Private Client Financial Advisor
5 days ago
Citizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.
Key Responsibilities- Develop and implement personalized wealth management strategies for clients
- Build and maintain strong relationships with key partners and centers of influence
- Proactively identify and pursue new business opportunities
- Grow existing relationships through partnership referrals
- Provide tailored wealth management planning to meet client needs
- Collaborate with internal stakeholders and specialists to deliver a range of services, including financial planning, investment management, insurance, and estate planning
- Series 7, 63, 65 (or 66) active and valid
- A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting the role
- A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services
- Demonstrated track record in new business development and client book management
- Proven experience in a team-oriented consumer bank setting
- Familiarity with servicing high-net-worth individuals
- Comfortable operating in a dynamic, entrepreneurial environment
Citizens offers a competitive compensation package, comprehensive benefits, and opportunities for career growth and development. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply.
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Financial Services Coordinator
3 days ago
Lancaster, Pennsylvania, United States Landis Financial Advisors, Inc. Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Landis Financial Advisors, Inc. in Lancaster, PA.The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to multitask in a fast-paced environment.The Financial Services Coordinator will be responsible...
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Client Associate
24 hours ago
Lancaster, Pennsylvania, United States Wells Fargo Full timeAbout this role:We are seeking a Client Associate to join our Wealth and Investment Management team at Wells Fargo Advisors. As a Client Associate, you will play a critical role in providing exceptional service to our clients and supporting our Financial Advisors in their daily activities.Key Responsibilities: Assist Financial Advisors with service and...
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Financial Services Professional
2 weeks ago
Lancaster, Pennsylvania, United States uFinancial Group Full timeUnlock Your Financial PotentialAre you looking to grow your business with a top-tier financial services company? Do you desire the ability to be an entrepreneur without the headaches of processing business?Our team at uFinancial Group partners with top financial advisors to provide our clients with an open architecture model of products and services.How will...
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Travel Advisor
1 month ago
Lancaster, Pennsylvania, United States Boscov's Full timeJob DescriptionAt Boscov's Travel, we're seeking a skilled Travel Advisor to join our team. As a Leisure Travel Advisor, you'll play a key role in helping clients create unforgettable travel experiences.Key Responsibilities:Discuss and coordinate travel goals with clients, including booking travel documentation and establishing budgets.Maintain awareness of...
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Financial Services Professional
2 weeks ago
Lancaster, Pennsylvania, United States uFinancial Group Full timeUnlock Your Business PotentialAre you looking to grow your business with a top-tier financial services partner? Do you want to be an entrepreneur without the hassle of processing business operations?Our team at uFinancial Group offers a unique opportunity to partner with a leading independent broker/dealer, providing you with access to a wide range of...
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Licensed Beauty Advisor
4 days ago
Lancaster, Pennsylvania, United States LVMH Full timeJob Title: Licensed Beauty AdvisorJoin Sephora as a Licensed Beauty Advisor and embark on a rewarding career in the beauty industry. As a key member of our team, you will provide exceptional client service, share your passion for beauty, and help clients achieve their beauty goals.Key Responsibilities:Provide personalized beauty consultations to understand...
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Travel Advisor
4 weeks ago
Lancaster, Pennsylvania, United States Boscov's Full timeJob DescriptionAt Boscov's Travel, we're seeking a skilled Leisure Travel Advisor to join our team. As a key member of our team, you'll be responsible for helping clients plan and book their dream vacations.Key Responsibilities:Discuss and coordinate travel goals with clients, including booking travel documentation and establishing budgets.Maintain awareness...
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Relationship Manager III
4 weeks ago
Lancaster, Pennsylvania, United States The PNC Financial Services Group, Inc Full timeJob DescriptionPNC is seeking a highly skilled Relationship Manager III to join our Commercial Banking team in Lancaster, PA. As a trusted advisor, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing strategic guidance to drive growth and revenue.Key...
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Business Development Manager
4 weeks ago
Lancaster, Pennsylvania, United States The PNC Financial Services Group, Inc Full timeJob DescriptionPNC is seeking a skilled Relationship Manager I - Business Banker to join our Business Banking organization in Lancaster, PA. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, and manage the on-going sales cycle to optimize the cash flow of our business customers.Key...
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Senior Biosafety Advisor
22 hours ago
Lancaster, Pennsylvania, United States Eurofins USA BioPharma Services Full timeJob SummaryEurofins USA BioPharma Services is seeking a highly experienced Senior Biosafety Advisor to join our team. As a subject matter expert, you will provide advice to clients and prospects on GMP biosafety testing requirements for large molecule and cell/gene therapy biopharmaceutical drug development.The ideal candidate will have a strong background...
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Financial Services Manager
4 weeks ago
Lancaster, Pennsylvania, United States Trout CPA Full timeJob OpportunityWe are seeking a highly skilled Manager to join our Transaction Advisory Services (TAS) practice at Trout CPA. Our TAS practice provides boutique buy-side and sell-side M&A advisory services to corporate and private equity clients.The successful candidate will be responsible for:Managing and prioritizing team responsibilities and consulting...
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Wealth Management Specialist
4 weeks ago
Lancaster, Pennsylvania, United States Gpac Full time{"h1": "Wealth Advisor Opportunity at Gpac ", "p": "Gpac is excited to partner with a well-established bank in the local area to find a talented and experienced Wealth Advisor to join their team. This role offers a unique opportunity to make a significant impact on people\u2019s lives and take your financial career to new heights.", "ul": [{"li": "Build and...
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Financial Services Representative
3 weeks ago
Lancaster, Pennsylvania, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing personalized financial solutions and exceptional customer service.Key...
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Lancaster, Pennsylvania, United States CHG Healthcare Full timePractice in a Charming South-Central Pennsylvania CityCome practice in a city that offers a unique blend of metropolitan amenities and tranquil natural beauty. With a range of eateries, a central market, lovely parks, and good schools, it's an ideal place to raise a family or settle down.Exceptional Private Practice OpportunityJoin a financially strong...
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Financial Portfolio Specialist
2 months ago
Lancaster, Pennsylvania, United States Univest Full timeAbout UnivestUnivest Financial Corporation is a leading financial institution with approximately $7.8 billion in assets and $4.3 billion in assets under management. Headquartered in the Mid-Atlantic Region, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities, and nonprofit...
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Financial Manager
5 days ago
Lancaster, Pennsylvania, United States Michael Page Full timeAbout Our ClientOur client is a reputable manufacturing firm based in Lancaster, PA, seeking a skilled Financial Manager to lead their accounting team.Job DescriptionThe successful candidate will be responsible for managing accounting personnel and activities, preparing and evaluating financial reports to ensure the company's financial health and compliance....
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Financial Manager
5 days ago
Lancaster, Pennsylvania, United States Michael Page Full timeAbout Our ClientOur client is a reputable manufacturing firm based in Lancaster, PA, seeking a skilled Financial Manager to lead their accounting team.Job DescriptionThe successful candidate will be responsible for managing accounting personnel and activities, preparing and evaluating financial reports to ensure the company's financial health and compliance....
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Financial Administrator
4 weeks ago
Lancaster, Pennsylvania, United States Two Dudes Painting Company Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial and Office Administrator to join our team at Two Dudes Painting Company. This role will support our financial processes, oversee office administration, and ensure efficient fleet and technology management.Key ResponsibilitiesFinancial Administration:Manage client billing and...
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Financial Administrator
3 weeks ago
Lancaster, Pennsylvania, United States Two Dudes Painting Company Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial and Office Administrator to join our team at Two Dudes Painting Company. This role will support our financial processes, oversee office administration, and ensure efficient fleet and technology management.Key ResponsibilitiesFinancial Administration:Manage client billing and...
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Tax and Accounting Specialist
3 weeks ago
Lancaster, Pennsylvania, United States RES Consultant Group Full timeJob OpportunityRES Consultant Group is seeking a highly skilled Accounting and Tax Advisor to join our team in Columbus, OH.The ideal candidate will be passionate about delivering quality solutions that make a difference in the personal lives and businesses they serve professionally. The Accounting and Tax Advisor's commitment will lead to trusted...