Financial Counselor (Full Time, Days) Bilingual Preferred St. Luke's Health Network, Inc.Financial Counselor (Full Time, Days) Bilingual PreferredAllentown, PAFull timeUtilize Search America to evaluate patients for hospital Financial Assistance Program and obtain all necessary financial documentation to support eligibility on All Self Pay Accounts including: Self Pay POS accounts referred by Admission Services, Self Pay SAT accounts referred by Outpatient Registration, any High Dollar outpatient Self Pay (i.e. Oncology/OB) that appears on high dollar report or are referred by a Financial Rep. Individually 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.
Experienced Physician Assistant - Surgical Services (Grand View, Allentown, Bethlehem, Carbon, Easton) Per Diem St. Luke's Health Network, Inc.Experienced Physician Assistant - Surgical Services (Grand View, Allentown, Bethlehem, Carbon, Easton) Per DiemSellersville, 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. Participates in the teaching of multidisciplinary students (nursing, nurse practitioner, pharmacy, physician assistant, medical, etc.) and physician residents & fellows, ensuring a positive educational environment.
Health Services Manager St. Luke's Health Network, Inc.Health Services ManagerBethlehem, PAFull timePlans, implements, and organizes the care necessary to assure patient safety and meet the needs of patients, school-based initiatives, community-based initiatives, community/school immunization initiatives, and other clinical and non-clinical services as assigned across the Network service area utilizing EPIC for referrals, tracking and reporting as necessary. The Health Services Manager in Community Health plans, develops, implements, and evaluates community health services, as extensions of our hospitals, service lines, SLPG and Star Community Health with community-based partners as determined by needs and in conjunction with other leaders in the Community Health department.
Retail Customer Service Associate FedExRetail Customer Service AssociateAllentown, 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.
NewBilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish)Montgomeryville, PAThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Montgomeryville, PA$18–$18The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
Financial Services Associate Davis Family Financial LLCFinancial Services AssociateAllentown, PA$55,000–$70,000This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services. This entry-level position focuses on helping individuals and families better understand their financial options through guided conversations and structured support.
NewClient Associate - Financial Services SUMMIT FINANCIAL GROUP INCClient Associate - Financial ServicesPerkasie, PAUndergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)· Professional or relevant internship experience in financial, banking, and/or insurance environment preferred· Must be willing to obtain the Series 65 and Insurance Life/Health licenses · Knowledge of investment and banking products, policies & procedures· Strong client service & technical skills (MS Word & Excel and CRM)· Strong communication, time management and organizational skills· Excellent attention to detail is a must for processing financial documents· Knowledge of investment and annuity systems highly preferred· Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team Job DescriptionJob DescriptionSummit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.
Financial Services Representative (Teller) - Allentown shared locations QNB BankFinancial Services Representative (Teller) - Allentown shared locationsAllentown, PABuilds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day.
NewFinancial Services Professional Vista Wealth SolutionsFinancial Services ProfessionalCenter Valley, PAYou'll work to understand each client's unique goals and recommend solutions that help them move confidently toward financial security — backed by firm resources, ongoing coaching, and a clear path for professional development. Reach out to learn more about what a transition to VISTA could look like for you. **To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.
Financial Services Representative – State Farm Agent Team Member Mike Peterson - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberStroudsburg, PAROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Mike Peterson - 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.
Financial Services Representative - State Farm Agent Team Member Tina Saracino - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberBirdsboro, PAIn this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.
Financial Services Administrator Penske CorporationFinancial Services AdministratorReading, PAWe offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you join our team, you're rewarded with the opportunity to work for an organization that provides opportunities for career growth and advancement, tailored to individual performance, experience and interests, along with a fully comprehensive benefits package including: Employee Discounts.
Financial Services Professional AMERICAN SENIOR BENEFITS LLCFinancial Services ProfessionalAllentown, Pennsylvania$79,999–$125,000 / yearNational partnerships with organizations like the American Legion, Elks, and AMVETS—we help you find clients, not just chase them. Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development.
Financial Services Representative - State Farm Agent Team Member Kevin Kendall - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberBrodheadsville, PAYour proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Financial Services Representative - State Farm Agent Team Member Scott Morris - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberNewtown, PAScott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and help clients build long-term financial security. Your consultative approach—paired with a competitive, goal-oriented mindset—will directly contribute to agency growth while helping clients make confident financial decisions.
Insurance and Financial Services Position - State Farm Agent Team Member Geoff Mosebach - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberSlatington, 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. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Financial Services Representative - State Farm Agent Team Member Ryan O'Shurak - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberLansdale, PAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan O'Shurak - 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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorReading, PA$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania MarketAllentown, PennsylvaniaEffectively 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 Associate (TRAINING & LICENSING PROVIDED) Career HeadhunterFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Allentown, PennsylvaniaOne Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Allentown, PAFull timeOne Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
NewFinancial Advisor Relationship Manager CAPTRUSTFinancial Advisor Relationship ManagerAllentown, PennsylvaniaCAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Financial Advisor Associate - Montgomeryville, PA The Toronto-Dominion BankFinancial Advisor Associate - Montgomeryville, PAMontgomeryville, PA$61,880–$92,560 / yearThe 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.
Financial Advisor Associate - Newtown, PA The Toronto-Dominion BankFinancial Advisor Associate - Newtown, PANewtown, PA$61,880–$92,560 / yearMeets 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.
NewFinancial 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.
Financial Advisor Northwestern MutualFinancial AdvisorJamison, Pennsylvania$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Center Manager - Easton Financial Center Bank of AmericaFinancial Center Manager - Easton Financial CenterEaston, PennsylvaniaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
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.
Financial Center Assistant Manager - Allentown South Financial Center - Spanish Required Bank of AmericaFinancial Center Assistant Manager - Allentown South Financial Center - Spanish RequiredAllentown, PennsylvaniaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementPottsstown, 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.
Senior Financial Advisor CAPTRUSTSenior Financial AdvisorAllentown, PennsylvaniaAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. Provide market overviews, investment performance, and plan/provider topical items for client meetings and as requested by clients.
Financial Wellness Associate KeyCorpFinancial Wellness AssociateLansdale, PA$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Affluent Market Financial Advisor (Draw salary plus commission) M&T Bank CorpAffluent Market Financial Advisor (Draw salary plus commission)Wyomissing, PA$1–$3 / hourDeliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
Floating Financial Center Associate (Teller) - Berks County, PA Mid Penn BankFloating Financial Center Associate (Teller) - Berks County, PATemple, PAModerate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills and sufficient skills to provide assistance in training of entry level Financial Center Associates; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, lift items weighing 50 lbs. In addition, the Financial Center Associate will ensure the delivery of superior service which includes promoting the organization's products and services and directing customers to the appropriate employee or department for specialized financial services.
Financial Solutions Advisor - Flemington Church Street Bank of America CorpFinancial Solutions Advisor - Flemington Church StreetFlemington, NJ$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
Financial Solutions Advisor Registration Candidate - Flemington Church Street Bank of America CorpFinancial Solutions Advisor Registration Candidate - Flemington Church StreetFlemington, NJ$28.85–$33.65 / hourKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Affluent Market Financial Advisor (Draw salary plus commission) Wilmington TrustAffluent Market Financial Advisor (Draw salary plus commission)Wyomissing, PennsylvaniaWe’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Wyomissing market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity.
Associate Financial Advisor Ameriprise Financial Services, LLCAssociate Financial AdvisorLimerick, PADevelop and implement annual marketing plan to meet client acquisition goals - Contact prospects to set up meetings or appointments - Coordinate seminars and client appreciation events - Leverage natural market to drive new client acquisition - Learn and implement client referral program - Use network marketing with Center of Influence to drive client acquisition . • Business management - Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriate - Assign and delegate work and provide feedback, when appropriate, to other practice support staff - Participate in daily stand-up and weekly staff meetings - Act as a technical resource and provide training and support to other practice members .
Accounting Services Representative - Collections Lutron Electronics Co., IncAccounting Services Representative - CollectionsCenter Valley, PennsylvaniaResponsibilities: Use your excellent written and verbal communication skills to work with customers to develop collaborative and trusted relationships while reconciling their account balanceThis includes communicating with customers via phone and email daily to:Resolve disputed receivables by working with both the customer and sales/service teams to facilitate and resolve customer-disputed charges. As a member of the Collections team, you will collaborate closely with customers as well as our global sales and service teams to help drive and achieve our annual sales and financial goals.
Supervisor, Accounting Services Core Financial OutsourcingSupervisor, Accounting ServicesDoylestown, PAUnlike traditional firms, we engage with a wide range of clients across various industries, providing a broad scope of responsibilities and a diverse work experience. Serve as a primary advisor for a varied client base, providing customized solutions and high-level accounting services.
NewManager, Accounting Services- Remote Core Financial OutsourcingManager, Accounting Services- RemoteDoylestown, PARemote$105,000–$135,000 / yearThe Manager of Accounting Services oversees accounting operations, ensures financial accuracy, and manages client accounts. Our team handles a wide range of accounting tasks, offering a dynamic career rather than focusing solely on one aspect of accounting.
Clinical Services Associate - Full Time Penn MedicineClinical Services Associate - Full TimeYardley, PAPromptly rooms patients, using EMR to alert provider that patient is ready: reviews past medical, surgical, family, smoking history, allergies, medications; notes corrections in EMR, notes medication refills needed for the physician to review, initiates self-management goal setting where appropriate, obtains patient’s vital signs and documents in EMR, prepares chart for patient visit, understands insurance restrictions for lab work, referral needs, precertification requirements, etc. Specimen management: obtain specimens for testing if applicable (including performing phlebotomy and anterior nares nasal swab collections), performs laboratory and screening tests, records results in EMR and reconciles with logs where appropriate, documents and reports findings to providers, performs all quality controls as per Point of Care Testing guidelines, prepares specimens for transport as necessary.
Senior Financial Center Associate - Temple, PA Mid Penn BankSenior Financial Center Associate - Temple, PATemple, PAProficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations.
Financial Center Supervisor Fulton BankFinancial Center SupervisorBethlehem, Pennsylvania$24.81–$41.35 / hourResponsibilities: Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby with a goal of identifying sales opportunities and converting them into tangible outcomes. Contribute to teambuilding and performance excellence in the financial center by collaborating closely with the Financial Center Manager, to assist in building and nurturing a high-performing team.
Patient Services Associate Penn MedicinePatient Services AssociateSchwenksville, PASchedule patient appointments (on phone or in person) by determining reason for visit, following established schedules and protocols, using appropriate billing area/appointment location, communicating changes and confirming appointments, and, as needed, offering alternative and canceling/rescheduling appointments. Summary: The Patient Services Associate (PSA) assists the practice/department in maintaining a patient/customer focus, supports the delivery of high quality care, shares a passion for patient and customer-centered care, and assists in meeting or exceeding patient satisfaction and financial/operational targets.
Financial Advisor - Montgomeryville, PA The Toronto-Dominion BankFinancial Advisor - Montgomeryville, PAMontgomeryville, PA$72,280–$108,160 / yearEnsures 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.
Financial Advisor - Newtown, PA The Toronto-Dominion BankFinancial Advisor - Newtown, PANewtown, PA$72,280–$108,160 / yearEnsures 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.
Clinical Services Associate Penn MedicineClinical Services AssociateLimerick, PAAccountabilities: Patient Care Accountabilities: Promptly rooms patients, using EMR to alert provider that patient is ready: reviews past medical, surgical, family, smoking history, allergies, medications; notes corrections in EMR, notes medication refills needed for the physician to review, initiates self-management goal setting where appropriate, obtains patient's vital signs and documents in EMR, prepares chart for patient visit, understands insurance restrictions for lab work, referral needs, precertification requirements, etc. Specimen management: obtain specimens for testing if applicable (including performing phlebotomy and anterior nares nasal swab collections), performs laboratory and screening tests, records results in EMR and reconciles with logs where appropriate, documents and reports findings to providers, performs all quality controls as per Point of Care Testing guidelines, prepares specimens for transport as necessary.
Clinical Services Associate (Medical Assistant) Penn MedicineClinical Services Associate (Medical Assistant)Limerick, PAPatient Care Accountabilities: Promptly rooms patients, using EMR to alert provider that patient is ready: reviews past medical, surgical, family, smoking history, allergies, medications; notes corrections in EMR, notes medication refills needed for the physician to review, initiates self-management goal setting where appropriate, obtains patient’s vital signs and documents in EMR, prepares chart for patient visit, understands insurance restrictions for lab work, referral needs, precertification requirements, etc. Specimen management: obtain specimens for testing if applicable (including performing phlebotomy and anterior nares nasal swab collections), performs laboratory and screening tests, records results in EMR and reconciles with logs where appropriate, documents and reports findings to providers, performs all quality controls as per Point of Care Testing guidelines, prepares specimens for transport as necessary.