Advisor Consultant - Sacramento Metro (All Channels) The HartfordAdvisor Consultant - Sacramento Metro (All Channels)Wayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Advisor Consultant - Atlanta and South Georgia The HartfordAdvisor Consultant - Atlanta and South GeorgiaWayne, PennsylvaniaIndividuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Senior Client Advisor Wilmington TrustSenior Client AdvisorWilmington, DelawareIdentify opportunities for deepening client relationships by proactively vetting the client’s book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc. This position serves as the core point of contact for UHNW clients defined as having over $50 mm in investible assets and comprising the top 5 – 10% of all client relationships within the business, with primary goals of retaining and expanding client relationships.
Advisor Support Consultant The HartfordAdvisor Support ConsultantWayne, PennsylvaniaActual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. Once licensed, make outbound phone calls to financial advisors regarding new products, marketing ideas, special meetings, etc.
Wealth Advisor (Radnor, PA) Mercer AdvisorsWealth Advisor (Radnor, PA)Radnor, Pennsylvania$85,000–$145,000 / yearOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Centralized Advisor - Citadel Wealth Management CitadelCentralized Advisor - Citadel Wealth ManagementWest Chester, PAAs a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management's advisor pipeline. By delivering exceptional service at scale, you will strengthen loyalty, uncover planning opportunities, support the advisory team, create warm handoffs, and help Citadel Wealth Management expand advice delivery.
Associate Wealth Advisor CitizensAssociate Wealth AdvisorDoylestown, PAFrom partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need. Requirements: Education & Experience- You will need a Bachelor's degree in accounting, business, economics, finance, financial management, or a related field is preferred AND 0-2 years of experience in banking, financial services, wealth management OR an equivalent combination of education and experience.
NewWealth Advisor Cerity Partners LLCWealth Advisorwest conshohocken, PA$120,000–$150,000 / yearThe Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning and investment strategies.
Credit Risk Review Advisor Senior - Commercial Lending Veracity Software IncCredit Risk Review Advisor Senior - Commercial LendingPhiladelphia, PAFull Name: Bachelor's Degree / Finance / Accounting / Business Program with Institution and Completion Year: Highest Education Level (Bachelor's / Master's / MBA / Other): Total Years of Commercial Credit Risk Experience: Total Years of Commercial Lending Experience: Experience with Credit Risk Review (CRR): Experience Evaluating Underwriting Decisions: Experience with Commercial Lending / CRE / C&I / Middle Market: Experience with Large & Complex Commercial Exposures ($50MM+): Experience with Credit Portfolio Analysis & Risk Rating Validation: Experience Performing File Reviews & Drafting Review Reports: Experience with Asset Based Lending (ABL): Experience Working with Large Financial Institutions: Credit Trained Background / Certifications: Experience Serving as Reviewer in Charge: Strong Stakeholder Communication Experience: Professional Certifications (if any): Motivation / Reason for Relocation (if not local to preferred location): Motivation / Reason for interest in this position: Contact Number: Email ID: LinkedIn Profile URL: Full Address (Street, City, State, Zip Code): Notice Period (in weeks): Current Work Authorization Status (US): Expected Salary: Preferred Work Location: Are you able to work onsite 5 days a week at the preferred location United States - Alabama - Birmingham | United States - North Carolina - Raleigh | United States - Pennsylvania - Philadelphia | United States - Ohio - Cleveland | United States - Pennsylvania – Pittsburgh (Yes/No): The Credit Risk Review Advisor Senior will join a highly skilled team responsible for evaluating commercial lending portfolios, assessing underwriting quality, validating risk ratings, and identifying portfolio trends and concentrations.
Client Advisor with Athletic Background Northwestern Mutual - PrincetonClient Advisor with Athletic BackgroundJamison, PAFull timeWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Assoc. Private Client Advisor Keybank National AssociationAssoc. Private Client AdvisorDresher, PAPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
VP/Client Advisor AllianceBernstein LPVP/Client AdvisorPhiladelphia, PennsylvaniaWhether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. Bernstein Private Wealth Management is widely recognized for its distinctive and unparalleled approach to offering advice that truly makes a difference for our high-net-worth clients.
Lead Financial Planning Specialist Claire Myers ConsultingLead Financial Planning SpecialistPhiladelphia, PennsylvaniaThis person will play a key leadership role in mentoring advisors, strengthening the planning culture of the office, and helping drive advisor productivity and client outcomes. Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia.
Medical Wealth Advisor Truist Financial CorporationMedical Wealth AdvisorPhiladelphia, PAPlease review the following job description: Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. 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.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorLansdale, PACoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Senior Manager, Record-to-Report Process Control Advisor Artech LLCSenior Manager, Record-to-Report Process Control AdvisorLawrenceville, NJ$100–$116.60 / hourBCF operates as a "second line" risk management function, in accordance with the Institute of Internal Auditors' Three Lines Model, reporting directly to the Corporate Controller and partnering closely with Finance, business operations, functional leaders, and senior management across the Company. This role provides strategic guidance to centralized process-focused BCF team members regarding Record-to-Report internal controls, including Internal Controls over Financial Reporting (ICFR), as well as corporate policies and directives.
Residential Advisor - Mental Health St. Luke’s University Health NetworkResidential Advisor - Mental HealthSellersville, PennsylvaniaIndividually 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. Coach and or supervise residents in completion of daily activities according to individual need including linking to community transportation resources or if unavailable, providing transportation for necessary activities as needed and according to transportation policy.
Residential Advisor - Mental Health Residential Services St. Luke’s University Health NetworkResidential Advisor - Mental Health Residential ServicesSellersville, PennsylvaniaIndividually 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. Coach and or supervise residents in completion of daily activities according to individual need including linking to community transportation resources or if unavailable, providing transportation for necessary activities as needed and according to transportation policy.
Senior Director of Financial Planning & Analysis (FP&A) Unified Door and Hardware GroupSenior Director of Financial Planning & Analysis (FP&A)Pennsauken, New Jersey$260,000–$405,000 / yearFull timeUnified Door & Hardware Group (UDHG) is seeking a strategic, analytical, and business-oriented Senior Director of Financial Planning & Analysis (FP&A) to help lead the organization's financial planning function and serve as a key advisor to executive leadership. The Senior Director of FP&A partners closely with Operations, Sales, Accounting, Supply Chain, and Corporate Finance to deliver actionable insights that improve profitability, optimize resource allocation, and support strategic business decisions.
Wealth Advisor Associate Univest Financial CorporationWealth Advisor AssociateKing of Prussia, Pennsylvania$60,000–$70,000 / yearIn this position, you’ll support portfolio monitoring, prepare client-ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high-quality client experience and help uncover opportunities to deepen relationships. Responsibilities: As a Wealth Advisor Associate at Girard, you will be part of a growing, collaborative wealth management team in which you will support our team of Wealth Advisors in all aspects of the business development and relationship management cycles.