Holistic Wealth Manager
18 hours ago
- Assist clients with investment, tax, income, insurance, health, survivor, and estate planning
- Develop and implement personalized financial plans tailored to each client's needs
- Provide ongoing support and guidance to clients throughout their financial journey
The successful candidate will have series 65 and major lines insurance licensing or be willing/able to secure them within the first year. We estimate an annual salary of $85,000 - $115,000 for this role.
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Investment Planning Consultant
7 days ago
West Chester, Pennsylvania, United States Citadel Federal Credit Union Full timeJob SummaryWe are seeking a seasoned Financial Advisor to join our Wealth Management team. As a key member of our team, you will be responsible for providing expert advice to clients and developing innovative investment solutions.Duties and ResponsibilitiesConduct thorough analysis of clients' financial situations to identify areas for improvement.Develop...
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Financial Services Specialist
18 hours ago
West Chester, Pennsylvania, United States VanWeelden Financial Group Full timeJob OverviewVanWeelden Financial Group seeks a skilled Financial Services Specialist to provide exceptional customer service to our clients. This role requires strong communication skills, attention to detail, and the ability to work independently.About Our CompanyWe are a leading provider of holistic financial services, including investment, tax, income,...
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Senior Financial Planning Consultant
3 weeks ago
West Chester, Pennsylvania, United States Citadel Federal Credit Union Full timeCompany Overview:">Citadel Federal Credit Union is a leading financial institution dedicated to providing exceptional service to its members. Our Wealth Management team is expanding, and we are seeking highly skilled Senior Financial Advisors who can deliver tailored financial plans to our valued clients.About the Role:">This senior-level position involves...
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Career Navigator
1 month ago
West Chester, Pennsylvania, United States John Tyler Community College Full timeJob Summary: Brightpoint Community College invites applicants to apply for the New Student Navigator position. As a key member of our student success team, you will provide high-quality service to prospective and new students, helping them successfully complete the onboarding process.Responsibilities: Serve as the primary point of contact for new students,...
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Manufacturing Process Improvement Specialist
3 weeks ago
West Chester, Pennsylvania, United States Condair Full timeCondair Group OverviewWe are a global leader in humidification, dehumidification and evaporative cooling solutions, founded in 1948 and based in Switzerland. Our mission is to engineer individual, holistic solutions that customers can trust through the entire lifecycle.Job Title: Manufacturing EngineerWe are seeking a skilled Manufacturing Engineer to...
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Chester, Pennsylvania, United States Crozer Health System Full timeCrozer Keystone offers a unique opportunity as the Medical Director for the Internal Medicine Resident-Faculty Integrated Ambulatory Continuity Practice.About the RoleThis is an exciting position that comes with a competitive salary of $250,000 to $350,000 annually, depending on experience. Located in the Philadelphia metro area, our ideal candidate will...
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Home Care RN Professional
7 days ago
West Chester, Pennsylvania, United States Penn Medicine Full timeHospice Care at Penn Medicine: Providing Hope and ComfortAs a Clinical Nurse 2 Colleague at Penn Medicine, you will play a vital role in delivering compassionate care to patients and their families. Our hospice care team takes a holistic approach to pain and symptom management, addressing not only the physical but also the emotional and spiritual needs of...
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Chester, Pennsylvania, United States Crozer Health System Full timeCrozer Health System is seeking an experienced Medical Director to lead our Internal Medicine Resident-Faculty Integrated Ambulatory Continuity Practice.Company Overview:We are a leading healthcare provider in the Philadelphia metro area, offering a wealth of opportunities for personal and professional growth. Our organization prioritizes excellence,...
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Healthcare Provider
3 weeks ago
West Mifflin, Pennsylvania, United States UPMC Full timeOverviewWe are seeking a skilled and compassionate Licensed Practical Nurse to join our team at UPMC. In this role, you will have the opportunity to work in a dynamic and supportive environment, providing high-quality patient care and contributing to the delivery of exceptional healthcare services.Salary and BenefitsAs a LPN at UPMC, you can expect a...
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Practical Nursing Specialist
2 days ago
West Mifflin, Pennsylvania, United States UPMC - University of Pittsburgh Medical Center Full timeDuties and ResponsibilitiesFormulate daily goals and a plan of care for patients that involves the patient as a partner and considers the individual needs of the patient in a holistic manner.Act as a member of the healthcare team by exercising sound nursing judgment based on preparation, knowledge, experience in nursing, and competency.Communicate the...
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Wealth Management Associate
3 weeks ago
West Chester, United States Citadel Federal Credit Union Full timeAs a Wealth Management Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You...
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Wealth Management Associate
3 weeks ago
West Chester, United States Citadel Federal Credit Union Full timeAs a Wealth Management Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You...
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Wealth Management Associate
3 weeks ago
West Hartford, United States Northwestern Mutual - West Hartford Full timeJob DescriptionJob DescriptionCHOOSE A CAREER THAT ALLOWS YOU AND YOUR CLIENTS TO LIVE LIFE DIFFERENTLY! Northwestern Mutual has more than 168 years of experience in changing people’s lives, personally, professionally, and financially.WE ARE NORTHWESTERN MUTUALFortune 500 Ranked 111th 2024More than 5.1 million total clients nationwideUnsurpassed...
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Wealth Management Specialist
3 months ago
West Des Moines, United States Farm Bureau Financial Services Full timeWealth Management Specialist Wealth Management Specialist Do you have a passion for helping people and delivering an exceptional client experience? Do you enjoy problem solving and resolving issues? If so, this may be the opportunity for you to work in our office located in Des Moines, Iowa! Who We Are: At Farm Bureau Financial Services, our...
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Wealth Management Assistant
4 weeks ago
West Covina, United States Trilogy Financial Full timeJob DescriptionJob DescriptionDescription:Job SummaryJoin Trilogy Financial and start your professional career as a Wealth Management Assistant. We are in the active stages of expansion and are seeking motivated individuals with a passion for connecting with people and shaping financial futures. As an entry-level position, it serves as the first step in our...
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Wealth Management Assistant
3 weeks ago
West Covina, United States Trilogy Financial Full timeJob DescriptionJob DescriptionDescription:Job SummaryJoin Trilogy Financial and start your professional career as a Wealth Management Assistant. We are in the active stages of expansion and are seeking motivated individuals with a passion for connecting with people and shaping financial futures. As an entry-level position, it serves as the first step in our...
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Registered Wealth Management Client Associate
2 weeks ago
West Palm Beach, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Senior Financial Strategist
3 weeks ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeJob OverviewWe are seeking a highly skilled Wealth Management Professional to join our team at Strategic Fortune Wealth Management.This is an exceptional opportunity to launch your career as a financial advisor and help clients achieve their long-term goals.
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High Net Worth Client Advisor
3 weeks ago
West Warwick, Rhode Island, United States Capital Wealth Management Full timeJob OverviewWe are seeking an experienced Investment Service Specialist to join our team at Capital Wealth Management, a rapidly growing investment advisory firm in West Warwick, RI.
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Independent Financial Advisor
17 hours ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeAbout Our FirmStrategic Fortune Wealth Management is an independent financial services company, affiliated with Cetera Financial Services, Inc. Our team of experts provides comprehensive wealth management services to individuals and businesses, specializing in financial planning, investment advisory, and insurance services.CompensationOur financial advisors...
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Financial Services Relationship Manager
3 weeks ago
West Chester, United States Citadel Federal Credit Union Full timeWe are seeking a highly motivated and results-driven Financial Services Relationship Manager to join our team at Citadel Federal Credit Union. In this role, you will play a critical part in the success of our organization by building and maintaining strong client relationships.About the JobThis is an exciting opportunity for individuals with a passion for...
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Senior Financial Consultant
18 hours ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeJob OverviewStrategic Fortune Wealth Management is a boutique wealth management firm in the Greater Los Angeles area, dedicated to building lasting financial security for its clients. With a focus on developing deep and meaningful relationships, our team of highly trained advisors and professional staff deliver advice, strategies, and solutions to help...
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Eating Disorder Therapist
3 weeks ago
Sun City West, Arizona, United States Rosewood Full timeWe are seeking a compassionate and experienced Primary Therapist to join our talented team at Rosewood, a leading eating disorder treatment program in the nation. Our state-of-the-art model of care combines a holistic and multidisciplinary approach with a warm and intimate setting, making us uniquely qualified to effectively treat patients with anorexia...
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Strategic Financial Advisor
19 hours ago
West Covina, California, United States Strategic Fortune Wealth Management Full timeBuild a Thriving Career with UsAt Strategic Fortune Wealth Management, we are passionate about helping individuals and businesses achieve their financial goals. As a Financial Advisor Trainee, you will join a dynamic team of professionals who are dedicated to delivering exceptional results.About the OpportunityYou will have the chance to develop your skills...
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Financial Associate
3 weeks ago
West Chester, United States Citadel Full timeAs a Wealth Management Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You...
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Financial Associate
3 weeks ago
West Chester, United States Citadel Full timeAs a Wealth Management Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You...
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Business Development Representative
3 weeks ago
West Des Moines, Iowa, United States Vero Health Center Full timeThrive as a Business Development RepresentativeVero Health Center in West Des Moines, IA is a leading health company that invests in its team and offers real opportunities for career growth.Your Salary: Earn a competitive wage of $125,000 per year, with commission potential, making you one of the top earners in the industry.About Vero Health CenterWe have...
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Senior Financial Consultant
3 weeks ago
West Chester, United States Citadel Federal Credit Union Full timeOverviewCitadel Federal Credit Union is a leading financial institution seeking an experienced Financial Services Specialist to join our team. This role offers a unique opportunity to provide expert financial guidance and services to our valued members.Salary Range: $80,000 - $120,000 per annum, depending on experience.Job Description:In this key role, you...
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Elite Dentist Opportunity in Cincinnati
3 weeks ago
West Chester, Ohio, United States Cincinnati Dental Services Full timeCincinnati Dental Services - West Chester is seeking a highly skilled General Dentist to lead their supported office. As the leader, you'll receive comprehensive support to deliver exceptional lifetime patient care while expanding your clinical skills.About the Role DDS/DMD degree, active and unrestricted license in state of Ohio Clinical knowledge to...
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Senior Financial Advisor
3 weeks ago
West Chester, United States Citadel Federal Credit Union Full timeOverviewThe information below covers the role requirements, expected candidate experience, and accompanying qualifications.Citadel’s Wealth Management team is expanding. We are looking for Sr. Financial Advisors who will use their expertise in investment strategies, securities, and insurance to develop financial plans for our highly regarded...