- PNC (Philadelphia, PA)
- …Planning **Competencies** Analytical Thinking, Effective Communications, Financial Engineering, Investment Management, Market Risk, Mathematics of Financial ... have an opportunity to contribute to the company's success. As a Senior Investment Strategist within PNC's Asset Management Group Investment Office organization,… more
- City National Bank (Harrisburg, PA)
- …including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and… more
- Vanguard (Malvern, PA)
- …with Vanguard's investment leaders to distill our unique point of view on market dynamics & investment strategy and bring that voice to financial advisors ... Head of Investment Content The Head of Investment ...and industry events - seeking to help define Vanguard's investment voice in the marketplace and build platforms that… more
- KeyBank (Corry, PA)
- …knowledge of characteristics and needs of clients and partners within the bank-based investment market space. + Demonstrated ability to sell products and ... basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with… more
- KeyBank (Pittsburgh, PA)
- …knowledge of characteristics and needs of clients and partners within the bank-based investment market space. + Demonstrated ability to sell products and ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass… more
- KeyBank (Lansdale, PA)
- …of characteristics and needs of clients and partners within the bank- based investment market space. + Demonstrated ability to sell products and services ... concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing... services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying… more
- Lincoln Financial (Radnor, PA)
- …Securities Acts of 1933 and 1934 . Maintains a working knowledge of strategic investment market activities and industry pronouncements and their impacts on the ... and accurately. . Assures fund administration compliance with the Investment Company Act of 1940 as well as the...insurance, or public accounting environment . Mutual fund and investment knowledge preferred. . Working knowledge of general ledger… more
- Atria Wealth Solutions (Allentown, PA)
- …market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... is seeking a Financial Advisor to provide retirement and investment services to its member base in and around...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Truist (West Chester, PA)
- …objectives and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass ... portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance… more
- Lincoln Financial (Radnor, PA)
- …**Requisition #:** 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of specialized investment ... leadership to internal and external clients. Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to… more