- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Pennington, New Jersey **Job Description:** At Bank of America, we are guided ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- PNC (Radnor, PA)
- …circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients ... advisors' success. We provide a robust training program, administrative support and state of the art technology designed to...art technology designed to elevate your career. At PNC Investments , we are passionate about our values and helping… more
- Bank of America (Bensalem, PA)
- …series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment ... Financial Solutions Advisor - Consumer Investments - Greater Philadelphia Market Bensalem, Pennsylvania;Philadelphia, Pennsylvania; Philadelphia, Pennsylvania **Job… more
- US Tech Solutions (Conshohocken, PA)
- …per week **"** **Job Description:** This position will work specifically within the Alternative Investment Services (AIS) team in support of Investment Teams ... for private equity funds managed by the Teams, including fund of funds, co- investment , and separate account vehicles** . Responsibilities in this position will… more
- Lincoln Financial Group (Plymouth Meeting, PA)
- …#:** 72640 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team ... you will be responsible for providing timely and accurate investment reporting for the General Account Invested... research, analysis and proper accounting treatment of Lincoln's investment positions to support strategic investment… more
- Lincoln Financial Group (Radnor, PA)
- …under applicable Statutory, GAAP, Management and Tax basis. * Provides technical research on new and existing general account investments and derivatives. * ... research, analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations and… more
- Lincoln Financial Group (Radnor, PA)
- …on an Investment Accounting Analyst, with a focus on derivatives, to support the Investment Accounting and Reporting Team at Lincoln Financial Group. The ... investments research, analysis and proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations and… more
- Lincoln Financial Group (Radnor, PA)
- …#:** 73040 **The Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team ... be doing** * You will provide timely and proper investment reporting of General Account Invested Assets...will provide accounting information on fixed income and other investments for existing and developing investment strategies… more
- Bank of America (Flemington, NJ)
- …goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment ... to partner and promote lead generation + Experience balancing investment management, sales activities, and new client...Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management +… more
- Bank of America (Allentown, PA)
- …goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment ... Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong… more
- Morgan Stanley (West Conshohocken, PA)
- … investment structures to be used for direct hedge fund investments or individual less liquid secondary/co- investment opportunities. - Understand the ... certain managed account expenses in line with formal agreements with investment advisors. - Minimum Bachelor's degree, preferably in finance or accounting. - CPA… more
- M&T Bank (Radnor, PA)
- …business in a centralized area comprised of smaller, less complex accounts. Solicits new and existing investments and insurance solutions from mass affluent ... customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver… more
- Lincoln Financial Group (Radnor, PA)
- …in optimizing our hedging programs, and managing the inforce business and developing new products to support company's sustainable growth. **What you'll be ... to hedge and manage capital market risk exposures to the underlying businesses and investments . The role will also work with, and leverage the work of, other MRM… more
- Burns & McDonnell (Conshohocken, PA)
- …to develop value propositions and pre-Request For Proposal (RFP) collateral. + Support client-focused account and project leadership through project completion, ... potential, and financials; evaluating options; resolving internal priorities; recommending equity investments . + Close new business deals by coordinating… more
- TD Bank (Conshohocken, PA)
- …to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay ... growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results + Accountable for… more
- Bank of America (Pennington, NJ)
- National FSA Team Manager Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Thrivent Financial (Philadelphia, PA)
- …for the career and for Thrivent and by caring about the success of others. Develop New FPs and Support the Launch of New FP Practices + Demonstrate ... by attracting high quality, diverse talent into financial professional (FP) roles *Ensures new FPs are given the tools, resources and knowledge needed in order to… more
- PPL Corporation (Allentown, PA)
- …members and initiatives across its service territory through volunteerism and investments in organizations that support education, sustainability, and wellbeing. ... service territory in eastern and central Pennsylvania. Through smart investments and innovation, it has built one of the...others and has the ability to design and establish new programs of work to support them.… more
- Vanguard (Malvern, PA)
- …Achieves sales and sales activity goals as set by sales leadership team and drives new business within a channel or territory. + Asks open questions to prospects and ... clients. Identifies related investment and service needs based on probing questions and...product knowledge to highlight advantages and disadvantages of alternative investments . + Partners with External Sales Executives in the… more
- Edward Jones (Allentown, PA)
- …branch office administrator to help you run your branch. World-class products, services and support . And the stability of a firm built on a long-term investment ... needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more