NewSchool Services - School Speech Language Pathologist - $43-52 per hour VyTalent SolutionsSchool Services - School Speech Language Pathologist - $43-52 per hourPhiladelphia, PA$43.25–$51.78 / hourBuilt on more than three decades of experience, VyTalent Solutions partners with hospitals, surgical centers, behavioral health facilities, schools, correctional healthcare environments, and community-based organizations nationwide. At VyTalent Solutions, support starts with benefits that work for you, an uncapped referral program, and a recruiter who’s with you every step of the assignment.
Senior 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.
Manager, 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.
Technical Director - Accounting Advisory Services KPMGTechnical Director - Accounting Advisory ServicesPhiladelphia, PA$195,415–$370,530 / yearIf 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.
NewSenior Associate, EVS Economic Services Data Science with Clearance KPMGSenior Associate, EVS Economic Services Data Science with ClearancePhiladelphia, PAMaster's degree or higher from an accredited college/university preferred; minimum of a Bachelor's degree in economics, statistics, mathematics, applied mathematics or computer science from an accredited college/university is required; coursework or minor in Information Systems, Software Engineering, Data Science or Data Analytics. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewSchool Services - School Physical Therapist - $39-46 per hour VyTalent SolutionsSchool Services - School Physical Therapist - $39-46 per hourMorton, PA$38.50–$45.80 / hourBuilt on more than three decades of experience, VyTalent Solutions partners with hospitals, surgical centers, behavioral health facilities, schools, correctional healthcare environments, and community-based organizations nationwide. At VyTalent Solutions, support starts with benefits that work for you, an uncapped referral program, and a recruiter who’s with you every step of the assignment.
NewPatient Services Representative London ApproachPatient Services RepresentativeDoylestown, PA$19–$20 / hourTemporaryA healthcare organization in the Bucks County, PA area is seeking multiple Outpatient Registrars to support patient registration and patient access operations. This role will support patient registration, insurance verification, scheduling, authorization follow-up, and financial responsibility discussions while maintaining a high level of confidentiality and customer service.
FCRA 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.
NewSchool Services - School Board Certified Behavioral Analyst (BCBA) - $50-53 per hour VyTalent SolutionsSchool Services - School Board Certified Behavioral Analyst (BCBA) - $50-53 per hourMorton, PA$50.04–$52.54 / hourBuilt on more than three decades of experience, VyTalent Solutions partners with hospitals, surgical centers, behavioral health facilities, schools, correctional healthcare environments, and community-based organizations nationwide. At VyTalent Solutions, support starts with benefits that work for you, an uncapped referral program, and a recruiter who’s with you every step of the assignment.
NewSchool Services - School Occupational Therapist - $37-44 per hour VyTalent SolutionsSchool Services - School Occupational Therapist - $37-44 per hourMorton, PA$37–$43.99 / hourBuilt on more than three decades of experience, VyTalent Solutions partners with hospitals, surgical centers, behavioral health facilities, schools, correctional healthcare environments, and community-based organizations nationwide. At VyTalent Solutions, support starts with benefits that work for you, an uncapped referral program, and a recruiter who’s with you every step of the assignment.
NewLabor and Employment Associate JobotLabor and Employment AssociatePrinceton, NJ$120,000–$180,000 / 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. A well-established and growing law firm in the Mid-Atlantic region, known for its exclusive representation of management-side clients in both the public and private sectors, is seeking an associate attorney to join its employment law practice.
NewEnvironmental Services Manager AramarkEnvironmental Services ManagerWest Chester, PAPlans, controls and directs all cleaning, sanitizing and waste removal functions within a healthcare facility to meet operating and financial goals, client objectives and customer needs. ? Aramark Healthcare+ is seeking candidates for an Environmental Services Manager position at Chester County Hospital, located in West Chester, PA.
Mortgage 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).
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.
Physician Assistant - Surgical Services (Surgical Subspecialty nights) - Bethlehem Campus St. Luke's Health Network, Inc.Physician Assistant - Surgical Services (Surgical Subspecialty nights) - Bethlehem CampusBethlehem, 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. These PA’s supplement and provide coverage to the surgical subspecialties with daily rounding, admissions, consults, discharges, urgent/emergent unit and ED calls as well as in house provider coverage after hours for the vascular and surgical subspecialty groups.
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.
Senior Coordinator, Financial Management and Analysis St. Luke's Health Network, Inc.Senior Coordinator, Financial Management and AnalysisAllentown, PAFull timeThe Senior Coordinator, Financial Management and Analysis takes a lead position in the department to independently oversee, prepare, coordinate and present financial plans and analyses that help the organization determine the critical relationship between strategy and financial capability that will ensure financial equilibrium in the Network, independently handling the most complicated and high-profile Network proformas JOB DUTIES AND RESPONSIBILITIES: Presents & oversees, as well as coordinates and prepares requested and routine financial analyses, forecasts, and projections for existing service lines, new services and products, or new locations for an expanding multi-entity health care system, which represent the most complicated & high-profile projects.
NewCSR CollaberaCSRPennington$19–$21 / hourTemporaryContractorThe ideal candidate has strong customer service experience, excellent communication skills, and the ability to multitask across multiple systems while delivering an outstanding customer experience. You will provide exceptional customer support, guide customers through account transactions, and ensure accurate processing of financial requests in a fast-paced call center environment.
Retail Customer Service Associate FedExRetail Customer Service AssociateMount Laurel, New Jersey$18.35–$24.75 / hourPart 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. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewCustomer Service Associate - Nights/Weekends Raising Cane'sCustomer Service Associate - Nights/WeekendsFairless Hills, PA$15Whether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter’s Insurance, and ID Theft Protection.
Risk Director: Financial Advisor Services - Digital, Data & AI Vanguard GroupRisk Director: Financial Advisor Services - Digital, Data & AIMalvern, PAWe 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.
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.
NewManaged Services Deal Architect - Financial Services - Record to Report (R2R) Deloitte Touche Tohmatsu LtdManaged Services Deal Architect - Financial Services - Record to Report (R2R)Philadelphia, PA$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Risk Director: Financial Advisor Services - Portfolio & Adviser Solutions Vanguard GroupRisk Director: Financial Advisor Services - Portfolio & Adviser SolutionsMalvern, PAAs 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.
NewSenior Associate, Financial Services Vestwell Holdings Inc.Senior Associate, Financial ServicesKing of Prussia, PA$60,000–$70,000 / 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.
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 .
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.
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''.
NewSenior Associate, Financial Services VestwellSenior Associate, Financial ServicesKing of Prussia, PA$60,000–$70,000 / 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.
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.
NewFinancial Services Representative Strategic People AdvisorsFinancial Services RepresentativeBridgewater, NJFull timeWe are representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals transitioning from non-financial fields. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.
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.
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 ServicesNJThis 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.
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.
NewPrincipal - Cloud Engagement Lead, Microsoft - Financial Services EPAM Systems IncPrincipal - Cloud Engagement Lead, Microsoft - Financial ServicesPhiladelphia, PABuild deep, durable relationships with Microsoft account teams, industry teams, and M1/M2 leadership; conduct joint account planning, schedule recurring cadences, meet face-to-face, and lead joint customer events (including ABM-style executive sessions for top accounts). Act as pursuit leader and player-coach on strategic deals, coordinating solution architects, practice leaders, delivery leadership, and pricing and commercial teams to deliver clear value articulation, competitive differentiation, and strong executive messaging.
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.
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.
Product 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.
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.
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.
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 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.
Financial Services Representative (Teller) - Allentown shared locations QNB BankFinancial Services Representative (Teller) - Allentown shared locationsAllentown, PAFull timeBuilds 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.
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.