- Robert Half Finance & Accounting (Harrisburg, PA)
- …or a related field *Experience in financial advisory, wealth management, or investment banking . * Understanding of financial planning principles, investment ... role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The… more
- Santander US (Folsom, PA)
- …financial needs and goals. This role involves providing tailored solutions for banking , lending and investment products while delivering exceptional customer ... opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch… more
- Citizens (Horsham, PA)
- …Partner with colleagues in other lines of business including Retail, Business Banking , Mortgage and Wealth to provide clients a seamless experience across Citizens. ... Measures of Success include + Growth in net new investment assets in collaboration with Wealth Partners. + Growth...Bachelor's degree (preferred). + 3 - 5 years of banking , wealth management or other relevant equivalent experience. +… more
- Robert Half Finance & Accounting (King Of Prussia, PA)
- …manage relationships with financial institutions, and monitor and manage the company's investment portfolio and interest rate risk exposure. This Senior Director of ... with financial institutions, negotiating terms, fees, and services to optimize banking performance. . Evaluate and execute debt financing and capital structure… more