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
- The Risk Advisor within the Personal Wealth Division is a business-embedded partner supporting advisory and wealth management activities through practical... ...operations, and translate them into actionable solutions that protect clients and the firm.This individual partners...SuggestedFull time
- ...Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive... ...the USI Private Risk Advisor suite of solutions by cultivating robust business... ...Influence and being a thought leader within the wealth management industry. Deliver targeted...SuggestedWork at officeLocal area
- 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
$72.9k - $131.6k
...role, you'll play a key part in strengthening our operational risk framework by mapping procedural controls to risk scenarios, analyzing... ...organization to identify control gaps, recommend best-practice solutions, and ensure key controls support regulatory and financial...Work experience placement3 days per week$72.9k - $131.6k
...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- 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...Full timeWork experience placement
- ...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
- As a Technology Risk Advisor, you will play a key role in strengthening independent (second-line) risk oversight for our business-aligned... ...experience.Preferred QualificationsExperience in financial services, wealth management, or retirement services.Experience with third-party...Full time
- 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...
- ...Azure MDM Business Analyst in King of Prussia, PA. The candidate will bridge product stakeholders and technical teams, ensuring Azure solutions align with hazardous waste processing industry requirements. This position demands significant Azure knowledge and strong...
- ...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
- 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...
$128.1k - $213.5k
...strengthen their understanding of investment solutions.Participate in client and prospect... ...relationships and to develop new business.Analyze risks, exposures and performance drivers of... ...in alternative asset classes at wealth manager, family office, foundation, endowment...Full timeWork experience placementWork at office- ...presenting recommendations to senior management, developing innovative solutions, and is technically skilled in data quality & analytics tools.... ...future occurrences, prioritizes initiatives, mitigates risk, leverages technology, and recommends short- and long-term solutions...Full timeTemporary workWork experience placement
$108.5k - $195.9k
...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$108.5k - $195.9k
...partnering with stakeholders across Finance, Investments, Pricing, Risk Management, and Experience Studies to provide valuation and... ...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$100k - $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.Consider an actuarial opportunity...Full timeWork experience placementWork 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 placementRemote work1 day per week$108.5k - $195.9k
...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- 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
- Risk Advisory Analyst, Senior Specialist:Provide operational and strategic risk guidance... ..., and independent challenge to Personal Wealth leaders and enterprise partners, consistent... ...leaders, serving as a trusted risk advisor who provides effective challenge and influences...Full timeWork experience placement
$79.6k - $145.1k
...may include Product Development, Pricing, Valuation, Modeling, Risk Management, Asset Liability Management, Investments, Data Analytics... ...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- ..., Access, SAS, spreadsheet, and database applications used for analysis. Strong project management skills. Benefits Flexible work solutions including remote options, hybrid work schedules, competitive pay, paid time off including holidays and volunteer events, health insurance...InternshipWork at officeRemote workFlexible hours3 days per week
- ...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
- ...a Data Specialist/Data Analyst in Oaks, Pennsylvania. The successful candidate will support a Wealth Management data harmonization initiative focused on consolidating advisor and custodian data into a unified platform. Key responsibilities include analyzing custodian data...
- 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
- ...accelerate delivery and improve effectiveness.Defines and implements data-driven approaches and dashboards to predict risk issues, develop solutions, and partner with key owners and stakeholders.Designs, implements and supports modernized GRC process and tool capabilities...Full timeWork experience placement
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