- Lincoln Financial (Radnor, PA)
- … investment accounting issues. + Conducts presentations and communicates complex investment accounting risks and financial implications to Senior Management. ... expertise and direction on complex operational and accounting processes for derivative investments in Lincoln's General Account Invested Assets on a Statutory, GAAP,… more
- Edward Jones (Oxford, PA)
- …Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning… more
- Lincoln Financial (Radnor, PA)
- …Role at a Glance** The principal purpose of the role is to provide financial administration oversight of the Lincoln Funds extensive regulatory filings. The focus of ... the coordination, preparation, validation, and review of the SEC financial data filings to ensure they are filed timely...and accurately. . Assures fund administration compliance with the Investment Company Act of 1940 as well as the… more
- Edward Jones (Harrisburg, PA)
- …and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our ... + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance… more
- Ankura (PA)
- …Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our ... decision-making and value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within Ankura's TAS practice.… more
- Vanguard (Malvern, PA)
- Vanguard has an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales ... promoters of Vanguard. + Drives results and raises awareness of Vanguard's investment products and services by delivering key messages through targeted cold calls… more
- Nelnet (Harrisburg, PA)
- …a corporate taxpayer with a growing and complex group of partnership investments , including real estate, renewable energy, infrastructure, and venture capital. As ... agreements, managing the hypothetical book liquidation at value method used for financial statements, ensuring propriety of tax compliance relative to these … more
- KeyBank (Lansdale, PA)
- …Advisor's focus will be on our Mass Affluent client base 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...specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- Bank of America (Allentown, PA)
- …knowledge and network by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls ... Relationship Banker - Allentown South Financial Center Allentown, Pennsylvania **To proceed with your application, you must be at least 18 years of age.**… more
- TD Bank (Philadelphia, PA)
- …initiatives with a yearly time span + Accountable for conducting financial analysis/research, reviews and/or audits to support functional goals/objectives + May ... degree + 7+ years of relevant experience + Accounting or financial designation preferred **Customer Accountabilities:** + Works closely with business partners… more