Associate- Advisor

3 days ago


Chester, United States Gladstone Wealth Partners Full time

It has expanded to now oversee more than $13 billion in assets under management, led by their leadership team consisting of Robert Hudson, Richard Frick, Keith Brothers, Kristopher Bonocore and Phil Marchetti. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. The Advisor Operations Associate will play a crucial role in supporting the growth of our advisor teams. As our advisor base has grown tremendously, this position is essential to ensure smooth operations and efficient support for our advisors. Portfolio system data entry and review.&Assist with branch & advisor registrations.&Miscellaneous projects.&Keen attention to detail to ensure accuracy in data entry and review tasks.&Ability to manage multiple tasks and projects efficiently.&Knowledge of financial services: Familiarity with financial services and custodial relationships is preferred.&is one of the nation’s leading independent distributors of life, health and wealth insurance products. b> is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.&We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. is committed to meeting Americans wherever they are — in person, over the phone or online. &IntegrityMarketing.com" target="_blank">All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.&PandoLogic.



  • Chester, United States Gladstone Wealth Partners Full time

    About Gladstone Wealth PartnersGladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $13 billion in assets under management, led by their leadership team consisting of Robert Hudson, Richard Frick, Keith Brothers, Kristopher Bonocore and Phil Marchetti. As one of the fastest growing hybrid RIAs...


  • Chester, United States Carter Myers Automotive Full time

    Job DescriptionJob DescriptionWho wants to be a MILLIONAIRE? Join CMA and learn our secret to retiring millionaires!Job Summary:As a service advisor, your primary responsibilities will be to provide outstanding customer experiences; build relationships and maximize sales & productivity.Qualifications:- Computer proficiency with Dealer Management Software...

  • Financial Advisor

    3 weeks ago


    Chester, United States Edward Jones Full time

    Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll...

  • Advisor

    5 months ago


    West Chester, United States Element Risk Full time

    Job DescriptionJob DescriptionSalary: POSITION SUMMARY:The Advisor is responsible for developing and managing a book of business. The Advisor also needs to service insurance customers by analyzing their individual needs, evaluating options, and offering tailored insurance solutions. The Advisor is responsible to identify new insurance prospects and...


  • West Chester, Pennsylvania, United States H&R Block Full time

    528354BRTitle:Block Advisors Multi-Unit Team Leader 3Our Company :At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they...


  • Chester, United States Yoga Six Full time

    Job DescriptionJob DescriptionThe Wellness Advisor assists the General Manager with new membership sales as well the retention of current members. The Wellness Advisor provides superior customer service while assisting new and current students in class selections, answering membership questions, and transacting merchandise purchases. We expect you to be...


  • West Chester, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area.Job OverviewAs a Wealth Management Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client...


  • West Chester, Pennsylvania, United States Atria Wealth Solutions Full time

    Job SummaryAtria Wealth Solutions is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a Wealth Management Associate, you will play a critical role in the success of our organization by assisting in the administration, marketing, and growth of client relationships.Key ResponsibilitiesClient Relationship...


  • Chester, Virginia, United States Carter Myers Automotive Full time

    Join the Winning Team at CMA's Colonial ChevroletTransforming Lives, Redefining ExcellenceRev up your career and become a part of our dynamic team as an Automotive Sales Consultant/Product Specialist.Why Choose Us?Mission and Culture: At CMA's Colonial Chevrolet, we do more than just sell vehicles; we inspire dreams and fuel ambitions. As a premier...


  • West Chester, United States Staples Full time

    Job DescriptionAs a Selling Solutions Advisor, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You'll provide exceptional customer service and have our customer's needs in mind while helping them find products and providing solutions (training provided).Get great perks. Bonus plan,...


  • Chester, Pennsylvania, United States Encirc Full time

    About the RoleCustomer Service AdvisorWe are seeking a highly motivated and experienced Customer Service Advisor to join our team at Encirc. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesManage customer accounts and ensure timely and accurate information is...


  • Chester, Pennsylvania, United States Encirc Full time

    {"**Job Summary**": "We are seeking a highly skilled Customer Service Advisor to join our team at Encirc. As a key member of our sales team, you will be responsible for ensuring that all customer enquiries and orders are managed accurately and professionally.**Key Responsibilities:*** Manage customer accounts and ensure timely and accurate information is...


  • West Chester, Pennsylvania, United States Atlantic Union Bank Full time

    The Universal Banker role encompasses a wide range of responsibilities aimed at providing exceptional customer service and effective sales solutions while managing teller transactions. This position is vital in fostering positive customer relationships by clearly communicating the advantages of Atlantic Union Bank's offerings. Key Responsibilities ...


  • Chester, South Carolina, United States American Forest Management, Inc. Full time

    Position OverviewWe are looking for a dedicated Real Estate Consultant to effectively market land for our clientele.Location: Chester, South CarolinaIf you are a driven individual who excels in tackling challenges and delivering outstanding results, you may be an ideal candidate for our vibrant team. Renowned for your exceptional abilities and relentless...


  • Port Chester, United States Kyndryl Full time

    Who We Are At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward – always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. The...

  • Project Manager

    3 months ago


    West Chester, United States Synchrony Group Full time

    Job DescriptionJob DescriptionCompany DescriptionBe part of something great!Synchrony Group is an independently owned network of companies, headquartered in West Chester, PA.At Synchrony, we are dedicated to providing the highest quality products and services in the medical communications industry. Our vision is to create the highest value for our clients...

  • Fiduciary Officer

    1 month ago


    West Chester, Pennsylvania, United States First Financial Bank Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written If you are interested and qualified for this role, we invite you to apply.The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank is...

  • Fiduciary Officer

    1 month ago


    West Chester, United States First Financial Bank Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank...

  • Quality Manager

    4 months ago


    West Chester, United States ACS Global Search Full time

    Job DescriptionJob DescriptionConfidential client is a premier provider of small to medium-sized complex forgings for the aerospace, military & defense, and high-tech automotive world. Their recently renovated and re-capitalized facility is poised for significant growth in the coming year.ObjectiveThe Quality Managers responsibilities include designing...

  • Senior Accountant

    3 weeks ago


    West Chester, United States Vaco Full time

    Responsibilities The Senior Accountant is responsible for managing and ensuring compliance with state and local sales and use tax laws and regulations This role involves preparing and filing tax returns, conducting tax research, and providing guidance on tax-related matters The Senior Accountant will work closely with various departments to ensure accurate...