Financial Business Partner Penske Truck RentalFinancial Business PartnerREADING, PAThis position partners closely with business leaders to provide forward‑looking financial insight, support strategic and operational decision‑making, and ensure financial plans are aligned with enterprise objectives. Finance Business Partners serve as trusted advisors, translating complex financial and operational data into clear insights that drive performance, accountability, and long‑term value creation.
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.
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.
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.
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.
NewPhysician Advisor, Quality Utilization Management UPMC Southwestern PAPhysician Advisor, Quality Utilization ManagementAlbany Township, PennsylvaniaReporting to the Regional Medical Director, the Physician Advisor collaborates with CCC/DP & UR teams, physicians, and hospital leadership to improve medical quality, service, and financial outcomes. The Physician Advisor, Utilization Management (UM), provides clinical and management guidance to enhance process improvement and resource management at the hospital level.
NewLegal Assistant Antanavage Farbiarz PLLCLegal AssistantHamburg, PA$19–$22 / hourResponsibilities: Greet clients and answer phones at both offices; triage prospective client calls using our intake procedures and make sure every inquiry is properly logged and routed to the right team member. You’ll assist with the preparation of legal documents, and handle all office correspondence, including answering phone calls and emails, arranging meetings and travel, and reminding the team of upcoming deadlines.
NewCredentialed Veterinary Technician Banfield Pet HospitalsCredentialed Veterinary TechnicianThorndale, PA$24–$34 / hourBanfield Pet Hospital is hiring full-time and part-time CVTs at the following hospital locations: Exton Hospital: 1010 E Lancaster Ave, Downingtown, PA 19335 Conshohocken Hospital: 44 E Ridge Pike, Conshohocken, PA 19428 West Chester Hospital: 1115 West Chester Pike, Ste 2A, West Chester, PA 19382 King of Prussia Hospital: 131 Town Center Rd, King of Prussia, PA 19406 The pay range for this role is $24 to $34 per hour. Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom Requirements Veterinary Technician Certification or Licensure (CVT, RVT, LVT, or LVMT) based on state requirements.
NewCertified Veterinary Technician Banfield Pet HospitalsCertified Veterinary TechnicianWhitehall, PA$20.92–$30.21 / hourWork closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom Requirements Veterinary Technician Certification or Licensure (CVT, RVT, LVT, or LVMT) based on state requirements. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Build close relationships with pets and the humans who love them Upon approval from supervising veterinarian, perform veterinary technician appointments.
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.
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.
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.
NewProduct Owner Financial Services Artech LLCProduct Owner Financial ServicesMalvern, PA$70–$75 / hourSkills: Application Programming Interface (API), Product Management, Depository Services & Mutual Funds. 1. Product Management / Product Ownership 5+ years experience as: Product Owner.
Insurance and Financial Services Position - State Farm Agent Team Member Jim Little - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberMedia, PAEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial 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.
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 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 Professional AMERICAN SENIOR BENEFITS LLCFinancial Services ProfessionalAllentown, Pennsylvania$79,999–$125,000 / yearFull timeNational 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 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.
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 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.
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 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.
Director - Financial Planning & Analysis, Field Services EnerSysDirector - Financial Planning & Analysis, Field ServicesReading, PAThis is a strategic role partnering with the service group to perform the proper financial closing processes as well as partner with the operations to report on profitability, strive for forecast accuracy, and develop data-driven decision making. The Director - Financial Planning & Analysis, Field Services will lead the accounting and financial reporting for the field service group within the Network & Infrastructure Solutions operating segment.
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.
CAAS 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 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.
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.
Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania MarketAllentown, PAOur 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. Back to search results Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market Allentown, Pennsylvania; York, Pennsylvania; Camp Hill, Pennsylvania Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor - Franklin Mint Federal Credit Union LPL FinancialFinancial Advisor - Franklin Mint Federal Credit UnionPaoli, PennsylvaniaThis employment opportunity at TruStage located at Franklin Mint Federal Credit Union in Paoli, PA would allow you to join Franklin Mint Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Franklin Mint Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
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.
Financial 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.
NewFinancial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementLancaster, PennsylvaniaIn 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.
Financial Solutions Advisor - Paoli Financial Center Bank of America CorpFinancial Solutions Advisor - Paoli Financial CenterPaoli, PAKey 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. This 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.
NewFinancial Advisor Manager - Philadelphia, PA TD BankFinancial Advisor Manager - Philadelphia, PAExton, New JerseyTotal 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. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementPhoenixville, PennsylvaniaIn 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.
NewFinancial Advisor Northwestern MutualFinancial AdvisorRadnor, Pennsylvania$61,000–$250,000 / yearFull timeNorthwestern 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 Advisor Manager - Philadelphia, PA The Toronto-Dominion BankFinancial Advisor Manager - Philadelphia, PAExton, PA$115,440–$173,160 / yearTotal 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. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
Manager, Financial Advisors The Vanguard GroupManager, Financial AdvisorsMalvern, PennsylvaniaThe Financial Advisor Manager leads and develops a team of High-Net-Worth (HNW) Financial Advisors focused on delivering personalized financial advice, portfolio management, and exceptional client experiences. This role is responsible for driving team performance, strengthening client relationships, and ensuring advisors effectively manage complex books of business while supporting clients in achieving long-term financial goals.
NewFinancial Advisor Manager The Vanguard GroupFinancial Advisor ManagerMalvern, PennsylvaniaThe Financial Advisor Manager leads and develops a team of High-Net-Worth (HNW) Financial Advisors focused on delivering personalized financial advice, portfolio management, and exceptional client experiences. This role is responsible for driving team performance, strengthening client relationships, and ensuring advisors effectively manage complex books of business while supporting clients in achieving long-term financial goals.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistBerwyn, PA$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Senior Researcher, User Experience - Financial Advisor & Sales The Vanguard GroupSenior Researcher, User Experience - Financial Advisor & SalesMalvern, PennsylvaniaLeads research across the product lifecycle, with an expanded focus spanning both advisor technology (e.g., financial planning and portfolio construction tools) and sales technology (e.g., CRM systems) to support evolving business priorities. Engages with a wide range of stakeholders, including financial advisors, sales partners, internal stakeholders, and industry experts, to develop a deep understanding of user needs and external market drivers.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistPA$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.