Client Service Associate Smoker & Company LLCClient Service AssociateEphrata, PA$24–$35 / hourSmoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment management, and wealth advisory services throughout Central Pennsylvania. Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and compliance support to Financial Advisors.
Accounting Mgr - 90412915 - Philadelphia National Railroad Passenger CorpAccounting Mgr - 90412915 - PhiladelphiaPhiladelphia, PA$113,200–$146,664 / hourOur values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.
Wealth Planner Huntington Bancshares IncWealth PlannerPittsburgh, PAThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
Senior Registered Client Associate Wells Fargo & CoSenior Registered Client AssociateNewtown Square, PAExecute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
NewSenior Back Office Operations Associate VALLEY NATIONAL GROUPSenior Back Office Operations AssociateBethlehem, PAFull timeQualificationsRequiredBachelor's degree in Business, Finance, Economics, or a related field, or equivalent experience.3-5 years of experience in financial services operations, wealth management operations, RIA operations, broker-dealer operations, or a related field. The Senior Back Office Operations Associate will play a key role in supporting day-to-day operations, enhancing workflows, assisting with training initiatives, and contributing to operational projects that support the firm's growth.
Director, FA Sales EnvestnetDirector, FA SalesBerwyn, PAFull timeYou’ll partner closely with sales leadership and cross-functional teams in a fast-paced, performance-driven environment centered on accountability, collaboration, and continuous improvement. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
Area Sales Director-Public Sector/Sled NTT DATAArea Sales Director-Public Sector/Sledred lion, PA$164,000–$304,000 / yearLead and manage client and senior client managers and quota-bearing teams with a focus on driving consistent performance and strategic execution across the Public Sector, including federal, state, and local government markets. This leader plays a critical role in aligning sales execution with the unique needs and regulatory requirements of public sector clients, ensuring that go-to-market strategies are tailored to address the challenges and opportunities within this space.
Healthcare Financial/Actuarial Senior Director Willis Towers Watson PLCHealthcare Financial/Actuarial Senior DirectorPhiladelphia, PAWTW 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). Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across self-insured, fully insured, and alternative funding arrangements (e.g., minimum premium, level funding).
NewContent Management Consultant (CPA/Audit/Financial Reporting) Wolters Kluwer N.V.Content Management Consultant (CPA/Audit/Financial Reporting)PA$76,200–$133,650 / yearRepresent Wolters Kluwer by developing and maintaining comprehensive knowledge of products, industry trends, and general business acumen through various sources and activities. Develop written analytic content, as well as summaries, explanations, interpretations, news articles, and white papers for the product line and market segment.
Legal Administrative Assistant BE GroupLegal Administrative AssistantPennsylvaniaThe group's practice is trusts and estates for business owners, executives, professionals, high-net-worth individuals and families, fiduciaries, trustees, and closely held businesses - estate and tax planning, business succession, charitable planning, asset protection, and trust and estate administration. Handle extensive client contact by phone, email, and in person, alongside communication with fiduciaries, trustees, financial advisors, accountants, and other outside professionals.
Client Service Associate Fortis Investment Services, Inc.Client Service AssociateCamp Hill, PA$52,000–$80,000 / yearFull timeFortis Investment Services, Inc. is seeking an experienced, professional, and highly organized Client Service Associate to join our growing financial services practice. This position is ideal for someone who enjoys building relationships with clients, managing details, solving problems, and working collaboratively in a fast-paced financial services environment.
Lending Analyst Urban Redevelopment Authority of PittsburghLending AnalystPittsburgh, PA$55,000–$60,000 / yearJob title: Lending Analyst Department: Residential & Consumer Lending Divisional Unit: Housing Department Starting Salary: $55,000-$60,000 Reports to: Manager of Residential Lending Essential Functions and Responsibilities: Manage assigned single family and multifamily developments. The candidate should be familiar with single family and/or multifamily programs available to developers by the URA, local banks, non-profit organizations, the U.S Department of Housing and Urban Development (HUD), Pennsylvania Housing Finance Agency (PHFA), and other federal, state and local sources.
Financial Advisor Northwestern MutualFinancial AdvisorMonroeville, Pennsylvania$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor, Truist Investment Services, Philadelphia, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Philadelphia, PAPhiladelphia, 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.
Financial Advisor, Truist Investment Services, Bristol, PA Truist Financial CorpFinancial Advisor, Truist Investment Services, Bristol, PABristol, 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. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Pottstown, PA Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Pottstown, PAPottstown, PAGeneral 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. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Erie, PA Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Erie, PAErie, PAGeneral 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. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
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.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistBerwyn, PARemote$140,000–$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.
Premier Advisor - Wyomissing, PA Truist Financial CorpPremier 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.