Wealth & Risk Solutions Advisor
Western & Southern Financial Group
Western & Southern Financial Group is seeking a Financial Representative in Wayne, PA. The role focuses on educating middle-income clients about financial security and wealth creation. Responsibilities include developing marketing plans, building community relationships, and conducting sales appointments. Candidates must possess a high school diploma with a preference for a bachelor's degree, alongside a life and health license within 30 days of hiring. Strong integrity, interpersonal, and analytical skills are essential for this position. #J-18808-Ljbffr Western & Southern Financial Group
- OverviewFinancial Advisor Services (FAS) is a critical growth engine... ...driven insights, and innovative solutions. As FAS accelerates its... ...there is a growing need to embed risk expertise directly into these... ...products, portfolio solutions, wealth management or financial advice...SuggestedFull time
- Quality Analyst or Business Analyst with Wealth Management Contract USM Business Systems Inc. is a quickly developing worldwide System... ...and IT Infrastructure. Our other offerings include modified solutions and administrations in ERP, CRM, Enterprise architecture, offshore...SuggestedContract workLocal areaWorldwide
- A technology solutions provider in King of Prussia is seeking a Quality Analyst or Business Analyst with over 10 years of experience in... ...skills, solid SQL knowledge, and may have experience in finance and wealth management. This is a long-term contract position with...SuggestedLong term contractContract work
- The Workplace Solutions mission is simple and bold: deliver investment success to millions of workers participating in employer‑sponsored... ...IRS and DOL requirements—we’re seeking a Senior Divisional Risk Advisor to shape and elevate our risk strategy.In this role, you’ll...SuggestedFull timeWork experience placement
$106.88k - $171k
...deliver on assignments and projects supporting Lincoln Financial's risk management technology capabilities. The role will partner with... ..., and contribute to the delivery of scalable, well-controlled solutions that support hedging, valuation, credit risk, and risk...SuggestedWork experience placement3 days per week- ...Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations,...Permanent employmentTemporary workWork at officeFlexible hours
- Overview Wealth Analysts are members of wealth management teams that advise high‑net‑worth clients in all areas of their financial lives. They play a key role in providing exceptional service that requires good communication, collaboration, strong execution and follow‑...Permanent employmentTemporary workWork at officeFlexible hours
- Corient Services LLC, based in Wayne, Pennsylvania, is seeking a Wealth Analyst to join their wealth management team. This role involves advising high-net-worth clients in all areas of financial planning and requires excellent communication and collaboration skills. The...
$94.88k - $151.8k
...Role at a GlanceThis position is responsible for executing AI Risk Management practices across the enterprise by identifying, assessing... ...of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial...Work experience placement3 days per week- Corient is seeking Wealth Analysts to join its wealth management teams serving high‑net‑worth clients. You will assist with financial projections, investment analyses, and client service, while developing communication, technical, and relational skills. The role emphasizes...
- State Street is seeking a Risk, Performance & Attribution Consultant - PMAR Specialist in Berwyn, Pennsylvania. This role involves... ...implementations and analyzing customer requirements, ensuring solutions meet business needs. The ideal candidate has experience with risk...
- ...processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. The series Trust Risk and Liquidity Risk Management Program Coordinator plays...Work at officeFlexible hours
- Vertex Inc is seeking a Technical Solutions Analyst III (Finance) to serve as the final escalation point for complex client issues, providing advanced troubleshooting for data-driven apps and enterprise tech. You will liaison across pre/post-implementation phases and mentor...
- What You'll Do:Serve as the primary risk SME for data-related risks across Personal Wealth.Provide independent guidance and challenge regarding data governance, data quality, lineage, data management, and analytics controls.Partner with product and technology leaders to...Full time
- ...individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few... ...include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as...Work at office
$134.5k - $190.5k
...of a community that provides deep specialization and discipline as trusted advisors, unlocks data to enable business partners to advance our global market strategy, and drives business solutions through actionable analytics and insights. In this role, you will help shape...Full timeWork experience placementFlexible hours$134.5k - $190.5k
...of a community that provides deep specialization and discipline as trusted advisors, unlocks data to enable business partners to advance our global market strategy, and drives business solutions through actionable analytics and insights.CNA Insurance is seeking a Senior...Full timeWork experience placement- ...groups. Establish and maintain liaison relationship with business partners and IT organization in order to provide effective technical solutions. Conduct data gathering and analysis to understand business strategy requirements. Contribute to the business short-and long-term...Full timeTemporary workLocal areaRemote work
$120.38k - $192.6k
...Appian- Identify opportunities to streamline processes, reduce risk, and improve reporting quality and transparencyLead and Develop... ...record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial...Work experience placementWork from home3 days per week$120.38k - $192.6k
...GlanceThis position will develop and conduct information security risk assessments on parties external to Lincoln Financial Group to... ...best practices and standards. Recommends mitigation plans/solutions to eliminate, reduce, or mitigate risk, and communicates said solutions...Work experience placementWork at officeRemote workWork from homeRelocation package- This senior risk professional will join a highly versatile, “Swiss Army-like” team that partners closely with both domestic and international Chief Risk Officers across Vanguard. Together, the team provides trusted risk guidance, thoughtful oversight, and strong independent...Full timeWork experience placement
- ...Our client is seeking a Senior Cybersecurity Governance, Risk & Compliance (GRC) Analyst to support cybersecurity governance,... ...more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep...Hourly payPermanent employmentFull timeLocal areaRemote work
- ...seeking a Middle Office Regional Consultant in Oaks, PA to provide high-quality back-office and client support for RIAs, banks, and wealth clients. You will manage inquiries, educate clients on best practices, and ensure compliant processing within SEI guidelines....Work at office
- ...comprehensive test cases across applications and data layers. Collaboration with developers, QA, fund accountants, investor services associates, relationship managers will ensure timely delivery of robust solutions and ongoing improvements. #J-18808-Ljbffr Nimbl Digital
- ...development of financial forecasts and projections. Support risk adjustment. Participate in strategic discussions and support... ..., draw relevant conclusions, and successfully devise/implement solutions calmly and effectively. Experience mining large data sets....Contract workRemote workFlexible hoursShift work
$120.38k - $192.6k
...improvement to support accurate financial reporting and effective risk management. What you'll be doingWorking with cross-functional... ...to communicate model review findings and develop appropriate solutions Identify and recommend process improvements that significantly...Work experience placementWork from home3 days per week$71k - $88.8k
...company that is redefining the future of wealth management by helping advisors meet the moment with its... .... • Adheres to legal, compliance, risk, business continuity and administrative... ...functional teams to implement sustainable solutions. • Leverage business intelligence,...Work at office- ...passionate about helping people get care, stay well, and build healthy communities. As one of the nation's leaders in healthcare solutions, we offer our associates the opportunity to impact the lives of millions of people through our national footprint of products, services...Contract workRemote workFlexible hoursShift work
- POSITION SUMMARY: Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, this role will focus on assisting in areas such...Full timeWork experience placementLocal area
- ...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private...Work experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Risk Solutions Advisor. Be the first to apply!
- financial advisor Wayne, PA
- financial associate Wayne, PA
- estate planning consultant Wayne, PA
- financial advisor associate Wayne, PA
- financial planning associate Wayne, PA
- financial planning assistant Wayne, PA
- finance associate Wayne, PA
- financial counselor Wayne, PA
- financial planning administrator Wayne, PA
- financial planner Wayne, PA


