- Citizens (Harrisburg, PA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- KeyBank (Pottstown, PA)
- …223 Shoemaker Road - Pottstown, Pennsylvania 19464 **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...their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services… more
- KeyBank (Downingtown, PA)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- Deloitte (Harrisburg, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …accounts, including setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client (s). Manages budgeting and ... for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring....tracking of Financial Advisor expenses. Creates reports to build more practice efficiencies,… more
- Deloitte (Harrisburg, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (Harrisburg, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Public Consulting Group (Harrisburg, PA)
- …deliverable creation, and communicating project performance and progress. + Advise senior client executives and as a trusted advisor for technology-related ... our Technology Consulting Practice Area. The Director will work with senior client executives implementing or advising on large-scale software solutions in Public… more
- Guardian Life (Harrisburg, PA)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... solutions to help them achieve financial well-being. The High Net Worth Specialist is an...+ Deliver subject matter expertise in areas such as private markets, structured investments, alternative investments, philanthropy, lending, and… more
- Concentrix (Harrisburg, PA)
- …level of organization. Able to bridge business / IT gap and become a trusted advisor . + Perform financial analysis and modeling, as necessary. + Estimate scope, ... an opportunity to enroll in many benefit programs, generally including private medical plans, great compensation package, retirement savings plans, paid learning… more
- Deloitte (Harrisburg, PA)
- …Consulting is seeking a top-performing, senior Sales Executive to expand our client base across our Consulting Sustainability, Climate, and Equity services. This ... assets and operations/mission, as well as assisting in data and financial -informed decision-making around optimized resilience roadmaps and project prioritization. +… more
- Truist (Boyertown, PA)
- …Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . The annual base salary for this position is ... least one year of experience in analytical role within financial services industry or other related. business, and/or have...services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. Knowledge… more
- Confluent (Harrisburg, PA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more
- Vanguard (Malvern, PA)
- …product launches and product amendments, both for registered products and institutional products/ private funds. Serves as advisor to business partners to ... frameworks/controls for distribution channels and third-party relationships (eg, broker-dealers, financial advisors, and institutional clients). + Monitors and ensures… more