We have other current jobs related to this field that you can find below
-
Financial Advisor
1 month ago
Harrisburg, United States F.N.B. Corporation Full timePrimary Office Location: 409 North 2nd Street. Harrisburg, Pennsylvania. 17101. Join our team. Make a difference - for us and for your future. n Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for supporting the Bank’s business plan and established...
-
Financial Advisor
3 months ago
Harrisburg, United States First National Bank of Pennsylvania Full timePrimary Office Location: 409 North 2nd Street. Harrisburg, Pennsylvania. 17101. Join our team. Make a difference - for us and for your future. n Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for supporting the Bank's business plan and established...
-
Financial Advisor – Harrisburg, PA
3 months ago
Harrisburg, Pennsylvania, United States Fort Pitt Capital Group Full timeReady to invest in yourself? Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – has a unique opportunity that offers advisors multiple avenues for growth. We are currently seeking entrepreneurial, self-motivated, team-oriented professionals ready to elevate their...
-
Wealth Advisor
3 months ago
Harrisburg, United States F&M Trust Full timeABOUT THE ROLE F&M is seeking an individual to join the Greater Capital Region Wealth Management team as a Wealth Advisor in preparation to transition to a niche service line. The successful candidate will embark on an "apprenticeship" style program to become a full-fledged fiduciary Wealth Advisor with deep expertise in Special Needs Trusts (SNT). In...
-
Wealth Advisor
3 months ago
Harrisburg, United States F&M Trust Full timeJob DescriptionJob DescriptionABOUT THE ROLEF&M is seeking an individual to join the Greater Capital Region Wealth Management team as a Wealth Advisor in preparation to transition to a niche service line. The successful candidate will embark on an "apprenticeship" style program to become a full-fledged fiduciary Wealth Advisor with deep expertise in Special...
-
Liscensed Financial Assistant
2 months ago
Harrisburg, United States TAYLOR RETIREMENT SERVICES INC Full timeLicensed Financial AssistantAre you looking to expand your career and to be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely in a cooperative team environment, developing custom financial plans for prospects, constantly challenging yourself and providing superior customer service and expertise, we...
-
Service Advisor
4 weeks ago
Harrisburg, United States Heritage Toyota Harrisburg Full timeJob DescriptionJob DescriptionJob DescriptionHeritage Toyota of Harrisburg is expanding! We are hiring a Service Advisor/ Service Writer for our busy automotive Service Department.Experience Everything MileOne has to Offer:- Competitive compensation with unlimited earning potential- Great opportunities for career advancement- Positive, success driven work...
-
Financial Services Advisor
6 days ago
Harrisburg, Pennsylvania, United States TulaRay Full timeJob OverviewMinimum Qualifications:· A minimum of one (1) year of professional experience in the development, implementation, or evaluation of human services, sociology, public health, healthcare services, or health insurance programs; along with a bachelor's degree in Human Services or a related educational field.OR· An equivalent combination of...
-
Student Financial Support Advisor
14 hours ago
Harrisburg, Pennsylvania, United States Harrisburg Area Community College Full timePosition Overview: This role is integral to the management of federal and state financial assistance programs, focusing on student engagement and service excellence.Key Responsibilities:Assist in the administration of financial aid programs, collaborating with team members to address specific needs within the department.Evaluate financial aid applications,...
-
Certified Financial Support Specialist
6 days ago
Harrisburg, Pennsylvania, United States TAYLOR RETIREMENT SERVICES INC Full timeCertified Financial Support SpecialistAre you eager to advance your career and join a thriving team? If you are motivated, self-driven, and focused on customer satisfaction, we would love to connect with you. This role involves collaborating closely within a supportive team environment, crafting tailored financial strategies for clients, continuously pushing...
-
Senior Financial Executive
6 days ago
Harrisburg, Pennsylvania, United States Communities In Schools of Pennsylvania Full timePOSITION OVERVIEW: The Senior Financial Executive (SFE) is responsible for overseeing all administrative functions that support the mission of Communities In Schools of Pennsylvania, including finance, operations, risk management, and compliance. The SFE will collaborate with the President, Vice President, and other leadership team members to ensure that the...
-
Vice President of Financial Operations
6 days ago
Harrisburg, Pennsylvania, United States Communities In Schools of Pennsylvania Full timeJob OverviewPOSITION SUMMARY: The Vice President of Financial Operations is responsible for directing all administrative functions that facilitate the achievement of Communities In Schools of Pennsylvania's mission. This includes overseeing finance, operational processes, risk assessment, and regulatory compliance. The Vice President will collaborate closely...
-
Parts Counterperson
4 weeks ago
Harrisburg, United States Heritage Chrysler Dodge Jeep Ram Harrisburg Full timeJob DescriptionJob DescriptionJob DescriptionOur high-volume automotive dealership Parts department is hiring a Parts Advisor/Parts Counterperson to join our team.Experience Everything MileOne has to Offer:- Competitive compensation- Great opportunities for career advancement- Positive, success driven work environment- Robust OEM supportOur MileOne Employee...
-
Investment Consultant
6 days ago
Harrisburg, Pennsylvania, United States Cetera Investment Services LLC Full timeInvestment Consultant Job OverviewThe Investment Consultant position necessitates candidates to possess a valid FINRA Series 7 and 66 (or 63/65) certification. The primary duties of the Investment Consultant involve delivering financial planning, advisory, and investment management services to clients. This includes evaluating client portfolios, financial...
-
Independent Sales Professional
2 months ago
Harrisburg, United States The Patterson Agency Full timeQualities we look for in our Partners: Sales experience preferred – an entrepreneurial mindset Strong communication skills Desire to help others Strong business acumen Perseverance in the face of a challenge Good with technology, such as computers, google drive, excel, word, etc.Training, Development & Benefits Our state-of-the-art training and development...
-
Independent Sales Professional
2 months ago
Harrisburg, Pennsylvania, United States The Patterson Agency Full timeQualities we look for in our Partners: Sales experience preferred – an entrepreneurial mindset Strong communication skills Desire to help others Strong business acumen Perseverance in the face of a challenge Good with technology, such as computers, google drive, excel, word, etc.Training, Development & Benefits Our state-of-the-art training and development...
-
Customer Service Representative
2 months ago
Harrisburg, United States Crump Life Insurance Full timeThe position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests...
-
Office Liaison
6 days ago
Harrisburg, United States M&T Bank Full timeOverview: Determines the appropriate action necessary and executes those actions based on knowledge and experience through a broad set of responsibilities, scope, variability, Subject Matter Expert (SME) for colleagues and project-oriented. Primary Responsibilities: Analyze and interpret inputs to determine course of action; manage conflicting priorities...
-
Fractional CFO
3 weeks ago
Harrisburg, United States FocusCFO® Full timeFocusCFO® is a national leader in embedded Fractional CFO services and we are looking for seasoned CFOs to join the team in the South Central Pennsylvania area!Successful CFO candidates tend to fit the following profile:Passion to work alongside entrepreneurs and their teams. To make a real difference by rolling up your sleeves, sharing experience and...
-
Chief Finance Officer
1 month ago
Harrisburg, United States Communities In Schools of Pennsylvania Full timeJob DescriptionJob DescriptionJOB SUMMARY: The Chief Finance Officer (CFO) oversees all the administrative functions that support the accomplishment of CIS of Pennsylvania’s mission, including finance, operations, risk management, and compliance. The CFO will coordinate and consult with the President, Vice President, and other leadership team members to...
Financial Advisor
1 month ago
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Job Responsibilities
The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
· Advising the customer regarding the advantages, risks, and disadvantages of different products
· Developing internal referral resources to identify existing customers
· Identifying external prospects and building up new client relationships
· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
· Maintaining all necessary licenses and registrations as required
· Successfully completing all mandatory training in a timely manner
· Maintaining superior and courteous service to promote products and expand customer relationships
· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
Job Requirements
With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include:
· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)
· Life & Health Insurance license (Required)
· Strong sales, marketing and business development skills
· 2+ years of experience as producing advisor
· Bachelor’s degree preferred
Education and Training
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
- If you are interested in this position, please attach a copy of your resume with your application.