Current jobs related to Financial Professional - philadelphia - Berthel Fisher Companies

  • Financial Professional

    3 days ago

    Philadelphia, United States Equitable Advisors Full time

    A culture of growth with a firm that supportsYou’ve built a successful practice and now you’re considering a move. Perhaps you’re looking for more. At Equitable Advisors, we’d like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients and for yourself. We’re here to help you grow...

  • Financial Auditor Professional

    3 days ago

    Philadelphia, Pennsylvania, United States Spartan Placements, LLC Full time

    Spartan Placements, LLC seeks a dedicated Financial Auditor Professional to join our team.Job Summary:We are looking for an experienced and skilled Financial Auditor Professional to assist in planning and executing audits for clients in various industries, ensuring compliance with GAAP and other relevant standards.Key Responsibilities:Audit Planning and...

  • Financial Career Opportunity

    5 days ago

    Philadelphia, Pennsylvania, United States Global Financial Impact - Shannon Hunter Full time

    Overview of Global Financial ImpactWelcome to Global Financial Impact, a company dedicated to empowering individuals to achieve financial success through our innovative business model. As a remote financial professional with our organization, you will have the opportunity to make a real difference in people's lives while enjoying the flexibility and autonomy...

  • Strategic Financial Leadership Position for Senior Accountant

    22 hours ago

    Philadelphia, Pennsylvania, United States Creative Financial Staffing Full time

    Overview:Creative Financial Staffing is seeking a seasoned Senior Accountant to join their team in Pennsylvania. This is a rare opportunity for an experienced accounting professional to drive financial success while enjoying a balanced work-life atmosphere.Job Summary:The ideal candidate will oversee monthly, quarterly, and annual financial close processes,...

  • Senior Financial Planning Professional

    7 days ago

    Philadelphia, Pennsylvania, United States Comcast Corporation Full time

    Comcast Corporation is a leading media and technology company that drives innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in various innovative and fascinating businesses, offering career opportunities across a wide range of locations and disciplines.We are at the forefront of change and...

  • Senior Accounting Professional

    2 weeks ago

    Philadelphia, Pennsylvania, United States Comcast Corporation Full time

    Accounting and Analysis ExpertiseWe are seeking a highly skilled Senior Accountant to join our Product Support Accounting team at Comcast Corporation. This exciting role offers the opportunity to apply your expertise in accounting and analysis to drive business success.About ComcastComcast is a leading media and technology company that brings together...

  • Tax Professional

    5 days ago

    Philadelphia, Pennsylvania, United States JUMPING JACK TAX - PHILADELPHIA - ERIE AVENUE Full time

    At JUMPING JACK TAX - PHILADELPHIA - ERIE AVENUE, we are seeking highly skilled Tax Professionals to join our team. As a Tax Professional, you will be responsible for providing exceptional customer service and expertise in tax preparation and financial services.We offer a competitive salary of $15.00-$20.00 per hour, based on experience, and the opportunity...

  • Financial Professional with Structured Finance Expertise

    5 days ago

    Philadelphia, Pennsylvania, United States LHH Full time

    Finance Associate Role OverviewWe are working with a prominent AmLaw 100 law firm in their search for a skilled finance associate to join their Philadelphia office, providing an opportunity to work on high-profile structured finance projects.Compensation and BenefitsThe selected candidate can expect a competitive salary comparable to that of Cravath,...

  • Financial Analyst

    1 week ago

    Philadelphia, United States Jefferson Wells Full time

    Our client in the financial industry is seeking a Financial Analyst to join their team. As a Financial Analyst, you will be part of the Finance department supporting ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis. The ideal candidate will have strong analytical skills, attention to...

  • Senior Financial Manager

    3 weeks ago

    Philadelphia, Pennsylvania, United States Asociacion Puertorriquenos En Marcha Inc Full time

    Job SummaryWe are seeking a highly skilled Financial Director to join our team at Asociación Puertorriqueños en Marcha (APM). The successful candidate will be responsible for overseeing all aspects of financial operations, including budgeting, forecasting, and financial reporting.The Financial Director will work closely with the Chief Financial Officer...

  • Financial Services Assistant

    5 days ago

    Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time

    Job OverviewAmerican Heritage Credit Union, a leading financial institution with over $4.9 billion in assets, is seeking a skilled Financial Services Assistant to join its Investment and Retirement Center team.About the RoleThis full-time position involves supporting experienced Financial Advisors in their day-to-day activities, ensuring seamless client...

  • Medical Event Professional

    5 days ago

    Philadelphia, Pennsylvania, United States Global Medical Response Full time

    Take your medical career to the next level with a rewarding part-time opportunity at Global Medical Response. As an Event Registered Nurse, you will provide direct patient care and employee medical services at high-profile events like those held at the iconic Lincoln Financial Field in Philadelphia.About the Job:We're seeking experienced RNs with a passion...

  • Epicor Financials Consultant

    4 days ago

    Philadelphia, Pennsylvania, United States Main Line Talent Group Full time

    Main Line Talent Group, a leading ERP talent agency and consultancy, is seeking an experienced Epicor Financials Consultant to join our dynamic team. As a key member of our team, you will be responsible for implementing financial modules for Epicor ERP at manufacturing companies.Job DescriptionWe are looking for a highly skilled Senior Epicor Financials...

  • Financial Analyst

    1 month ago

    Philadelphia, United States 4 Staffing Corp Full time

    Finance Analyst Opportunity in Philadelphia PA Travel 20% (Orlando FL) Our client a leading organization in Hotel & Hospitality Industry in greater Philadelphia is seeking a talented Finance Analyst to join their dynamic team. If you have a strong background in financial reporting and a passion for delivering impactful business insights this could be the...

  • Senior Financial Strategist

    4 days ago

    Philadelphia, Pennsylvania, United States MassMutual Eastern PA Full time

    Job OverviewWe are seeking a Senior Financial Strategist to join our team at MassMutual of Eastern PA. As a key member of our financial services team, you will be responsible for developing and executing personalized investment strategies to help clients achieve their financial goals.ResponsibilitiesCreate comprehensive financial plans tailored to individual...

  • Financial Reporting Specialist

    1 month ago

    Philadelphia, Pennsylvania, United States Covenant House Inc. Full time

    Job DescriptionCovenant House Incorporated is seeking a skilled professional to fill the role of Financial Reporting Specialist. The ideal candidate will be responsible for maintaining the general ledger, reviewing financial statements, and preparing financial reports. Additionally, they will assist with audits and budgeting processes, and reconcile...

  • Financial Data Analyst

    3 days ago

    Philadelphia, United States Insight Global Full time

    Title: Financial Data AnalystDuration: 6 month contract to hireLocation: Philadelphia, PA 19104Schedule/Onsite: Mon-Fri 8am-430pm EST, FULLY ONSITE (no WFH)Hourly Pay: $20-26/hrInterview Process: one and done onsite (may have flexibility for virtual, too) Must HavesBachelors DegreeProfessional Experience in an enterprise setting supporting financial data...

  • Chief Financial Officer

    2 weeks ago

    Philadelphia, United States MMPartners, LLC Full time

    Key Responsibilities:- Lead and oversee all financial aspects of the company, including accounting, financial planning, budgeting, forecasting, and reporting.- Develop and implement financial strategies that align with the company’s real estate development goals and long-term business objectives.- Analyze financial performance, providing insight into...

  • Chief Financial Strategist

    1 day ago

    Philadelphia, Pennsylvania, United States GY Properties Full time

    About the OpportunityWe are seeking a seasoned Finance professional to join our team as Vice President of Finance at GY Properties, a leading real estate developer and management company in Philadelphia. With over 30 years of experience in the industry, we specialize in development/construction, acquisition, and management of multifamily residential...

  • Financial Stability Coach

    5 days ago

    Philadelphia, Pennsylvania, United States greenpath, inc. Full time

    About the RoleWe are seeking a skilled Financial Stability Coach to join our team at Clarifi. As a Financial Stability Coach, you will play a vital role in empowering individuals and families to achieve financial resilience and build generational wealth.ResponsibilitiesYou will engage with clients across a spectrum of financial activities, including...

Financial Professional

2 months ago

philadelphia, United States Berthel Fisher Companies Full time

Berthel Fisher Companies (BFC) is a growing, national, financial services firm. BFC supports four unique companies that provide investment management and financial products and services to independent financial professionals and their clients. Our mission is to excel in the independent financial services industry, utilizing integrity and family values to form positive and lasting relationships. Building on this tradition, we believe when our financial professionals and clients succeed - we succeed.


*Please note, the position below is considered to be a remote role, however, it will be offered to candidates that only reside within NY, NJ, or PA geographical regions. We are looking for a highly motivated, seasoned, financial professional who is independent or wants to become independent. The candidate preferably has some current GDC and is looking for a firm that will help them grow.


Build Your Future: Investment Advisor with Equity Ownership Opportunity

Are you a seasoned investment advisor seeking a rewarding and entrepreneurial path and are located in the NY, NJ, PA geographical region?

We are a thriving financial planning practice searching for a highly motivated and/or experienced advisor to join our team and become a partner. This is an exceptional opportunity for a qualified individual to acquire an ownership stake in a well-established and successful firm.


Do you crave the freedom and rewards of business ownership, combined with the intellectual challenge of crafting personalized investment strategies?

We are a well-established investment advisory firm seeking a talented and ambitious advisor to join our team and become a partner in our future success. This is a unique opportunity to acquire an ownership stake (equity) in our practice, allowing you to directly benefit from the growth you help create.


Who We Are:

  • A successful and established investment advisory firm with a strong reputation for client service and performance.
  • A team of experienced professionals dedicated to providing comprehensive financial planning and investment solutions.
  • A collaborative and supportive environment that fosters continuous learning and growth.


Who You Are:

  • A highly motivated and entrepreneurial investment advisor. Fully licensed Series 7, 65 or 66, CFP a plus.
  • A strong understanding of financial markets, asset allocation, and building investment strategies, trading models, excel models.
  • Possess exceptional analytical skills and a passion for building sophisticated financial models.
  • A clear communicator who can build strong relationships with clients and understand their unique needs.
  • A driven individual with a genuine desire to grow the business, bring in new assets on an annual basis and build a successful practice.
  • Bringing your own clients/book of business a plus but not a requirement.


The Opportunity:

  • Become a partner in a successful and growing practice.
  • Build your own book of business and leverage the firm's established client base.
  • Enjoy the freedom and flexibility of a partnership structure.
  • Remote work environment
  • Collaborate with a supportive team and contribute to the strategic direction of the firm
  • Financing assistance to acquire partnership buy-in.


Why This is Different:

This is not just a job - it's an opportunity to become an owner with an equity buy in and equity earnout. You will have a vested interest in the success of the firm and be directly rewarded for your contributions. We offer a competitive compensation package with equity ownership from day one, significant growth, and the potential for significant equity ownership increases over time.

You will be empowered to develop your own client base and tailor investment strategies to meet their specific goals. We provide a collaborative and supportive environment where you can learn from experienced professionals and grow your career.


Are you ready to take the next step in your career and build your own legacy?

If you are a talented and ambitious advisor who thrives in a dynamic environment, we encourage you to submit your resume and a cover letter outlining your vision for growth.


This is a unique opportunity to become a partner in our success. Don't miss out


Responsibilities/Skills

  • Provide financial planning support to clients
  • Meet individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
  • Perform market research to stay current with financial trends
  • Maintain compliance with all rules and regulations in the financial industry
  • Follow compliance guidelines of B/D or RIA
  • Identify and pursue potential clients to maintain a strong client base
  • Special attention to detail
  • Excellent interpersonal and communication skills


This is a 1099 contract position; commission role (salary or hourly pay not included unless otherwise stated.) and allows for unlimited earning potential. Build an income stream that could be 6 or 7 figures based on your efforts and our help The range is a good faith estimate of the compensation for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary.