- Lincoln Financial (Radnor, PA)
- …for this opportunity. **Requisition #:** 75123 **The Role at a Glance** As the Financial Services Sales Representative for MoneyGuard, you will build and ... business relationships with advisors who market our products and services in order to meet or exceed established individual...+ Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days +… more
- Vanguard (Malvern, PA)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and… more
- ADP (Allentown, PA)
- …_Preferred Qualifications_ + Prior quota-carrying experience + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6 ... your next best job where you can control your financial future -- and achieve that perfect work-life balance...a Digital Sales Associate, you will sell ADP's Retirement Services 401(k) solutions over the phone using virtual technologies.… more
- Truist (West Chester, PA)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...years of financial services experience working with clients dealing… more
- Truist (Philadelphia, PA)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to high net worth individuals. ESSENTIAL DUTIES AND… more
- Raymond James Financial, Inc. (Conshohocken, PA)
- …college or university, and a minimum of three (3) years experience in a financial services firm, or an equivalent combination of experience, education, and/or ... that are combined to form a functional group. May service clients in his/her own book of business. **Essential...following activities: + Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff. + Supervises daily… more
- Vanguard (Malvern, PA)
- …Personal Investor Supervisory Controls, Governance and Surveillance agenda within the Service and Operational Excellence (S&OE) Organization. This senior level role ... Build and execute a scalable surveillance framework to monitor representative behavior and ensure compliance. + Oversee Governance: Drive...ability to lead through complexity and change. + FINRA SIE , Series 7, 63 and 24 licenses required. Why… more