- Tompkins Community Bank (Wyomissing, PA)
- …Responsible for building and maintaining existing client relationships; creating comprehensive wealth plans and coordinated financial strategies to align with each ... involvement and other professional external client resources; acting as a key advisor to provide professional support to team members and assembling an integrated… more
- Guardian Life (Bethlehem, PA)
- …drive innovation in product review, planning, creation, and maintenance support for advisor technologies across our Protection & Wealth segments. Individual ... As the lead of Wealth Management Technology & Digital Platforms for the...products through our Retail Broker Dealer & Registered Investment Advisor (RIA) to the affluent, high net worth clients… more
- Bank of America (Allentown, PA)
- Wealth Management Client Associate Allentown, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… 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; ... Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Bank of America (Allentown, PA)
- Merrill Financial Solutions Advisor - Eastern Pennsylvania Market Allentown, Pennsylvania;Camp Hill, Pennsylvania; Lancaster, Pennsylvania; Chambersburg, ... Wyomissing, Pennsylvania; Williamsport, Pennsylvania; Wilkes-Barre, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- Edward Jones (Fleetwood, PA)
- …**If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Morgan Stanley (Allentown, PA)
- …as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- Morgan Stanley (Allentown, PA)
- …The Team Administrator is responsible for providing support for Financial Advisor (s), such as calendar management, client calls and information requests. The ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Team Administrator* **Location:** *Pennsylvania-Allentown* **Requisition ID:**… more