Financial Services Professional
1 day ago
Citizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.
Key Responsibilities- Proactively identify and sell a broad array of Investment and Insurance products to customers
- Deliver exceptional virtual experiences to clients, analyzing their investment needs and recommending tailored solutions
- Build and maintain strong relationships with branch personnel, promoting and selling investment products and services
- Meet and exceed sales growth goals, striving for excellence in customer service and sales performance
- Active Series 7, 66 (65 and 63), and life insurance licenses
- Established track record of top-ranked sales performance
- Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
- Able to adapt quickly to changing requirements or environments
Citizens offers a competitive salary range of $65,000 - $70,000 per year, plus an opportunity to earn additional incentive earnings. Our comprehensive benefits package includes medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.
We are an equal employment opportunity employer, committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.
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Financial Services Professional
17 hours ago
Conshohocken, Pennsylvania, United States Citizens Full timeCitizens Wealth Management is a leading provider of investment services, committed to delivering exceptional results to our clients. We are seeking a talented Financial Services Professional to join our team, responsible for identifying and selling a broad range of investment and insurance products to customers.The ideal candidate will have a proven track...
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Financial Services Professional
2 days ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob Title: Financial AdvisorCitizens Wealth Management is a leading provider of investment services, committed to delivering exceptional value to our clients. We are seeking a talented Financial Advisor to join our team, responsible for identifying and selling a broad range of investment and insurance products to customers.Key Responsibilities:Proactively...
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Financial Services Professional
2 days ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob Title: Financial AdvisorCitizens Wealth Management is a leading provider of investment services, dedicated to growing our market share in the regions we serve. We are seeking talented Financial Advisors who can proactively identify and sell a broad range of Investment and Insurance products to customers.Job Summary:The Virtual Financial Advisor is a key...
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Financial Services Professional
1 day ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a highly skilled Virtual Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional service and sales solutions.Key...
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Financial Services Professional
1 day ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesProactively identify and sell a broad array of Investment and Insurance products to customersDeliver outstanding...
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Financial Services Professional
2 days ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesProactively identify and sell a broad array of Investment and Insurance products to customersDeliver...
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Financial Services Professional
3 days ago
Conshohocken, Pennsylvania, United States Citizens Full timeJob Title: Financial AdvisorCitizens Wealth Management is a leading provider of investment services, dedicated to growing our market share in the states we operate. We are seeking talented Financial Advisors who can proactively identify and sell a broad array of Investment and Insurance products to customers.Job Summary:The Virtual Financial Advisor is a key...
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Financial Services Professional
3 weeks ago
West Conshohocken, Pennsylvania, United States Citizens Full timeJob OverviewCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional service and sales solutions.Key...
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Financial Services Professional
2 weeks ago
West Conshohocken, Pennsylvania, United States Citizens Full timeJob OverviewCitizens is seeking a talented Financial Advisor to join our Wealth Management division. As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele. You will work with customers virtually via phone and video, growing client assets, retaining and acquiring new clients, and...
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Member Service Representative
2 weeks ago
Conshohocken, Pennsylvania, United States TruMark Financial Full timeJob Title: Member Service RepresentativeTruMark Financial Credit Union is seeking a highly skilled and motivated Member Service Representative to join our team. As a key member of our branch operations, you will be responsible for delivering exceptional member service, educating members on our products and services, and driving sales and growth.Key...
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Member Service Representative
2 days ago
Conshohocken, Pennsylvania, United States TruMark Financial Full timeJob Title: Member Service Representative - Floating Position Job Summary: We are seeking a highly motivated and customer-focused Member Service Representative to join our team at TruMark Financial Credit Union. As a key member of our Branch Operations team, you will be responsible for providing exceptional service to our members, educating them on our...
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Member Service Representative
4 weeks ago
Conshohocken, Pennsylvania, United States TruMark Financial Full timeJob Title: Member Service RepresentativeTruMark Financial Credit Union is seeking a highly skilled Member Service Representative to join our team. As a key member of our branch operations team, you will be responsible for delivering exceptional member service to both existing and potential members.Key Responsibilities:Effectively educate and uncover member...
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Financial Analyst, Pricing Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full time{"title": "Financial Analyst, Pricing", "description": "Key ResponsibilitiesAs a Financial Analyst, Pricing, you will be responsible for conducting competitive data comparisons for Health Systems and Government Services, including margin analysis and providing insights and interpretation for best course of action.You will also be responsible for keying in...
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Financial Analyst, Pricing Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full timeJob Title: Financial Analyst, PricingWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting competitive data comparisons, analyzing market trends, and providing insights to inform pricing decisions.Key...
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Financial Analyst, Pricing Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full timeAbout the RoleWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting competitive data comparisons, analyzing market trends, and providing insights to inform business decisions.Key ResponsibilitiesConduct in-depth...
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Financial Analyst, Pricing Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full timeJob SummaryWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting competitive data comparisons for Health Systems and Government Services, as well as Cencora Prospects.Key ResponsibilitiesConduct in-depth analysis of...
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Financial Analyst, Pricing Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full timeJob SummaryWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting in-depth analysis of item-level pricing for GPO and PRxO contracts, analyzing monthly trends in the industry to make recommendations on pricing actions at...
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Financial Analyst, Pricing Specialist
3 weeks ago
Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full timeAbout the RoleWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting in-depth analysis on item-level pricing for GPO and PRxO contracts, analyzing monthly trends in the industry to make recommendations on pricing actions...
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Financial Analyst, Pricing Specialist
4 weeks ago
Conshohocken, Pennsylvania, United States AmerisourceBergen Services Corporation Full timeJob SummaryWe are seeking a highly skilled Financial Analyst, Pricing to join our team at AmerisourceBergen Services Corporation. As a key member of our pricing team, you will be responsible for conducting competitive data comparisons for Health Systems and Government Services, as well as Cencora Prospects.Key ResponsibilitiesConduct in-depth analysis of...
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Financial Solutions Advisor
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Conshohocken, Pennsylvania, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.Key...