Associate Financial Advisor
2 weeks ago
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Valid FINRA Series 7 & 63/66 preferred but not required • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Requires a Bachelor’s degree in business administration, finance, or other related field • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential About Company: About NYL - Allentown... As a mutual company, NYL is accountable only to our policyholders. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
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Financial Advisor
2 months ago
Allentown, United States MassMutual Greater Philadelphia Full timeJob DescriptionJob DescriptionSince 1886, MMGP has been driven by a tradition of excellence which is built upon the fundamental principles of our Pillars. Our vision is to be the most trusted and respected insurance and wealth management firm for our clients, partners, associates, and community. Our mission is to create extraordinary opportunities so that...
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Brokerage Regional Support Manager
5 days ago
Allentown, United States Truist Financial Corporation Full timeThis is an in-office position. Location options are:Allentown, PA - King of Prussia, PA - Hunt Valley, MD - Columbia, MD - Rockville, MD - Responsible for the supervision of Client Service Associates, including their sales support processes and activ Support Manager, Brokerage, Support, Financial Advisor, Manager, Broker
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Wealth Management Advisor
2 weeks ago
Allentown, United States pontemla.com Full time**Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be.** **The Role of a Financial Advisor**: - Build your own Financial Planning Practice - Client Acquisition & Marketing - Client...
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Virtual Premier Banker
2 weeks ago
Allentown, United States Truist Financial Corporation Full timeServe as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advis Banker, Financial Planning, Relationship Manager, Financial Advisor, Leadership, Client Relations
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Client Services Associate
2 weeks ago
Allentown, United States gpac Full timeClient Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client...
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Client Services Associate
2 weeks ago
Allentown, Pennsylvania, United States gpac Full timeClient Service AssociateDo you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts....
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Financial Controller
2 weeks ago
Allentown, United States Germer International - Pharmaceutical Recruiting Full timeOur well established and growing pharmaceutical client is looking for a Finance Manager or Senior Financial Analyst who will be responsible for ensuring consistent corporate financial strategy through a range of avenues such as managing and allocating accounts, financial statements, and tax data.Key Roles/Responsibilities:Commercial Analysis & Pricing:Act as...
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Financial Controller
1 month ago
Allentown, United States Germer International - Pharmaceutical Recruiting Full timeOur well established and growing pharmaceutical client is looking for a Finance Manager or Senior Financial Analyst who will be responsible for ensuring consistent corporate financial strategy through a range of avenues such as managing and allocating accounts, financial statements, and tax data.Key Roles/Responsibilities:Commercial Analysis & Pricing:Act as...
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Customer Experience Specialist
7 days ago
Allentown, United States Best Buy Full time**Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Part Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...
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Financial Accountant
2 weeks ago
Allentown, United States Upper Bucks County Technical School Full timeFinancial Accountant Financial Accountant - at Upper Bucks County Technical School, Perkasie, PA. Available as soon as possible; Full-time, 12-month position, benefits, Confidential. Assists the Business Manager with monthly journal entries, month-end closing, reports, school budget, annual audit, bidding process, budgetary transfers, balance sheet accounts,...
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Financial Accountant
3 weeks ago
Allentown, United States Upper Bucks County Technical School Full timeFinancial Accountant Financial Accountant - at Upper Bucks County Technical School, Perkasie, PA. Available as soon as possible; Full-time, 12-month position, benefits, Confidential. Assists the Business Manager with monthly journal entries, month-end closing, reports, school budget, annual audit, bidding process, budgetary transfers, balance sheet accounts,...
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Finance Manager/ Senior Financial Analyst
1 month ago
Allentown, United States Germer International Full timeOur well established and growing pharmaceutical client is looking for a Finance Manager or Senior Financial Analyst who will be responsible for ensuring consistent corporate financial strategy through a range of avenues such as managing and allocating accounts, financial statements, and tax data. Key Roles/Responsibilities: Commercial Analysis & Pricing: ...
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Audit Senior Associate-Commercial Services
2 days ago
Allentown, United States Baker Tilly US, LLP Full timeOverview: Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a...
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Experienced Financial Professional Massmutual
9 hours ago
Allentown, United States MassMutual Philadelphia Full time**We’re looking for experienced financial professionals to join our team dependable team.** Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than MassMutual Life Insurance Company. So if you’re interested in new market...
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Associate Digital Sales Representative Ii
9 hours ago
Allentown, United States ADP Full time**ADP is hiring a Digital Sales Associate.** Are you ready for your next best job where you can control your financial future - and achieve that perfect work-life balance you've been searching for? - Does access to the latest tools and technology to assist with sales excite you? - Are you looking to join a dynamic, inclusive team environment with a culture...
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Associate Digital Sales Representative I
3 days ago
Allentown, United States ADP Full timeADP is hiring a** Digital Sales Associate.** - Are you ready for your next best job where you can control your financial future - and achieve that perfect work-life balance you’ve been searching for? - Does access to the latest tools and technology to assist with sales excite you? - Are you looking to join a dynamic, inclusive team environment with a...
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Associate Director, Graduate
1 month ago
Allentown, United States Muhlenberg College Full timeResponsibilities: Responsible for primary recruitment functions of graduate and continuing education students through point-of-contact with prospective students, communication with leads/referrals, setting appointments, and conducting preliminary informational interviews.Ensure expediency, within one business day, in contacting every prospective student via...
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Associate Director, Family Philanthropy
4 weeks ago
Allentown, United States Muhlenberg College Full timeThe Associate Director, Family Philanthropy will advance the mission of the College by developing and increasing the level of personal involvement and financial commitment of current and former families. This Associate Director identifies, cultivates Director, Family, Associate, Healthcare, Program, Steward
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Financial Analyst II, III or Sr.
2 weeks ago
Allentown, United States PPL Corporation Full timeOverview Through the application of financial assumptions and economic analysis, this position supports management's decisions related to the way the LG&E & KU Energy (Consolidated), KU and LG&E's financial targets are developed and attained. Key deliverables include the development of the five-year business plan for LG&E & KU Energy...
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Financial Analyst II, III or Sr
2 weeks ago
Allentown, Pennsylvania, United States PPL Corporation Full timeOverviewThrough the application of financial assumptions and economic analysis, this position supports management's decisions related to the way the LG&E & KU Energy (Consolidated), KU and LG&E's financial targets are developed and attained. Key deliverables include the development of the five-year business plan for LG&E & KU Energy (Consolidated), KU and...