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
- 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
- ...Fund Accountant Opportunity The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our... ...well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents...SuggestedWork experience placementInternshipFlexible hours
$65k
...of this position is to analyze financial information and provide reporting and information Starting salary - $65,000 annually Hybrid role that must report to the North Wales, PA office twice per week Must have strong excel, A/R, and analytical skills Job...SuggestedFull timeWork experience placementRemote work- ...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
$30.88 per hour
Vendor Insurance Analyst We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Vendor Insurance Analyst opportunity with America's leading luxury home builder, has been creating dream...SuggestedHourly payTemporary workFor contractorsFor subcontractor- 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
- ...relevant field and a minimum of 5 years of experience in credit analysis and lending. Strong leadership and communication skills are essential, along with proficiency in Microsoft Office. The position offers a hybrid work environment. #J-18808-Ljbffr Penn Community BankRemote jobWork at office
$90k - $110k
The Judge Group, INC. is seeking a Senior Financial Analyst with over 5 years of experience in financial analytics. This hybrid role requires expertise in tools like Power BI, SAP Analytics Cloud, and S/4 HANA, along with a bachelor’s degree in Finance or a related field...- ...an award-winning builder of luxury homes? If so, our client is hiring a Vendor Insurance Analyst. Position Type: Contract Hybrid – 3 days in office per week. (Additional in office days may vary per division/department). Required: ~ Bachelor's degree...Contract workFor contractorsFor subcontractorFlexible hours3 days per week
- ...Vendor Insurance Analyst Type: Contract Location: Ambler, PA Onsite/Remote/Hybrid: Hybrid, onsite 3 days per week Start Date: June 2026 Shift: Monday – Friday, standard business hours Job Description We are seeking a Vendor Insurance Analyst to support insurance...Contract workFor subcontractorWork at officeRemote workMonday to FridayShift work3 days per week
$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’ll...Hourly payContract workWork experience placementRemote workFlexible hours$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. Advantages of contracting with us: You'll be able to choose which...Hourly payContract workFor contractorsWork experience placementRemote work$60k - $70k
Overview Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to join our Souderton based team. This role is built 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
- ...One's security posture while growing alongside a company shaping the future of connectivity. Work Locations: This is a hybrid position based out of the Blue Bell, PA office. Our team is typically in office 1 to 2 days per week with flexibility. This position...Work at officeRelocation2 days per week1 day per week
- ...accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA's. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles...
$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...Temporary 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,...
$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...- ...Investment Analyst The Investment Product Development and Activation team is a newly established group within SEI's Asset Management... ...well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents...Flexible hours
$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. Advantages of contracting with us: You'll be able to choose which...Hourly payContract workFor contractorsWork experience placementRemote work- 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...
$105k - $250k
...Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand... ...of services, including financial planning, investment management, insurance, and estate planning....Temporary workLocal areaFlexible hours- ...Investment Manager Services Division (IMS) at SEI SEI is growing rapidly and is seeking new members on our Alternative Investment Funds... ...well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents...Work experience placementInternshipFlexible hours
- ...independently and develop creative solutions to workflow and other operational challenges Strong computer skills, specifically Microsoft Office (Excel and Access) products Hybrid to the Blue Bell office location Strong verbal and written communication skills...Work experience placementWork at office
- ...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....Permanent employmentTemporary workWork at officeFlexible hours
- ...-25 million. The successful candidate will leverage their experience in commercial credit and possess strong negotiation and communication skills. This position is classified as full-time and offers a hybrid or onsite work environment. #J-18808-Ljbffr Fulton Bank, N.A.Full time
- ...Fund Accountant The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative... ...well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents...Work experience placementFlexible hours
- ...Investment Fund Services Accounting Team Member The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking... ...well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents...InternshipFlexible hours
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