- 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
- Truist (Allentown, PA)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- PNC (Allentown, PA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of one of the fastest ... support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take… more
- PNC (Bethlehem, PA)
- …an opportunity to contribute to the company's success. As a Treasury Management Advisor within PNC's Business Banking organization, you will be based in the ... to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and… more
- H&R Block (Allentown, PA)
- …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 year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Allentown, PA)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… 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. ... program effectiveness and efficiencies. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations along… 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. ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Whitehall, PA)
- …Road - Whitehall, Pennsylvania 18052 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide… more
- Santander US (Kutztown, PA)
- …Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their… more
- ADP (Allentown, PA)
- …+ Are you ready for your next best job where you can control your financial future -- and achieve that perfect work-life balance you've been searching for? + Does ... a consultative business partner introducing ADP's leading solutions to Chief Financial Officers, Human Resources and Payroll Administrators, Small Business Owners,… more
- Truist (Allentown, PA)
- …the following job description:** Purpose: Mitigate risk for the firm from financial , reputation and regulatory items by ensuring that the advisors, OSJs and/or ... abreast of observations, trends and policy oversights 5. Primary approval of advisor Regulation Best Interest documentation as it pertains to trigger events assigned… more
- Guardian Life (Bethlehem, PA)
- …for the field and internal partners on various functions including advisor as portfolio manager, multi-account/strategy proposals, and trading methodologies + ... 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication… more
- ADP (Allentown, PA)
- …is hiring a **Business Development Representative.** + **_Ready to control your financial future while achieving the work-life balance you've been searching for?_** ... friendships here. + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your prospects, internal partners, and overall… more
- Antech Diagnostics (Allentown, PA)
- …Mars Science and Diagnostic ("SDx") offerings. The DSM will serve as an advisor , leader, and technical expert to support peer mentorships and will support ... to invest in and evolve benefits programs that meet the health, wellness and financial needs of our associates._ + All Full-time associates are eligible for the… more
- ThermoFisher Scientific (Allentown, PA)
- …behalf of customers when vital. *Functions as a trusted executive advisor for strategic customer conversations. Leverages' industry/business knowledge to develop ... collaboration and driving results *Experience negotiating complex customer contracts *Business/ financial competence; previous P&L experience preferred. *Previous senior management… more
- ADP (Allentown, PA)
- ADP is hiring a Business Development Representative. + Ready to control your financial future while achieving the work-life balance you've been searching for? + ... friendships here. **Collaborate Daily** . You will serve as a trusted advisor , partner, and ADP ambassador to your prospects, internal partners, and overall… more