• Brokerage Registered Client…

    Truist (Allentown, PA)
    …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
    Truist (10/17/25)
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  • Investment Advisor I - PNC Private Bank

    PNC (Erie, PA)
    …The ideal candidate will have some investment experience (ex. insurance associate or brokerage associate), as well as familiarity with trust and brokerage ... within the Investment Advisor job family and will progress towards direct client interactions PNC will not provide sponsorship for employment visas or participate… more
    PNC (10/02/25)
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  • Trade Operations Support Specialist

    TD Bank (Exton, PA)
    …and oversee follow-up related to debit margin matters, maintaining high standards of client service and operational integrity + Supports the manager in preparing ... supports complex transactions including blocked and restricted trades manages brokerage trade corrections and responds to and follows up...and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for… more
    TD Bank (10/18/25)
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