- World Insurance Associates, LLC. (Berwyn, PA)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Position Objective World Investment Advisors (WIA), the financial services division of World...notes for follow up/CRM + Debrief action items with Lead Advisor + Prepare post appointment summary letter for… more
- MetLife (Philadelphia, PA)
- …topics of interest to investors in a timely manner * Ability to lead , influence, collaborate with and challenge investment personnel regarding themes to ... The Team You Will Join The MetLife Investment Management Marketing (MIM Marketing) team is tasked...a comprehensive offering for institutional clients and prospects * Lead the Editorial Committee ensuring identified thought leadership pieces… more
- Deloitte (Philadelphia, PA)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
- KeyBank (Pittsburgh, PA)
- …with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing ... in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass...Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.… more
- KeyBank (Corry, PA)
- …with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing ... in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass...Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.… more
- Educational Testing Service (Harrisburg, PA)
- …worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities including ... corporate strategy, competitive analysis, financial planning and investment management. The position will be part of the Corporate Development team and will work… more
- KeyBank (Lansdale, PA)
- …with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment ... services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying...Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. + Develop… more
- PNC (Pittsburgh, PA)
- …FINRA Series 7/66 (63/65). Life & Health Insurance required. + Consults on investment and insurance strategies, as well as the development of financial plans for ... clients. Grows and retains an investment and insurance book of business. Owns the client...results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable… more
- Deloitte (Philadelphia, PA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... new and experienced Tax Consultants and Tax Seniors + Taking on lead client-contact roles + Billing and profitability analysis on engagements + Involvement… more
- Duquesne Light Company (Pittsburgh, PA)
- …unique differences and experiences of our employees. We believe that our differences lead to better collaboration, innovation and outcomes. We want you to join our ... a key role on the team responsible for the delivery of the capital investment commitment within the Company's business plan. The Specialist will serve on a… more