Wealth Management Advisor
3 weeks ago
Are you seeking significant independence in establishing your financial advisory practice? Do you aspire to expand your clientele with a leading independent broker/dealer?
As a part of uFinancial Group, our advisors provide clients with a diverse array of products and services through an open architecture model.
How will you embark on this journey? You will...
- Collaborate with one of our 14 specialized teams to enhance and cultivate your practice while delving into specific market segments.
- Achieve full licensing and training to charge for financial planning and consulting services.
- Engage closely with our new business team to ensure that client applications are submitted and processed smoothly.
We will support you by offering...
- Initial stipends to help supplement your income.
- Comprehensive benefits package (401k, health, dental, vision, etc.).
- Opportunities for collaboration and mentorship from seasoned advisors with over 20 years of experience in the financial services sector.
- Access to state-of-the-art technology that simplifies business operations.
- A collaborative team environment that values teamwork as a cornerstone of success.
What qualities will contribute to your success?
- A willingness to learn and be challenged beyond your comfort zone.
- A strong work ethic characterized by independence, self-motivation, and goal orientation.
- Exceptional relationship-building skills with a commitment to prioritizing client needs.
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Financial Services Professional
3 days ago
Mechanicsburg, Pennsylvania, United States uFinancial Group Full timeJob OverviewuFinancial Group is seeking a skilled Financial Services Professional to join our team as a Wealth Management Advisor.This role offers a unique opportunity to build a successful investment practice while enjoying the support and resources of a established financial services firm.As a Wealth Management Advisor, you will work closely with senior...
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Financial Services Professional
4 days ago
Mechanicsburg, Pennsylvania, United States uFinancial Group Full timeJob DescriptionAs a financial planner with uFinancial Group, you will have the opportunity to build an independently owned financial services practice, encompassing wealth management, risk management, and financial planning strategies for your clients.You will partner with senior advisors to assist with their lower-level clients, develop and maintain...
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Automotive Service Advisor
2 weeks ago
Mechanicsburg, Pennsylvania, United States Lawrence Chevrolet Full timeJob OverviewWe are seeking a highly skilled and customer-focused Service Advisor to join our team at Lawrence Chevrolet. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key ResponsibilitiesDetermine customer needs and expectations for service visits and scheduled maintenanceRecommend...
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Automotive Service Advisor
4 weeks ago
Mechanicsburg, Pennsylvania, United States Lawrence Chevrolet Full timeJob DescriptionWe are seeking a skilled and customer-focused Service Advisor to join our team at Lawrence Chevrolet. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.The ideal candidate will have a strong understanding of automotive technologies and be able to communicate effectively with...
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Risk Management Director
2 weeks ago
Mechanicsburg, Pennsylvania, United States Alera Group Full timeJob Title: Director of Risk ManagementAlera Group is a leading broker of US business, passionate about our clients' success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. We offer national resources combined with local service through our network of offices nationwide.The Director of Risk Management will...
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Senior Care Manager
3 weeks ago
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Office Administrator
4 weeks ago
Mechanicsburg, Pennsylvania, United States LeTort Trust Full timeJob Title: Office Administrator Client ConciergeLocation: Mechanicsburg, PA (In person)About Us:LeTort Trust is a Private Trust Company providing full-service retirement plan design and management for closely held businesses and multi-generation family wealth planning. Our objective is to provide coordinated estate planning, financial, and fiduciary...
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Audit Manager
1 month ago
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Office Administrator Client Liaison
4 weeks ago
Mechanicsburg, Pennsylvania, United States LeTort Trust Full timeJob Title: Office Administrator Client ConciergeLocation: Mechanicsburg, PAAbout Us:LeTort Trust is a Private Trust Company providing comprehensive retirement plan design and management for closely held businesses and multi-generation family wealth planning. Our objective is to provide coordinated estate planning, financial, and fiduciary services,...
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Tax Manager
3 weeks ago
Mechanicsburg, Pennsylvania, United States Simon Lever Full timeUnlock Your Potential as a Tax Manager at Simon LeverAre you a seasoned tax professional looking for a new challenge? Do you have a passion for providing exceptional client service and leading high-performing teams? If so, we invite you to explore our Tax Manager opportunity at Simon Lever.About the RoleAs a Tax Manager at Simon Lever, you will be a trusted...
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Tax Manager
1 month ago
Mechanicsburg, Pennsylvania, United States Simon Lever Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our team at Simon Lever. As a trusted advisor, you will provide excellent client service, oversee client engagements, and provide tax expertise for our team.This role offers a unique opportunity to have strong internal support, focus on your desired career interests and strengths in a public...
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Tax Manager with Construction Focus
4 weeks ago
Mechanicsburg, Pennsylvania, United States Simon Lever Full timeJob DescriptionAt Simon Lever, we are seeking a highly skilled Tax Manager with a focus on the Construction industry to join our team. As a trusted advisor, you will provide excellent client service, oversee client engagements, and provide tax expertise for our team.This role is ideal for a motivated and experienced tax professional who is passionate about...
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Tax Manager
1 month ago
Mechanicsburg, Pennsylvania, United States Simon Lever Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our team at Simon Lever. As a trusted advisor, you will provide excellent client service, oversee client engagements, and provide tax expertise for our team.This role offers a unique opportunity to have strong internal support, focus on your desired career interests and strengths in a public...
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Tax Manager with Construction Expertise
1 month ago
Mechanicsburg, Pennsylvania, United States Simon Lever Full timeAbout the RoleWe are seeking a highly skilled Tax Manager with a focus on the Construction industry to join our team at Simon Lever. As a trusted advisor, you will provide excellent client service, oversee client engagements, and provide tax expertise for our team.In this role, you will be responsible for:Maintaining and building strong client relationships...
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Office Administrator Client Liaison
2 months ago
Mechanicsburg, Pennsylvania, United States LeTort Trust Full timeAbout LeTort TrustLeTort Trust is a Private Trust Company providing comprehensive retirement plan design and management services for closely held businesses and multi-generation family wealth planning.Job DescriptionWe are seeking a highly motivated and detail-oriented Office Administrator/Client Concierge to join our team in Mechanicsburg, PA. As a Private...
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Branch Office Coordinator
2 weeks ago
Mechanicsburg, Pennsylvania, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide exceptional client service, responding...
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Branch Office Coordinator
2 weeks ago
Mechanicsburg, Pennsylvania, United States Edward Jones Full timeUnlock Your Potential as a Branch Office AdministratorAre you a relationship builder, problem solver, or critical thinker? If so, we want you to join our team at Edward Jones. As a Branch Office Administrator, you will be a vital member of our branch team, working closely with our financial advisors to deliver exceptional personalized service to our...
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Office Administrator Client Liaison
3 weeks ago
Mechanicsburg, Pennsylvania, United States LeTort Trust Full timeJob Title:Office Administrator Client ConciergeAbout Us:LeTort Trust is a Private Trust Company providing comprehensive retirement plan design and management for closely held businesses and multi-generation family wealth planning.We offer coordinated estate planning, financial, and fiduciary services, integrating a family office model with personalized...
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Financial Analyst
2 weeks ago
Mechanicsburg, Pennsylvania, United States Alera Group Full timeFinancial AnalystAlera Group is a leading provider of employee benefits, property and casualty insurance, retirement plan services, and wealth services. We are seeking a highly skilled Financial Analyst to join our team.The Financial Analyst will play a key role in supporting our client account team by providing financial modeling, budgeting, and renewal...
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Seasonal Beauty Representative
1 week ago
Mechanicsburg, Pennsylvania, United States Ulta Beauty Full timeUlta Beauty Sales RoleAs a Beauty Advisor at Ulta Beauty, you will be responsible for providing exceptional customer service and ensuring a positive shopping experience for our guests. Key responsibilities include:Making eye contact and greeting each guest entering the storeDetermining each guest's needs and answering questions about products and...