Licensed financial advisor needed at nova bank in philadelphia pa jobs in the Accounting, Finance, Insurance category in Pennsylvania

Position: Lead Tax Accountant - Philadelphia, PA Client of MODIS: Within the financial/banking industry Location: Philadelphia, PA Compensation: $25.00 – $28.00/hr W2 Job Type: Contract-to-Hire Duration: 6 months+ (The contract portion is estimated from 05/20/2013 through 12/31/2013) 8:00 am - 5:00 pm Job Description: Supervises /coordinates daily activities of small group. May be involved in hiri...
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CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members. As a Fin...
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Join a winning team at Franklin Mint Federal Credit Union! CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide compreh...
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Join a winning team at Franklin Mint Federal Credit Union! CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide compreh...
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Licensed Financial Advisor – Phoenixville Federal Bank & Trust Job Objective: As you consider your options, we want you to know that Phoenixville Federal not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. Candidate is responsible for generating sales and revenues to the bank through a broker dealer relationship through Sorrento Pacific Finan...
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Base Salary: $70k - $80k plus quarterly bonuses = $130k - $150k Marlton, NJ Premier National Financial Services leader seeks an exceptional licensed individual to manage their Retail Brokerage Services branch office in Marlton, NJ. In this role, you will be responsible for ensuring that Sales Consultants are developed, trained and comply with established guidelines and procedures. You will also se...
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Want to get out of the brokerage world but continue your finance career by joining a world class Investment Manager with offices on the West coast? Tired of financial sales? Fisher Investments is a privately-held investment management firm who manages portfolios for high net worth private clients and some of the world's preeminent institutions. We've grown significantly within the financial servic...
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Junior and Senior Client Relationship Managers for Wealth Management Firm West Capital Management is a private, fee‐only wealth management firm advising families and small‐ to mid‐sized institutional clients. West Capital Management was founded in 1994 and is located in Center City, Philadelphia. Due to our continued growth, we are currently seeking Junior and Senior Client Relationship Managers t...
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Please click here to refer a friend to this position. We currently have a career opportunity for a Tax Senior in our Financial Services Asset Management Tax practice. The successful candidate will be responsible for tax compliance and advisory work for clients in the areas of investment and hedge Funds, mutual funds and/or private equity. Our people work on key client issues in domestic federal, i...
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Fast growing Center City financial services company is seeking an Operations Associate to join its office. Responsibilities include: Interfacing with financial advisors and maintaining relationships Answering inbound calls Management of marketing materials, creating proposals, and updating websites Day-to-day operations including new accounts, account transfers, fee billing, & account distribution...
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Our client, a prominent Investment Management company located in Malvern, pa, is currently seeking an experienced Project Manager/Administrator for a long term temporary assignment that may have the possibility to lead to a permanent position in a different division of the company. You will be working for the Financial Services Team, a trusted advisor to Retail business. They provide financial rep...
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Johnson & Johnson companies are equal opportunity employers. Director, Project and Portfolio Management-1554130424 Description McNeil Consumer Healthcare Division of McNEIL-PPC, Inc is currently recruiting for a Director, Project and Portfolio Management located in Fort Washington, PA. McNeil Consumer Healthcare Division of McNEIL-PPC, Inc. markets a broad range of over-the-counter products, inclu...
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Mid size firms seeks an experienced plaintiff litigation legal secretary. Candidate must have experience with high end, complex cases. Knowledge of Time Matters also required. Efile is a must. Must be fast an accurate typist. Great firm offers competitive salary and excellent benefits. 3+ years solid plaintiff legal secretary experience is a must!...
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Investment Associate About the Job JFC Global has a wonderful opportunity available! An Investment Associate is needed for a large firm in the Harrisburg area. The Investment Associate will be involved in researching investment opportunities and executing trades under the guidance of Senior Portfolio Managers. Duties - Investment Associate Market Research Executing and processing trades Utilizing ...
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Pittsburgh, PA Due to recent growth of the organization, this Premier National Investment Services Leader seeks an exceptional individual with Series 7 and 63 licenses to join their Retail Branch Network Sales Distribution team. In this role, you will be responsible for assessment and providing information to clients as they choose the services best suited for their needs. You will also make proac...
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District Manager Sales Management Opportunity Waddell & Reed Waddell & Reed boasts a unique position in the financial services industry as a full service broker/dealer, a financial planning pioneer and one of the most enduring mutual fund complexes in the United States. In a commoditized broker/dealer world, we believe we provide a uniquely flexible and supportive business model that provides our ...
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First Financial Group Do a number on your career. Try $390,613*. That’s approximately what the top 500 GuardianFinancial Representatives earn each year. Combine that with the freedom to run your business your way with the support of a powerful company like Guardian and you have what you need to succeed. You can feel confident moving forward with First Financial Group. As a Guardian agency, we shar...
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Since our founding in 1955, Federated Investors, Inc. has grown to become one of the nation’s largest investment managers, with assets under management of approximately $380 billion. We have 137 domestic and international equity, fixed income and money market funds, as well as a variety of separately managed account options. We deliver a diversified product line to financial intermediaries to help...
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Since our founding in 1955, Federated Investors, Inc. has grown to become one of the nation’s largest investment managers, with assets under management of approximately $370 billion. We have 134 domestic and international equity, fixed income and money market funds, as well as a variety of separately managed account options. We deliver a diversified product line to financial intermediaries to help...
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The Wealth Management Division has an open position for a lead analyst to support an open architecture platform encompassing mutual funds, ETFs, separately managed accounts, and other third-party managed investment solutions across equity, fixed income and alternatives. Responsibilities of the position include conducting research on manager and industry trends and due diligence, selection and over...
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WTS Proprietary Trading Group, LLC WTS is now recruiting exceptional individuals to join our equity training program. We are only interested in selected candidates who have a passion for proprietary trading with high frequency trading strategy's and are ready to take on our vigorous training program and receive the necessary education and mentoring needed for the opportunity to profit on an intra-...
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Responsibilities Under the guidance of the Premier Banking Sales Manager, incumbent will have responsibility and accountability to service a portfolio of approx 250/300 affluent clients profitably with the objective of growing share of wallet, retention and acquisition of new clients. The RM will have to operate within approved policies and strategies and deliver outstanding service and sales solu...
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A career opportunity with Mutual of Omaha can provide you with: » Unlimited income potential, plus bonuses and other awards » Financial support during your first three years to help you build your business » Worldwide incentive travel Be in business for yourself but not by yourself! Mutual of Omaha has: » One of the best comprehensive training programs in the industry » Turn-key programs dedicated...
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Summary If you’re interested in a career that rewards hard work and provides the satisfaction of helping people and impacting lives for the better, then a career as a Financial Services Associate may be right for you. As a Financial Services Associate with Treloar & Heisel, Inc.you’ll work with clients to help them find solutions to their financial challengesby recommending appropriate products an...
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Do you have experience analyzing and trading bond or mortgage backed securities? You need to be able to do prepayment projections, viability analysis, and be able to show institutional investors why you are right. Of course the proof is in the pudding.do you make good trades? Of course relocation will be paid. If you know someone who is dying to learn, we need a junior trader too. Someone with a d...
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