185 Banking & Finance jobs in East Greenville
Citizens Branch Manager - Bilingual Spanish preferred
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Description
At Citizens, we’re focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM) , you will lead your team in exceeding customer expectations, nurturing relationships that drive long-term success.
In this role, you’ll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer-centric culture. As both a leader and coach, you’ll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value.
A successful BM thrives in a digital-first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You’ll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing their performance and growth. With a focus on continuous learning, you’ll implement coaching plans that inspire your team to achieve personal and branch-wide goals.
To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you’ll combine financial acumen with strategic insights to guide decision-making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded.
As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and deepen existing ones.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Required Qualifications
- High School diploma or equivalent required
- Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world-class customer service, and operational integrity in a high-volume branch environment
- 4 years sales management experience in Retail or Branch Banking environment
- Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
- Drive an exceptional customer experience validated through customer satisfaction surveys
- Maintain strong partnerships with community & civic organizations
- Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS
- Preferred Qualifications
- Bilingual Spanish speaking preferred
- Associate’s or Bachelor’s degree preferred
- Retail banking
- Talent sourcing & assessment
Hours and Work Schedule
- Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
#LI-CITIZENS5
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growthBackground Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Financial Analyst - Financial Planning & Analysis (FP&A)
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St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other health care providers; and improve access to care in the communities we serve, regardless of a patient's ability to pay for health care.
The Financial Analyst SLPG supports the St Luke's Physician Group ("SLPG") is responsible for assisting with the development and production of ongoing data analytic, forecasting, and budgetary analyses to help support and achieve efficient and optimal financial and operational performance within all employed physician practices throughout the Network.
Job Duties And Responsibilities:- Maintains, reconciles, and disseminates monthly provider & service line level productivity projections to all customers: providers, service line & network senior leadership.
- Comprehensive completion and reconciliation of provider level wRVU productivity, for use in monthly provider compensation projections, during month-end close process.
- Prepares ad-hoc data analytics, decision support and forecasting analyses for Network & SLPG management as necessary, utilizing the full suite of data analytics tools (HPM, IDX, StrataJazz, EDW, etc.)
- Assists in the ongoing development and maintenance of all modeling and reporting tools to administer, manage and possibly redesign physician productivity reporting platforms while maintaining and utilizing blended national productivity benchmarks (MGMA, AMGA & Sullivan Cotter) more efficiently.
- Prepares ad-hoc data analytics and forecasting analyses for Network & SLPG management as necessary.
- Assists in the development and production of ongoing profitability analyses, across all SLPG employed physicians (PCP & Specialists), using cost accounting & other business intelligence/data analytics applications (HPM, StrataJazz, HBI, SpotFire, EDW, etc.).
- Assists in the development and ongoing production of statistics, metrics, scorecards and other forecasting/modeling analyses aimed at accurately depicting the operating performance associated with SLPG employed practices, in order to support and achieve optimal operating performance.
- Assists in the review and completion of financial proforma's related to strategic growth across all service lines, both from a hospital and practice operating margin perspective.
- Assists in the development and coordination of all aspects of the annual budgetary process related to SLPG employed physicians/practices.
- Assists in the ongoing monitoring of approved budgetary targets by producing and analyzing monthly variance reports.
- Assists, when necessary, in the development of financial and operational presentations related to SLPG initiatives for Network & SLPG senior management, board of directors, committees, etc.
- Assists, where possible, in the identification and implementation of process improvement initiatives throughout all areas of interaction and operation: Network, SLPG, etc.
- Assists co-workers in preparation of worksheets and compiling financial and statistical data from various information systems.
- Other duties as assigned.
Sitting for up to eight (8) hours per day, three hours at a time. Frequently uses fingers for typing, data entry, etc. Frequent use of hands. Uses upper extremities to lift up to thirty pounds. Frequently stoops, bends and reaches above shoulder level. Hearing as it relates to normal conversation. Seeing as it relates to general vision, near vision, peripheral vision and visual monotony when reading reports and viewing computer screen.
Education:Minimum bachelor's degree in business, healthcare, accounting, and/or finance. Master's degree preferred (MBA).
Training And Experience:Financial, budgetary and data analytics experience. Possess advanced skills in the use of Microsoft Applications (Excel, Word, Outlook and Access) along with proficient skills in Business Intelligence applications (HPM, HBI, StrataJazz, Trendstar, STAR, Tibco SpotFire, etc.).
Please complete your application using your full legal name and current home address. Be sure to include employment history for the past seven (7) years, including your present employer. Additionally, you are encouraged to upload a current resume, including all work history, education, and/or certifications and licenses, if applicable. It is highly recommended that you create a profile at the conclusion of submitting your first application. Thank you for your interest in St. Luke's!
Private Client Financial Advisor - East Norriton, PA
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Analyst, Financial Planning & Analysis
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Link Logistics Real Estate ("Link") is a leading operator of last-mile logistics real estate. Established by Blackstone in 2019, the company connects consumption, technology, and the supply chain across its portfolio, which spans more than half a billion square feet. With more than 5 percent of U.S. GDP flowing through our spaces, we leverage our scale, proprietary data and insights, and foundational focus on sustainability to drive success for our customers' businesses and deliver value for our stakeholders. Link Logistics strives to be the most equitable and inclusive industrial real estate company in the business. We put our people, customers, and communities first and find ways to make a conscious, positive impact where we live and work, prioritizing diversity, equity, and inclusion (DEI) across our workforce to deliver an optimal employee experience. Every day, we work to reinvent and lead our industry forward by thinking bigger and challenging the status quo.
Because we believe that good business must be synonymous with doing good, strong environmental, social, and governance practices are foundational to our identity as a firm. These practices include setting ambitious goals to combat climate change, partnering with local nonprofits, and prioritizing internal diversity, equity, and inclusion efforts. We seek to use our position, ideas, and influence to drive progress in our industry and the wider world. At Link, we give our customers space to growand we give people space to grow, too.
The Analyst, Financial Planning & Analysis will participate heavily in the FP&A team's technology infrastructure efforts. The Analyst will spend most of their time assisting as a business representative for internal and external project work, acting as a business tester and project participant representing FP&A, and partnering with Technology department on troubleshooting issues with Forecasting Applications. The FP&A team operates in a time sensitive and critical output environment therefore attention to detail and ability to perform under pressure is critical.
Responsibilities:- Support the reforecasting and budgeting process and participate in various workstreams to assist with the team effort to finalize a quarterly reforecast and annual budget.
- Work closely with the teams across the organization to ensure cross-unit collaboration and to support FP&A forecasting efforts.
- Provide support for software testing, documentation, roll out, communication and assist in project management for applications that support FP&A's forecasting process and reporting.
- Understand and master a multitude of financial systems and processes to provide support and training as needed.
- Document and update FP&A workstreams.
- Develop value add tools and assist in system and process improvement projects as needed.
- Work with large quantities of data and master ability to analyze and audit results.
- Understand the Budgeting & Forecasting systems process and play an important role in training and assisting the FP&A team during the Budgeting & Forecasting process.
- 1-3 years work experience in Accounting or Finance within the commercial real estate industry. Experience working at a publicly traded real estate or financial services firm is preferred.
- Bachelor's degree in business, Accounting, or Finance required.
- A strong work ethic, with an ability to work in a dynamic and demanding work environment to meet critical deadlines.
- Intelligence, with a keen focus on details.
- Strong accounting and finance knowledge.
- Exceptional analytical skills with a deep knowledge of and mastery of Office 365, especially Excel.
- Prior experience with real estate budgeting/forecasting processes and systems such as Argus Enterprise or Yardi Forecast Manager.
- Oracle, SQL or another relational database applications a plus.
- Possess broad understanding of computer concepts and related business application needs.
- Familiarity with data warehouses, data lakes, snowflake.
- Excellent oral and written communication skills due to interaction with personnel at all levels.
- Knowledge of REIT performance metrics and reporting preferred.
The Company is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email
Senior Financial Analyst, LexisNexis IP*Hybrid Horsham, PA
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Senior Financial Analyst, LexisNexis IP (Intellectual Property)
About the Business
LexisNexis Legal & Professional provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis and Nexis services.
About our TeamLexisNexis Reed Tech, part of LexisNexis Legal & Professional and the global RELX Group, delivers authoritative solutions that help our customers transform information into actionable insights. We provide data management and analytics solutions to professionals in intellectual property, life sciences, and government sectors. We empower innovation by turning complex data into clarity, with a strong commitment to integrity, ethics, and delivering value to customers around the world.
About the Role
LexisNexis IP (a division of RELX, Inc) is looking to hire a Financial Analyst to support the finance function for LNIP Go to Market and Technology functions. In this role you will be responsible for cost planning, reporting, and decision support. You will be a key member of the LNIP team and will report to the Finance Manager supporting LNIP business.
RESPONSIBILITIES
- Manage P&L budget, forecasting, and strategic planning process for the Go-to-Market (Sales, Marketing, Customer Success), Product, and Technology functions
- Assist in the month end close process for LNIP, including operations in Bonn, Germany, and Tokyo, Japan
- Provide business decision support to the senior leadership team around growth initiatives, hiring plans, and P&L management. This support also includes standard monthly P&L, Capital, and Balance Sheet reporting and variance analysis, plus ad hoc analysis as needed
- Support corporate requirements around reporting and forecasting timelines
- Ensure compliance with all RELX processes and policies while supporting LNIP operations.
- Partner with accounting and other support functions within the organization to ensure timely and accurate financial reporting
- Prepare presentation materials and lead varied financial presentations to senior leadership within LNIP
- Work with finance teams supporting LexisNexis regions to align around planning and monthly reporting
REQUIREMENTS
- 3+ years in a finance role, with experience in budgeting, forecasting, and planning, with strong accounting background preferred
- SaaS/Go to Market experience a strong plus
- Very strong analytical, organizational and communication skills
- Leadership skills, proactive engagement, and ability to effectively interact with multiple layers of management across functions and geography.
- Advanced Excel and MS Office skills
- Ability to communicate effectively with all levels of management
- Ability to analyze, prepare and present financial information to peers and senior management.
- Process improvement skills a plus
- Knowledge of Oracle Fusion and Hyperion financial systems a plus
- Business degree, MBA a plus
Work in a Way that Works for you
We promote a healthy work/life balance across the organization. We offer numerous wellbeing initiatives, shared parental leave, study assistance, and sabbaticals to help you meet your immediate responsibilities and long-term goals.
Working for you
- Comprehensive Health Insurance for you, your immediate family, and parents.
- Enhanced Health Insurance Options at competitive rates.
- Group Life Insurance for financial security.
- Group Accident Insurance for extra protection.
- Flexible Working Arrangement for a harmonious work-life balance.
- Employee Assistance Program for personal and work-related support.
- Medical Screening for your well-being.
- Modern Family Benefits include maternity, paternity, and adoption support.
- Long-Service Awards recognize dedication and commitment.
- New Baby Gift celebrating parenthood.
- Various Paid Time Off options including Casual Leave, Sick Leave, Privilege Leave, Compassionate Leave, Special Sick Leave, and Gazetted Public Holidays.
About the Business
LexisNexis Reed Tech is a division of LexisNexis Legal and Professional. LexisNexis is a leading global provider of legal, regulatory, business information and analytics that help customers increase productivity, improve decision-making and outcomes, and advance the rule of law around the world.We're a part of the stock listed RELX Group, serving customers in more than 130 countries with 10,000 employees worldwide
We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1- .
Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here .
Please read our Candidate Privacy Policy .
We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
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#J-18808-LjbffrSr Financial Analyst (TS clearance)
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Space is a critical domain, connecting our technologies, our security and our humanity. While others view space as a destination, we see it as a realm of possibilities, where we can do more we can innovate, invest, inspire and integrate our capabili Financial Analyst, Financial, Analyst, Technology, Banking, Program
Staff Financial Analyst (TS clearance)
Posted 1 day ago
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Space is a critical domain, connecting our technologies, our security and our humanity. While others view space as a destination, we see it as a realm of possibilities, where we can do more innovate, invest, inspire and integrate our capabilities to transform the future. At Lockheed Martin Space, we aim to harness the full potential of space to cultivate innovation, reduce costs, and push the boundaries of what technology can achieve. We're creating future-ready solutions, focusing on resiliency and urgency through our 21st Century Security vision. We're erasing boundaries and forming partnerships across industries and around the world. We're advancing spacecraft and the workforce to fuel the next generation. And we're reimagining how space can connect us, ensuring security and prosperity. Join us in shaping a new era in space and find a career that's built for you.
Selected candidate will perform as lead Program Finance/Program Accounting analyst on Stormbreaker contract. Will be responsible for leading financial support and analyses, but not limited to, to following:
- Establish and monitor program budgets
- Track and reconcile costs, highlighting issues/concerns/trends to the program team
- Track program funding requirements and prepare monthly Contract Funds Status Reports (CFSRs) for each Task Order
- Conduct cost analyses and develop variance explanations with recommendations for corrective actions as required
- Prepare quarterly Estimates to Complete (EACs) and Contract Status Reports (CSRs)
- Coordinate and prepare monthly financial reviews with Functional Area Management
- Other financial support as required (e.g. billing coordination, AP and cash coordination/reporting/tracking, etc.)
- Needs to be able to maintain a TS/SCI clearance in this role
Basic Qualifications:
- Bachelors or Masters or higher level degree
- Proven analytical ability
- Working knowledge of various Finance functions (i.e. EVM or contracts or estimating or planning or finance analyst or FP&A, or anything else related.)
- Experience with Microsoft Office products
- Active TS clearance
Desired Skills:
- Ability to multi-task, prioritize work, and manage multiple deadlines in dynamic environment
- Demonstrated ability to Analyze & Interpret complex Program Metrics
- Solid written and verbal communication skills
- Quick learner with aptitude for various systems and processes
- Proved work style focusing on accountability and professionalism
- Experience developing presentation packages and presenting to senior leadership
- Works effectively as an individual contributor and as part of a team
- Bachelors degree from an accredited college in a related discipline, or equivalent experience/combined education, with 10+ years of professional experience; or 8+ years of professional experience with a related Masters degree.
- TS/SCI clearance
Security Clearance Statement: This position requires a government security clearance, you must be a US Citizen for consideration.
Clearance Level: TS/SCI
Other Important Information You Should Know:
- Expression of Interest: By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
- Ability to Work Remotely: Onsite Full-time: The work associated with this position will be performed onsite at a designated Lockheed Martin facility.
- Work Schedules: Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
- Schedule for this Position: 9x80 every other Friday off
- Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.
- The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.
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Financial Analyst II
Posted 1 day ago
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The Finance Analyst is expected to establish themselves as a "co-pilot", along with the Project Leader (PL), in steering a set of projects to their targeted financial goals (e.g. revenue, profitability, cash flow, etc.). As such, the FA acquires an understanding of the project economics and profitability drivers. Under supervision, he/she assists in translating them into operational actions, and proactively advising the PL on how to influence critical operational levers in order to positively impact project financials. The Finance Analyst is the "go-to" person for broader Finance understanding or insight into defined projects. They interact directly with project leaders, helps set project strategy, supports project decision making, and guides future project decisions on the basis of their impact on project financial performance. The main success factors of this role include strong business acumen, strong grasp of project operations and their implications for financial performance, and strong technical, analytical and consulting skills. Finance Analyst are expected to build business relationships across all areas of the organization, drive tactical decisions, and become a trusted advisor to Project Leaders. The Finance Analyst demonstrates competency in the overall financial management of simple projects and contract types. Demonstrates understanding of limited number of business and/or service lines across Parexel focusing primarily on major services or products being provided within assigned projects and portfolio(s).
Key Accountabilities;
Create accurate, transparent, and timely financial analysis to support project leadership in project decision making process; clearly articulate financial implications of business decisions and provide retrospective analysis as well as drive forward looking actions on simpler projects / contract types.
For less complex projects, facilitate the monthly revenue cycle and support project analysis requirements, including a review of units, forecast, unit prices, and revenue recognition.Complete all required variance analyses for the set of projects, with insight. Identify risks in the project forecast and opportunities to improve revenue outlook. Communicate, document and manage these on an ongoing message. Understand alternative finance scenarios within a project with a degree of technical knowledge and business acumen.
Provide updates on financial status for assigned projects and create information in response to any client financial reporting needs for assigned projects in the area of project reporting, forecasting, or transactional details for the projects within the portfolio.
For less complex projects, actively monitor the balance sheet positions of projects within the portfolio. Initiate action as needed with project teams to keep balances current, improving DSO and cash flow.
Put steps in place with project teams to ensure pass-thrus are managed within project budgets, including appropriate to trigger change in scope as needed.
Maintain, produce and communicate a relevant and impactful set of project financial metrics designed to support evaluation of financial performance consistent with the project and contract types being managed. In partnership with PLs and project teams, prepare and conduct a monthly project review of performance, operational status, and outlook. The review will focus on revenue forecast, labor and margin, billing status, assumptions, special contract items. The review should capture potential improvement opportunities and actions will be taken.
Review labor assumptions on assigned projects, both volume and mix. Build discipline in our project teams in charging time accurately. Understands project resource planning support, monitor resource levels on ongoing projects and identify and communicate project/portfolio margin implications.
General Expectations;
Understands and delivers to expectations, such as: project/proposal deliverables, reporting, etc.
Demonstrates critical thinking /problem solving skills.
Learns quickly, applies gained knowledge to further deliverables and duties in role.
Understands fundamentals of CRO industry and how Finance's role influences in the organization.
Delivers standard/typical work deliverables with minimal issues.
Errors in work product should be minimal.
Technical Expectations;
Demonstrates effective, proactive financial support.
Has ability to deliver accurate reports/information to various parties.
Understands drivers of success in role; able to hit deadlines with goal of first-time quality.
Continues building financial analysis skills.
Communication & Partnering Skills;
Organizes their workflow, understands how to manage their time to hit their deliverables.
More vocal in meetings and interactions within Finance and the broader organization.
Intermediate variance analysis & commentary skills, continued improvement expected.
Developing influencing skills, including using data to help persuade.
Skills & Education;
Prioritizes, sets expectations and works in an efficient and disciplined manner.
Thrives in a complex, fast-paced, matrix environment.
Strong experience with Excel and PowerPoint applications; experience with financial performance systems (e.g., Hyperion)
Ability to manage multiple and varied tasks with enthusiasm and prioritize workload with attention to detail.
Interpersonal skills.
Strong command of the English language, both written and verbal.
BA in Finance or Accounting, or relevant professional qualification preferred e.g. ACA, ACCA, CIMA etc.
US Experienced Financial Advisor
Posted 1 day ago
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Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
Job Overview
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
Key Responsibilities
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
- A firm-provided branch office in the community.
- Client support to help lighten the load so you can focus on your clients.
- A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Earn salary, commissions, new asset compensation
- No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
- A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
- The flexibility that you need to balance your personal and professional lives - the best of both worlds
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
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Skills/Requirements
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
What characteristics would make you a successful financial advisor?
- Strong communications skills and self-starter
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Adaptable to new information seeking the right solutions for clients
- Comfortable in your ability to think critically
- Passion for new opportunities
- Series 7 and Series 66 required
- Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
- State insurance licenses preferred
- Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
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Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Financial Advisor
Posted 1 day ago
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Job Title: Wealth Advisor
Location: Fort Washington, PA
Company: TruMark Financial Credit Union
Employment Type: Full-Time
Join Our Team and Build Your Career in Wealth Management
Looking for a career that supports your success, values your expertise, and provides the tools to grow your business? At TruMark Financial, we offer a unique opportunity for Wealth Advisors to work with an established client base while receiving the support you need to thrive.
TruMark is growing rapidly, but our advisor headcount hasn't kept pace. With over 6,800 clients and just six advisors, most are managing books near or over $100 million. The average deposit liability per advisor is $600 million, and with member penetration at just 4%, the potential for growth is wide open.
What You'll Do
- Provide personalized financial planning and investment guidance to credit union members
- Manage and grow an existing book of business while identifying new client opportunities
- Conduct financial assessments and recommend investment strategies, including mutual funds, annuities, advisory services, and insurance products
- Partner with branch employees and other business lines to identify and leverage cross-sell opportunities
- Stay informed on market trends, regulatory changes, and best investment practices
- Active FINRA Series 7, 63, and 65/66 licenses
- Experience in financial advisory, banking, insurance, or investment sales preferred
- Strong relationship-building and consultative sales skills
- Ability to work independently and grow within a supportive organization
- Application Review: We'll carefully review your background to ensure alignment with the role
- Phone Screening: If selected, you'll have a brief call with us to discuss your experience
- Interview: Shortlisted candidates will be invited for an in-depth interview with our team
- Final Decision: After interviews, we'll follow up with the outcome and next steps
If you're looking for a role where you can build long-term relationships, grow your business, and make an impact, apply now.
Equal Opportunity Employer
TruMark Financial Credit Union is an equal-opportunity employer and values diversity at our company. We encourage applicants from all backgrounds to apply.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This job description is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. TruMark Financial Credit Union reserves the right to modify duties or job descriptions at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak periods, or otherwise balance the workload.
TruMark Financial Credit Union is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
TruMark Financial Credit Union commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon TruMark Financial Credit Union. The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position or may be encountered while performing essential functions.