- JPMorgan Chase (Allentown, PA)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals and… more
- Bankers Life (Allentown, PA)
- …your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management . Your growth is our success. Uncover your earning ... - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services… more
- Bankers Life (Allentown, PA)
- …Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management . Uncover your earning potential, build a workday ... - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services… more
- Guardian Life (Bethlehem, PA)
- …inbound service calls **You have** + 5+ years life insurance and/or wealth management sales and support experience + Strong insurance, retirement and/or ... General Agencies to help drive referrals and improve the customer experience through proactive outreach to existing clients. You...wealth management knowledge + Series 7,66 or… more
- Wells Fargo (Hellertown, PA)
- …outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a ... with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet...of experience in a licensed financial services position + Customer service focus with experience handling complex… more
- JPMorgan Chase (Allentown, PA)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... and supports employees so that they can provide superior service to every customer + Promotes a...College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience… more
- Citizens (North Wales, PA)
- …like on our app or through our ATMs. You'll collaborate with partners in Wealth Management , Mortgage and Business Banking to help customers with more complex ... + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to… more