit business process improvement, information technology risks, and risk analytics. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

30+ days ago

Tax Credits & Incentives Advisory Senior Associate - R&D Cherry Bekaert LLP

Allentown, PA

$83,700–$135,400 / year

In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Understand common software development methodologies, programing concepts, architectural design patterns, and popular computer software terms, such as programming languages, backend database schema, messaging ques and techniques, etc.

30+ days ago

Summer 2027 Risk Advisory Intern - Reading Cherry Bekaert LLP

Reading, PA

$27–$37 / hour

As a Risk Advisory Intern, you will: You will support the performance of risk consulting and accounting consulting engagements, resolving issues for clients in the areas of risk management, internal controls, Sarbanes Oxley (SOX), internal audit business process improvement, information technology and risk analytics. If you are seeking diversity in your engagement work to leverage your accounting and MIS course work, if you enjoyed your courses on risk management and internal controls, and if you want to work with clients ranging in size across a wide array of industries, then keep reading!

30+ days ago

August 2027 Risk Advisory Staff - Reading Cherry Bekaert LLP

Reading, PA

$68,000–$78,000 / year

As a Risk Advisory Staff you will: You will support the performance of risk consulting and accounting consulting engagements, resolving issues for clients in the areas of risk management, internal controls, Sarbanes Oxley (SOX), internal audit business process improvement, information technology risks, and risk analytics. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

30+ days ago

Senior Financial Advisor - Citadel Wealth Management Citadel Federal Credit Union

Harleysville, PA

As 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.

30+ days ago

Sr. Financial Advisor - Citadel Wealth Management Citadel

Exton, PA

30+ days ago

Financial Advisor WSFS Financial Corp

Berwyn, PA

$92,869–$152,569 / year

Bryn 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.

30+ days ago

Financial Planning Associate Univest Financial Corp

King of Prussia, PA

$65,000–$80,000 / year

As a Financial Planning Associate in King of Prussia, you'll work alongside experienced advisors to create personalized financial plans, support meaningful client conversations, and help enhance the tools and processes behind an exceptional client experience. Prepare and model customized plans for clients of varying levels of income and based upon client specific circumstances and identified planning goals and priorities.

7 days ago

Associate Financial Advisor Crossroads Advisors Group

Reading, PA

Full time

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.

14 days ago

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Financial Advisory Jobs in Reading, PA

Senior Advisory Accountant (Hybrid) Jobot

Lead Financial Analyst - FP&A and IT Finance (Hybrid) Jobot

Sr. Financial Analyst (Hybrid) Jobot

Senior Financial Analyst-Operating Tax Penske Truck Rental

Asset Accountant/Financial Analyst - Utilities (FERC and PowerPlan) Jobot

Senior Financial Analyst/Financial Analyst Constellation Energy Generation, LLC.

Tax Manager - Professional Services/Transaction Advisory Services-M&A PKFOD Careers

Risk Advisory Analyst, Senior Specialist Vanguard Group

Managing Director - Wealth Advisory Waldron Private Wealth

Financial Solutions Advisor - Crossings of Beckett Financial Center Bank of America

Summer 2027 Risk Advisory Intern - Reading Cherry Bekaert

August 2027 Risk Advisory Staff - Reading Cherry Bekaert

Tax Credits & Incentives Advisory Senior Associate - R&D Cherry Bekaert LLP

Summer 2027 Risk Advisory Intern - Reading Cherry Bekaert LLP

August 2027 Risk Advisory Staff - Reading Cherry Bekaert LLP

Senior Financial Advisor - Citadel Wealth Management Citadel Federal Credit Union

Sr. Financial Advisor - Citadel Wealth Management Citadel

Financial Advisor WSFS Financial Corp

Financial Planning Associate Univest Financial Corp

Associate Financial Advisor Crossroads Advisors Group

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