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.
NewInterim CFO Vaco LLCInterim CFOFairfield, NJ$75–$90Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementChristiana, 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.
NewASSISTANT STORE MANAGER - COMPUTER SERVICES Micro CenterASSISTANT STORE MANAGER - COMPUTER SERVICESSaint Davids, PAManage staffing, onboarding and training to ensure competent and certified associates are hired, trained and scheduled to properly service our customers. Ensure all associates maintain appropriate technical certifications (CompTIA A+, Apple, and all other vendor certifications as required) to enable proper service of products.
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.
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.
NewFinancial Processing Coordinator RandstadCorporateServicesTUXFinancial Processing CoordinatorPaoli, PAPay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. How You'll Make an Impact Processing client transaction requests and reviewing transactions for accuracy, completeness, and adherence to all internal and external regulations.
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.
Registered Nurse (RN) - Adult Care Elderly (ACE) - Night Shift ChristianaCareRegistered Nurse (RN) - Adult Care Elderly (ACE) - Night ShiftNewark, DE$41.28–$66.05 / hourIncredible Work/Life benefits including annual membership to care.com, access to backup care services for dependents through Care@Work, retirement planning services, financial mentor, fitness and wellness reimbursement, and great discounts through several vendors for hotels, rental cars, theme parks, shows, sporting events, movie tickets, and much more! Our nurses care for five medical patients during each shift and collaborate with an interdisciplinary team, which includes a unit-based Nurse Practitioner, attending and consulting physicians, pharmacy staff, physical therapists, and other support personnel.
Registered Nurse (RN) - Acute Care Rehabilitation - FT Night Shift ChristianaCareRegistered Nurse (RN) - Acute Care Rehabilitation - FT Night ShiftWilmington, DE$41.28–$66.05 / hourIncredible Work/Life benefits including annual membership to Care.com, access to backup care services for dependents through Care@Work, retirement planning services, financial mentor, fitness and wellness reimbursement, and great discounts through several vendors for hotels, rental cars, theme parks, shows, sporting events, movie tickets, and much more! Our team of specially trained healthcare professionals at the ChristianaCare Center for Rehabilitation at Wilmington Hospital (CRWH) is dedicated to rehabilitation to help patients regain or improve the skills needed for daily life.
NewBusiness Controls Lead City National BankBusiness Controls LeadNewark, DERemote$99,000–$176,000 / yearProvides risk management expertise while working with operations managers and other 2nd line risk partners (to include Operational and Enterprise Risk Management teams, Regulatory Compliance, Business Continuity, IT Risk, Third Party Risk, Corp. Build, cooordinate, and lead monthly risk working groups to show thematic trends, themes, testing and audit updates, and business needs regarding risk program maturity in conjunction with key objectives.
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.
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.
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.
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.
Financial Advisor, Truist Investment Services, Lancaster, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Lancaster, PALancaster, PAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
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.
NewClient Service Coordinator - 000564 Banfield Pet HospitalClient Service Coordinator - 000564Exton, PA$16.93–$21.63 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
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.
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.
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.
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.
Insurance and Financial Services Position - State Farm Agent Team Member Karen Michaels - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberNorth East, MDRemoteEnthusiastic 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. Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member.
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.
NewFinancial Services Sales Representative - MoneyGuard Lincoln National CorpFinancial Services Sales Representative - MoneyGuardRadnor, PA$44,800–$81,400 / yearAs the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Financial Services Representative - State Farm Agent Team Member Ryan Brewington - State Farm AgentFinancial Services Representative - State Farm Agent Team Memberclifton heights, PAThe Ryan Brewington State Farm Agency is hiring an Insurance & Financial Services Representative who is competitive, goal-driven, and motivated to win. As an Insurance & Financial Services Representative, you will drive new business production by prospecting, quoting, presenting, and closing insurance and financial solutions.
NewSr. Product Owner (Financial Services / FTE / Hybrid / Onsite Interview Preferred) NTT DATA Group CorpSr. Product Owner (Financial Services / FTE / Hybrid / Onsite Interview Preferred)King of Prussia, PA$87,720–$131,580 / yearNTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com, @nttdatafed.com and @talent.nttdataservices.com email addresses. We are one of the world''s leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services.
Financial Services Assistant – State Farm Agent Team Member Stephen Diorio - State Farm AgentFinancial Services Assistant – State Farm Agent Team MemberWayne, PATo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending tailored insurance and financial products that align with their unique requirements.
Financial Services Administrator – State Farm Agent Team Member Stephen Diorio - State Farm AgentFinancial Services Administrator – State Farm Agent Team MemberWayne, PATo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending tailored insurance and financial products that align with their unique requirements.
Financial Services Representative – State Farm Agent Team Member Stephen Diorio - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberWayne, PATo excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending tailored insurance and financial products that align with their unique requirements.
Managed Care Financial Services Assistant Penn MedicineManaged Care Financial Services AssistantPhiladelphia, PARemoteIn addition, the Managed Care-Financial Services Assistant will work closely with the Manager of the Office of Hospital Reimbursement in Denial Tracking software and fulfilling general analysis and reporting needs. Summary: Under the leadership of the Director of Operations Reimbursement and Managed Care Analysis and the Manager of the Office of Hospital Reimbursement, this position supports the maintenance of the Hospital Contract Manager /Modeler software.
Insurance and Financial Services Position - State Farm Agent Team Member Jonathan Massari - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberLower Merion, PABy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesWilmington, DERemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Services Representative – State Farm Agent Team Member Jim Little - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberMedia, PAWe are hiring new team members who have a passion for finding customers who want a professional to help them understand the best insurance and financial products that will save them from a financial disaster when the unexpected happens. • You are intelligent and are willing to study and learn the necessary skills, to gain an insurance license, to learn our products, and learn to use our computer systems.
Insurance and Financial Services Position - State Farm Agent Team Member Kenneth Brown - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberWilmington, DEAs our Insurance and Financial Services Position - State Farm Agent Team Member, your training in insurance products and industry trends will equip you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Kenneth Brown - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
Financial Services Strategist (Remote) - Aberdeen, MD Traction Forge FinancialFinancial Services Strategist (Remote) - Aberdeen, MDAberdeen, MDRemoteTotal Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.
Senior Financial Analyst; Division of Business Services University of PennsylvaniaSenior Financial Analyst; Division of Business ServicesPhiladelphia, PA$76,000–$92,500 / yearThe Senior Financial Analyst is expected to approach core FP&A responsibilities through a transformation lens-identifying process inefficiencies within their areas of support and oversight, helping define scalable financial and operational metrics, and partnering with finance and non-finance leaders to implement improvements that enhance efficiency, transparency, accountability, and decision-making. The Senior Financial Analyst also supports Divisional leadership by producing consolidated financial reporting and analysis for internal and institutional stakeholders, including financial statements, projections, operating and human capital metrics and dashboard, capital expenditure reporting, and ad hoc strategic analyses.
Financial Sales and Service Specialist - Malvern, PA Mid Penn BankFinancial Sales and Service Specialist - Malvern, PAMalvern, PAProficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of policies and procedures; supervisory skills sufficient to provide guidance, train, oversee, or informally supervise employees; 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. The Financial Sales and Service Specialist is responsible for assisting customers with their banking needs, such as providing information, recommending appropriate products and services, and opening various types of accounts.
NewCAAS Chief Financial Officer - Professional Service Organizations CliftonLarsonAllen LLPCAAS Chief Financial Officer - Professional Service OrganizationsKing of Prussia, PAOur CAAS service helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. Travel: This position works primarily in-office, as well as frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMiddletown, DE$45,000–$100,000 / yearYou can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
Financial Advisor Seeking Former Educator/Coach Northwestern Mutual - RadnorFinancial Advisor Seeking Former Educator/CoachRadnor, PABuild Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services could allow you to maintain close, long-term relationships with clients, helping them at every stage of life. Teresa Fratini – Financial Representative: Teresa Fratini is the Associate Director of Selection at Northwestern Mutual, with a unique perspective shaped by over 20 years as a client and more than a year as a leader within the firm.
Merrill Advisor Development Program - Financial Advisor: Philadelphia Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Philadelphia MarketWayne, PAEffectively prioritizing 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 Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Fairfield, NJFull 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.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career HeadhunterFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Fairfield, New JerseyOne 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 - Bear, DE TD BankFinancial Advisor Associate - Bear, DEBear, DelawareThe 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 - Franklin Mint Federal Credit Union LPL Financial Holdings IncFinancial Advisor - Franklin Mint Federal Credit UnionPaoli, PA$70,000–$100,000 / yearThis position will offer: • The ability to service a book of business upon hire • The ability to build a strong client base with the credit union's exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union's member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
Financial Advisor Associate - Bear, DE The Toronto-Dominion BankFinancial Advisor Associate - Bear, DEBear, DEOCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) • Ensures all Continuing Education requirements are attained • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures • Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures • Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team • Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm • Represents TD Wealth to the general public in a professional manner • Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: • Bachelors degree strongly preferred • 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program • SIE & Series 7 required • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule • Self-directed, with strong ability to plan own activities to achieve sales and referral goals • Comprehensive understanding of wealth products and services • Strong verbal and written communication skills • Strong organizational and time management skills • Ability to travel within assigned market to meet prospects, clients and partners five days a week • Ability to commute within assigned territory • Understanding of wealth management business development techniques • Understanding and experience interacting with retail and small business banking clients • Consultative sales experience required • Ability to establish relationships and partner effectively with other departments OCC: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The 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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementWilmington, DelawareIn 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.