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Jobs

Financial Advisor -Greater Columbus, OH Thrivent Financial for Lutherans

Financial Advisor -Greater Columbus, OH
Lancaster, PA

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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

30+ days ago
TD Bank logo
New

Financial Advisor - Bear, DE TD Bank

Financial Advisor - Bear, DE
Bear, Delaware

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total 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.

6 days ago
TD Bank logo
New

Financial Advisor Manager - Philadelphia, PA TD Bank

Financial Advisor Manager - Philadelphia, PA
Exton, New Jersey

Total 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.

6 days ago
New

Financial Advisor (Radnor) Vista Wealth Solutions

Financial Advisor (Radnor)
Radnor, PA
  • $80,000–$220,000 / year

Whether you're an experienced advisor looking for a stronger platform or a motivated professional ready to enter the industry, we'll help you build a business that's truly your own while creating lasting value for your clients. Supported by the strength, stability, and resources of MassMutual, you'll receive the training, mentorship, and business development support needed to grow a successful financial practice.

Today
Northwestern Mutual logo

Financial Advisor Northwestern Mutual

Financial Advisor
Radnor, Pennsylvania
  • $61,000–$250,000 / year
  • Full time

Northwestern 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.

17 days ago
New

Financial Advisor (Delaware) Vista Wealth Solutions

Financial Advisor (Delaware)
New Castle, DE
  • $70,000–$120,000 / year

Whether you're an experienced advisor looking for a stronger platform or a motivated professional ready to enter the industry, we'll help you build a business that's truly your own while creating lasting value for your clients. Supported by the strength, stability, and resources of MassMutual, you'll receive the training, mentorship, and business development support needed to grow a successful financial practice.

Today
New

Sr. Financial Planning Strategist Osaic

Sr. Financial Planning Strategist
Berwyn, PA
Remote
  • $140,000–$160,000 / year

We 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.

6 days ago

Director of Advisory Services WSFS Bank

Director of Advisory Services
Berwyn, Pennsylvania
  • $111,440–$183,082.25

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Actively participate in community functions and continue to expand their knowledge in private wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning while representing WSFS and its subsidiaries.

13 days ago
Santander US logo
New

Associate, Financial Advisor, Conshohocken, PA Santander US

Associate, Financial Advisor, Conshohocken, PA
Conshohocken, PA

Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. + Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.

Today
New

Associate, Financial Advisor, Conshohocken, PA Banco Santander Brazil

Associate, Financial Advisor, Conshohocken, PA
Conshohocken, PA

Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.

5 days ago

Financial Center Relationship Specialist Fulton Bank

Financial Center Relationship Specialist
Leola, Pennsylvania
  • $22.16–$36.92 / hour

This involves engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.

30+ days ago

Director of Advisory Services Bryn Mawr Trust

Director of Advisory Services
Berwyn, Pennsylvania
  • $111,440–$183,082.25

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Actively participate in community functions and continue to expand their knowledge in private wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning while representing WSFS and its subsidiaries.

13 days ago
Magellan Health Services logo

Personal Financial Counselor, PFC - New Castle, DE Magellan Health Services

Personal Financial Counselor, PFC - New Castle, DE
New Castle, DE

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

30+ days ago
Magellan Health Services logo

Personal Financial Counselor, Pfc-Aberdeen Proving Ground, MD Magellan Health Services

Personal Financial Counselor, Pfc-Aberdeen Proving Ground, MD
Aberdeen Proving Ground, MD

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

30+ days ago
Magellan Health Services logo

Personal Financial Counselor, Assignment Ready Counselor, Delaware Magellan Health Services

Personal Financial Counselor, Assignment Ready Counselor, Delaware
New Castle, DE

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

30+ days ago
New

Financial Aid Advisor - Internal Posting Cecil College

Financial Aid Advisor - Internal Posting
North East, MD

Work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as office or meeting and training rooms, e.g., use of safe work place practices with office equipment, avoidance of trips and falls, and observance of fire and building safety regulations, and traffic signals when driving. Assist with end-of-term SAP evaluations, including reviewing students exceeding maximum time frame limits; update institutional systems based on outcomes, coordinate appeal reviews with the committee, and notify students in accordance with federal and institutional guidelines.

6 days ago

Financial Advisor S&T Bank

Financial Advisor
Exton, PA
  • $55,000–$156,450 / year

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Experience: Five to ten years general and specialized experience, specifically up to 10 years investment related experience plus continuing study and education working toward one of several designations (e.g., CFP, ChFC, CW, CEBS, etc.).

30+ days ago

Senior Client Services Associate WSFS Bank

Senior Client Services Associate
Berwyn, Pennsylvania
  • $53,744–$88,290.50

Other administrative tasks include coordinating with Wealth Director, Financial Advisors, and Financial Associates on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy Statements and account opening paperwork. General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems; Must have 5-7 years of experience in administrative client service required.

24 days ago

Certified Financial Advisor The Vanguard Group

Certified Financial Advisor
Malvern, Pennsylvania

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.

30+ days ago

Senior Associate, Financial Planning & Analysis Sallie Mae Inc (SLM Corp)

Senior Associate, Financial Planning & Analysis
Newark, DE

A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function. Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest!

30 days ago
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