- Thrivent Financial (Kutztown, PA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of ... commissions and incentives based on your success. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Edward Jones (Allentown, 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 (Allentown, PA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Atria Wealth Solutions (Allentown, PA)
- … Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... credit union in the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are not limited to, the… more
- Bank of America (Allentown, PA)
- …you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the ... Advisor Development Program - Financial Solutions...and guidance through a defined path to become the financial advisor you want to be. You...a defined path to become the financial advisor you want to be. You will have the… more
- Bank of America (Bethlehem, PA)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Financial Solutions Advisor Trainee - Shoppers Village - Bethlehem, PA Bethlehem, Pennsylvania **Job Description:** As an … more
- Bank of America (Allentown, PA)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Financial Solutions Advisor Trainee: 15th & Allen Sts. Financial Center Allentown, Pennsylvania **Job Description:** At… more
- Bank of America (Allentown, 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
- JPMorgan Chase (Allentown, PA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Edward Jones (Lehighton, 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
- Thrivent Financial (Nazareth, PA)
- Summary Dana Vlasics is an independent financial advisor of Thrivent Financial . We take a broad-based approach to helping our clients achieve multiple ... financial goals. Dana Vlasics helps our clients analyze their...helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated … more
- Bank of America (Allentown, 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
- H&R Block (Allentown, PA)
- **524629BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Guardian Life (Bethlehem, PA)
- …**You will** + Make independent suitability decisions when approving all Investment Advisor accounts at account opening (including the review of Advice Capture ... experience + At least 2 years of experience in Financial Services in a supervisory or compliance capacity +...realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being,… more
- Guardian Life (Bethlehem, PA)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... culture of accountability and ethical leadership throughout the organization. As a Financial Compliance Analyst, you will support the compliance program to ensure… more
- Wells Fargo (Allentown, 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
- Raymond James Financial, Inc. (Emmaus, PA)
- …Evans Wealth Strategies (EWS)? We are the team that takes care of the financial planning and investment needs of people who are serious about their long-term goals. ... Our tagline is "working to bring you financial happiness." We take what we do very seriously...the award. This ranking is not indicative of an advisor 's future performance, is not an endorsement, and may… more
- KeyBank (Lehighton, PA)
- …East - Lehighton, Pennsylvania 18235 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- KeyBank (Lehighton, PA)
- …East - Lehighton, Pennsylvania 18235 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our… more
- Sodexo (Bethlehem, PA)
- …skills; + Integrate fully within our client's organization and be a trusted advisor with a customer service focus; + Achieve company and client financial ... food service management experience ideally in a _campus environment;_ + Strong financial skills, P&L experience; + a work history demonstrating strong leadership and… more