- Edward Jones (Erie, PA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (Erie, PA)
- …such as core Banking, and Investment and Life Priority (TM) solutions Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Raymond James Financial, Inc. (Oil City, PA)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client Relationship… more
- Edward Jones (Franklin, PA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- KeyBank (Erie, PA)
- …- Erie, Pennsylvania 16509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to… more
- KeyBank (North East, PA)
- …Street - North East, Pennsylvania 16428 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- PNC (Meadville, PA)
- …The Portfolio & Trust Administrator (PTA) is a trusted partner to the Fiduciary Advisor (FA) within the PNC Private Bank team. The Portfolio & Trust Administrator ... team members, will help our clients achieve and maintain financial success. The PTA partners with the FA to...activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required… more
- World Insurance Associates, LLC. (Cambridge Springs, PA)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- KeyBank (Erie, PA)
- …26th Street - Erie, Pennsylvania 16506 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more