- Edward Jones (Lancaster, 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 (Wyomissing, 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
- Wells Fargo (Lancaster, PA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Wells Fargo (Reading, PA)
- …. **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information… more
- Bank of America (Wyomissing, PA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Tompkins Community Bank (Wyomissing, PA)
- …maintaining existing client relationships; creating comprehensive wealth plans and coordinated financial strategies to align with each client's goals and values; ... involvement and other professional external client resources; acting as a key advisor to provide professional support to team members and assembling an integrated… more
- PNC (Lancaster, PA)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- Wells Fargo (Wyomissing, PA)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
- UPMC (Lititz, PA)
- …_** **Purpose:** The Care Manager (CM) coordinates the clinical and financial plan for patients. Performs overall utilization management, resource management, ... and that chart documentation supports LOC determination. Works with Physician Advisor and Attending Physicians to obtain necessary documentation to support current… more
- Morgan Stanley (Lancaster, PA)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily ... or more years of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds, options,… more
- PNC (Lancaster, PA)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate… more
- PNC (Lancaster, PA)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and… more
- The Hershey Company (Hershey, PA)
- …Assistant Secretary, the successful candidate will also serve as a key advisor to the Company's investor relations, corporate finance, external reporting, internal ... inquiries (FINRA) -Lead integration efforts for Legal Department * Strategic and Financial Planning, Analysis, and Reporting* -Develop and deliver annual budget to… more
- Lancaster General Health (Lancaster, PA)
- …+ Provide strategic direction and operational oversight including P&L management, financial control systems, budgeting, forecasting, and reporting. + Develop and ... vendors, and industry associations, representing PHC as a thought leader and trusted advisor . + Knowledge of the principles and practices of health planning and… more
- GAF (Myerstown, PA)
- …Influence the building materials industry; constantly networking to become a trusted advisor to existing and potential customers. Navigate when to defer to a ... achieve work-life balance, including (but not limited to) a wellness program, free financial coaching, a referral program, and product rebates when purchased for an… more
- WellSpan Health (Lebanon, PA)
- …all levels of the organization. + Serves as subject matter expert, coach, and advisor to leaders and frontline teams to promote the application of human experience ... + Paid time off (PTO) + Short-term disability + Education assistance + Financial education and support, including DailyPay + Wellness and Wellbeing programs +… more