Wealth & Investment Advisor - Mass Affluent (Hybrid)
Keybank, National Association
A leading financial services company is looking for a Private Client Advisor in Harleysville, PA. You will focus on growing relationships with clients who have investable assets. Responsibilities include conducting Financial Wellness conversations, managing investment product delivery, and collaborating with retail branch teams. Candidates should have a High School Diploma or equivalent, sales experience, and knowledge of investment solutions. This full-time position allows for hybrid work arrangements and offers commission opportunities. #J-18808-Ljbffr KeyCorp
- Univest Financial Corp is seeking a Commercial Credit Analyst II for their Souderton office. This hybrid position involves underwriting commercial exposures of $1MM to $4MM, requiring a minimum of 3 years in commercial banking underwriting and strong communication skills...SuggestedWork at office
- A financial services firm in Harleysville, PA, is looking for a Private Client Advisor to serve Mass Affluent clients. This role involves leading investment services, implementing financial wellness strategies, and collaborating with branch teams to identify growth opportunities...Suggested
- ...Bachelor’s degree and at least 2 years of experience. Proficiency in Excel and experience with Oracle ERP are ideal. The position offers a hybrid working model after initial training and comes with a comprehensive benefits package. #J-18808-Ljbffr Honeywell Aerospace US LLCSuggested
- ...Degree and experience in finance. Key responsibilities include forecasting, budgeting, and variance analysis. The position allows for hybrid work after an initial 90 days. Applicants should have strong skills in VLOOKUPS and Excel, with a commitment to teamwork and cross-...Suggested
$60k - $70k
...commercial exposures and turn financials, cash flow, and collateral into clear, confident credit decisions. Please note this is a hybrid position and could work out of one of our regional offices in Souderton, Doylestown, King of Prussia or Lancaster PA. Responsibilities...SuggestedFull timeTemporary workWork at office- Penn Community Bank is seeking a Credit Analyst in Perkasie, Bucks County. The role entails performing credit analysis, completing financial spreads, and preparing analyses for loan requests. Candidates should possess a BA or BS in Accounting, Finance, or Economics and ...Remote work
$65k
...collaborate across functions. Candidates should hold a Bachelor's degree and have a minimum of two years in finance or accounting. This hybrid position requires attendance at the North Wales office twice a week. Competitive starting salary of $65,000 annually is offered. #J...Work at office$65k
Are you a current Associate? To be considered, you must submit your application through the internal Career Portal (Jobs Hub). Click here to access.Time Type:Full timeRemote Type:Job Family Group:FinanceJob Description Summary:The primary purpose of this position is to ...$60k - $70k
Univest Financial Corp Wealth Advisor Associate Location: Souderton, PA Overview Girard, a Wealth Division of Univest, is hiring a Wealth... ...for an early‑career professional who is eager to deepen their investment knowledge, earn required securities licensing, and grow into...Temporary work$60k - $70k
Univest is seeking a Wealth Advisor Associate in Souderton to support its wealth management team. The role is for early-career professionals eager to deepen their investment knowledge and obtain necessary securities licenses. Responsibilities include monitoring client...- ...attend sales calls and customer visits. Working Conditions Traditional office environment with the ability to work remotely on a hybrid basis; the office maintains five day a week operations (Monday - Friday) with operational hours of 8:00am - 5:00pm. Must be willing...Remote workMonday to Friday
$28 - $30 per hour
...Vendor Insurance Analyst . This is a 06+months contract opportunity with long-term potential and is located in Fort Washington PA (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:26-15056 Pay Range: $28 - $30/...Contract workLocal areaImmediate startFlexible hours3 days per week- ...Investment Solutions Technology & Data Analyst SEI's Investment Management Unit (IMU) is looking for an Investment Solutions Technology... ...in a team based environment This team follows a hybrid schedule and works 3 days a week in the office. SEI's competitive...Work at officeFlexible hours3 days per week
$25 per hour
Univest Financial Corporation is seeking a Personal Banker at the Vernfield location. In this role, you will deliver outstanding service while helping customers achieve their financial goals. You'll identify customer needs, recommend appropriate financial solutions, and...$25 per hour
...service to every interaction. At Univest, you’ll be part of a team that values relationships, supports the communities we serve, and invests in your growth, so you can make a difference every day while building a rewarding career. Responsibilities What you’ll do: Build...Full timeTemporary workWork at office- Univest is seeking a Personal Banker for their Vernfield location in Pennsylvania. The role involves delivering outstanding service, identifying customer needs, and recommending financial solutions. Candidates should possess strong communication and organization skills,...
$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’...Hourly payContract workWork experience placementRemote workFlexible hours- ...Flexible Work Experience: Hybrid The Lead Information Security Analyst The Lead Information Security Analyst plays an important role in advancing PJM's information technology strategy by solving security challenges in implementing on-premise and cloud-based solutions...Contract workWork experience placementWork at officeFlexible hours
- Univest Financial Corp is seeking a Personal Banker in Harleysville, PA. The ideal candidate will build strong relationships with customers while providing financial solutions. You'll collaborate with team members to ensure an exceptional customer experience and to support...
- A premier Wealth Management firm located in Plymouth Meeting is seeking an experienced Financial Advisor who thrives in a collaborative environment. The ideal candidate should have... ...-high-net-worth families, integrating investment management and estate planning. The firm...
- Citizens in Lansdale, PA, is seeking a Wealth Advisor to develop personalized wealth management strategies and enhance client relationships. The role demands a strong background in financial advisory, compliance with licensing requirements, and a collaborative approach...
- ...applicants Is a Career as a Financial Advisor at WealthBridge Financial... .... A wide range of products, investment advisory platforms and robust... ...), flexible schedules, and hybrid working options. Who We\'re... ...specialize in comprehensive wealth management for both individuals...Full timeLocal areaFlexible hours
- A prominent Wealth Management firm in Plymouth Meeting, PA is seeking an experienced Financial Advisor with a relationship-driven focus. The role requires strong experience and integrity, with responsibilities including managing relationships with ultra-high net-worth...
$105k - $250k
Citizens Bank is seeking a Wealth Advisor in Lansdale, Montgomery County. The role requires building a personalized wealth management strategy and developing strong relationships with clients and business partners. Candidates should have a minimum of 2 years of relevant...Flexible hours- ...Job Title At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships...Work experience placementWork at officeRemote work
- ...assignmentsStrong problem-solving and analytical skillsWorking ConditionsTraditional office environment with the ability to work remotely on a hybrid basis; the office maintains five day a week operations (Monday - Friday) with operational hours of 8:00am - 5:00pm. Must be willing...Bank staffWork at officeRemote workMonday to Friday
- ...s degree and at least two years of relevant experience, with a strong understanding of financial metrics and tools like VLOOKUPS and pivot tables. The position offers a hybrid work model after an initial training period. #J-18808-Ljbffr Honeywell Aerospace Technologies
- ...more proactive decision making and improve profitability. You’ll work out of our Lansdale, PA location. This role is eligible for hybrid work mode, except for the first 90 days. In this role, you will be forecasting, budgeting, and analyzing key program metrics. This...Permanent employmentTemporary workWork at officeFlexible hours
$18 - $23.08 per hour
Location: 278 Main Street - Harleysville, Pennsylvania 19438 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing...Hourly payPart timeWork experience placementFlexible hoursShift workDay shift$21 per hour
Job Description Starting Salary: $21 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You'll greet our customers in our lobbies. You're comfortable enough with technology to demonstrate how...Local areaAfternoon shift
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