Financial Services Professional
6 days ago
We are seeking a highly motivated and results-driven Financial Services Professional to join our team at NYL - Allentown. As a key member of our team, you will be responsible for providing financial planning, retirement planning, and communication services to clients.
Key Responsibilities- Develop and implement comprehensive financial plans for clients
- Provide expert advice on retirement planning and wealth management
- Build and maintain strong relationships with clients through effective communication and customer service
- Analyze and interpret financial data to identify opportunities for growth and improvement
- Stay up-to-date with industry trends and developments to provide the best possible service to clients
- Strong financial planning and retirement planning skills
- Finance and financial services expertise
- Excellent communication and customer service skills
- Ability to analyze and interpret financial data
- Knowledge of investment products and services
As a mutual company, NYL is accountable only to our policyholders. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
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Financial Services Representative
2 weeks ago
Allentown, Pennsylvania, United States Univest Financial Corporation Full timeOverviewUnivest Financial Corporation, a leading financial institution with approximately $7.9 billion in assets and $5.0 billion in assets under management, is seeking a highly motivated Sales and Service Representative to join its Hamilton Crossings Team.ResponsibilitiesDevelop and maintain personal banking relationships with new and existing customers,...
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Financial Services Representative
2 days ago
Allentown, Pennsylvania, United States Univest Financial Corporation Full timeOverviewUnivest Financial Corporation, a leading financial institution with approximately $7.9 billion in assets and $5.0 billion in assets under management, is seeking a highly motivated Sales and Service Representative to join its Hamilton Crossings Team.ResponsibilitiesDevelop and maintain personal banking relationships with new and existing...
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Financial Services Career
2 days ago
Allentown, Pennsylvania, United States MassMutual Greater Philadelphia Full timeUnlock Your Potential as a Financial Services ProfessionalAre you looking for a career that offers flexibility, autonomy, and the opportunity to make a real difference in people's lives? As a Financial Services Professional with MassMutual Greater Philadelphia, you'll have the chance to help individuals and families navigate life's challenges and achieve...
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Financial Services Career
2 days ago
Allentown, Pennsylvania, United States MassMutual Greater Philadelphia Full timeUnlock Your Potential as a Financial Services ProfessionalAre you looking for a career that offers flexibility, autonomy, and the opportunity to make a real difference in people's lives? As a Financial Services Professional with MassMutual Greater Philadelphia, you'll have the chance to help individuals and families navigate life's challenges and achieve...
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Financial Services Career
6 days ago
Allentown, Pennsylvania, United States MassMutual Greater Philadelphia Full timeUnlock Your Potential as a Financial Services ProfessionalAre you looking for a career that offers flexibility, autonomy, and the opportunity to make a real difference in people's lives? As a Financial Services Professional with MassMutual Greater Philadelphia, you'll have the chance to help individuals and families navigate life's challenges and achieve...
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Sales and Service Representative
3 weeks ago
Allentown, Pennsylvania, United States Univest Financial Corporation Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales and Service Representative to join our team at Univest Financial Corporation. As a Sales and Service Representative, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding...
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Financial Services Representative
4 days ago
Allentown, Pennsylvania, United States Modern Woodmen of America Full time{"title": "Financial Representative Role Overview", "content": "Deliver Personalized Investment SolutionsAs a Financial Representative at Modern Woodmen of America, you will have the opportunity to deliver personalized investment solutions to help clients work towards their long-term financial goals. This role requires a strong understanding of financial...
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Financial Services Coordinator
2 weeks ago
Allentown, Pennsylvania, United States PeopleShare Full timeFinancial Planner Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Financial Planner Administrator to join our team at PeopleShare. As a key member of our financial services team, you will provide exceptional support to our financial advisors and clients.Key Responsibilities:Provide proactive client communication and...
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Financial Services Coordinator
2 weeks ago
Allentown, Pennsylvania, United States PeopleShare Full timeFinancial Planner Administrator Job Description **Job Summary:** We are seeking a highly organized and detail-oriented Financial Planner Administrator to join our team at PeopleShare. As a key member of our financial services team, you will provide exceptional support to our financial advisors and clients, ensuring seamless communication and efficient...
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Financial Services Coordinator
2 weeks ago
Allentown, Pennsylvania, United States PeopleShare Inc Full timeFinancial Planner Administrator Job DescriptionPeopleShare is seeking a highly organized and detail-oriented Financial Planner Administrator to join our team in Allentown, PA. As a key member of our financial services team, you will provide administrative support to our financial advisors and play a critical role in maintaining client...
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Financial Services Coordinator
2 weeks ago
Allentown, Pennsylvania, United States PeopleShare Inc Full timeFinancial Planner Administrator Job DescriptionPeopleShare is seeking a highly organized and detail-oriented Financial Planner Administrator to join our team in Allentown, PA. As a key member of our financial services team, you will provide administrative support to our financial advisors and play a critical role in maintaining client...
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Financial Services Coordinator
4 weeks ago
Allentown, Pennsylvania, United States PeopleShare Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Planner Administrator to join our team at PeopleShare. As a key member of our financial services team, you will provide administrative support to our financial advisors and play a critical role in maintaining client relationships.Key ResponsibilitiesClient Support: Provide ongoing...
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Allentown, Pennsylvania, United States Allentown School District Full timeJob SummaryThe Allentown School District seeks a highly skilled and experienced Executive Director of Financial Planning to lead the district's financial planning and management efforts. This key leadership position is responsible for developing and implementing financial plans, managing budgets, and overseeing financial operations to ensure the district's...
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Bilingual Financial Services Representative
4 weeks ago
Allentown, Pennsylvania, United States People First Federal Credit Union Full timePosition Overview: As a Bilingual Financial Services Representative, you will serve as the welcoming face of our organization, dedicated to delivering exceptional financial services in a warm and personalized environment. Key Responsibilities: Assist members with various financial transactions, including cash handling and negotiable instruments.Identify and...
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Bilingual Sales and Service Professional
2 days ago
Allentown, Pennsylvania, United States Fulton Bank Full timeJob Title: Bilingual Sales and Service SpecialistFulton Bank is seeking a highly motivated and customer-focused Bilingual Sales and Service Specialist to join our team. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and sales support to our clients.Key Responsibilities:Assist clients with...
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Bilingual Sales and Service Representative
3 weeks ago
Allentown, Pennsylvania, United States Fulton Financial Corporation Full timeAbout the RoleThis is a full-time career opportunity (approximately 40 hours per week) based out of our financial center in Allentown, PA. Must be available to be scheduled around (no Sundays).Job SummaryThe Sales and Service Specialist is responsible for providing an exceptional customer experience by handling every customer need from service to sales with...
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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...
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Bilingual Sales and Service Professional
2 weeks ago
Allentown, Pennsylvania, United States Fulton Bank Full timeAbout the RoleFulton Bank is seeking a highly motivated and customer-focused Bilingual Sales and Service Specialist to join our team at our Hamilton Street financial center in Allentown, PA.Key ResponsibilitiesProvide exceptional customer service and support to customers in a fast-paced financial center environment.Assist clients with teller transactions,...
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Financial Analyst
2 weeks ago
Allentown, Pennsylvania, United States Phoebe Ministries Full timeAccountant II Job DescriptionPhoebe Ministries is seeking a highly skilled Accountant II to join our team in Allentown, PA. As a key member of our financial team, you will be responsible for providing a range of general accounting services to our facilities, coordinating work with other departments, and reporting important information to our leadership...
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Financial Support Specialist
4 weeks ago
Allentown, Pennsylvania, United States St. Luke's Hospital Full timeSt. Luke's Hospital Financial Support Specialist Job DescriptionThe Financial Support Specialist at St. Luke's Hospital plays a crucial role in guiding patients through their financial inquiries related to healthcare services. This position entails analyzing scheduled treatments, clarifying financial responsibilities, and identifying suitable payment...