- Citizens (Conshohocken, 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
- JPMorgan Chase (Allentown, PA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … 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 (Lansdale, 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
- Vanguard (Malvern, PA)
- Vanguard is a leading provider of financial products and services to individual and institutional investors world-wide. In addition, Vanguard is an employer of ... this role you will + Serve as a trusted advisor and provide strategic legal advice for issues impacting...laws, including advising on and forming registered funds and/or private funds. + Demonstrated persuasion and influencing capabilities. +… more
- Citizens (Fort Washington, PA)
- …positioning and effectiveness. Build Relationships and Identify Partnerships: + Position Citizens Financial Group (CFG) as a trusted advisor within the target ... while effectively partnering and enabling success of Citizens Business Banking and Private Banking businesses. The Segment Lead role will specialize in a specific… more
- Sodexo (Bethlehem, PA)
- …a trusted advisor with a customer service focus; + Achieve company and client financial targets and goals. **What We Offer** Compensation is fair and ... General Manager at Lehigh University in Bethlehem, PA. Lehigh University is a private research university in Bethlehem, PA. The university was established in 1865 by… more
- Vanguard (Malvern, PA)
- …serving as a member of the leadership team for the Global Fund, Advisor , and Distribution division of the Compliance Department. Core Responsibilities: + Develop ... and vehicles - equity/fixed/alternative for Mutual Funds, ETFs, CITs, and Private Funds for institutional and intermediary clients to ensure ongoing compliance… more
- GAF (Allentown, PA)
- …team to deliver world class service. Expect to juggle competing priorities and client requests/deadlines on a regular basis. + Build: Own, progress, and close the ... building materials industry; constantly networking to become a trusted advisor to existing and potential customers. Navigate when to...and potential customers. Navigate when to defer to a client 's request vs. when to guide a client… more
- Lumen (Audubon, PA)
- …proposing solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **The ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet gathered requirements. Assess business and operations… more
- Vanguard (Malvern, PA)
- …oversight, and global regulations impacting investment management. Prior experience with private funds is a plus. Candidates should demonstrate a strong track ... This role reports to the Head of Global Fund, Advisor , and Distribution Compliance and is a senior leader...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more