- Vicus Capital (State College, PA)
- …advisors and internal clients regarding fee billing procedures Maintaining client and financial advisor data in commission software program Performing quarterly ... audits of advisory fees Preparing and auditing MS Excel spreadsheets for various projects Documenting procedures for Compensation Department Taking a leadership role in fee-related internal projects with minimal supervision SKILLS & QUALIFICATIONS 2- 5 years… more
- Vicus Capital (State College, PA)
- …rapidly growing national presence, we're on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading ... engaging content for the firm across a range of financial services and practice management topics. The ideal candidate...industry are discussing Open line of communication with the Advisor Engagement and Compliance teams to ensure content is… more
- Reed Smith LLP (Pittsburgh, PA)
- …of the Legal Operations function. Job Duties and Responsibilities Act as a trusted advisor to the PGLs, advising on all aspects of the group's progress, financial ... and/or healthcare, either a business law professional or lawyer. Skills: Strong financial planning and analytical expertise. Advanced knowledge of PCs and the… more
- Thrivent Financial (Pittsburgh, PA)
- …as you'll be paid through commissions and incentives based on your success. Team-Based Financial Advisor Our financial advisors serve clients in new markets, ... role, support and joint fieldwork opportunities will come directly from experienced financial advisors. The Team-Based Financial Advisor position provides… more
- Vanguard (Malvern, PA)
- …As the Senior Manager, Head of Sales Practice Management & Coaching for our Financial Advisor Services (FAS) business, you will lead the development and ... sales coaching and practice initiatives in asset management, wealth, or financial advisor services environments and know how to translate strategy into action… more
- Edward Jones (Carlisle, PA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Vanguard (Malvern, PA)
- …distribution excellence. As the Senior Manager, Head of Strategy Development for our Financial Advisor Services (FAS) business, you will lead the design and ... vision with execution. You've led strategy development in asset management, wealth, or financial advisor services environments and understand the dynamics of the… more
- Vanguard (Malvern, PA)
- Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a leading ... your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities. As a… more
- Thrivent Financial (Philadelphia, 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
- Vanguard (Malvern, PA)
- …experience. As the Senior Manager, Head of Sales Process & Efficiency for our Financial Advisor Services (FAS) business, you will lead the transformation of our ... sales organizations. You've led process transformation in asset management, wealth, or financial advisor services environments and know how to balance efficiency… more
- Vanguard (Malvern, PA)
- …that transformation. As the Senior Manager, Head of Go-to-Market Strategy for our Financial Advisor Services (FAS) business, you will architect and activate the ... built GTM designs and led activation in asset management, wealth, or financial advisor services, and you understand the rhythms of advisor -facing… more
- Edward Jones (Philadelphia, 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
- Deloitte (Philadelphia, PA)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... Skill in finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients define what… more
- Thrivent Financial (Pittsburgh, PA)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- Bank of America (Wayne, 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
- Kestra Financial (Pittsburgh, PA)
- …Requirements Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding ... and Redtail software is a plus + 3+ years experience as a financial advisor + Knowledge of the financial industry, products, regulations, and overall… more
- Citizens (Pittsburgh, PA)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Santander US (Conshohocken, PA)
- Financial Advisor - Centralized, Conshohocken, PA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- PNC (Branch, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management , you will be based in ... Philadelphia, PA. Financial Advisors are based within a bank branch and...their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions… more
- Baylor Scott & White Health (Harrisburg, PA)
- **JOB SUMMARY** The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides ... and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system...serve as support for system leadership, regional and entity financial officers, and others as directed or required, to… more
