Financial Advisor

1 month ago


Philadelphia, United States Atria Wealth Solutions Full time
  • Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Philadelphia, PA area.
  • Since opening our doors in 1977 to the employees of SmithKline Corporationnow GlaxoSmithKline (GSK)weve always been focused on our members and our community.
  • Over time, weve shifted and evolved, and even changed our name from Sb1 to Ardent to better represent our outlook and identity as a community-chartered credit union.
  • The Ardent name is reflective of our approach to banking.
  • Today, Ardent Credit Union has $840 million in assets, over 34,000 members, and is looking for a Financial Advisor to join an established investment program.
  • Experience and aptitude with working with a broker-dealer technology, i.e., electronic order entry systems, DocuSign, etc.
  • Certified Financial Planner (CFP) designation a plus
  • CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members.


  • Philadelphia, United States Prudential Financial Full time

    Prudential Advisors is looking for an experienced financial advisor in the greater Philadelphia market that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:The ability to...

  • Financial Advisor

    3 months ago


    Philadelphia, United States Avior Executive Search Full time

    Job DescriptionJob DescriptionAre you a Wiser Financial Advisor? We have relationships with BD’s, RIA’s & IndependentsLet's discuss what’s important for you. We have relationships globally Financial Advisor Profile:Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network. Currently they have coverage...

  • Financial Advisor

    1 month ago


    Philadelphia, Pennsylvania, United States Atria Wealth Solutions, Inc Full time

    Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Philadelphia, PA area.Since opening our doors in 1977 to the employees of SmithKline Corporation—now GlaxoSmithKline (GSK)—we've always been focused on our...

  • Financial Advisor

    2 months ago


    Philadelphia, United States Fulton Financial Full time

    Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Financial Advisor

    3 months ago


    Philadelphia, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionJoin a Winning Team!Are you passionate about helping people prepare financially for their future?Do you possess a broad knowledge of financial products and services?Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?Through its relationship with CUSO Financial Services, L....


  • Philadelphia, Pennsylvania, United States Community College of Philadelphia Full time

    Position OverviewThe Financial Assistance Advisor serves as a vital member of the Financial Aid team at the College. Reporting directly to the Manager of Financial Aid Operations, this role is essential in facilitating the intake process for students seeking financial aid guidance. The advisor provides expertise and support to front counter staff, ensuring...


  • Philadelphia, United States TD Bank N.A Full time

    The Transitional Financial Advisor (FA) role is designed for motivated and ambitious individuals who are eager to build a client base & book. As a Transitional FA, your career growth will be nurtured with comprehensive training, resources and Retail Financial Advisor, Financial Planning, Customer Service, Financial, Customer Experience, Advisor, Banking


  • Philadelphia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Philadelphia, PA is an independent wealth management team that manages over $100M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their...


  • Philadelphia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Philadelphia, PA is an independent wealth management team that manages over $100M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their...


  • philadelphia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Philadelphia, PA is an independent wealth management team that manages over $100M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their...

  • Financial Advisor

    2 days ago


    Philadelphia, Pennsylvania, United States Thrivent Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Thrivent. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and live more generous lives.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their financial needs...


  • Philadelphia, United States Cigna Full time

    This Financial Analysis Advisor position will provide support to the Centene account. Specifically, the responsibilities of the role will include:Provides advanced professional input on DOI complaints with Centene client focus. Reviews and provides d Financial, Advisor, Accounting, Banking, Insurance, Pharmacy


  • Philadelphia, Pennsylvania, United States PNC Bank Corp. Full time

    Role OverviewThe Bilingual Spanish Personal Financial Advisor plays a crucial role in enhancing the branch's clientele through various proactive sales and service initiatives.Key ResponsibilitiesClient Acquisition: Actively seeks to expand the customer base by identifying and engaging potential clients.Customer Experience Management: Ensures a positive...


  • PHILADELPHIA, United States Citizens Full time

    DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals.  Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.  The Citizens PCFA is a...


  • Philadelphia, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Solutions Advisor, Financial, Business, Solutions, Advisor, Client Relations


  • Philadelphia, Pennsylvania, United States Citizens Full time

    About the RoleCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment advice to high net worth individuals.Key ResponsibilitiesDevelop a High-Quality Wealth Management Practice: Create a tailored...

  • Financial Advisor

    2 weeks ago


    Philadelphia, Pennsylvania, United States Temple University Full time

    Position OverviewThe Financial Counselor plays a crucial role in providing financial guidance and support to patients. This position involves offering comprehensive counseling on credit and debt management, as well as educating patients about their financial options.Key ResponsibilitiesAssist uninsured or underinsured patients in exploring alternative...

  • Financial Advisor

    1 month ago


    Philadelphia, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Financial Advisor

    1 month ago


    Philadelphia, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Financial Advisor

    2 months ago


    Philadelphia, United States Fulton Bank Full time

    Value Proposition: Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...