Horsham Branch Financial Specialist
3 weeks ago
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 RequirementsTo 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.
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Branch Support Specialist
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeJob 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,...
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Financial Service Representative
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeAbout 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,...
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Independent Branch Professional
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeHorsham 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...
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Branch Service Coordinator
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeBranch 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...
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School Counselor
2 days ago
Horsham, Pennsylvania, United States Hatboro Horsham School District Full timeCompany 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...
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Financial Services Associate
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeJob 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...
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Van Transport Specialist
2 days ago
Horsham, Pennsylvania, United States Hatboro Horsham School District Full timeAbout 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.
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Financial Services Assistant
3 weeks ago
Horsham, Pennsylvania, United States Lincoln Investment Full timeJob 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...
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Client Relationship Manager
1 day ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeJob 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...
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Financial Bookkeeper Assistant
3 weeks ago
Horsham, Pennsylvania, United States Spectrum Gaming Group FL LLC Full timeJob 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...
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Business Development Specialist
4 weeks ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timeJob 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.
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Financial Services Specialist
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeJob 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...
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Business Development Associate
2 days ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeAbout 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...
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Client Relationship Specialist
3 weeks ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timeWe 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...
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Financial Manager
3 weeks ago
Horsham, Pennsylvania, United States MassMutual Eastern PA Full timeJob 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...
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Field Service Specialist
5 hours ago
Horsham, Pennsylvania, United States Randstad Full timeCompany 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.
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Client Experience Associate
3 weeks ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeOverview 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...
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Business Development Associate
3 weeks ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timePNC 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...
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Customer Service Coordinator
5 days ago
Horsham, Pennsylvania, United States Lincoln Investment Full timeAbout 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...
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Companion Care Specialist
4 weeks ago
Horsham, Pennsylvania, United States Visiting Angels of Jenkintown Full timeJoin 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...