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
- ...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...SuggestedFull timeTemporary workFlexible hours
- ...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...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
$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...SuggestedTemporary workTraineeshipWork experience placementWork at office- ...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
- ...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...SuggestedWork at officeLocal area3 days per week
$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 timeTemporary workWork at officeLocal areaAfternoon shift$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...- ...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 timeLocal areaFlexible hours
- ...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
$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$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 payFull timeWork experience placementWork at officeFlexible hoursDay shift$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 payWork experience placementWork at officeDay shift- ...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 areaFlexible hours
$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- ...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
- ...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 workTemporary workWork experience placementWork at officeFlexible hours
- ...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...
- ...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...
- ...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
$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$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 workLocal areaFlexible hours$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 officeLocal area- 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...
- ...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 timeInternshipSummer internshipWork at office
$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 timeTemporary workWork experience placementCasual workRemote workFlexible hours$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 payWork experience placementDay shift- ...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 placementFlexible hours
- ...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
$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 roleMonday to FridayDay shift- ...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 workInterim roleWork at officeLocal areaImmediate start
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