Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Advisor: Planning & Portfolio Insight

Ryan O'Shurak - State Farm Agent

Ryan O'Shurak - State Farm Agent in Lansdale, PA seeks a Financial Services Representative to market financial products and educate customers on options. You will apply a consultative approach to manage risks and protect clients' financial wellbeing. The role emphasizes analytical precision and adherence to regulations while building a sales-minded advisory practice. You will work with customers on planning, investments, and portfolio reviews with guidance from the agency. #J-18808-Ljbffr Ryan O'Shurak - State Farm Agent

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Advisor: Planning & Portfolio Insight in Lansdale, PA vacancy
  •  ...of applicants. Join a financial services firm where your...  ...and 20,000 financial advisors across the U.S. and Canada...  ...personalized financial plans aligned with client...  ...term priorities Guide portfolio strategy and...  ...awards and accolades: Insights & Information Blog Postings... 
    Suggested
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Collegeville, PA
    4 days ago
  •  ...Wealth Job Description: The Financial Advisor Associate (FAA) works with...  ...advice, long-term retirement planning, and annual reviews to...  ...planning and day to day account servicing. The FAA will rely on...  ...Identifies opportunities within the portfolio and network to refer... 
    Suggested
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank, N.A.

    Montgomeryville, PA
    4 days ago
  • $61.88k - $92.56k

     ...Financial Advisor Associate Work Location: Montgomeryville, Pennsylvania...  ..., long-term retirement planning, and annual reviews to determine...  ...and day to day account servicing. The FAA will rely on relationship...  ...opportunities within the portfolio and network to refer... 
    Suggested
    Temporary work
    Traineeship
    Work experience placement
    Work at office

    TD Bank

    Montgomeryville, PA
    3 days ago
  •  ...from more senior teammates, you will support underwriting and portfolio management, learn internal policies, and develop skills for prudent...  ...credit decisions. Under guidance, you will perform detailed financial analysis, assess risks, prepare credit memoranda, and monitor... 
    Suggested

    Truist

    King of Prussia, PA
    3 days ago
  •  ...luxury homes seeks a Senior Financial Analyst, FP&A for our corporate...  ..., forecasting, and financial insights to senior leadership...  ...and integrity across financial planning applications and reporting...  ...family responsibility, armed services, or any other status protected... 
    Suggested
    Work at office
    Local area
    3 days per week

    Toll Brothers

    Fort Washington, PA
    3 days ago
  • $65k - $68k

     ...Description Job Overview: As a Portfolio Manager, you will provide...  ...of short-term and long-range plans. Develop recommendations for...  ...to provide community services when necessary. Support the...  ...Monitor and report on the monthly financial position of the association.... 
    Full time
    Temporary work
    Work at office
    Local area
    Afternoon shift

    FirstService Residential

    Valley Forge, Montgomery County, PA
    5 days ago
  • $150k

     ...Compensation: Up to $150,000 base salary, plus at least a 15% bonus plan Benefits: Strong benefits package, including a great 401(k) match Position Overview We are seeking a Senior Portfolio Strategy Manager to lead the strategy, growth, positioning, and... 

    London Approach

    Willow Grove, PA
    3 days ago
  •  ...committed to being the only financial institution that our...  ...a Senior Wealth Advisor to serve as a trusted...  ...comprehensive wealth planning and investment management...  ...to expand C&N’s wealth services. If you’re an experienced...  ...include:Business Insight: Understands business... 
    Full time
    Local area
    Flexible hours

    Citizens & Northern Bank

    Doylestown, PA
    1 day ago
  •  ...job poster from Menninger & Associates Financial Planning About Us We are a client-focused...  ...and therefore strive to have all of our advisors earn their CFP. Our mission is to help...  ...tailored financial plans, manage investment portfolios, and provide ongoing financial... 
    Temporary work

    Menninger & Associates Financial Planning

    Norristown, PA
    2 days ago
  • $75k

     ...stability of Univest Financial, we help clients navigate...  ..., and financial planning. We're looking for a relationship...  ...-driven Wealth Advisor in King of Prussia, PA...  ...and financial planning services for our clients, with...  ...investment recommendations and portfolio reviews. Manage client... 
    Temporary work

    Univest Financial Corporation

    King of Prussia, PA
    1 day ago
  • $19.23 - $28.37 per hour

     ...problem solver, trusted advisor, and partner to the...  ...their time between client servicing and transaction...  ...to assist in client's financial wellness, both in person...  ...health through education, planning, and tailored...  ...Ability to gain market insight and spot trends to provide... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    Key Bank

    Skippack, PA
    1 day ago
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 3893 Skippack Pike - Skippack, Pennsylvania...  ...their time between client servicing and transaction support (70...  ...health through education, planning, and tailored financial strategies...  ...Ability to gain market insight and spot trends to provide... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Skippack, PA
    3 days ago
  •  ...Senior Wealth Advisor Who are we? For over 160 years...  ...to being the only financial institution that our customers...  ...comprehensive wealth planning and investment...  ...to expand C&N's wealth services. If you're an experienced...  ...include: Business Insight: Understands business... 
    Local area
    Flexible hours

    Citizens & Northern

    Doylestown, PA
    5 days ago
  • $60k - $90k

     ...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative -...  ...agency. Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial... 
    For contractors

    Ryan O'shurak - State Farm Agent

    Lansdale, PA
    5 days ago
  •  ...seeking a detail-oriented and analytical analyst to support financial planning, forecasting, budgeting, and performance reporting for the Power...  ...finance, operations, and project teams to provide financial insights, support decision-making, and improve business performance.... 
    For contractors

    Henkels & McCoy, Inc.

    Center Square, PA
    1 day ago
  •  ...Integration is excited to add a Financial Analyst to our growing team...  ...seen elsewhere in the portfolio Analyze chargeability rates...  ...funding-to-expenditure ratios.  Planning: Work closely with Business...  ...raw numbers to actionable insights.  Support external reporting... 
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    Syzygy Integration

    Conshohocken, PA
    a month ago
  •  ...Lead Global Financial FP&A Analyst Are you a finance...  ...Deliver actionable insights to corporate, divisional...  ...as a trusted financial advisor across accounting,...  ...to support strategic planning and operational excellence...  ...improve efficiency and service delivery. Lead... 

    Liberty Personnel Services, Inc.

    King of Prussia, PA
    4 days ago
  •  ...The Associate Financial Advisor will support a Senior Advisor throughout the financial planning and client service process. You will help prepare for client meetings, develop and...  ...financial plans, investment analyses, portfolio recommendations, illustrations, and meeting... 

    Prime Capital Financial

    Plymouth Meeting, PA
    2 days ago
  •  ...servers, networks, applications, and cloud services. Help secure identity and access...  ...security awareness, and incident-response planning. Develop and track meaningful security...  ..., but is not limited to, admissions, financial aid, educational services, and student programs... 
    Local area

    Gwynedd-Mercy

    Gwynedd Valley, PA
    5 days ago
  • $61.88k - $108.16k

     ...Financial Advisor Work location: Doylestown, Pennsylvania, United States...  ...will be providing financial planning guidance & selling...  ...leverage their experience to service the unique and complex needs...  ...Identifies opportunities within your portfolio and network to refer... 
    Work at office

    TD Bank

    Doylestown, PA
    4 days ago
  • $105k - $250k

     ...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct...  ...construct a tailored financial plan that meets the client’s goals....  ...in delivering a variety of services, including financial planning,... 
    Temporary work
    Local area
    Flexible hours

    Citizens

    Chalfont, PA
    1 day ago
  • $70k - $80k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Merck Sharp...  .../insurance products and financial planning Core Competencies: Strong self-motivation... 
    Work at office
    Local area

    LPL Financial

    North Wales, PA
    2 days ago
  • Girard, backed by Univest Financial, seeks a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful...  .... You will lead investment and financial planning services, manage client portfolios, coordinate client events, and collaborate... 

    Univest

    King of Prussia, PA
    4 days ago
  •  ...marketplace, multi-asset class portfolio management, and a range of...  ...for students seeking direct insight into the investment industry...  ...with a team to develop a financial planning or investment research project...  ...together to deliver exceptional service to our clients. As part of... 
    Full time
    Internship
    Summer internship
    Work at office

    Cerity Partners

    Conshohocken, PA
    5 days ago
  • $50 per hour

     ...LMV) is seeking an energetic Portfolio Senior Manager to serve as a...  ...shape roadmaps and investment plans, identify transition opportunities...  ...technology trends into insights that shape internal roadmaps...  ...assessing viability and risksStrong financial acumen and analytical skills,... 
    Full time
    Temporary work
    Work experience placement
    Casual work
    Remote work
    Flexible hours

    Lockheed Martin

    Valley Forge, Montgomery County, PA
    1 day ago
  • $25 - $38.46 per hour

     ...Summary Be a problem solver, trusted advisor, and partner to the people and...  ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...  ...and offering appropriate products and services. PCBs identify products and services... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Lansdale, PA
    5 days ago
  •  ...inform security selection, portfolio construction, and risk...  ...timely, actionable investment insights and communicate them...  ...theses. Analyze audited financial statements, budgets, operating...  ..., debt profiles, capital plans, liquidity, leverage, debt-service coverage, pension and... 
    Work experience placement
    Flexible hours

    041 SEI Investments Management Corporation

    Oaks, PA
    2 days ago
  •  ...Engineering & Design is seeking a dynamic Financial Analyst II to join our high-performing...  ...analytics, financial modeling, and strategic insight. You will play a critical role in...  ...support budgeting, forecasting, and scenario planning across P&L, working capital, backlog,... 
    Temporary work

    Hilgartwilson

    Conshohocken, PA
    3 days ago
  • $45 - $55.95 per hour

     ...staffing firm and are currently seeking a Financial Analyst for a prominent client of ours....  ...interim financial closing, reporting & planning processes accurately. Design cost & execute...  ...(Operations, FP&A teams, Global Services). Document current and Future state EMEA... 
    Interim role
    Monday to Friday
    Day shift

    The Fountain Group

    Spring House, PA
    3 days ago
  •  ...Financial Analyst III Immediate need for a talented Financial Analyst III. This is a 03+...  ...insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work...  ...organization (Operations, FP&A teams, Global Services). Document current and Future state... 
    Contract work
    Interim role
    Work at office
    Local area
    Immediate start

    Pyramid Corporation

    Spring House, PA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Advisor: Planning & Portfolio Insight. Be the first to apply!