Senior Financial Planner - Brokerage & Banking
$55k - $156.45kS&T Bank
A regional financial institution is seeking a Financial Planner for business development in brokerage services. The role involves engaging existing bank customers, mentoring staff, and complying with financial regulations. Candidates should have a four-year degree, valid FINRA Series 7 and 66 licenses, and 5-10 years of investment experience. This position offers a salary range of $55,000 to $156,450 annually, depending on experience and performance. #J-18808-Ljbffr S&T Bank
$55k - $156.45k
S&T Bank is seeking a Financial Planner in Downingtown, PA, to lead brokerage services, develop new business, and manage client relationships. The role requires a four-year degree, FINRA licenses, and 5-10 years of investment experience. Responsibilities include coaching...Senior$55k - $156.45k
S&T Bank is seeking a Financial Planner in Exton, PA to develop new brokerage business and provide guidance and training to licensed assistants. The ideal candidate will have a four-year degree, required licenses (FINRA Series 7 and 66), and 5-10 years of investment-related...Senior$24.87 - $41.45 per hour
...Bank Sales Representative Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions... ...with time management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with tact...SeniorHourly pay- ...types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing... ...thereby positioning Citadel as the best choice for all their banking needs. This position can be based out of any of our branches...Suggested
$37.44k - $52.8k
...rotating weekly schedule and 2-3 Saturdays per month. WSFS Bank's Personal Bankers will be responsible for providing products and... ...their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through...SuggestedFull timeH1bVisa sponsorshipMonday to FridayFlexible hours$37.44k - $52.8k
WSFS Bank is hiring Personal Bankers in Chester Springs, Pennsylvania. This full-time role involves enhancing customer relationships, providing financial products, and opening new accounts. Candidates should have a high school diploma, one year of face-to-face customer...Full time$37.44k - $52.8k
...WSFS Bank Personal Banker At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture...Full timeH1bWork at officeVisa sponsorshipMonday to FridayFlexible hours- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...Management Framework. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$20.43 - $32.31 per hour
...opportunity (approximately 40 hours per week) based out of our financial center in Exton, PA (Chester County) . Must be available to be... ...relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer's service experience and...Hourly payFull timeTemporary workWork experience placementWork visaFlexible hours$37.44k - $52.8k
WSFS Bank is seeking a Personal Banker in Downingtown, PA to enhance customer relationships through in-person interactions and outbound calling. Responsibilities include opening new accounts, submitting loan applications, and resolving customer service issues. Ideal candidates...- ...the customer experience by identifying opportunities to improve financial wellbeing and collaborate with ecosystem partners to grow... ...Management Framework. Qualifications Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service,...Full timeTemporary workWork experience placementWork at officeShift work
- WSFS Bank is seeking Personal Bankers in Exton, Pennsylvania. The role involves enhancing customer relationships by offering banking products and services, resolving issues, and promoting digital services. Successful candidates will have a High School Diploma and relevant...Full timeFlexible hours
- ...conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities include... ...deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that...Shift workWeekend workDay shift
$37.44k - $52.8k
WSFS Bank is seeking a full-time Personal Banker for their Chester Springs Banking Office in Downingtown. The successful candidate... ...customer relationships by providing banking services and education on financial needs. The role includes opening new accounts, assisting with...Full timeWork at office- ...Floating Financial Center Associate A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Floating Financial Center Associate to join our team in the Berks County Market, PA. We believe that our ongoing success depends upon a skilled...Work experience placementWork at officeRemote workWork visaFlexible hoursNight shift
- ...details for this role.Line of Business:TD WealthJob Description:The Financial Advisor Associate (FAA) works with TD Wealth prospects and... ...requirements are attainedResponsible for understanding and adhering to TD Bank & TD Wealth Policies and ProceduresResponsible for implementing...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
$20.43 - $32.31 per hour
Fulton Financial in Exton, PA, is hiring a full-time Relationship Banker to deliver outstanding customer service and promote financial solutions... ...customers directly, understanding their needs, and identifying banking opportunities. The ideal candidate has 2+ years of customer...Hourly payFull time- Senior Accountant (T235JP) Downingtown, Pennsylvania A growing organization is seeking... ...reconciliations Manage cash activity, banking, and balance sheet integrity Support AP... ...with inventory and audit support Prepare financial reporting, dashboards, and ad hoc analysis...Senior
- ...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in‑...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Teller in Consumer and Small Business Banking About this role: Wells Fargo is seeking a Teller in Consumer and Small Business Banking... ...Identify information and services to meet customers financial needs Required Qualifications: ~1+ year of experience...Work experience placementWeekend work
- ...have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in our... ...Pottstown, PA location. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of...Full timeTemporary workPart timeWork experience placementWork at office
- Bank of America is seeking a motivated individual in Exton, PA, to engage clients in the lobby and assist with transactions via self... ...role demands building relationships and educating clients on financial solutions. Successful candidates will have strong communication...Full time
- ...and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative... ...fully in all components of the established Truist Retail Community Bank Leadership Routines. Commits to advancing individual knowledge...Temporary workWork at officeNight shiftWeekend work
- ...location. Envestnet is transforming the way financial advice is delivered through its connected technology... ...advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on...Work at office
- ...branch in Pennsylvania. The role involves providing exceptional customer service, identifying banking opportunities, and connecting with customers to improve their financial wellbeing. Ideal candidates have a customer-focused mindset. The position does not require prior...Part time
- ...here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer... ...this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a... ...as their primary point of contact for banking products and services through scheduled...SeniorTemporary workWork experience placementImmediate start
$45.25k - $74.34k
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can... ...the presentation of commercial loans to Senior Loan Committee for approval. The...Full timeWork experience placementWork at officeMonday to FridayFlexible hours$20 per hour
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can... ..., it’s our mission and our purpose. The Senior Relationship Manager (“RM”) is...SeniorFlexible hours$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of... ...Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning...SeniorHourly payContract workWork experience placementRemote workFlexible hours$20.43 - $32.31 per hour
Fulton Bank, N.A. is seeking a Relationship Banker for the Exton, PA financial center. This full-time role involves enhancing customer experience through effective sales, service, and financial guidance. Responsibilities include engaging customers, managing compliance,...Hourly payFull time
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