Horace MannNewFinancial Advisor (Hybrid) Horace MannFinancial Advisor (Hybrid)Philadelphia, PABCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
PNC Financial Services GroupNewFiduciary Advisor Senior - PNC Private Bank PNC Financial Services GroupFiduciary Advisor Senior - PNC Private BankPittsburgh, PAPNC 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. 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.
PNC Financial Services GroupNewBanking Advisor II (MLO) - PNC Private Bank PNC Financial Services GroupBanking Advisor II (MLO) - PNC Private BankPittsburgh, PAIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
The PNC Financial Services Group IncSenior Counsel--Investment Advisor The PNC Financial Services Group IncSenior Counsel--Investment AdvisorPittsburgh, PA$100,000–$291,850 / yearThe successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. May assist in supporting PNC's capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.
PNC BankSenior Counsel--Investment Advisor PNC BankSenior Counsel--Investment AdvisorPittsburgh, PennsylvaniaThe successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. · May assist in supporting PNC’s capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.
The PNC Financial Services Group IncInvestment Advisor Sr The PNC Financial Services Group IncInvestment Advisor SrPhiladelphia, PAPNC 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. 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.
Raymond James Financial IncNewRegistered Wealth Management Advisor Raymond James Financial IncRegistered Wealth Management AdvisorAltoona, PAAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
SEI INVESTMENTS COMPANYOperations Analyst - Advisor Solutions SEI INVESTMENTS COMPANYOperations Analyst - Advisor SolutionsOaks, PASEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-b ing, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Learn all facets of the Middle Office Operation including new account set-up, distributions, receipts, trade processing, model changes, non-monetary account changes and monetary requests which include detailed multi-step processes.
Beacon Pointe AdvisorsAssociate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorBala Cynwyd, PAFour-year college degree required • 2 years relevant experience • Excellent written and verbal communication skills • Strong organizational, analytical, and interpersonal skills • Ability to excel in a fast-paced team environment • Mature self-starter with ability to take ownership of assigned responsibilities • Positive attitude and ability to work collaboratively with colleagues • Proficiency in Microsoft Office applications is a must, with strong Excel skills preferred • Desire to pursue the CFP designation. As one of the fastest-growing RIAs in the country, Associate Wealth Advisors eventually work toward becoming Wealth Advisors, developing their own client base through both organic networks and custodian referral channels with which Beacon Pointe partners.
The Penn Mutual Life Insurance CompanyInvestment Analyst: Structured Securities The Penn Mutual Life Insurance CompanyInvestment Analyst: Structured SecuritiesDavis, PAPenn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. With over $44 billion in assets under management as of February 28, 2026, we are fixed-income specialists, dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.
Merit Financial AdvisorsFinancial Advisor- Wealth Management Merit Financial AdvisorsFinancial Advisor- Wealth ManagementHershey, PABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesPhiladelphia, PAAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Bank of America CorpFinancial Solutions Advisor Registration Candidate - Broomall Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Broomall Financial CenterBroomall, PAMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorJamison, Pennsylvania$61,000–$250,000 / yearNorthwestern 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.
Bank of America CorpFinancial Solutions Advisor Registration Candidate-Suburban Philly Market Bank of America CorpFinancial Solutions Advisor Registration Candidate-Suburban Philly MarketSouthampton, PAMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). On screen copy: Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Bank of America CorpFinancial Solutions Advisor - Pittsburgh Market Bank of America CorpFinancial Solutions Advisor - Pittsburgh MarketMonroeville, PAOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Modera Wealth ManagementNewSenior Financial Advisor Modera Wealth ManagementSenior Financial AdvisorPennsylvaniaWhen supporting colleagues who are leading other client relationships Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
Willis Towers Watson PLCSenior Associate, Investment Consulting Willis Towers Watson PLCSenior Associate, Investment ConsultingPittsburgh, PA$90,000–$120,000 / yearCompany Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy, and global research services.
The PNC Financial Services Group IncDefined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorPhiladelphia, PA$80,000–$241,800 / yearIn 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.
Bank of America CorpFinancial Solutions Advisor Registration Candidate - Folsom FC Bank of America CorpFinancial Solutions Advisor Registration Candidate - Folsom FCFolsom, PAOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
The PNC Financial Services Group IncInvestment Manager - Product Research Associate III - PNC Wealth Management The PNC Financial Services Group IncInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PAInvestment Manager / Fund Research - Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Responsibilities include evaluating capital market assumptions, selecting default strategies/funds, monitoring performance and risk, performing performance attribution, setting strategic asset allocations, and recommending tactical adjustments based on the firm's market views.
The PNC Financial Services Group IncProduct Management Manager - Alternative Investments The PNC Financial Services Group IncProduct Management Manager - Alternative InvestmentsPittsburgh, PAPreferred experience/skills: • Extensive experience with alternative investment structures, including master-feeder, parallel funds, blocker entities, and complex multi-vehicle arrangements • Alternative investment operations experience • Alternative funds audit experience • Alternative investment fund taxation, including understanding of tax treatment, federal and state fund filings. In this role, the Manager will provide leadership and oversight across alternative investment product initiatives, partnering closely with the Multi-Asset Research and Solutions Group, Operations, Risk, Compliance, Technology, and external managers to ensure alternative investment products are efficiently delivered, accurately supported across systems, and governed by strong controls.
Bank of America CorpFinancial Solutions Advisor Registration Candidate -Greater Philly Market Bank of America CorpFinancial Solutions Advisor Registration Candidate -Greater Philly MarketPhiladelphia, PAMerrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S" or Merrill" makes available certain investment products sponsored managed distributed or provided by companies that are affiliates of Bank of America Corporation BofA Corp.". On screen copy Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
PNC BankInvestment Manager - Product Research Associate III - PNC Wealth Management PNC BankInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PennsylvaniaInvestment Manager / Fund Research – Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Accuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial ServicesWork Experience.
The PNC Financial Services Group IncHead of Content Strategy - AMG Investment Office The PNC Financial Services Group IncHead of Content Strategy - AMG Investment OfficePhiladelphia, PAIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
PNC BankHead of Content Strategy - AMG Investment Office PNC BankHead of Content Strategy - AMG Investment OfficePhiladelphia, 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.
Mercer AdvisorsNewWealth Advisor (Radnor, PA) Mercer AdvisorsWealth Advisor (Radnor, PA)Radnor, PennsylvaniaOur 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. The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
JPMorgan Chase & CoJ.P. Wealth Management - Private Client Advisor - Philadelphia, PA JPMorgan Chase & CoJ.P. Wealth Management - Private Client Advisor - Philadelphia, PAPhiladelphia, PAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P Morgan Wealth Management - Private Client Advisor - Drexel Hill, PA JPMorgan Chase & CoJ.P Morgan Wealth Management - Private Client Advisor - Drexel Hill, PADrexel Hill, PAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh, PA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh, PAPittsburgh, PAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Kennett Square, PA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Kennett Square, PAPAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Doylestown, Montgomeryville, New Britain, Souderton, Warrington, PA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Doylestown, Montgomeryville, New Britain, Souderton, Warrington, PAWarrington, PAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Conshohocken, Haverford, Norristown, Villanova, PA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Conshohocken, Haverford, Norristown, Villanova, PAVillanova, PAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Kennett Square, PA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Kennett Square, PAKennett Square, PAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Easton, PA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Easton, PAEaston, PAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
PNC BankFinancial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPittsburgh, 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.
The PNC Financial Services Group IncFinancial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementPittsburgh, PAIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Bank of AmericaMerrill 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.
Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania MarketCamp Hill, PAEffectively 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 backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Bank of America CorpMerrill 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.
Thrivent Financial for LutheransVirtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemotePARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Bustleton Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: BustletonPhiladelphia, PAJob Description:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
TD BankFinancial Advisor Associate - Montgomeryville, PA TD BankFinancial Advisor Associate - Montgomeryville, PAPennsylvaniaThe 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.
TD BankNewFinancial Advisor Associate - Newtown, PA TD BankFinancial Advisor Associate - Newtown, PANewtown, PennsylvaniaMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends 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, analyzes and understands 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.
The Toronto-Dominion BankFinancial Advisor Associate - Newtown, PA The Toronto-Dominion BankFinancial Advisor Associate - Newtown, PANewtown, PA$61,880–$92,560 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends 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, analyzes and understands 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.
The Toronto-Dominion BankFinancial 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.
The Toronto-Dominion BankFinancial 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.
The Toronto-Dominion BankFinancial Advisor Associate - Montgomeryville, PA The Toronto-Dominion BankFinancial Advisor Associate - Montgomeryville, PAMontgomeryville, 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.
PNC BankPremier 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.
Edward D Jones & Co LPAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorErie, PAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.