Financial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Philadelphia, PABCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
NewFCRA Litigation Associate JobotFCRA Litigation AssociatePhiladelphia, PA$150,000–$210,000 / yearInformation 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. Its litigation practice is highly regarded for handling complex, high-exposure matters across commercial litigation, insurance defense, intellectual property, bankruptcy and restructuring, corporate disputes, and other sophisticated litigation matters.
NewSenior Associate, Accounting Advisory Services KPMGSenior Associate, Accounting Advisory ServicesPhiladelphia, PAAssist with Securities Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings, and other acquisition filings for both domestic and cross-border transactions. Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition, and provide fresh-start accounting support to clients upon emergence from bankruptcy.
NewSenior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligencePhiladelphia, PACreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewTechnical Director - Accounting Advisory Services KPMGTechnical Director - Accounting Advisory ServicesPhiladelphia, PAIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligencePhiladelphia, PA$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Managing Director, Transaction Advisory Services (M&A Tax) bdo consultingManaging Director, Transaction Advisory Services (M&A Tax)Philadelphia, PA$250,000–$350,000 / yearThe responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.
Experience with AWS (Amazon Web Services) & Microsoft Azure - Advanced Pinnacle Technical ResourcesExperience with AWS (Amazon Web Services) & Microsoft Azure - AdvancedWilmington,, Delaware$80–$85 / hourContractorJob Description: Expert in in Amazon Web Services and Microsoft Azure technology and design technique as well as experience working across large environments with multiple operating systems/infrastructure for large-scale programs (e.g., Expert Engineers) starting to be firm-wide resources working on projects across Client. Apply expertise in programming languages such as Java, Python, SQL, Node, Go, and Scala; work with open source RDBMS and NoSQL databases; utilize container orchestration tools like Docker and Kubernetes; and leverage a wide range of AWS services.
Tax Manager, International Tax Services bdo consultingTax Manager, International Tax ServicesPhiladelphia, PA$79,800–$168,000 / yearThe Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.
I&T Infrastructure Director, Global Network & Connectivity Services CSL BehringI&T Infrastructure Director, Global Network & Connectivity ServicesKing of Prussia, PAThis role owns the vision, operating model, and outcomes for global connectivity platforms—including LAN, WAN, cloud and hybrid networking, firewall, network access control, and voice—ensuring services are secure, resilient, scalable, and tightly aligned to business priorities across R&D, manufacturing, corporate, and commercial environments. We use three strategic scientific platforms of plasma fractionation, recombinant protein technology, and cell and gene therapy to support continued innovation and continually refine ways in which products can address unmet medical needs and help patients lead full lives.
Physician Assistant - Surgical Services (Grand View Days) St. Luke's Health Network, Inc.Physician Assistant - Surgical Services (Grand View Days)Sellersville, PAFull timeIndividually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other health care providers; and improve access to care in the communities we serve, regardless of a patient's ability to pay for health care. Participates in the teaching of multidisciplinary students (nursing, nurse practitioner, pharmacy, physician assistant, medical, etc.) and physician residents & fellows, ensuring a positive educational environment.
NewMortgage Advisor-CGS Weichert, RealtorsMortgage Advisor-CGSCherry Hill, NJThe MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).
Residential Support Overnight - Mental Health Services St. Luke's Health Network, Inc.Residential Support Overnight - Mental Health ServicesSellersville, PAPart timeIndividually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other health care providers; and improve access to care in the communities we serve, regardless of a patient's ability to pay for health care. The Residential Support Overnight employee provides on-site coverage to residents of the Penn Villa or Village of Hope Programs.
Retail Customer Service Associate FedExRetail Customer Service AssociateExton, PennsylvaniaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Senior Associate Chartline Capital Management LLCSenior AssociateWilmington, DE$111,000–$120,000 / yearFull timeSenior Associate (Chartline Capital Management LLC, Wilmington, DE) Manage independent and support Partner-lead venture deal origination efforts by leveraging established networks, conducting targeted outreach, attending industry-specific events, & utilizing digital databases with rigorously applied qualitative & quantitative startup screening criteria; Independently evaluate pre-qualified startups using comprehensive qualitative & quantitative methods, summarizing deal dynamics, team capabilities, company performance, & financial data for Partner-level review; Prepare detailed pro-forma financial return analyses by reviewing startup financial statements & comparable market data to assess unit economics, revenue potential, & implied valuations with precision; Manage development & execution of investment due diligence processes, ensuring completion of detailed business, financial, operational, and market assessments & development of comprehensive investment memorandums for Partner-level final review; Enhance the firm’s investment thesis by conducting macro- & micro-economic research on business-to business (B2B) software-as-a-services (SaaS) startups within target industries, including digital industrials, financial technologies, human resource technologies, & property technologies; Serve as a key contact with entrepreneurs & executive teams from initial engagement through post investment, by preparing well-researched diligence questions, leading diligence interviews & research calls, providing operational insights, & facilitating strategic introductions to help founders grow their businesses; Proactively assist the firm with important fund administration activities, quarterly reporting to limited partners, & the evaluation & incorporation of new technologies & tools for continuous workflow process improvements; Take leadership role in contributing to firm brand-building initiatives by representing investment objectives, capabilities, & portfolio companies within relevant networks & organizations, including universities, venture capital fellowships, accelerators, & investor communities. Requires a Bachelor's degree or foreign equivalent in Economics or a closely-related field, and at least four years of experience in an Operating Position (Product Management, Consulting, Sales, Account Management) or related occupation.
NewCommercial Real Estate Finance - Associate Attorney (Multi Office) Gables Search GroupCommercial Real Estate Finance - Associate Attorney (Multi Office)Philadelphia, PAThis is an exceptional opportunity to work within a premier commercial real estate capital markets group that advises on sophisticated, high-profile transactions across the full lifecycle of commercial real estate finance matters. Exposure to loan origination, loan acquisition and disposition, securitization, rating agency representation, servicing, and workouts/restructuring is highly valued.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociatePA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Risk Director: Financial Advisor Services - Digital, Data & AI The Vanguard GroupRisk Director: Financial Advisor Services - Digital, Data & AIMalvern, PennsylvaniaWe are seeking an experienced practitioner who understands how digital platforms, data ecosystems, AI capabilities, and emerging technologies create both opportunities and risks within a large financial services organization. As the Risk Director for Digital, Data & AI, you will serve as the senior risk advisor to FAS leaders responsible for digital experiences, advisor technology, data, analytics, and artificial intelligence capabilities.
Risk Director: Financial Advisor Services - Portfolio & Adviser Solutions The Vanguard GroupRisk Director: Financial Advisor Services - Portfolio & Adviser SolutionsMalvern, PennsylvaniaAs the Risk Director for Portfolio & Adviser Solutions, you will serve as the senior risk advisor to FAS leaders responsible for investment products, portfolio solutions, advisory offerings and client propositions. Financial Advisor Services (FAS) is a critical growth engine, focused on evolving how we serve advisors and clients through expanded digital capabilities, data-driven insights, and innovative solutions.
Financial Services Litigation Attorney - Commercial Hinshaw & Culbertson LLPFinancial Services Litigation Attorney - CommercialPA$140,000–$210,000 / yearThe position is an exceptional opportunity for candidates seeking high responsibility to partner with clients and supervising attorneys to develop strategy, litigate, and resolve disputes involving defaulted commercial loans for traditional and non-traditional lenders. Candidates must possess experience analyzing and reviewing loan-level documentation, drafting pleadings, dispositive motions, and workout resolution agreements, and arguing motions/handling court appearances.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociatePA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Client Executive - Financial Services (Large Financial Institutions) TransUnionClient Executive - Financial Services (Large Financial Institutions)PA$92,250–$153,750 / yearFor You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. The Client Executive is a strategic, client-facing leader responsible for driving growth and deepening relationships with a key financial services client through data-driven solutions in credit, fraud, and marketing analytics.
Supervisor, Financial Services Temple University Health SystemSupervisor, Financial ServicesPhiladelphia, PA402213'',''true'',''402213'',''false'',''Submission for the position: Supervisor, Financial Services - (Job Number: 261970)'',''false'',''402213'',''false'',''true'',''Supervisor, Financial Services'',''261970'',''!*!Supervises the financial, credit, debt management counseling, insurance verification and eligibility and education services processes. '',''Pennsylvania-Philadelphia'',''Pennsylvania-Philadelphia'',''Finance'',''Finance'',''Full-time'',''Full-time'',''Day Job'',''Day Job'',''Regular'',''Regular'',''false'',''402213'',''402213'',''true'',''402213'',''false'',''Submission for the position: Supervisor, Financial Services - (Job Number: 261970)'',''false'',''402213'',''false'',''true''.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesPA$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesPAAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Senior Associate, Financial Services VestwellSenior Associate, Financial ServicesKing of Prussia, PA$60,000–$75,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
Student Financial Services Manager Arcadia UniversityStudent Financial Services ManagerGlenside, PAThe University''s graduate programs in Physical Therapy, Physician Assistant, Education, and Public Health are nationally ranked in their respective categories by U.S. News & World Report, which cites Arcadia for being among the top study abroad programs and a top performer for social mobility. Able to professionally communicate via written correspondence, telephone or video, online media, and face to face, and tailoring the message appropriately to the medium used and the audience (example: supervisor, coworker, parent, student, other University employees).
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesPA$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Senior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial ServicesPhiladelphia, PAFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerPhiladelphia, PA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerPA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerPhiladelphia, PA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesPAThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
BIS - Financial Services Operations Analyst City National BankBIS - Financial Services Operations AnalystNewark, DERemote$20.28–$30.42 / hourSpecific roles will include, but not limited to:• Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients• Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses• Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay• Client Onboarding, Client Maintenance, Client Statements• Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:• Cross-asset and cross-product investments• Management of real time risk, reporting, and escalation• High Profile and High Net Worth Client and Advisor service• Data driven approach to safety, soundness, planning, and forecasting• Future technologies, and change management practice to implementation. The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds.
Insurance and Financial Services Position - State Farm Agent Team Member Shannon Clark - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberNewark, DEAs a State Farm team member for Shannon Clark - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Healthcare Financial Advisory Services Associate Huron Consulting Group IncHealthcare Financial Advisory Services AssociatePARemote$120,000–$165,000 / yearMinimum of 2 years of consulting experience in healthcare financial advisory supporting provider clients such as health systems, hospitals, and other acute care organizations, or comparable experience within a health system or provider organization in a strategic financial leadership capacity. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations.
Financial Services Specialist – New Jersey All Financial FreedomFinancial Services Specialist – New JerseyTrenton, NJ$40,000–$85,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerPhiladelphia, PA$124,000–$335,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
NewPatient Financial Services Specialist - Pharmacy Children's Hospital of PhiladelphiaPatient Financial Services Specialist - PharmacyPhiladelphia, PA$30.25–$38.55 / hourPartner with PBMs (Pharmacy Benefit Managers), PSAOs (Pharmacy Services Administrative Organizations), and internal clinical and operational pharmacy teams to resolve claim issues, underpayments, prior authorizations, and NDC (National Drug Code) discrepancies. Beyond internal leadership development, you will receive a complimentary Healthcare Financial Management Association (HFMA) membership, providing access to nationally recognized certifications and a network of experts at the intersection of finance and technology.
Financial Services Representative - State Farm Agent Team Member Chris Madonna - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWest Chester, PAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Chris Madonna - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
NewProduct Owner Financial Services Artech LLCProduct Owner Financial ServicesMalvern, PA$70–$75 / hourSkills: Application Programming Interface (API), Product Management, Depository Services & Mutual Funds. 1. Product Management / Product Ownership 5+ years experience as: Product Owner.
Insurance and Financial Services Position - State Farm Agent Team Member Jim Little - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberMedia, PAEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Consultant - Finance Systems, Services & Automation Elevance Health IncFinancial Consultant - Finance Systems, Services & AutomationWilmington, DEMinimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Strategy& Financial Services - AWM Consulting Manager PricewaterhouseCoopers LLPStrategy& Financial Services - AWM Consulting ManagerPhiladelphia, PA$99,000–$232,000 / yearIn this role, you will analyze client needs and provide consulting services across different strategic areas, offering guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Representative - State Farm Agent Team Member Bill WeychertFinancial Services Representative - State Farm Agent Team MemberConshohocken, PennsylvaniaBill Weychert State Farm is seeking a consultative, production-focused Financial Services Representative to support clients with life insurance, retirement planning, investment strategies, and long-term financial protection. In this position, you will work directly with individuals, families, and business owners to understand financial goals, identify protection needs, and recommend strategies that support long-term confidence and security.
Financial Solutions Advisor - Participant Services (Series 7 required) Bank of America CorpFinancial Solutions Advisor - Participant Services (Series 7 required)Pennington, NJ$65,000–$85,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedAdditional Skills Needed:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. We'll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs• Consistently identify participant opportunities and engage key partners as needed• Ability to grasp and apply complex technical material quicklyRequired Qualifications• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)• Passion for excellence and willingness to work to exceed client expectations• Strong computer skills with an ability to multitask in a fast paced environmentEnterprise Job Description:This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesPhiladelphia, PAData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerPhiladelphia, PAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.