- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- Sands Investment Group (Philadelphia, PA)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Vanguard (Malvern, PA)
- …Designing, enhancing, and overseeing compliance processes and programs that support Vanguard's investment products and trading activities. + Act as the point of ... testing, risk assessments, and trade surveillance. + Support the wider Global Fund, Advisor , and Distribution team as needed. + Participates in special projects and… more
- Vanguard (Malvern, PA)
- …not just about rules-but about shaping the future of ethical investing. As a Senior Compliance Advisor , you'll be at the forefront of regulatory strategy, ... processes for investment products, trading activities, and client interactions. Trusted Advisor to the Business : Provide proactive guidance to senior … more
- PNC (Erie, PA)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based ... PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor I ( Investment Associate),...Investment Associate), you will provide support for the senior Advisors within the team. This includes monitoring accounts… more
- Huntington National Bank (New Castle, PA)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... all assigned branches and/or book of business. + Provide investment /insurance solutions to customers based on a comprehensive financial...High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and… more
- Vanguard (Malvern, PA)
- …processes, as well as compliance monitoring functions related to business activities and investment products. Serves as a trusted advisor to the business, ... oversight of regulated activities. Core Responsibilities + Serves as an experienced advisor to the business, and interfaces regularly with business unit stakeholders… more
- Vanguard (Malvern, PA)
- …leadership and team management skills, as well as the ability to partner with senior leaders across marketing, sales, and investment teams + Proficiency in ... The Head of Investment Product Marketing will bring the robust skill...Channel Marketing Team to design and deliver sales collateral, advisor toolkits, product guides, presentations, and training that enable… more
- Vanguard (Malvern, PA)
- …place to grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: + ... ability to acquire within 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial Advisor ) of advisory experience,… more
- Vanguard (Newtown Square, PA)
- …study and development opportunities with hands-on experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a ... ability to manage client portfolios and relationships independently. Rotations could include advisor and client support, retail sales, and advice. + Develop skills… more