• Senior Trust Advisor - Truist…

    Truist (Philadelphia, PA)
    …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
    Truist (06/11/25)
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  • Wealth Advisor III

    Truist (Philadelphia, PA)
    …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
    Truist (06/28/25)
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  • Tax Senior - Private Wealth

    Deloitte (Pittsburgh, PA)
    …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
    Deloitte (05/19/25)
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  • Senior Audit Engagement Manager- Advice…

    Vanguard (Chesterbrook, PA)
    Vanguard's Internal Audit & SOX department is seeking a Senior Engagement Manager within our Advice & Wealth Management (AWM) team! This role is crucial for ... risk-based audit engagements, evaluate management's internal controls, and influence senior leadership to improve the control environment. Collaboration with… more
    Vanguard (07/22/25)
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  • Wealth Regional Managing Director

    Truist (Philadelphia, PA)
    …Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions ... a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and… more
    Truist (05/17/25)
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  • Marketing Director - Advice & Wealth…

    Vanguard (Malvern, PA)
    …and meet business goals with a positive ROI. + Act as a strategic advisor to senior management by building relationships, offering insights to guide business ... Marketing Director - Advice & Wealth Management (AWM) Vanguard has launched a new...decision-making at aligned business tables, serving as a trusted advisor to senior leaders + Understanding of… more
    Vanguard (07/22/25)
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  • Certified Financial Advisor

    Vanguard (Newtown Square, 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: + ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
    Vanguard (07/17/25)
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  • Advisor Transitions Specialist

    Guardian Life (Bethlehem, PA)
    …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... Guardian life is seeking an Advisor Transitions Specialist who will be a critical...and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have… more
    Guardian Life (07/22/25)
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  • Product Manager Senior - PNC Investments

    PNC (Pittsburgh, PA)
    …and Mortgage products. They should also have or be willing to development Wealth Management expertise. As a Product Manager Senior within PNC Investments, ... Manager to lead the development and execution of our Wealth Banking products to support our Retail affluent client...with Retail and Learning & Development. + Strengthen the banker- advisor partnership model to support integrated advice delivery. +… more
    PNC (06/19/25)
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  • Senior Compliance Director, Head…

    Vanguard (Malvern, PA)
    …Serve as a trusted advisor to Vanguard's retail brokerage, financial advisor , advice, and wealth management businesses. Work collaboratively with the ... of 10 years of leadership experience supporting retail brokerage and wealth management businesses. Broad knowledge and experience with broker-dealer regulations is… more
    Vanguard (06/11/25)
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