Senior Financial Services Professional

3 days ago


Philadelphia, Pennsylvania, United States gpac Full time
Financial Planner Position

The Financial Planner position offers a competitive salary, a full range of benefits, and a management team who believes in and invests in their people. If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the support staff to focus on your clients, this opportunity is for you.

Requirements:
  • 3 years of experience in financial services
  • Bachelor's degree in Business, Accounting, or Finance or relevant field preferred
  • Certified Financial Planner, Series 65, or willingness to acquire
  • Self-starter and strong business development mentality to work independently
  • Must have a proven track record
Key Qualities:
  • Reliable
  • Goal-oriented
  • Self-directed
  • Collaborative/Team-oriented
  • Financial industry knowledge - investment, risk management concepts and terminology, basic statistics/portfolio theory
  • Strong analytical skills
  • Comfortable making presentations and telephone conversations
  • Passion for the customer experience and being part of a team
  • Dedicated to pursuing a career in the financial services industry

At GPAC, we are committed to providing our clients with the best possible service. We are an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.



  • Philadelphia, Pennsylvania, United States Tristate Financial Advisors Full time

    About Tristate Financial AdvisorsWe're a fast-growing firm that specializes in providing comprehensive financial planning and wealth management services to help working-class individuals achieve their financial goals.Job SummaryWe're seeking a highly motivated and results-driven Financial Advisor/Wealth Manager to join our team. As a Financial Advisor,...


  • Philadelphia, Pennsylvania, United States Environmental Construction Services Full time

    Job SummaryEnvironmental Construction Services is seeking a highly skilled Senior Financial Analyst to join its team. The ideal candidate will have a strong background in accounting and financial management, with expertise in budgeting, financial reporting, and financial analysis. The Senior Financial Analyst will be responsible for providing financial...


  • Philadelphia, Pennsylvania, United States CORA Services Full time

    About CORA ServicesCORA Services is a leading non-profit organization dedicated to providing emotional, academic, and social support to children and families in need. With over 50 years of experience, we have established a reputation for excellence in our field.Job SummaryWe are seeking a highly skilled Senior Accountant to join our Finance Team. The...


  • Philadelphia, Pennsylvania, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Advisor with Prudential FinancialPrudential Financial is seeking an experienced financial advisor to join our team in the greater Philadelphia market. As a financial advisor, you will have the opportunity to work with an existing book of clients, providing personalized financial solutions and helping individuals and...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    Senior Audit Associate - Financial ServicesJobot is seeking a highly skilled and experienced Senior Audit Associate to join our dynamic finance team. As a Senior Audit Associate, you will play a crucial role in providing expert and professional audit services to ensure our Financial Services clients' financial integrity and operational efficiency.Key...


  • Philadelphia, Pennsylvania, United States Environmental Construction Services Full time

    Job SummaryEnvironmental Construction Services is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial operations team, you will be responsible for providing financial analysis and support to our construction projects.The ideal candidate will have a strong background in accounting and financial analysis, with...


  • Philadelphia, Pennsylvania, United States NewCourtland Senior Services Full time

    Job Title: Social WorkerWe are seeking a highly skilled and compassionate Social Worker to support our housing with supportive services program. The ideal candidate will have extensive experience working with adults dealing with substance abuse, homelessness, and behavioral health issues.Key Responsibilities:Conduct comprehensive assessments to determine...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    Financial Services Audit Senior Job OpportunityWe are seeking a highly skilled and experienced Senior Audit Associate to join our dynamic finance team at Jobot. As a key member of our team, you will play a crucial role in providing expert and professional audit services to ensure our Financial Services clients' financial integrity and operational...


  • Philadelphia, Pennsylvania, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Advisor with Prudential FinancialPrudential Financial is seeking an experienced financial advisor to join our team in the greater Philadelphia market. As a financial advisor, you will have the opportunity to work with an existing book of clients, grow your career and business, and provide financial solutions to...


  • Philadelphia, Pennsylvania, United States Northwestern Mutual Full time

    Unlock Your Potential in Financial ServicesAre you looking for a career that offers impact, income, and independence? Do you want to help individuals, families, and businesses achieve their financial goals? At Northwestern Mutual, our team of financial professionals build their careers by providing expert advice and guidance to clients.As a financial...


  • Philadelphia, Pennsylvania, United States Fulton Bank Full time

    Job Title: Financial AdvisorAt Fulton Bank, we are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Assess clients' financial situations and develop personalized...


  • Philadelphia, Pennsylvania, United States Berthel Fisher Companies Full time

    Build Your Future: Investment Advisor with Equity Ownership OpportunityBerthel Fisher Companies (BFC) is a growing, national, financial services firm. Our mission is to excel in the independent financial services industry, utilizing integrity and family values to form positive and lasting relationships. We believe when our financial professionals and clients...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Senior Audit Associate to join our dynamic finance team at Jobot. As a key member of our team, you will play a crucial role in providing expert and professional audit services to ensure our Financial Services clients' financial integrity and operational efficiency.Key ResponsibilitiesConduct financial, compliance,...


  • Philadelphia, Pennsylvania, United States Fulton Bank, N.A. Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at Fulton Bank, N.A. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesAssess clients' financial situations, identifying areas for improvement and...


  • Philadelphia, Pennsylvania, United States InsideHigherEd Full time

    Job Title: Senior Financial AnalystJoin the Wharton Executive Education team as a Senior Financial Analyst, responsible for analyzing and reporting financial results, developing and maintaining expertise in financial systems, and providing data-driven insights to inform business decisions.Key Responsibilities:Analyze and report financial results, including...


  • Philadelphia, Pennsylvania, United States InsideHigherEd Full time

    Job Title: Senior Financial AnalystJoin the Wharton Executive Education team as a Senior Financial Analyst, responsible for analyzing and reporting financial results, developing and maintaining expertise in financial systems, and providing data-driven insights to inform business decisions.Key Responsibilities:Analyze and report financial results, including...


  • Philadelphia, Pennsylvania, United States Berthel Fisher Companies Full time

    Build Your Future: Investment Advisor with Equity Ownership OpportunityWe are a thriving financial planning practice seeking 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.Who We Are:A...


  • Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial AdvisorAt Ardent Credit Union, we're seeking a skilled Financial Advisor to join our team and provide exceptional retirement and investment services to our members in the Philadelphia, PA area.Key Responsibilities:Identify and evaluate customer needs for financial services, assessing their objectives and goals to develop an investment strategy.Stay...


  • Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityArdent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Philadelphia, PA area.Key Responsibilities:Identify and evaluate customer needs for financial services, assess objectives and goals, and develop an investment strategy to implement.Stay current on market...


  • Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityArdent Credit Union is seeking a Financial Advisor to join its established investment program. As a key member of the team, you will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and providing ongoing training and coaching to staff.Key...