Financial Advisor - Allentown, PA
Bankers Life
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.As a Financial Advisor, you will:Build a client base and develop knowledge of Bankers Life financial products and market trendsDevelop yourself with our award-winning training and mentorship networkPresent clients with financial solutions and drive them to actionTake ownership of your business and build a teamThe ideal candidate will have:Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP)High level of self-motivation; ability to accomplish goals independentlyHistory of success in sales, competitive roles, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningWhat we offer:Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive yearsFully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFPInclusive culture, career long mentorship, and the support of an established office structureProgressive advancement opportunitiesFlexible hybrid schedule once you complete your agent trainingSales leads, marketing tools and leading technologyUncapped earningsPassive income opportunities and bonus programsRetirement savings program and moreBankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. xhyhwjd We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission:
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedFull timeWork at officeFlexible hours
- ...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products...SuggestedWork at officeFlexible hours
$60k - $90k
...Job Summary: Do you love building financial plans that help real families retire with confidence... ...plans. ~ Series 65 or Series 66, and PA Life & Health Insurance licenses a plus,... ...onsite role, Monday through Friday, in Allentown, PA. Competitive salary, full benefits, and...SuggestedLive inWork at officeMonday to Friday$150k - $175k
...Senior Financial AdvisorAllentown, PAModera Wealth Management is an independent, fee-only... ...Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth... ...looking for a Sr. Financial Advisor in Allentown, PA that will be responsible for managing...SuggestedTemporary workWork at officeLocal areaRemote work- ...Relationship Banker - PA North Market - Spanish Required Bethlehem, Pennsylvania;Allentown, Pennsylvania **To proceed with your application, you must be at least... ...we are guided by a common purpose to help make financial lives better through the power of every connection...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$60k - $90k
...Job Summary: Build the financial plans that directly shape our clients... ...seeking a Junior Financial Advisor/ Financial Planning Associate... ...Series 65 or Series 66, and PA Life & Health Insurance licenses... ..., Monday through Friday, in Allentown, PA. Competitive salary, full...Full timeLive inWork at officeMonday to Friday- ...Private Wealth, is growing and looking to hire a Financial Services Assistant to join our team in the Allentown, PA location on a Hybrid work schedule. Our mission... ...role is focused on supporting one to two Senior Advisors in managing and deepening relationships within an...Work experience placementInternshipLocal areaWork from homeFlexible hours
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
- ...organization, you will be based in our Tilghman Square branch, Allentown, Pa. Bilingual, English/Spanish preferred. PNC is an in-office... ...meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies...Full timeTemporary workPart timeWork experience placementWork at office
- ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...InternshipMonday to Friday
$80k - $200k
...Financial Advisor | Financial Planner Vista Wealth Solutions | Center Valley, PA & Allentown, PA Build a Career. Build a Business. Make an Impact. Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors. Whether you...Full time- Year Up United seeks motivated interns for our Financial Advisor Training Program within the Banking, Insurance & Investment sector. As a Financial Advisor Intern, you’ll build foundational skills in client service, budgeting, investing, and risk management while supporting...Full timeInternship
$60k - $120k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...alongside a Senior Partner.Key ResponsibilitiesSupport Senior Advisors in analyzing client data and preparing comprehensive macroeconomic...Local area- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- ...organization, you will be based in our Tilghman Square branch, Allentown, PA. PNC is an in-office company that fosters a supportive... ...deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet...Full timeTemporary workPart timeWork experience placementWork at office
- ...regardless of a patient's ability to pay for health care. The Financial Counselor is responsible for prompt, courteous reception, and processing... ...prior to expiration and contact patient to renew Utilized PA Compass to assist patients with enrollments into Medicaid...Full timeWork at officeLocal area
- ...America)Please review the following job description:JOB SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients....Full timePart timeWork at officeShift workDay shift
- ...IT Technology Financial Management AnalystLocation: Preferred: Hybrid in Allentown, PA (Tues–Thurs in office); Remote considered for candidates in EST or CST time zonesPosition Summary: The IT Technology Financial Management Analyst plays a critical role within the IT...Work experience placementWork at officeRemote work
- Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, you’ll support client financial assessments, create basic financial plans, assist with budgeting, savings...Full time
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...Full timeContract workFor contractorsWork at office$20.43 - $32.31 per hour
Relationship Banker US-PA-Emmaus Chestnut Street Lehigh Retail/Branch Banking - Pennsylvania... ...week) based out of our Chestnut Street financial center in Emmaus, PA, Lehigh Valley .... ...relationships and become a trusted advisor. Actively promote a variety of banking solutions...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours$50k - $70k
...time offTraining & developmentLocation: Allentown (18103) or Schnecksville (18078)Position... ...and not just a job?This busy insurance and financial services office has a passion to make a difference... ....Our office is located in Allentown, PA.I have been a State Farm agent since 2009...For contractorsWork at office- ...Financial Advisor Full-Time • Licensing Support Provided About Vista Wealth Solutions Vista Wealth Solutions is where driven professionals come to build careers that matter. Backed by the strength of MassMutual, we invest in your growth from day one — providing...Permanent employmentFull time
- ...would love to be a part of a progressive company, we want to talk to you! Job Title: Communications Specialist Location: Allentown, PA Job Description General Microsoft experience and prior communications experience, such as journalism, Corporate Communications...Contract workWork experience placementLocal area
- ...Valley Health Network.Job DescriptionSummary Monitors and obtains financial information and authorizations to ensure appropriate coverage... ...: Day ShiftAddress: 480 S Cedar Crest BlvdPrimary Location: Allentown - 480 S Cedar CrestPosition Type: OnsiteUnion: Not...Local areaShift work
- ...The Associate Paraplanner/Executive Coordinator at Cornerstone Advisors plays a key role in creating a professional, collaborative,... ...directories. · Paraplanning - Assist in the preparation of financial planning materials using predetermined, compliant templates....Full timeWork at officeFlexible hoursShift work
$20.67 - $31.25 per hour
...Pennsylvania 18049 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift$65k - $80k
...make a significant impact in a fast-paced, team-oriented environment. The successful candidate will be responsible for providing financial information to management by researching and analyzing accounting data and preparing reports. The position requires a deep understanding...Permanent employmentTemporary workLocal area- ...Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions At Vista Wealth Solutions, we believe great financial advisors aren't born—they're developed. Backed by the strength and stability of MassMutual, we provide the training, mentorship...Permanent employmentFull time
- ...Private Banker Bethlehem, PA The Private Banker will play a critical role in growing DLP Bank's presence in the Lehigh Valley... ...What You Have Already Achieved: (Requirements) ~5+ years of financial services experience, with demonstrated experience working directly...For contractors
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