Risk Director: Financial Advisor Services - Portfolio & Adviser Solutions The Vanguard GroupRisk Director: Financial Advisor Services - Portfolio & Adviser SolutionsMalvern, PennsylvaniaAs 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.
Risk Director, Financial Advisor Services - Digital, Data & AI The Vanguard GroupRisk Director, Financial Advisor Services - Digital, Data & AIMalvern, PennsylvaniaWe 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.
Merrill Advisor Development Program - Financial Advisor: Western Pennsylvania Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Western Pennsylvania MarketPittsburgh, PennsylvaniaEffectively prioritizes 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 skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania MarketAllentown, PennsylvaniaEffectively prioritizes 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 skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Senior Financial Advisor CAPTRUSTSenior Financial AdvisorAllentown, PennsylvaniaAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. Provide market overviews, investment performance, and plan/provider topical items for client meetings and as requested by clients.
Financial Advisor MassMutual PittsburghFinancial AdvisorPittsburgh, PA$75,000–$150,000 / yearMassMutual Pittsburgh is a full-service financial planning and wealth management firm committed to helping individuals, families, and business owners create, grow, and protect their wealth. Our Financial Advisor Development Program is designed for driven graduates who want the freedom to grow their own practice — with the training, mentorship, and resources of a nationally respected firm behind them.
NewTax Manager - Private Wealth DeloitteTax Manager - Private WealthPittsburgh, PA$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Premier Advisor - Wyomissing, PA Truist Financial CorporationPremier Advisor - Wyomissing, PAWyomissing, PAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. 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.
Premier Advisor - Wyomissing, PA Truist BankPremier Advisor - Wyomissing, PAWyomissing, PennsylvaniaCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor IPhiladelphia, PA$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Wealth Management Advisor-State College, PA TIAAWealth Management Advisor-State College, PAState College, PA$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Key Private Bank Senior Relationship Manager Keybank National AssociationKey Private Bank Senior Relationship ManagerPittsburgh, PA$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
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.*.
NewBusiness Development Officer Cerity Partners LLCBusiness Development Officerwest conshohocken, PA$120,000–$150,000 / yearThe ideal candidate will have deep experience engaging, converting, and managing perspective clients as well as a solid understanding of executive compensation and benefits, financial, tax, estate and risk management planning, within the wealth management industry. This role is responsible for cultivating new client relationships and supporting the firm's growth initiatives in high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments.
Associate Advisor STEWARDSHIP ADVISORSAssociate AdvisorMount Joy, PAAssociate Advisor position qualifications: -Bachelor's degree in finance, economics, business, financial planning, or a related field -CFP certification or active progress toward CFP certification; strongly preferred -A minimum of 2 years of experience in financial advisory or related roles -Proficiency with technology, required; proficiency in financial planning software and tools for client analysis, preferred -Proven ability to assist in developing and implementing financial plans tailored to clients' needs -Experience building client relationships and supporting the delivery of personalized financial guidance -Excellent written and verbal communication skills; essential -Demonstrated community involvement; strongly preferred Please submit resume and cover letter: https://careers.northgroup consultants.com/ This role works closely with Lead Advisors, serving as a key second chair in client meetings while helping prepare, implement, and follow through on comprehensive financial plans.
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.
Wealth Advisor AprioWealth AdvisorPhiladelphia, PA$150,000–$250,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
Snowflake Administrator Location: Pittsburg, Pennsylvania ESRhealthcare and EXEC STAFF RECRUITERSSnowflake Administrator Location: Pittsburg, PennsylvaniaPittsburgh, PennsylvaniaYou will be a fiduciary who works with clients providing holistic advice on areas including: saving, retirement, debt management, investments. We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts.
NewReceptionist (82556) TRICOR InsuranceReceptionist (82556)Lititz, PAAs the welcoming face and voice of our organization, you'll play a vital role in ensuring every visitor, client, and caller receives a best-in-class experience. If you're passionate about helping others, enjoy learning new skills, and take pride in being part of a company dedicated to supporting local communities, this could be the perfect opportunity for you.
NewRECEPTIONIST (82556) Tricor IncRECEPTIONIST (82556)Lititz, PAAs the welcoming face and voice of our organization, you'll play a vital role in ensuring every visitor, client, and caller receives a best-in-class experience. If you're passionate about helping others, enjoy learning new skills, and take pride in being part of a company dedicated to supporting local communities, this could be the perfect opportunity for you.