• Virtual Financial Advisor…

    Citizens (Conshohocken, PA)
    …identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
    Citizens (08/01/25)
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  • Merchant Services Advisor - Business…

    PNC (Philadelphia, PA)
    …Business Bankers and TMO to identify payment solutions opportunities for small businesses greater than 1MM in annual revenue. This position is located in-market and ... you would attend both in-person and virtual appointments. Experience in Merchant Services/Payment Processing sales preferred. Bilingual Spanish preferred but not… more
    PNC (07/30/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (Philadelphia, PA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... tax challenges and help them to transform their tax department and to create greater impact for their organization. Our spectrum of business tax services is relevant… more
    Deloitte (08/21/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Philadelphia, PA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our...Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
    Deloitte (08/18/25)
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