NewCustomer Service Associate- Hybrid, TTH- Up to 60k! Beacon Hill Staffing Group, LLCCustomer Service Associate- Hybrid, TTH- Up to 60k!King of Prussia, Pennsylvania$55,000–$60,000 / yearTemporaryContractorFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
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.Culture:.
Health Services Manager St. Luke's Health Network, Inc.Health Services ManagerBethlehem, PAFull timeli>Plans, implements, and organizes the care necessary to assure patient safety and meet the needs of patients, school-based initiatives, community-based initiatives, community/school immunization initiatives, and other clinical and non-clinical services as assigned across the Network service area utilizing EPIC for referrals, tracking and reporting as necessary. The Health Services Manager in Community Health plans, develops, implements, and evaluates community health services, as extensions of our hospitals, service lines, SLPG and Star Community Health with community-based partners as determined by needs and in conjunction with other leaders in the Community Health department.
Retail Customer Service Associate FedExRetail Customer Service AssociateAllentown, PennsylvaniaFull timep>Pay Transparency: . Preferred Qualifications: .
NewLegal Assistant Antanavage Farbiarz PLLCLegal AssistantHamburg, PA$19–$22 / hourb>Responsibilities: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.
Financial Services Associate Davis Family Financial LLCFinancial Services AssociateAllentown, PA$55,000–$70,000p>This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services. This entry-level position focuses on helping individuals and families better understand their financial options through guided conversations and structured support.
Financial Advisor, Truist Investment Services, Lititz, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Lititz, PALititz, 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 Advisor, Truist Investment Services, Lancaster, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Lancaster, PALancaster, PAp>General 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.
Senior Risk Director, Financial Advisor Services (FAS) Vanguard GroupSenior Risk Director, Financial Advisor Services (FAS)Malvern, PAFAS provides investments services, education, and research to financial advisors across the U.S. The Senior Risk Director will lead a small team of risk practitioners aligned to select FAS business teams, including sales strategy and operations functions. Vanguard Global Risk & Security GR&S is seeking a Senior Risk Director to enable Vanguards business strategy, protect clients, crew, and assets, and steward a risk-smart culture for Vanguards Financial Advisor Services (FAS) business.
Financial Consultant, Truist Investment Services, Lancaster, PA Truist Financial CorpFinancial Consultant, Truist Investment Services, Lancaster, PALancaster, PAp>General 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 Professional Vista Wealth SolutionsFinancial Services ProfessionalAllentown, PAYou'll work to understand each client's unique goals and recommend solutions that help them move confidently toward financial security — backed by firm resources, ongoing coaching, and a clear path for professional development. At Vista Wealth Solutions, we're dedicated to educating and developing financial services professionals who make a real difference in the lives of their clients.
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 Representative (Teller) - Allentown shared locations QNB BankFinancial Services Representative (Teller) - Allentown shared locationsAllentown, PABuilds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day.
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.
Financial Services Professional AMERICAN SENIOR BENEFITS LLCFinancial Services ProfessionalAllentown, Pennsylvania$79,999–$125,000 / yearp style="margin:0px">AT Key Retirmement Services Powered by American Senior Benefits – Build It for Yourself, Not by Yourself. .
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 Secretary- Student Services The Chester County Intermediate UnitFinancial Secretary- Student ServicesESC, PA$21.47–$26.84 / hourOversee instructional inventory management processes, including tracking materials, managing the annual procurement process, and supporting systems that ensure programs have the resources required for instruction and operations. Duties & Responsibilities: Maintain accurate and up-to-date financial records for all assigned accounts, including instructional budget account, production accounts, and student activity accounts.
Financial Services Administrator Penske CorporationFinancial Services AdministratorReading, PAWe offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you join our team, you're rewarded with the opportunity to work for an organization that provides opportunities for career growth and advancement, tailored to individual performance, experience and interests, along with a fully comprehensive benefits package including: Employee Discounts.
Financial Services 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.
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.
Financial Services Operations Manager Cisco Systems IncFinancial Services Operations ManagerPA$130,000–$163,800 / yearFor quota-based incentive pay, Cisco typically pays as follows: .75% of incentive target for each 1% of revenue attainment up to 50% of quota; 1.5% of incentive target for each 1% of attainment between 50% and 75%; 1% of incentive target for each 1% of attainment between 75% and 100%; and. For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined.
Financial Sales and Service Specialist - Malvern, PA Mid Penn BankFinancial Sales and Service Specialist - Malvern, PAMalvern, PAp>Proficient 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.
Customer Service Planner (Financial Assistance Planner) on-site in Pottsville, PA Empire Education GroupCustomer Service Planner (Financial Assistance Planner) on-site in Pottsville, PAPottsville, PAAbout the Position: Empire Beauty School is seeking a Full-Time Customer Service Planner (Financial Assistance Planner) to provide exceptional customer service to our schools and students in the Financial Aid packaging and verification process. Respond to all requests for exceptional consideration regarding financial aid matters including professional judgments, reinstatement of financial aid, expense processing, etc.
Customer Service Planner (Financial Assistance Planner) - Pottsville, PA Empire Education GroupCustomer Service Planner (Financial Assistance Planner) - Pottsville, PAPottsville, PAp>About the Position: Empire Beauty School is seeking a Full-Time Customer Service Planner (Financial Assistance Planner) to provide exceptional customer service to our schools and students in the Financial Aid packaging and verification process. Respond to all requests for exceptional consideration regarding financial aid matters including professional judgments, reinstatement of financial aid, expense processing, etc.
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, PAli>Effectively 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 Associate (TRAINING & LICENSING PROVIDED) Career HeadhunterFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Allentown, Pennsylvaniap>One 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 timep>One 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 - Franklin Mint Federal Credit Union LPL Financial Holdings IncFinancial Advisor - Franklin Mint Federal Credit UnionPaoli, PA$70,000–$100,000 / yearp>This 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 Relationship Manager CAPTRUSTFinancial Advisor Relationship ManagerAllentown, PennsylvaniaCAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Financial Advisor Associate - King of Prussia, PA The Toronto-Dominion BankFinancial Advisor Associate - King of Prussia, PAKing of Prussia, PAOCC, 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 Associate - Royersford, PA The Toronto-Dominion BankFinancial Advisor Associate - Royersford, PARoyersford, PA$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
NewFinancial Solutions Advisor -Lionville - Crossroads Square Financial Center Bank of America CorpFinancial Solutions Advisor -Lionville - Crossroads Square Financial CenterExton, 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.
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.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementPhoenixville, Pennsylvaniap style="text-align:inherit"/>In 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. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Financial Advisor Northwestern MutualFinancial AdvisorLancaster, Pennsylvania$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
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.
Financial 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 .
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementPAIn 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 Center Assistant Manager - Allentown South Financial Center - Spanish Required Bank of AmericaFinancial Center Assistant Manager - Allentown South Financial Center - Spanish RequiredAllentown, PennsylvaniaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively.
Senior Financial Advisor CAPTRUSTSenior Financial AdvisorAllentown, Pennsylvaniap style="margin:0px">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. CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and existing institutional retirement plan clients.
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.
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.
Financial Planning Consultant - Devon, PA Raymond James Financial IncFinancial Planning Consultant - Devon, PADevon, PAp>Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm.