Horsham Branch Financial Specialist

3 weeks ago


Horsham, Pennsylvania, United States Cramer Management LLC Full time
About the Job

As an Horsham Branch Financial Specialist, you will play a crucial role in establishing, deepening, and growing Schwab client relationships. Your primary responsibility will be to source and network with clients, provide outstanding service, and offer suitable investment guidance and advice based on their needs.

Key Requirements

To excel in this position, you should possess:

  • Active and valid FINRA Series 7 license.
  • Strong industry and market knowledge, with a proven track record of success in developing and managing client relationships.
  • Excellent consultative, interpersonal, and communication skills.
  • A Bachelor's degree or higher, preferably with a Certified Financial Planner or other financial services industry designation.

A generous compensation package, including a salary of $65,000 - $85,000 per year, plus benefits, is offered to support your career growth.



  • Horsham, Pennsylvania, United States Cramer Management LLC Full time

    Job SummaryCramer Management LLC is looking for a skilled Branch Support Specialist to provide exceptional client service and support our team in Horsham, PA.As a Branch Support Specialist, you will be responsible for greeting clients, receiving checks, processing new accounts, and coordinating marketing efforts. If you have strong interpersonal skills,...


  • Horsham, Pennsylvania, United States Cramer Management LLC Full time

    About the RoleWe are seeking a skilled Client Service Specialist to support the success of our Independent Branch in Horsham, PA. As a key member of the team, you will be responsible for greeting clients and prospects, delivering outstanding service, and supporting branch marketing activities.Your daily tasks will include scheduling client consultations,...


  • Horsham, Pennsylvania, United States Cramer Management LLC Full time

    Horsham Financial Consultant RoleWe are looking for a skilled Independent Branch Financial Consultant to join our team at Cramer Management LLC. This is a full-time position, offering a competitive salary and excellent benefits package.The estimated salary for this role is $95,000 - $145,000 per year, depending on experience. If you have a passion for...


  • Horsham, Pennsylvania, United States Cramer Management LLC Full time

    Branch Service Coordinator Job SummaryWe are seeking a highly motivated Branch Service Coordinator to join our team at Cramer Management LLC in Horsham, PA. This role is responsible for providing exceptional client service and support, while also contributing to the success of our branch.Key ResponsibilitiesGreeting clients and prospects with a positive...

  • School Counselor

    2 days ago


    Horsham, Pennsylvania, United States Hatboro Horsham School District Full time

    Company Overview:Hatboro-Horsham School District is a learning community that prioritizes equity, diversity, and inclusion. Our district fosters environments where students can thrive, grow, and develop into their full potential.We are committed to creating a workplace culture that values collaboration, innovation, and continuous improvement. As an employee...


  • Horsham, Pennsylvania, United States Cramer Management LLC Full time

    Job OverviewWe are seeking a highly skilled Financial Services Associate to join our team at Cramer Management LLC in Horsham, PA. This role is responsible for providing exceptional client service and support to our clients, ensuring they feel valued and appreciated.Key ResponsibilitiesGreet clients with warm enthusiasm, ensuring a welcoming...


  • Horsham, Pennsylvania, United States Hatboro Horsham School District Full time

    About the RoleAt Hatboro-Horsham School District, we are committed to providing a safe and efficient transportation service for our students. As a Van Driver, you will play a crucial role in ensuring the well-being of our students and promoting a positive experience for them.


  • Horsham, Pennsylvania, United States Lincoln Investment Full time

    Job Overview">This is a full-time role supporting 1-3 financial advisors in our Horsham office. You will assist with growing and maintaining their practice by providing dependable clerical and administrative duties.Key Responsibilities:Client Servicing: Answer and return client phone calls, assist clients with inquiries, take instructions from clients and...


  • Horsham, Pennsylvania, United States Cramer Management LLC Full time

    Job OverviewThe Schwab Independent Branch in Horsham, PA is seeking a skilled and dedicated Client Service Specialist to join their team. As a key member of the branch, this individual will be responsible for building strong relationships with clients and providing exceptional service.Key ResponsibilitiesGreet clients in person and over the phone, ensuring a...


  • Horsham, Pennsylvania, United States Spectrum Gaming Group FL LLC Full time

    Job DescriptionWe are seeking a part-time bookkeeper to support our operations in Horsham, PA. This role involves maintaining financial records, preparing financial reports, and ensuring compliance with legal requirements.The ideal candidate will have previous bookkeeping experience, a bachelor's degree in accounting (or equivalent), and proficiency in...


  • Horsham, Pennsylvania, United States PNC Financial Services Group Full time

    Job OverviewPNC Financial Services Group seeks a Relationship Manager I to join our Business Credit organization in Horsham, PA or Pittsburgh, PA. This role is responsible for handling relationship management activities with existing clients to ensure client retention, risk management, and revenue growth.


  • Horsham, Pennsylvania, United States Cramer Management LLC Full time

    Job OverviewWe are seeking a highly skilled Financial Services Specialist to join our team at Cramer Management LLC. This is a full-time position, offering a competitive salary and excellent benefits package.The estimated salary for this role is $80,000 - $120,000 per year, depending on experience. If you have a passion for delivering exceptional client...


  • Horsham, Pennsylvania, United States Cramer Management LLC Full time

    About the RoleThis Client Service Specialist role is an exciting opportunity to join the Schwab Independent Branch in Horsham, PA. As a key member of the team, you will be responsible for building strong relationships with clients and providing exceptional service.ResponsibilitiesGreet clients in person and over the phone, ensuring a warm and welcoming...


  • Horsham, Pennsylvania, United States PNC Financial Services Group Full time

    We are excited to announce a new opportunity for a skilled professional to join our team as a Relationship Manager I at PNC Financial Services Group's Business Credit organization, based in Horsham, PA or Pittsburgh, PA.The estimated salary for this position is $80,000 - $110,000 per year, depending on experience and qualifications.Job Overview:This role...

  • Financial Manager

    3 weeks ago


    Horsham, Pennsylvania, United States MassMutual Eastern PA Full time

    Job OverviewWe are seeking a seasoned Wealth Management Professional to join our team in Horsham, PA. This role involves building and maintaining strong client relationships, developing comprehensive financial plans, and creating investment portfolios that align with clients' wealth management goals.About the RoleClient Relationship Management: Develop and...


  • Horsham, Pennsylvania, United States Randstad Full time

    Company OverviewRandstad is a world leader in matching great people with great companies. We are seeking a Field Service Specialist for a direct hire opportunity based out of Horsham, PA. This position includes 90% travel within the US and Canada.


  • Horsham, Pennsylvania, United States Cramer Management LLC Full time

    Overview of the PositionWe are seeking an experienced Client Experience Associate to join our team at Cramer Management LLC in Horsham, PA.In this role, you will play a key part in providing outstanding client service, supporting branch operations, and driving business growth. The successful candidate will possess excellent communication and problem-solving...


  • Horsham, Pennsylvania, United States PNC Financial Services Group Full time

    PNC Financial Services Group is seeking a skilled Relationship Manager I to join our Business Credit organization. This role offers an exciting opportunity to work in Horsham, PA or Pittsburgh, PA.Key Responsibilities:Manage client relationships to ensure retention and revenue growth, with a focus on clients with basic levels of risk and complexity.Negotiate...


  • Horsham, Pennsylvania, United States Lincoln Investment Full time

    About Our TeamWe are a dynamic team at Lincoln Investment, dedicated to providing exceptional service to our clients. As a Customer Service Coordinator, you will play a vital role in supporting our financial advisors in our Horsham office. Your responsibilities will include client servicing, sales support, and general administrative...


  • Horsham, Pennsylvania, United States Visiting Angels of Jenkintown Full time

    Join Visiting Angels of Jenkintown & Horsham as a Companion Care Specialist and contribute to providing top-notch home care services in the Philadelphia, PA region. This role comes with a salary range of $14-$19.00 per hour, dependent on experience and qualifications, offering a chance to grow your career while making a positive impact on clients' lives.Key...