Financial Planning Consultant
3 weeks ago
We are a boutique financial services firm catering to retired and nearly retired clientele. Our ideal candidate will have series 65 and major lines insurance licensing or be willing/able to secure them within the first year.
Our team is unique in our approach, providing holistic financial services including investment, tax, income, insurance, health, survivor, and estate planning.
We estimate an annual salary of $80,000 - $110,000, depending on experience and qualifications.
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Senior Retirement Planning Consultant
2 weeks ago
West Chester, Pennsylvania, United States VanWeelden Financial Group Full timeJob TitleA Senior Retirement Planning Consultant is needed for a boutique, family office style RIA firm catering to retired and nearly retired clientele. The ideal candidate will have Series 65 and major lines insurance licensing or be willing/able to secure them within the first year.About UsWe are a holistic financial services firm providing investment,...
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Financial Well-being Consultant
2 weeks ago
West Chester, Pennsylvania, United States VanWeelden Financial Group Full timeJoin Our TeamWe are seeking a dedicated Financial Well-being Consultant to help our clients achieve their financial goals. As a member of our team at VanWeelden Financial Group, you will work closely with clients to understand their needs and develop customized solutions.The ideal candidate will have Series 65 and major lines insurance licensing or be...
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Investment Planning Consultant
4 weeks 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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Accounting and Financial Planning Expert
3 weeks ago
West Chester, Pennsylvania, United States Terrelonge Staffing Full timeWe are looking for an Accounting and Financial Planning Expert to join our team at Terrelonge Staffing.Key ResponsibilitiesThe successful candidate will be responsible for developing and managing company budgets, forecasts, and financial plans, as well as preparing monthly, quarterly, and annual financial statements.We offer a competitive salary for this...
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Retirement Planning Expert
3 weeks ago
West Chester, Pennsylvania, United States VanWeelden Financial Group Full timeJob DescriptionWe are seeking a skilled Retirement Planning Expert to join our team at VanWeelden Financial Group. As a boutique, family office style RIA firm, we cater exclusively to individuals and families who are retired or preparing for retirement in the near future.The ideal candidate will have Series 65 and major lines insurance licensing or be...
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Financial Services Coordinator
2 weeks ago
West Chester, Pennsylvania, United States VanWeelden Financial Group Full timeAs a Financial Services Coordinator at VanWeelden Financial Group, you will play a critical role in helping our clients achieve their financial goals. We are seeking a highly motivated and organized individual with experience in the financial services industry to join our team.About the CompanyVanWeelden Financial Group is a holistic financial services firm...
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Financial Services Specialist
3 weeks 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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Holistic Financial Services Advisor
2 weeks ago
West Chester, Pennsylvania, United States VanWeelden Financial Group Full timeAbout the RoleWe are a unique financial services firm that caters to retired and nearly retired individuals and families. Our expert Financial Services Advisor will work closely with clients to understand their financial goals and provide tailored solutions.The ideal candidate will have Series 65 and major lines insurance licensing or be able to obtain them...
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Financial Support Specialist
3 weeks ago
West Chester, Pennsylvania, United States VanWeelden Financial Group Full timeAbout the PositionWe are a holistic financial services firm catering to retired and nearly retired clientele, offering investment, tax, income, insurance, health, survivor, and estate planning services. We seek an experienced Client Service Specialist to join our team.Job Description:The successful candidate will be responsible for ensuring all client...
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Financial Planning Manager
2 weeks ago
West Mifflin, Pennsylvania, United States Corporate Air LLC Full time**Job Title:** Financial Planning ManagerAbout Corporate Air LLCAt Corporate Air LLC, we're committed to delivering exceptional service and unparalleled expertise in the field of financial management. As a leading provider of financial services, we offer a unique opportunity for experienced professionals to join our team and drive success.Estimated...
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Financial Leader
3 weeks ago
West Chester, Pennsylvania, United States Zephyr Connects Full timeCOCOON is looking for a skilled Financial Leader to manage the company's Accounting/Finance Department. The ideal candidate will have a strong background in financial analysis and reporting, with experience in leading accounting operations and managing cash flow.This role plays a pivotal part in COCOON's growth strategy, requiring strategic thinking and...
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Behavioral Services Consultant
1 day ago
West Chester, Pennsylvania, United States Devereux Advanced Behavioral Health Full timeAt Devereux Advanced Behavioral Health, we are committed to providing high-quality behavioral healthcare services. As a Behavioral Services Consultant, you will play a critical role in helping us achieve this goal.Key ResponsibilitiesProvide consultation and training services to public and private schools in Delaware and northern Maryland.Conduct functional...
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Inventory Management Consultant
9 hours ago
West Chester, Pennsylvania, United States New York Technology Partners Full timeAbout the Job:We are looking for a highly skilled Oracle MRP consultant to join our team at New York Technology Partners. As a key member of our consulting group, you will work closely with clients to design, implement, and maintain comprehensive planning and inventory management systems that meet their unique business needs.Key Performance Indicators...
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Chief Financial Strategist
2 days ago
West Chester, Pennsylvania, United States Lasko Products Full timeCompany OverviewLasko Products is a leading manufacturer and distributor of portable fans, heaters, humidifiers, air purifiers, and ventilation products. We operate American manufacturing, assembly, and distribution facilities across the US, with a strong presence in North America, South America, the Caribbean, and Asia.SalaryThe estimated annual salary for...
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Sales Consultant Automotive
4 weeks ago
West Chester, Pennsylvania, United States Loyalty Automotive Group Full time**Start Your Career as a Sales Consultant at Loyalty Volkswagen**We are looking for motivated and customer-focused individuals to join our sales team at Loyalty Volkswagen in Richmond. As a Sales Consultant, you will have the opportunity to work in a fast-paced environment where hard work, passion, and dedication are rewarded.About Loyalty VolkswagenLoyalty...
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Functional Inventory Management Consultant
9 hours ago
West Chester, Pennsylvania, United States Pyramid Consulting, Inc Full timeInventory Management Consultant Job SummaryWe are seeking a highly skilled Inventory Management Consultant to join our team. As an expert in inventory management and supply chain optimization, you will be responsible for designing, implementing, and maintaining solutions to optimize inventory management, production scheduling, and overall supply chain...
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Director of Financial Analysis
2 days ago
West Chester, Pennsylvania, United States Lasko Products Full timeWe are seeking a Director of Financial Analysis to lead our financial planning and analysis efforts. This is a key role that requires strong analytical skills, attention to detail, and excellent communication skills.The ideal candidate will have a bachelor's degree in business, accounting, finance, or economics, and at least 8 years of experience in...
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Financial Operations Manager
3 weeks ago
West Chester, Pennsylvania, United States Liberty Personnel Services, Inc Full timeJob SummaryThe Financial Operations Manager will oversee all aspects of the company's accounting operations, ensuring financial accuracy and providing key financial insights to support strategic decision-making.Key Responsibilities:Financial Reporting & Analysis:Produce periodic financial reports (monthly, quarterly)Analyze financial data, identify trends,...
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Cardiac Medicine Consultant
2 weeks ago
West Chester, Pennsylvania, United States Weatherby Healthcare Full time**Job Description:**We are currently recruiting for a Cardiac Medicine Consultant to join our dynamic team at Weatherby Healthcare. As a key member of our team, you will play a crucial role in delivering exceptional patient care and advancing the field of cardiac medicine.Estimated Salary: $220,000 - $280,000 per year, depending on location and...
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Residential Sales Consultant
4 weeks ago
West Chester, Pennsylvania, United States Zephyr Connects Full timeAs a Residential Sales Consultant with COCOON, you will play a vital role in reimagining the remodeling experience for our customers. Our mission is to create a seamless and inspiring process that transforms not only spaces but lives.Your primary responsibility will be to guide homeowners through each stage of their home remodel, helping us bring their...