- 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
- Bank of America (Lahaska, PA)
- Financial Solutions Advisor Registration Candidate-Lahaska, PA Market Lahaska, Pennsylvania **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lahaska/ Financial -Solutions- Advisor -Registration-Candidate-Lahaska--PA-Market\_25042945-2) **Job Description:** At Bank of America,… more
- Bank of America (Lahaska, PA)
- Financial Solutions Advisor -Peddler's Village Financial Center Lahaska, Pennsylvania **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lahaska/ Financial -Solutions- Advisor --Peddler-s-Village- Financial -Center\_25041523) **Job Description:** At Bank… more
- Bank of America (Allentown, PA)
- …excited to make a career transition and follow their passion of becoming a Financial Advisor . **Job Description:** The Wealth Management Client Associate - ... Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client… 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
- Edward Jones (Perkasie, PA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Bank of America (Allentown, PA)
- …sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the ... the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions...+ Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory… more
- TIAA (Center Valley, PA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… 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
- Guardian Life (Bethlehem, PA)
- In this role, you will report to the Head of Financial Planning & Analysis, Group Benefits and be responsible for all financial aspects of the Claims & Service ... for the people we serve." **You will:** + Serve as a trusted advisor to Claims & Service leadership, influencing strategic decisions through data-driven insights and… 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 ... business partner introducing ADP's leading solutions to Business Owners, Financial Executives, and Human Resources and Payroll Administrators of Mid-Market… more
- Guardian Life (Bethlehem, PA)
- …. Lead API and Platform Strategy: Serve as the technical advisor for API standards, architecture patterns, orchestration, gateways, mediation, observability ... 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