Financial Advisor
GWH Advisors & Accountants
GWH Advisors & Accountants provides a comprehensive range of accounting, tax, financial planning, and advisory services tailored to both individuals and businesses. Our multidisciplinary team leverages deep industry knowledge and innovative problem-solving to deliver personalized and integrated solutions. These services include financial planning, investment management, estate planning, and tax preparation. By emphasizing strategic thinking, GWH is committed to helping clients achieve their financial goals with confidence and precision. Company Description GWH Advisors & Accountants provides a comprehensive range of accounting, tax, financial planning, and advisory services tailored to both individuals and businesses. Our multidisciplinary team leverages deep industry knowledge and innovative problem-solving to deliver personalized and integrated solutions. These services include financial planning, investment management, estate planning, and tax preparation. By emphasizing strategic thinking, GWH is committed to helping clients achieve their financial goals with confidence and precision. Role Description This is a full-time hybrid role for a Financial Advisor located in Newtown, PA, with flexibility for occasional remote work. The Financial Advisor will assist clients in managing their financial goals by providing expert advice on financial planning, investment management, and retirement planning. Responsibilities include developing personalized financial strategies, analyzing investment opportunities, and guiding clients through estate and tax planning processes. The role also involves maintaining client relationships and staying updated on market trends and financial regulations. Qualifications Proficiency in Financial Planning, Retirement Planning, and Financial Advisory to design and execute personalized financial strategies. Strong understanding of Investments and Finance to analyze market trends and identify appropriate investment opportunities. Excellent interpersonal and communication skills to build and maintain relationships with clients. Knowledge of estate planning and tax preparation or planning processes is preferred. Certified Financial Planner (CFP) designation or equivalent certification is highly desirable. Ability to work independently and collaboratively in a hybrid work environment. Relevant bachelor's degree in finance, accounting, economics, or a related field; advanced degrees or additional certifications are a plus. #J-18808-Ljbffr GWH Advisors & Accountants
$72.28k - $108.16k
...with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...SuggestedWork at officeLocal areaWork from homeFlexible hours- ...home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.Through a...SuggestedFull timeShift workDay shift
- GWH Advisors & Accountants is seeking a Financial Advisor in Newtown, PA. The role focuses on financial planning, investment management, and retirement planning, with a goal of helping clients reach financial goals. The position supports hybrid work with occasional remote...SuggestedCasual workRemote work
$60k - $80k
A local insurance agency in Newtown, PA, seeks a motivated Financial Services Representative with a strong background in life insurance and financial services. This position emphasizes sales and client relationships, offering competitive compensation including a base salary...SuggestedLocal area$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Pennington, NJ3 days ago- ...New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In...
Kestra Financial
Trenton, NJ4 days ago $70k - $120k
...At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and businesses. We provide comprehensive...Vista Wealth Solutions
Horsham, PA2 days ago$61k - $119k
...Financial Advisor Opportunity Becoming 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Jamison, PA4 days ago$28.85 - $33.65 per hour
Job Description: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 every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- Vista Wealth Solutions in Horsham, PA is seeking a Financial Advisor to help individuals, families, and business owners achieve their financial goals. You will plan investments, insurance, retirement, and wealth planning with mentorship and systems to support your growing...
$80k - $220k
At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and businesses. We provide comprehensive...$75k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Center City or Bordentown, Hamilton, NJ. Financial Advisors are based...Full timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Trenton, NJ1 day ago$65k - $85k
...Merrill Participant Services Financial Solutions Advisor Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most whether they are transitioning from another...Temporary workShift workDay shift- ...insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Bucks County! Leverage Your Healthcare Background for a Rewarding Career: Build...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hoursNight shift
Northwestern Mutual - Princeton
Jamison, PA2 days ago - TD Wealth in Newtown, PA is seeking a Financial Advisor for a three-year program designed to provide comprehensive financial planning and investment management guidance to TD Wealth clients. The advisor will review goals and make recommendations to help clients accumulate...
- Northwestern Mutual in Jamison, PA is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships, understand needs, and provide tailored...Flexible hours
$80k - $100k
Overview We're Hiring: Financial Planner | JS Benefits Group Are you passionate about helping people achieve financial confidence and success? Do you thrive on building meaningful client relationships and creating tailored financial strategies? Join our team at JS Benefits...- Northwestern Mutual is offering a College Financial Representative internship to help you build a financial planning practice while studying. You’ll learn prospecting, run a business strategy, and meet potential clients to understand their goals. You’ll gain access to proprietary...Full timeInternship
- JS Benefits Group in Newtown is seeking a Financial Planner to create tailored financial strategies for clients. You will work closely with clients to understand their goals, providing expert advice on investments, retirement, tax planning, and insurance. The ideal candidate...
- ...applying for any new position.** Acknowledge ( **Job Description:** 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,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Langhorne, PA2 days ago $20 - $24 per hour
...their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals. Duties & Responsibilities...Hourly payFull timeMonday to FridayWeekend workFirstBank
Newtown, PA3 days ago- ...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
Year Up United
Trenton, NJ16 hours ago $75k
...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork experience placementWork at office$65k - $85k
...Financial Solutions Advisor 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 experience placementWork at officeShift workDay shift- ...Financial Counselor - Oncology The Financial Counselor, Oncology, is responsible for meeting with patients and communicating insurance benefits and out-of-pocket responsibilities to develop appropriate financial plans. This role provides direct support for patients...Work experience placementShift work
Jefferson
Willow Grove, PA2 days ago - ...interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.At the heart of... ...-term financial goals. At C&N, we’re seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the continued growth...Full timeLocal areaFlexible hours
- ...annual Strength in Belonging Summit, as well as our Local Black Advisor Resource Group (The BAG). We also believe in making a... ...Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hoursNight shift
- PNC Financial Services Group, Inc. in New Jersey is seeking a Personal Banker to grow the branch customer base through proactive sales and exceptional service. You will help clients improve their financial wellbeing and deliver a differentiated customer experience. The...
- ...Description** + Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Newtown, PA1 day ago - ..., you'll receive the training, mentorship, and business development support needed to grow a successful financial practice. Whether you're an experienced advisor looking for a stronger platform or a motivated professional ready to enter the industry, we'll help you...Permanent employmentFull time
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