- Kyndryl (Harrisburg, PA)
- …+ Sound personal brand and eminence in the Banking and Financial services industry preferred + Demonstrated ability to innovate and drive change **The ... through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility,… more
- KeyBank (Warren, PA)
- …Avenue - Warren, Pennsylvania 16365 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).… more
- TD Bank (Philadelphia, PA)
- …Mortgage Licensing System and Registry) + Partners regularly with the Wealth Financial Advisor , which includes driving joint pipeline review meetings to ... more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** TD Premier is...provide holistic support. + Meets and collaborates with Wealth financial Advisor and other partners to identify… more
- Truist (Philadelphia, PA)
- …Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant * ... of a broad range of wealth products and services ( financial planning, asset management, personal trust and...or more years of experience in banking, investment and financial planning with an emphasis on sales … more
- World Insurance Associates, LLC. (Berwyn, PA)
- …asset allocation + Execute transactions under the direction of Lead or Service Advisor Sales Support + Maintain Opportunity "Pipeline" in HubSpot + Help ... Planning - eMoney + Enter data in planning software-prospect/client Profiles + Produce financial plans under direction of Lead Advisor + Make adjustments and… more
- City National Bank (Harrisburg, PA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare… more
- Bank of America (Bala Cynwyd, PA)
- … sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions… more
- ADP (Fort Washington, PA)
- ADP is hiring a ** Sales Representative, Major Accounts.** + _Are you ready to control your financial future with unlimited upside earnings potential?_ + _Do you ... with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Wells Fargo (Pittsburgh, PA)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
- West Pharmaceutical Services (Exton, PA)
- …Manufacturing teams (CS Operations and CS Engagement) and is the strategic partner to Sales and Operations. As the trusted advisor and advocate for our ... + Identifying key customer stakeholders and developing strategies to build trusted advisor relationships. + Maintaining regular interactions with Sales on all… more