- Kestra Financial (Pittsburgh, PA)
- …Job Duties/Requirements Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding niche. ... until I took the leap and created Gen X Wealth Partners. I said to myself enough is enough....is a plus + 3+ years experience as a financial advisor + Knowledge of the … more
- Equitable (Bala Cynwyd, PA)
- Entry Level - Financial Advisor - PA, Erie (2457) ( PIN\_15541 ) **Primary Location** : UNITED STATES-PA-Bala Cynwyd **Other Locations** : UNITED STATES-PA-Erie ... lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering...Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** +… more
- Atria Wealth Solutions (Allentown, PA)
- … Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... credit union in the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are not limited to, the… more
- Truist (West Chester, PA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Guardian Life (Bethlehem, PA)
- …Excellent with time management and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability to ... all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams...+ Advocate for & teach colleagues, agency partners, and financial advisors + Perform comprehensive tracking and data analytics… more
- TD Bank (Philadelphia, PA)
- …NMLS (Nationwide Mortgage Licensing System and Registry) + Partners regularly with the Wealth Financial Advisor , which includes driving joint pipeline review ... to provide holistic support. + Meets and collaborates with Wealth financial Advisor and other...Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your… more
- Truist (Philadelphia, PA)
- …development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve and GenSpring level, prospective clients. ... deepen existing client relationships in the Reserve and GenSpring segments of Truist Wealth . Deliver advice proactively based upon financial planning and a… more
- Robert Half Finance & Accounting (Pittsburgh, PA)
- …adhering to regulatory requirements. Client Relationship Management: Serve as a trusted advisor to clients, understanding their financial goals and proactively ... knowledge sharing, skill development, and collaboration. Collaborative Planning: Partner with wealth advisors, financial planners, and legal professionals to… more
- Vanguard (Malvern, PA)
- …+ Serve as a trusted advisor to Vanguard's retail brokerage, financial advisor , advice, and wealth management businesses. Work collaboratively ... Financial integrity from the inside out Vanguard's core...10 years of leadership experience supporting retail brokerage and wealth management businesses. Broad knowledge and experience with broker-dealer… more
- PNC (Philadelphia, PA)
- …and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning ... team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist,...Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable… more