Junior Financial Consultant
2 weeks ago
We are looking for a motivated and strategic Financial Advisor to take on an entry-level role that provides opportunities for advancement and a positive career trajectory. The ideal candidate will be passionate about assisting clients in identifying and reaching their financial aspirations through a range of advisory services.
Key Responsibilities- Act as a cooperative team member eager to enhance skills through ongoing training and development.
- Engage directly with clients to create comprehensive financial profiles, enabling you to offer tailored financial guidance based on individual circumstances, income, and objectives.
- Assess clients' life stages and evolving financial needs to design customized financial strategies.
- Facilitate clients' journey towards their financial goals with strategic recommendations regarding products, plans, and investments.
- Establish and nurture strong relationships with new clients, positioning yourself as their trusted financial advisor.
- Adopt a structured yet adaptable approach, remaining open to continuous learning from colleagues.
- Identify and attract new clients, serving as a reliable advisor for significant financial decisions.
- Evaluate cash flow, income, financial status, and assets to assist clients in defining and achieving their financial objectives.
- A Bachelor's degree in finance, business administration, or a related analytical field is essential.
- Fundamental understanding of financial products and the financial sector is crucial.
- Proficiency in Microsoft Office, CRM systems, financial planning software, and Google Suite is highly preferred.
- Possession of FINRA Series 7 & 63/66 is advantageous but not mandatory.
- Excellent communication, relationship-building, and mathematical skills are necessary to foster a strong customer service foundation.
As a mutual company, NYL is dedicated solely to our policyholders. Our mission is to provide exceptional value to our clients. With over 175 years of experience, we have been assisting generations of Americans in safeguarding their families and achieving their financial objectives. We have consistently paid dividends to eligible policyholders since 1854 and are committed to innovation and forward-thinking strategies to enhance client value.
-
Junior Financial Analyst
1 week ago
Allentown, Pennsylvania, United States Akraya Full timeKey Competencies: Data Analysis, Financial Planning, Excel Proficiency, Reporting Skills, Budget ManagementContract Details: Employment Type: W 2 Work Arrangement: Onsite in Allentown, PACompensation: $18.00 Per HourOpportunity Overview: Join Akraya as a Junior Financial Analyst and enhance your expertise by collaborating with industry leaders. This role...
-
Junior Financial Consultant
1 week ago
Allentown, Pennsylvania, United States NYL - Allentown Full timeJob OverviewWe are looking for a motivated and strategic Financial Advisor to take on an entry-level role that provides opportunities for advancement and a positive career trajectory. The ideal candidate will be passionate about assisting clients in recognizing and reaching their financial aspirations through various planning services.Key ResponsibilitiesAct...
-
Junior Financial Consultant
1 week ago
Allentown, Pennsylvania, United States NYL - Allentown Full timeJob OverviewWe are looking for a motivated and strategic Financial Advisor to take on an entry-level role that provides significant opportunities for advancement and a bright career outlook. The ideal candidate will be passionate about assisting clients in recognizing and reaching their financial aspirations through a range of advisory services.Key...
-
Junior Software Engineer
1 month ago
Allentown, Pennsylvania, United States Syntax Full timeUsing its patented FIS technology inspired by systems sciences, the Affinity DataTM segment offers the most comprehensive, granular, and accurate product line revenue data available on the market.The Syntax IndicesTM segment offers customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome,...
-
Insurance Sales Consultant
2 weeks ago
Allentown, Pennsylvania, United States Frank Armetta - State Farm Agent Full timeJob OverviewPOSITION SUMMARY:As a valued member of Frank T Armetta State Farm Insurance, you will play a crucial role in promoting financial solutions that address everyday uncertainties. Your expertise in financial services will enhance your consultative approach, guiding clients through their options.EMPLOYEE BENEFITS:Competitive salary with commission and...
-
Senior Financial Accountant
2 weeks ago
Allentown, Pennsylvania, United States Career Personnel, Inc. Full timePosition Overview:A reputable organization is seeking a dedicated Staff Accountant to become a vital part of their innovative team.Work Arrangement:This is a HYBRID POSITION offering a variety of benefits including medical, dental, vision, and a matching 401k plan.Key Responsibilities:- Oversee the preparation and maintenance of financial statements,...
-
Senior Financial Accountant
2 weeks ago
Allentown, Pennsylvania, United States Career Personnel, Inc. Full timeExciting Opportunity for a Staff AccountantA thriving organization is seeking a Staff Accountant to become an integral part of their vibrant team.HYBRID POSITIONEnjoy a variety of benefits including medical, dental, vision, and a matching 401k plan.This role offers a dynamic work environment with plenty of challenges and opportunities for growth.Key...
-
Chief Financial Operations Executive
1 week ago
Allentown, Pennsylvania, United States St. Luke's Hospital Full timeSt. Luke's values the expertise, experience, and dedication of its workforce. Our employees are our greatest asset, committed to fulfilling our mission of excellence in caring for the sick and injured, educating healthcare professionals, and enhancing access to care in our communities, irrespective of a patient's financial situation. This role will...
-
Elite Sports Training Consultant
2 weeks ago
Allentown, Pennsylvania, United States St. Luke's University Health Network Full timeAt St. Luke's, we take pride in the expertise, dedication, and empathy of our team members. Our employees are our greatest asset, and collectively, they are committed to fulfilling our organization's mission: an unwavering dedication to excellence in caring for the sick and injured, educating healthcare professionals, and enhancing access to care within our...
-
Allentown, Pennsylvania, United States Christine Moscaritolo - State Farm Agent Full timePosition OverviewIf you have a knack for engaging with individuals, are motivated to excel, and possess a desire to thrive in a dynamic work atmosphere, this role could be a great fit for you. This position is structured to provide hands-on training while collaborating with a dedicated mentor in the office, focusing on building and nurturing client...
-
Junior Project Manager
1 week ago
Allentown, Pennsylvania, United States Gpac Full timeClient: ConfidentialWe are seeking a Project Coordination Assistant to become a vital part of our organization. Our firm has a rich history of supporting clients and contributing to the community. We prioritize internal growth and foster a collaborative work atmosphere.Key Responsibilities:Support the planning and implementation of construction...
-
Junior Project Manager
2 weeks ago
Allentown, Pennsylvania, United States Gpac Full timeClient: ConfidentialWe are seeking a Project Coordinator to become a vital part of our team. Our organization has a rich history of supporting clients and the community. We prioritize internal growth and foster a collaborative work atmosphere.Key Responsibilities:Support the planning and execution of construction initiatives.Track project development and...
-
Junior Civil Engineering Specialist
2 weeks ago
Allentown, Pennsylvania, United States RETTEW Full timeCivil/Site Engineer Opportunity at RETTEWBecome a valued member of RETTEW, a 100% employee-owned engineering consulting firm. We are seeking a Civil/Site Engineer to join our Land Development design team. This position will be based in our offices and will involve a variety of development projects across industrial, commercial, and residential sectors. You...
-
Lead Tax Consultant
2 weeks ago
Allentown, Pennsylvania, United States Jobot Full timeTax Accountant PositionAbout Jobot: Comprehensive benefits package including Medical, Dental, and Vision coverage Attractive bonus structure Continuing Professional Education (CPE) reimbursement 401K plan with employer matching and profit-sharing options Positive workplace culture with Summer half-day FridaysPosition Summary:We are in search of a proficient...
-
Lead Wealth Management Consultant
2 weeks ago
Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full timeSenior Wealth Planning StrategistAt Cornerstone Advisors, we are seeking a dedicated professional to enhance our wealth management services. The ideal candidate will possess a deep understanding of financial strategies and estate planning.Perform in-depth research and create comprehensive financial and estate plans tailored to client needs.Evaluate client...
-
Tax Consultant
1 week ago
Allentown, Pennsylvania, United States PeopleShare Full timePeopleShare is actively seeking experienced Tax Specialists for our esteemed Accounting Services Client.Explore the opportunity below.Position Overview:The Tax Specialist plays a crucial role in assisting clients or organizations through the intricacies of tax preparation, ensuring the precise and timely submission of tax returns.Tax Specialist Job...
-
Audit/Tax Professional
1 week ago
Allentown, Pennsylvania, United States Novogradac Full timeManager Position Available at Novogradac & Company LLPNovogradac & Company LLP is currently seeking a Manager to join our dynamic team. The Manager will be responsible for overseeing various tax, audit, and other projects assigned by the Principal or Partner. This role requires the ability to work independently, with a focus on leading and mentoring junior...
-
Lead Wealth Planning Consultant
2 weeks ago
Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full timeSenior Wealth Planning StrategistAt Cornerstone Advisors, we are dedicated to providing exceptional financial guidance. As a Senior Wealth Planning Strategist, you will play a crucial role in shaping our clients' financial futures.Key Responsibilities:Conduct in-depth research and create comprehensive financial and estate plans tailored to individual client...
-
Lead Wealth Management Consultant
2 weeks ago
Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full timeSenior Wealth Planning StrategistAt Cornerstone Advisors, we are dedicated to providing exceptional financial guidance and strategic planning services. Our Senior Wealth Planning Strategist plays a pivotal role in shaping our clients' financial futures through meticulous analysis and tailored strategies.Conduct in-depth research and formulate comprehensive...
-
Lead Wealth Planning Consultant
2 weeks ago
Allentown, Pennsylvania, United States Cornerstone Advisors - Ensure You'll Endure™ Full timeSenior Wealth Planning StrategistAt Cornerstone Advisors, we are seeking a highly skilled individual to enhance our wealth management services. The ideal candidate will possess a strong background in financial strategy and estate planning.Conduct in-depth research and create comprehensive financial and estate planning analyses tailored to client...