NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementRoyersford, 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.
New Home Consultant Lennar HomesNew Home ConsultantHamilton, NJFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Financial Consultant Wells Fargo & CoFinancial ConsultantYARDLEY, PAThey 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. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
VP, Financial Consultant Ardmore, PA/ Philadelphia, PA/ Marlton, NJ The Charles Schwab CorpVP, Financial Consultant Ardmore, PA/ Philadelphia, PA/ Marlton, NJArdmore, PAAs a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
Senior Consultant, AVP State Street CorpSenior Consultant, AVPPrinceton, NJ$90,000–$157,500 / yearTheir contributions include leading and defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and resolving issues before taking the client "live". Senior Consultants in our Wealth Management practice serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS) at our wealth management clients.
Entry Level Financial Consultant Atlasfinancialsolutions CoEntry Level Financial ConsultantPhiladelphia, PennsylvaniaWe are expanding and looking for motivated individuals who want to build a long-term career helping individuals and families protect and grow their financial future. We provide training, mentorship, licensing support, and proven systems to help you succeed.
Financial Consultant (Remote) Melius ConsultingFinancial Consultant (Remote)Philadelphia, PennsylvaniaRemoteConsult with Confidence: Present clear, compelling financial solutions that clients can trust, knowing you bring the same dedication to your work as you did to your service. Commitment to Excellence: A valid state life insurance license (or a willingness to get licensed through our support) demonstrates your readiness to make a difference.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)PA$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.
Pharmacy Financial Consultant Marsh & McLennan Companies IncPharmacy Financial ConsultantConshohocken, PARemote$71,800–$133,700 / yearsupport at the direction of the Pharmacy Practice Leader using MMA East proprietary models; Perform the analysis and negotiation of contract terms with the Pharmacy Benefit Manager (PBM) in conjunction with the MMA East Account Manager and Underwriter on behalf of clients to secure optimal, cost-competitive pharmacy procurement; Review and validate marketing results and MMA EastRx proposals for accuracy; Assure contract compliance through reconciliations performed at set intervals throughout the plan year to assure agreed upon performance and financial guarantees are achieved; Complete market check evaluations to confirm contract competitiveness; Support unique needs of Clients within house pharmacies as well as 340b designations with support and training from the Pharmacy Practice; Work to provide data elements needed by Third Party firms to perform audits as requested; Assist with the yearly PBM marketplace evaluation through a detailed RFI including analyzing various formulary, networks, pricing models and clinical management programs available in the market currently to help support a streamlined RFP process as well as inform Account Teams, Clients and Prospective Clients of available market solutions to help optimize their overall pharmacy spend; Participate in prospective client data analysis and presentations; Work with Pharmacy Practice and Account Team members to provide client deliverables as requested by Account Manager including providing support of Client Stewardship Report, ongoing quarterly pharmacy reporting/dashboards and Client Service Plans as well as support overall activities around Medispan and external legal review of coalition contract drafts, etc. This individual will be responsible for providing financial analysis utilizing modeling tools to evaluate pharmacy benefit managers including MMA East Rx's Coalitions including supporting financial evaluations, clinical management support and strategies as well as general pharmacy account management support working in concert with the Pharmacy Team and MMA East Account Management Team of Account Managers, Underwriters and Client Service Representatives.
Workday Financials Consultant (Contract To Cash) Armanino McKenna Certified Public Accountants & ConsultantsWorkday Financials Consultant (Contract To Cash)Philadelphia, PA$92,220–$106,100 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Minimum 2 years of experience as a Workday consultant, with a proven record of Workday Customer Accounts implementations (2+ full lifecycle projects as a Lead/Co-lead).
NewWorkday Financials Consultant (Record To Report) Armanino McKenna Certified Public Accountants & ConsultantsWorkday Financials Consultant (Record To Report)Philadelphia, PA$92,220–$106,100 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Ability to efficiently and effectively collaborate with cross-functional teams to ensure seamless implementations in the areas of data conversion, integrations, reporting, etc.
Workday Certified Financials Consultant/Lead - P2P/WSS Accenture PlcWorkday Certified Financials Consultant/Lead - P2P/WSSPhiladelphia, PAAs a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may include: Identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. With learning resources, interactive classroom courses, real-life client simulations and ongoing mentoring available when you need it, you'll expand your thinking beyond the core Workday implementation.
Netsuite Financials Consultant DeloitteNetsuite Financials ConsultantPhiladelphia, PA$82,600–$162,800 / yearAs a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. 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.
Financial Consultant Marsh & McLennan Companies IncFinancial ConsultantConshohocken, PARemote$64,700–$120,400 / yearREQUIRED EDUCATION AND EXPERIENCE: Bachelor's Degree in Risk Management, Insurance, Actuary, Mathematics and/or other related field is required or the equivalent work experience; Minimum of 3 year's experience in the Benefits Brokerage, Consulting or Insurance industry is preferred; Intermediate working knowledge of MS Excel is required (i.e. ability to perform pivot tables, macros, and intermediate formulas); Effective analytical, math and problem solving skills, sound judgment, strong decision making ability, confidence to make difficult decisions and excellent communication skills; Must be organized, detail oriented and able to translate big picture ideas into client objectives. The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives, including the management and control of client risks and losses.
Netsuite Financials Consultant Deloitte Touche Tohmatsu LtdNetsuite Financials ConsultantPhiladelphia, PA$82,600–$162,800 / yearAs a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. 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.
Senior Financial Consultant Lockton IncSenior Financial ConsultantPhiladelphia, PAPosition Objective: The Northeast Series of Lockton Companies is currently seeking a Senior Financial Consultant to handle a diverse range of analytical responsibilities in support of producers, consultants and client teams associated with all Health & Welfare product offerings. About Lockton Northeast: For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME.
Financial Consultant - Absence, Disability & Life Marsh & McLennan Companies IncFinancial Consultant - Absence, Disability & LifeConshohocken, PA$99,400–$158,900 / yearWhile performing the duties of this job, the employee is: Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms; Occasionally required to stand and walk; Extensive use of computer and keyboard and viewing of computer screen is required; Specific vision abilities required by this job include vision, and ability to adjust focus. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Senior Consultant, Revenue Cycle And Financial Operations | Healthcare Business Transformation FTI Consulting, Inc.Senior Consultant, Revenue Cycle And Financial Operations | Healthcare Business TransformationWayne, PAThe Senior Consultant in Revenue Cycle and Financial Operations within our Healthcare Business Transformation practice plays a key leadership role advising physician groups, health systems, private equity and technology companies on strategies to optimize financial performance and operating effectiveness across the revenue cycle. This role supports complex client engagements from assessment through implementation, partners directly with client executives to align initiatives to enterprise priorities, and delivers measurable outcomes related to cost optimization, revenue enhancement, technology implementation and financial operations.
Senior Consultant, Revenue Cycle and Financial Operations | Healthcare Business Transformation FTI Consulting IncSenior Consultant, Revenue Cycle and Financial Operations | Healthcare Business TransformationWayne, PAThe Senior Consultant in Revenue Cycle and Financial Operations within our Healthcare Business Transformation practice plays a key leadership role advising physician groups, health systems, private equity and technology companies on strategies to optimize financial performance and operating effectiveness across the revenue cycle. This role supports complex client engagements from assessment through implementation, partners directly with client executives to align initiatives to enterprise priorities, and delivers measurable outcomes related to cost optimization, revenue enhancement, technology implementation and financial operations.
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).