Client-Centric Financial Advisor
Fidelity Investments
Fidelity Investments in Exton, PA is seeking a Financial Representative to serve as the face of the branch, delivering friendly, compliant service and building lasting client relationships. You will engage with clients, handle front lobby transactions, and identify opportunities to deepen accounts through trusted guidance. Qualifications include customer service or financial services experience, with the potential to pursue Series 7 and 66 licenses; a degree or equivalent experience helps, and #J-18808-Ljbffr Fidelity Investments
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client-Centric Financial Advisor in Exton, PA vacancy
- TD Bank in Downingtown, PA is hiring a Financial Advisor as part of a three-year program designed to provide financial planning guidance and investment solutions to TD Wealth clients. The role focuses on client discovery, needs analysis, onboarding, ongoing reviews, and...Suggested
- ...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. Job Description:...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift
- ...Bank of America in Exton, PA seeks a client-focused associate to engage customers in the lobby, educate on self-service options, and... ...understand client priorities, and connect them with appropriate financial solutions. The role requires strong communication, problem solving...SuggestedWeekend work
Bank of America
Exton, PA2 days ago - ...Chase is seeking an Associate Relationship Banker to welcome clients in-branch, assess financial needs, and provide thoughtful banking solutions using the latest digital tools. You will help customers navigate products and services while maintaining the highest standards...Suggested
Fairygodboss
Malvern, PA3 days ago $25 - $38.46 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private... ...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...SuggestedHourly payWork experience placementFlexible hoursDay shiftKey Bank
Malvern, PA2 days ago- ...Certified Financial Advisor Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution... ...Establish, grow, and maintain long-term relationships with clients. Partner with investors to help them plan their financial...Work at officeRemote workRelocationMonday to Friday
Hackajob
Malvern, PA2 days ago $61k - $119k
...Overview 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 financial representative...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
West Chester, PA4 days ago- KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver appropriate financial solutions to clients with up to $2M in investable assets and refer products to specialists as needed. Responsibilities...
- Fidelity Investments Inc. is hiring a Financial Representative to be the official face of Fidelity at the branch, delivering rewarding client interactions and building long-lasting relationships. You will serve as a subject matter specialist in compliance and front lobby...
- Fidelity Investments in Exton, PA is seeking a Financial Representative to be the friendly face of the branch, delivering compliant, high-quality service and engaging clients in the lobby and in-branch conversations. You will learn FINRA licensing material, pursue Series...
- ...as we strive to redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors—combining real-world client experience, intentional development, and a clear progression...Full timeApprenticeshipInternshipWorldwide
$115.44k - $173.16k
...Line of Business: TD Wealth Job Description: The Financial Advisor Manager (FAM) is responsible for the direct management of a team... ...create opportunities for their team and partners acquire new clients and deepen business with existing clients. Depth & Scope:...Work at officeLocal areaWork from homeFlexible hoursTD Bank
Exton, PA4 days ago- ...an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based at our Thorndale... ...execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team...Full timeTemporary workPart timeWork experience placementWork at office
PNC
West Chester, PA1 day ago - OverviewFinancial Advisor Services (FAS) is a critical growth engine, focused on evolving how we serve advisors and clients through expanded digital capabilities, data-driven insights... ...solutions, wealth management or financial advice businesses.Deep understanding of...Full time
- PNC Wealth Management in Phoenixville, PA seeks a Premier Client Financial Advisor to manage an assigned book of business and deliver holistic investment and insurance strategies. The role emphasizes building long-term client relationships, providing comprehensive financial...Work at office
- A leading financial services institution in Pennsylvania seeks an experienced Financial Advisor for the Merrill Advisor Development Program. Responsibilities... ...engaging high-net worth clients, developing recommendations... ...personal growth, client-centric solutions, and office...TraineeshipWork at office
- PNC is seeking a Financial Advisor based in Thorndale, PA. This role focuses on consultation for investment and insurance strategies, building strong client relationships, and developing personalized financial plans. The ideal candidate will have a Bachelor’s degree and...
- JPMorgan Chase’s Private Client Banker within Branch Banking serves a select group of affluent clients, managing their complete banking relationships with a proactive approach to grow balances. The role involves soliciting referrals and developing internal and external...Flexible hours
- Corient in Wayne, Pennsylvania seeks a dedicated professional to support Wealth Advisors in delivering top-notch services to clients. The role involves preparing financial plans, mentoring others, and developing client relationships. The ideal candidate will have a Bachelor...
- PNC is looking for a Premier Client Financial Advisor based in Phoenixville, PA. This role is essential in managing investment relationships and developing financial strategies for clients. The ideal candidate will excel in sales, coaching, and client communication. To...
- Univest Financial Corporation, via its Girard Wealth Division, is hiring a Wealth Advisor Associate in Souderton to support a team of Wealth Advisors and grow into a client-facing advisor. In this position, you’ll monitor portfolios, prepare client-ready materials, and...
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Work at officeShift workDay shift
Bank of America
Wayne, PA2 days ago - ...America is seeking a customer-focused lobby associate to engage clients, educate on self-service banking, and process cash transactions accurately. You will build relationships, understand clients' financial goals, and connect them with suitable solutions. The role...Flexible hours
- JPMorgan Chase is looking for a Private Client Banker in Royersford, Montgomery County, dedicated to providing exceptional service to... ...approach to grow client balances and ensure their need for tailored financial advice is met. This role demands a strong commitment to...Flexible hours
- Fortivus Wealth Group seeks a detail-oriented financial planning assistant to support the planning process. You will gather client data, build plans, and assist advisors in delivering a high-quality planning experience. The role emphasizes data accuracy, timely deliverables...
- Bank of America is hiring for a customer-facing role in the financial center, focused on educating clients and assisting with transactions via self-service channels. You will process cash transactions, engage clients in conversations to understand priorities, and connect...Work at officeFlexible hours
- ...Sponsors via email and phone, utilizing policies to resolve issues and escalate when needed. You will work cross-functionally to ensure client satisfaction, while maintaining a proactive, data-driven approach to service delivery. The role emphasizes hospitality, accuracy,...Work at office
- Liberty Personnel Services, Inc. is seeking a Lead FP&A Analyst to enhance client experience and drive business performance. This role partners with finance, product, and client teams to provide financial analysis, actionable insights, and performance reporting. The ideal...
- Our client is seeking a Lead FP&A Analyst to support strategic initiatives focused on enhancing the client experience and driving business... ...across finance, product, and client-facing teams to provide financial analysis, actionable insights, and performance reporting. The...
- We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take confident steps toward their financial futures... ....Serve as a liaison between clients, advisors, and service teams to ensure each experience is...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Centric Financial Advisor. Be the first to apply!
Related searches
- community service representative Exton, PA
- client service representative Exton, PA
- bilingual customer service representative spanish english Exton, PA
- customer experience agent Exton, PA
- client solutions specialist Exton, PA
- customer experience associate Exton, PA
- client experience specialist Exton, PA
- contact representative (customer service representative) Exton, PA
- service person Exton, PA
- benefit customer service representative Exton, PA