Senior Market Financial Advisor - Pre-Set Appointments, Elite Support, 6-Figures
Finance advisor job in Scranton, PA
Job Description
Senior Market Financial Advisor - Pre-Set Appointments, Elite Support, Six-Figure Potential
Ready to stop grinding for leads and start focusing on high-value client conversations? Join an exclusive team of experienced Financial Advisors serving the retirement and annuity market with full back-office support and 10-12 pre-set, qualified appointments every week.
What You Get
Pre-scheduled, senior-market appointments in your state (no cold calling)
Dedicated appointment setter and case manager for scheduling, planning, and paperwork
Strong six-figure income potential with a results-driven commission model
Access to a broad range of top-tier annuity and retirement products
Freedom to manage your schedule while maintaining a consistent flow of business
What You Bring
Active Health & Life insurance license
Series 65, or Series 7 & 66, or ChFC
Clean U4 (if registered)
Proven face-to-face, consultative sales success with retirees
Willingness to travel to meet with qualified clients
If you're a high-performing advisor ready to level up with a system built for closing and client impact, apply now to secure one of the limited spots in your state.
Analyst, Investor Services
Finance advisor job in Scranton, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As an Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
* Analyze fund financial statements and perform a detailed review of investment activity.
* High volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
* Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
* Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
* Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
* Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
* Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
* Support department-wide initiatives as assigned, escalating questions and unusual items.
* Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
* College degree (B.A., B.S. or B.B.A.).
* 1-3 years working experience
* Financial Services and/or private equity experience is a plus
* Highly motivated and organized; detail-oriented
* Excellent written and verbal communication skills
* Ability to manage multiple projects simultaneously and be able to prioritize workload
* Day-to-day flexibility for ad hoc projects
* Proactively identify challenges and offer solutions
* Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
* Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
* Private Markets Evergreen fund operations experience.
Travel:
* Travel to HL HQ, if located in Scranton, at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
Auto-ApplyWealth Advisor
Finance advisor job in Towanda, PA
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't just about growing assets, it's about helping individuals, families, and businesses turn financial goals into lasting success. We believe strong financial guidance empowers clients to feel confident in their decisions, plan for the future, and build legacies they can be proud of.
That's where you come in.
As a Wealth Advisor, you're not just offering advice, you're building trusted relationships. You'll partner with clients to understand their unique needs, develop customized financial strategies, and help them navigate the many stages of life with clarity and confidence. From day-to-day decisions to long-term planning, you'll be the steady partner who helps make complex financial conversations feel simple, personal, and empowering.
We're looking for a driven, client-focused financial professional who thrives on building strong relationships, developing personalized solutions, and making a meaningful impact in the lives of others.
This opportunity is ideal for someone who:
* Has 4-6 years of experience in financial services, wealth management, or a related field (or an equivalent combination of education and experience).
* Brings strong business development and sales experience, with a passion for growing client relationships.
* Possesses excellent communication, active listening, and relationship-building skills.
* Has strong analytical, research, and portfolio management abilities.
* Understands basic credit and lending principles.
* Is committed to delivering exceptional client service and financial guidance.
Why C&N?
Because here, you're not just managing accounts - you're helping people build their future. You'll be part of a team that values relationships, community involvement, professional development, and meaningful impact. At C&N, we believe in people helping people - and we give you the tools, support, and culture to thrive.
At C&N:
* Your clients are more than accounts - they're neighbors, families, and business owners.
* Your work strengthens both individual success and community growth.
* You'll advance professionally while helping others achieve their goals.
What's in It for You?
At C&N, we're more than just a team - we're a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.
* Achieve & Grow: Your success is our success. At C&N, you'll grow alongside our customers as we work together to achieve meaningful goals.
* Learn & Develop: Collaboration is at the heart of what we do. You'll learn from and with your teammates, fostering both personal and professional growth.
* Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
* Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.
Comprehensive Benefits for Your Success:
At C&N, we offer more than just a competitive salary - our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:
* Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
* Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
* Health & Wellness:
* Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
* Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
* Employer-paid life and disability insurance.
* Additional voluntary coverages to meet your unique needs.
* Career Development: Access to education and development programs and ongoing support for personal and professional growth.
With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.
Because Wealth Starts With You.
Join our Wealth Management team and be part of something truly rewarding.
Wealth Advisor - PNC Wealth Management
Finance advisor job in Scranton, PA
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
+ Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
+ Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
+ Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
+ Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
**Competencies**
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
**Pay Transparency**
Base Salary: $75,000.00 - $125,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 12/12/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Investment Banking & Capital Markets - FIG (Banks & Diversified Financials) - Associate - New York
Finance advisor job in Columbus, NY
Job Title: Investment Banking & Capital Markets - FIG (Banks & Diversified Financials) - Associate
Corporate Title: Associate
Our Investment Banking & Capital Markets (IBCM) business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offerings consist of comprehensive financial advisory and capital raising services including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms. Our range of services and strong presence across the globe enables us to complete large, multi-dimensional cross-border, and regional transactions.
What You'll Do
Support execution of live transactions for the Banks & Diversified Financials team within our Financial Institutions Group (FIG) coverage team, including preparation of detailed memoranda and presentations, and analyzing the key attributes of client companies
Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions
Develop and apply advanced financial analyses and models
Issue final reports of client interactions and discussions to senior management and maintain ongoing communication
Skills You'll Need
Proven experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the FIG sector, specifically covering Banks & Diversified Financials
Experience supporting senior bankers across all stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution
Background in the FIG sector (academic and/or work experience)
Bachelor's degree (advanced degree preferred)
Series 79, 63 licensing preferred
Skills That Will Help You Excel
Performing detailed financial modeling and valuation analyses on public and private companies
Performing in-depth company and industry research to support live deal execution and pitches
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
Generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York, NY office at 1 Deutsche Bank Center.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $150,000 - $225,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
Deutsche Bank Values & Diversity
We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.
Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision
Learn more about your life at DB through the eyes of our current employees: ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************.
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
Auto-ApplyExperienced Automotive Finance & Insurance Professional
Finance advisor job in Scranton, PA
Accelerate Your Career as an Automotive Finance & Insurance Pro!
Join Toyota of Scranton Winning Team!
Are you an experienced Automotive Finance & Insurance Professional looking for a rewarding opportunity with a company that values its people, its customers, and its community? If you're ready to fast-track your career, we want to talk to YOU!
At Toyota of Scranton, we're redefining what it means to be part of an innovative, supportive, and driven team. Here, you'll thrive in a culture rooted in respect, integrity, and passion for excellence while enjoying top-notch benefits and earning potential that puts you in the driver's seat.
Why Choose Toyota of Scranton?
Unmatched Earning Potential: Your hard work will be rewarded!
Comprehensive Benefits Package:
Health, dental, and vision insurance.
Company-paid disability insurance and life insurance.
Supplemental insurance options.
Wellness Perks: Gym reimbursement to keep you feeling your best.
Continuous Growth: Ongoing training and support to help you excel.
What Makes Us Stand Out?
We live by our Core Values, creating an inclusive, high-performance environment where employees love what they do:
Honesty: Trust is our foundation - we do what's right every time.
Helping Others: Empathy and teamwork are at the heart of who we are.
Excellence: We're not just good; we're committed to being the BEST.
Community Impact: We give back to the community that supports us.
Your Role as a Finance & Insurance Pro:
You'll drive success by ensuring top-tier customer satisfaction and delivering seamless financial solutions. Responsibilities include:
Building customer trust by explaining aftermarket products and extended warranties in a clear, professional manner.
Developing and maintaining relationships with finance sources to secure the best deals.
Handling all federal, state, and dealer paperwork with accuracy.
Guiding customers through manufacturer and dealership policies for a stress-free experience.
Creating a sales-driven, performance-oriented environment while maintaining the highest ethical standards.
What You Bring to the Table:
Experience: 3-5 years in F&I at an automotive dealership. We will teach the right candidate!
Education: High school diploma or GED required.
Skills: Exceptional communication, customer service, and professionalism.
Drive: Self-motivated with a "can-do" attitude and ability to excel in a fast-paced environment.
Licenses: Valid driver's and sales licenses required.
Ready to Join the Best? Apply Today!
At Toyota of Scranton, we're more than just a dealership - we're a community that thrives on growth, excellence, and making a difference. Don't settle for ordinary when extraordinary is just one application away!
We are an equal employment opportunity employer that does not discriminate on the basis of race, color, religion/creed, sex, disability, marital status, age, pregnancy, national origin, ancestry, sexual orientation, genetic information, possession of a General Education Development Certificate as compared to a high school diploma, veteran status, or any other characteristic protected by the applicable federal, state or local laws.
Auto-ApplyFinancial Services Professional
Finance advisor job in Scranton, PA
Job DescriptionAssociates help individuals and/or businesses prepare for their futures with the products they offer. As a licensed associate one will be responsible for scheduling appointments, meeting with clients, analyzing client's information, making product recommendations and providing ongoing service.
Associates work in the personal and business markets.
They can help clients meet their estate, retirement and benefit needs through the insurance and financial products they offer.
Financial Consultant - NBT Bank
Finance advisor job in Binghamton, NY
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in Binghamton, NY would allow you to join the Investment Program at NBT Bank as a Financial Consultant associated with LPL Financial. Under this model Financial Consultants are not employees of LPL Financial.
The Investment Program at NBT Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to NBT Bank for financial solutions. This position will offer:
The ability to service an existing book of business upon hire
The ability to build a strong client base with the Bank's exceptional referral system
Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
The opportunity to find new clients via the bank's client base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the bank's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with NBT Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NBT Bank.
Tracking # 1-05026674
Pay Range:55000 - 75000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Auto-ApplyAccounting and Finance specialist
Finance advisor job in Binghamton, NY
About Us
Triple Cities Network Solutions (TCNS) is a forward-thinking Managed Service Provider (MSP) serving clients across New York and beyond. We help businesses modernize and secure their IT environments through proactive support, automation. We're growing and need an analytical, detail-oriented finance professional to keep our numbers sharp, our operations efficient, and our leadership informed.
Role Overview
The Accounting & Finance Specialist will manage day-to-day financial operations, ensure accuracy in billing and reporting, and provide insight that supports strategic growth. This role bridges accounting precision with business intelligence - helping leadership make data-driven decisions in a high-speed MSP environment.
Key Responsibilities
Accounting Operations
Manage daily accounting functions including A/P, A/R, reconciliations, and general ledger maintenance
Oversee our Financial software and integrations
Process customer invoices and ensure accurate recurring billing for MSP agreements and projects
Reconcile vendor invoices, expense reports, and credit card transactions
Financial Planning & Reporting
Generate monthly and quarterly financial statements (P&L, balance sheet, cash flow)
Track KPIs
Forecast revenue and expenses to support budgeting and business performance
Strategic Finance Support
Support leadership with cost-benefit analyses, investment modeling, and growth planning
Identify opportunities for process automation and system improvement
Assist in vendor negotiations, renewals, and software licensing optimization
Qualifications
Bachelor's degree in Accounting, Finance, or related field
3+ years of accounting/finance experience - MSP, IT services, or SaaS industry preferred
Strong understanding of recurring-revenue models and contract accounting
Excellent attention to detail, time management, and communication skills
Ability to work independently and maintain confidentiality
Auto-ApplyWealth Advisor - PNC Wealth Management
Finance advisor job in Scranton, PA
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
* Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
* Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
Pay Transparency
Base Salary: $75,000.00 - $125,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 12/12/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Representative Payee - Finance Department
Finance advisor job in Binghamton, NY
CATHOLIC CHARITIES OF BROOME COUNTY BUSINESS OFFICE II REPRESENTATIVE PAYEE - 30 Hours/wk. Salary: $22.05-$24.82/hr. FLSA: Non-Exempt
QUALIFICATIONS
Education/Experience
High School diploma with 3 years of experience in accounts payable or other business office functions OR
AAS in accounting with 2 years of experience in accounts payable or other business office functions
Skills
Proficiency in general ledger software
Proficiency in Excel
Proficiency in Word
Proficiency in general bookkeeping functions such as accounts payable, general ledger data entry
Excellent written and verbal communication skills
Ability to work as part of a team
Ability to climb stairs, bend, stoop, sit, stand, reach and lift items weighing 40 lbs. or less
II. RESPONSIBLE TO: Assistant Controller
III. MAJOR FUNCTIONS
Representative Payee
Create, maintain and reconcile client ledgers for approximately 350 representative payee clients.
Process electronic requisitions, invoices including agency fees and interest.
Collaborate with team members from other divisions on a daily basis.
Maintain electronic and paper files.
Attend staff meetings and trainings as required.
Prepare federal and state mandated reports.
IV. OTHER
1. Assist and backup for other Business Office Functions as assigned
2. Mail distribution as assigned
3. Other functions and special projects as assigned
In compliance with all applicable government laws, rules, regulations and standards and all Catholic Charities Policies and Procedures the duties and responsibilities of this position include but are not limited to the above.
Catholic Charities of Broome County is an equal opportunity employer. We encourage diversity in the workplace and respect the dignity of each individual. We prohibit discrimination and harassment against applicants and employees on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Auto-ApplyFinancial Analyst
Finance advisor job in Binghamton, NY
OverviewFinancial Analyst I - $22.97 -$34.46 Financial Analyst II - $$27.80-$41.69 United Health Services (UHS) is seeking a detail-oriented Financial Analyst to join our dynamic finance team. In this role, you will analyze financial data, develop forecasts, support budgeting processes, and provide insights that drive sound decision-making across departments. Your expertise will help shape strategic planning and contribute directly to our mission of delivering exceptional care.
At UHS, every connection matters-especially the ones between data, strategy, and people. As a Financial Analyst, your work supports more than numbers; it supports the wellbeing of our entire organization and the communities we serve. Join a team where your analysis has real impact and where collaboration, purpose, and growth go hand in hand.
Primary Department, Division, or Unit:
Primary Work Shift:
Day
Compensation Range:
$27.80 - $41.69 per hour, depending on experience
You will be eligible for benefits if you are hired into a regular position with at least 24 scheduled weekly hours.
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Job Responsibilities:
Assist in the development, preparation, and review of preliminary and final annual operating budgets; support the creation of financial presentations for senior leadership.
Conduct detailed financial and operational data analysis to identify trends, variances, and improvement opportunities across departments and service lines.
Perform benchmarking and trend assessments; interview key stakeholders to uncover performance issues and operational opportunities.
Monitor data integrity within financial systems and perform cost-benefit analyses, feasibility studies, and other special evaluations to support strategic decision-making.
Collaborate with Financial Planning leadership in maintaining and improving financial planning systems, including support during system upgrades or replacements.
Analyze actual-to-budget performance monthly, highlighting significant variances and supporting accountability through detailed reporting.
Support tracking and realization of labor and non-labor savings initiatives by analyzing General Ledger data and preparing specialized reports.
Develop and distribute recurring and ad-hoc reports to enhance transparency and understanding of business performance.
Prepare financial models to support evaluation of alternative payment mechanisms and new business initiatives.
Generate and analyze service line reports, including margin analysis, to help identify opportunities for revenue growth and cost savings.
Design, maintain, and enhance dashboards and key performance indicator (KPI) tracking tools used by senior management for daily, weekly, and monthly reviews.
Participate in cross-functional projects, support departmental initiatives, and complete required financial reports, surveys, and special assignments as needed.
Position Qualifications:
Minimum Required:
Bachelor's degree in finance, accounting, healthcare or similar
Two (2) years of relevant experience in this discipline
Proficient with MS Office technology suite
Preferred:
Master's degree in accounting, finance, healthcare or similar
Three (3) years of relevant experience in health care industry
Experience utilizing Strata Decision Technology reporting and financial software
Epic EMR experience
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Why You'll Love Working at UHS
At United Health Services (UHS), we believe every connection-to patients, to purpose, to each other-makes a difference. That's why we're intentional about supporting our team in ways that go beyond the job. Whether through meaningful benefits, personal growth, or fun along the way, we're here to help you thrive in work and life.
A Culture of Connection - We support each other like family and create space for every voice to be heard. Engagement Councils, peer recognition, and initiatives like Walk in my Shoes for senior leaders are just a few ways we foster belonging and collaboration. Outside of work, we stay connected through team events like trivia, trunk-or-treat, volunteer days, our staff choir, or seasonal celebrations.
Comprehensive Benefits for Life & Family - We offer medical, dental, and vision coverage starting the first of the month after hire for employees working 24+ hours/week. With flexible plan options and coverage tiers, you can choose what fits your life best. Additional perks include discounted childcare through Bright Horizons and voluntary benefits like pet insurance, legal services, and identity theft protection.
Well-Being & Financial Security - From day one, PTO starts accruing so you can take time to recharge. We support your long-term wellness with a 403(b) retirement plan and company match, flexible spending accounts, access to financial advisors, and up to $400/year in wellness rewards. When life gets tough, we're here with 24/7 EAP counseling, virtual mental health support, a food pantry, PTO donation program, and professional attire through the Classy Closet.
Growth That Moves with You - With access to 100,000+ online courses, leadership programs, tuition reimbursement, clinical ladders, and internal mobility, we help you grow wherever your passion leads. We also continuously review compensation to ensure market competitiveness and internal equity, so you can feel confident your work is valued and rewarded fairly.
A Place to Call Home - Located in New York's Southern Tier, UHS offers more than a career-we offer a lifestyle. Enjoy four-season recreation, affordable living, top-rated schools, minor league sports, craft brews, a close-knit community, and more, all within reach of the Finger Lakes, the Catskills, and major Northeast cities.
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About United Health Services
United Health Services (UHS) is a locally owned, not-for-profit healthcare system in New York's Southern Tier comprising four hospitals, long-term care and home care services, and physician practices in Broome and surrounding counties. UHS provides healthcare and medical services for two-thirds of the region's population, produces $1.3 billion a year in total economic impact, and boasts a workforce of more than 6,300 employees and providers.
At UHS, our work is guided by our Values of Compassion, Trust, Respect, Teamwork, and Innovation. Whether you provide direct patient care or support behind the scenes, you are part of a shared purpose: to improve the health and well-being of the communities we serve. Every employee plays a meaningful role in fulfilling our mission-we'd love for you to consider joining us!
United Health Services is an Equal Opportunity Employer.
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United Health Services, Inc. and the members of the UHS System neither are affiliated with, sponsored, endorsed nor approved by, nor otherwise associated with, Universal Health Services, Inc. (NYSE: UHS), UHS of Delaware, Inc. nor their affiliates, which can be found at ***************
Auto-ApplyFinancial Analyst
Finance advisor job in Scranton, PA
The Financial Analyst will perform a variety of analytical functions to support assigned areas of the business, providing financial analysis to various business and Finance leaders. He/she will be responsible for proactively and independently assisting in the planning and forecasting processes of the company and developing ad-hoc analytics on key business drivers.
ESSENTIAL FUNCTIONS
Prepare monthly reports including detailed variance analysis that improve financial status.
Assist with the completion of the annual budget and quarterly forecasting process.
Performs product line profitability analyses
Partner with business leaders to provide thoughtful, action-oriented financial support by assembling/summarizing data.
Increase productivity by automating processes.
Work with various business leads on development of standardized financial analysis and reporting.
Participate in due diligence efforts as needed.
CORE VALUES
Be a Student Achievement Champion- As champions for student achievement we passionately advocate, mentor, and fight for every person who so desires to access the knowledge and skills they need in order to fulfill their goals and change their lives. We create successful outcomes for our students through innovation, creativity and problem-solving that fuels the outcomes our students want and deserve. Helping students unlock their potential is our shared responsibility and privilege.
Provide service infused with understanding, respect and empathy- Be a partner; listen and care, and in doing so, create lasting and meaningful relationships.
Be responsible and act with integrity- We promptly acknowledge the needs of our students and colleagues and respond appropriately and effectively. We follow-up and follow-through.
Collaborate to create better outcomes- We know there is strength in numbers. We value the ability, perspective and unique talent of others; and we embrace our differences. A team is stronger than any one person.
Surprise and delight- We go beyond the transaction. We strive to exceed expectations and create emotionally fulfilling experiences that result in consistently remarkable hospitality.
Take care of the earth and give back to the community in which we live and work - We support our students and community through contribution and by adopting causes that matter. We are charitable and possess the spirit of giving. We are hospitable.
Skills & Abilities
Education: Bachelor's degree in finance, business or related field.
Experience: 3+ years related experience in financial analysis and budgeting
Computer Skills: Experience with MS Office, including Word, Excel, and Power Point. Heavy use of MS Excel v-lookups and pivot tables.
Other Requirements:
Strong analytical, problem-solving and communication (written and oral) skills are essential qualifications
Looking for a highly motivated, proactive, energetic, detail-oriented individual with time management skills
Ability to think independently and function well in a team environment
Ability to multi-task and prioritize in a fast-paced environment
Ability to work independently and meet strict deadlines
Ability to work in a fast paced environment
Strong work ethic
Cost Analyst
Finance advisor job in Simpson, PA
PURPOSE:
The Cost Analyst is responsible for collecting, analyzing, and reporting on cost data to help the organization make informed financial decisions. This role involves developing and maintaining cost models, analyzing variances, and identifying opportunities for cost reduction and process improvement. The ideal candidate is detail-oriented, possesses strong analytical skills, and has a solid understanding of accounting principles and financial analysis.
DUTIES, RESPONSIBILITIES, ESSENTIAL FUNCTIONS:
Support bid and proposal:
Internal and external costing efforts including, product costing, rates, and factors, and summaries for review / submittal.
Work with Supply chain to ensure material costs are accurate and properly supported in the proposal
Ensure material and labor routings are accurate by vetting through Program Management and Engineering.
Cost Analysis & Reporting:
Collect and analyze cost data from various sources (e.g., production, labor, materials, overhead).
Prepare and present detailed cost reports, including variance analysis (actual vs. budget/standard).
Develop and maintain cost models to forecast future costs and evaluate the financial impact of business decisions.
Provide insights and recommendations to management on cost-saving initiatives and operational efficiencies.
Review cost center expenses with Operations team monthly.
Budgeting & Forecasting:
Assist in the preparation of departmental and project budgets.
Monitor expenditures and compare them to budget to identify and report on variances.
Participate in the forecasting process, providing cost data and analysis to support future financial projections.
Data Management & Systems:
Ensure the accuracy and integrity of cost data within the company's financial and ERP systems (e.g., SAP, Oracle, Microsoft Dynamics).
Identify and implement improvements to data collection and reporting processes.
Collaboration & Communication:
Collaborate with various departments, including production, supply chain, and sales, to gather data and provide financial insights.
Communicate complex financial information clearly and concisely to non-financial stakeholders.
Support cross-functional teams on special projects related to cost management and profitability.
Compliance & Audits:
Ensure cost accounting practices are in compliance with company policies and industry standards (e.g., GAAP, FAR, DFARS, CAS).
Assist with internal and external audits by providing necessary cost documentation and analysis.
Assist in annual site year-end Physical Observation.
Requirements
EDUCATION AND/OR PROFESSIONAL LICENSE(s):
B.S. Degree in Accounting / Finance or equivalent experience.
EXPERIENCE:
Preferred two years of experience in cost accounting, financial analysis or related field. Experience in a manufacturing environment is highly desirable. Direct experience in a government contracting environment with knowledge of FAR, DFARS and CAS is a plus.
KNOWLEDGE, SKILLS AND ABILITIES:
Self-starter ability to streamline functions and passion to learn and grow
Must be able to prioritize, multitask as well as work independently.
Must be able to maintain quality of work and at the same time meet multiple deadlines as required.
A team player, must be able to work with people within and outside of the finance department
Works independently, with minimal supervision required
Strong interpersonal skills as well as excellent communication and presentation skills; be comfortable interacting with operations management and all levels within the organization
Report on financial performance and prepare for regular leadership reviews
Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
Strong analytical and data gathering skills with attention to details.
Proficient with advanced knowledge of Excel formulas and functions
Guide the cost accounting process by establishing and enforcing policies and procedures
Increase productivity by developing automated reporting/analysis tools.
Proficiency in financial software and ERP systems (e.g., SAP, Oracle, NetSuite).
Ability to work independently and collaboratively in a fast-paced environment.
Comfortable working with tight deadlines and quick turn arounds that require flexibility during period end close and urgent price proposals
POSITION SUPERVISES:
N/A
CONTACT WITH OTHERS:
Position requires contact with all levels of the organization. Specific interactions will be with the Value Stream leadership, Operations, Engineers and Program Management as well as enterprise level Business Controllers, General/Staff Accountants, Contracts and other value stream financial business analyst or Operations Controller. Position also requires contact with outside government and CPA auditors.
PHYSICAL/MENTAL/COMMUNICATION REQUIREMENTS:
Employee is occasionally required to stand; walk; sit; manual dexterity to handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch, or crawl; talk or hear; and taste or smell. The employee may lift and/or move up to 50 lbs. Specific vision abilities required by the job may include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The individual must have a high level of comprehension, and a high level of general, verbal, written, and numerical intelligence.
WORK ENVIRONMENT:
Works majority of the day in a climate-controlled environment, with the exception of or otherwise specified, performing work in the warehouse or manufacturing areas which are subject to changes in temperature and/or noise
TRAVEL:
Generally, travel is not required
LOCATION:
Gentex's Carbondale facility is located in Northeastern Pennsylvania in Lackawanna County. Carbondale, PA is about twenty miles north of Scranton, PA, 50 miles south of Binghamton, NY, and about 125 miles from New York City and Philadelphia. The area hosts numerous nearby state parks, nature preserves and local colleges and universities, including The University of Scranton and Marywood University. Northeast Pennsylvania is a beautiful area and offers an excellent cost of living. It is a great place to work, recreate, meet people, raise a family and live!
Gentex Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard for any applicable state or federal protected class. Gentex is an E-Verify Participant. Pre-employment drug/alcohol/background screening is required.
Client Advisor - Soho
Finance advisor job in Solon, NY
Company
Rebag, the ultimate destination for buying and selling the most coveted designer handbags and accessories, is an e-commerce company reimagining the role of luxury in the secondary market. Rebag has opened a world of endless access to luxury, with a unique business model that puts the seller first, offers upfront payment, and makes the resale experience smooth and clutter-free.
Since its inception, Rebag has catered to a rapidly growing segment of consumers who are exploring ownership of luxury goods in a sustainable and affordable way. The company operates online and in stores, with locations in Los Angeles, New York, Miami, and Connecticut. Founded in 2014 by a team out of Harvard Business School, Rebag is backed by prestigious venture capital investors including General Catalyst, Novator, Crosslink and FJLabs, and has raised over $100m in funding to date. In 2020, Rebag was named one of Fast Company's Most Innovative Companies. Rebag has been featured in the New York Times, Business of Fashion, VOGUE, TechCrunch and more.
Role Description:
Our Store Experience Leads (Client Advisor) are the critical contributors to driving sustainability in the fashion industry. In this role, you will be responsible for building rapport, capturing leads, and converting them through a charismatic presentation of our product and superb follow-through.
You will be challenged to support and manage your sales peers, build customer relationships, educate others about resale and match the benefits of selling their once loved luxury items to the needs of your customers. You will also assist leadership and training teams in the development of the in-store experience within the team. At the end of the day, you will be measured and rewarded for your ability to convert new business and also your ability to create Rebag fans who will tell our story to their friends and family.
To succeed at Rebag, you must be energetic, highly organized, and hard-working. You should have a passion for fashion, sustainability, and the ability to create exceptional customer experiences. While individual contributions will be recognized, teamwork is essential to achieve the highest level of success. We will reward team players who help others succeed and empower the team around them.
Job Responsibilities:
Welcome customers to Rebag by making their journey and understanding of Resale a memorable and exciting experience.
Identify and overcome objections and obstacles, including quoted items, financing options, and customer education, and resale pricing.
Coordinate all aspects of the sellers' final transaction, including receipt of final payment.
Contribute ideas toward improving the Rebag's sales and trade experience, as well as back-end processes and procedures.
Demonstrate a mastery of all Rebag products and services. Keep up with industry trends and best practices.
Proactively and consistently update our CRM system to ensure accurate customer experience information is captured to build stronger rapport.
Ensure opening and closing procedures are to standards
Assist management in developing the sales team to deliver best-in-class knowledge and experience to every customer that walks in to the boutique
Lead the sales team to success by achieving monthly sales quota
Assist and perform required tasks with attention to detail to ensure all transactions both in sales and submissions are properly processed
Requirements:
Team-oriented and possesses the ability to work cross-functionally with other groups.
Strong organization, prioritization and time management skills; highly attentive to detail.
Ability to work across multiple systems.
Enthusiastic and passionate about the changes in the resale industry.
Relatable and conversationalist not afraid of getting to new faces
Passion for Fashion and Sustainability
Tech Savvy
Self-starter who likes to enjoy a new challenge
Ambitious and willing to achieve goals set forth and wanting to be best-in-class at all things you set your mind to
Able to present a case study on the industry and what makes Rebag a leader in the Industry
Comfortable standing on your feet for long periods of time
Lead by example at all times
Ability to work weekends and evenings
Ability to lift a maximum of 40 lbs based on needs of the role.
Legal right to work in the United States.
Hourly Range: $21-$26
Variable up to 12,000
#LI-Onsite
Auto-ApplyBanking Advisor
Finance advisor job in Dunmore, PA
Job Details Dunmore, PAAbout Us:
Who We Are:
Founded in 1902, Fidelity Bank has grown to meet the expanding financial needs of the communities it serves. Recognized both regionally and nationally for its exceptional client experiences, Fidelity Bank is an industry leader, embracing technology and continuously adding new products to best serve its clients.
Why Work at Fidelity?
For over 10 years, Fidelity Bank has been ranked as one of the area's best banks by local and national publications. In addition, we have also been recognized as one of the best places to work! Part of our vision is to be the best bank for the community. In 2024, our bankers served over 4,100 hours of volunteer time and donated over $1.6 million to non-profit organizations within our markets. We are looking to hire top talent that will join our efforts to serve our community partners.
Job Description:
Fidelity Bank Wealth Management is hiring for a Banking Advisor who will play a key role in delivering exceptional service and financial guidance to wealth management clients. This position involves building strong client relationships through consultative conversations, identifying financial needs, and recommending tailored banking solutions. The advisor supports a range of functions including account openings, loan processing, and digital banking support, while ensuring compliance with regulatory standards. Candidates should have a bachelor's degree or equivalent experience, at least three years in customer service or sales (preferably in banking), and strong interpersonal, sales, and technical skills. A valid driver's license is required.
Investment Banking & Capital Markets (IBCM) - Banker Associate - Healthcare - New York
Finance advisor job in Columbus, NY
Job Title: Investment Banking & Capital Markets (IBCM) - Banker Associate - Healthcare
Corporate Title: Associate
Our Investment Banking & Capital Markets (IBCM) business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of comprehensive financial advisory and capital raising services - including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms. Our range of services and strong presence across the globe enables us to complete large, multi-dimensional cross-border, and regional transactions.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration.
Generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Support execution of live transactions for the Healthcare coverage team, including preparation of detailed memoranda and presentations, and analyzing the key attributes of client companies
Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions
Develop and apply advanced financial analyses and models
Liaise with internal teams and external partners on transactions as necessary
Skills You'll Need
Experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings), in the Healthcare sector
Strong financial modelling skills
Bachelor's degree. Advanced degree preferred
Clear and concise written and verbal communication skills
Series 79, 63 licensing preferred
Skills That Will Help You Excel
Performing detailed financial modeling and valuation analyses on public and private companies
Performing in-depth company and industry research to support live deal execution and pitches
Expectations
It is the Bank's expectation that employees hired into this role will work in office at One Columbus Circle, New York, NY.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $150,000 - $225,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
Deutsche Bank Values & Diversity
We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.
Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision
Learn more about your life at DB through the eyes of our current employees: ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************.
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
Auto-ApplyWealth Advisor
Finance advisor job in Sayre, PA
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't just about growing assets, it's about helping individuals, families, and businesses turn financial goals into lasting success. We believe strong financial guidance empowers clients to feel confident in their decisions, plan for the future, and build legacies they can be proud of.
That's where you come in.
As a Wealth Advisor, you're not just offering advice, you're building trusted relationships. You'll partner with clients to understand their unique needs, develop customized financial strategies, and help them navigate the many stages of life with clarity and confidence. From day-to-day decisions to long-term planning, you'll be the steady partner who helps make complex financial conversations feel simple, personal, and empowering.
We're looking for a driven, client-focused financial professional who thrives on building strong relationships, developing personalized solutions, and making a meaningful impact in the lives of others.
This opportunity is ideal for someone who:
* Has 4-6 years of experience in financial services, wealth management, or a related field (or an equivalent combination of education and experience).
* Brings strong business development and sales experience, with a passion for growing client relationships.
* Possesses excellent communication, active listening, and relationship-building skills.
* Has strong analytical, research, and portfolio management abilities.
* Understands basic credit and lending principles.
* Is committed to delivering exceptional client service and financial guidance.
Why C&N?
Because here, you're not just managing accounts - you're helping people build their future. You'll be part of a team that values relationships, community involvement, professional development, and meaningful impact. At C&N, we believe in people helping people - and we give you the tools, support, and culture to thrive.
At C&N:
* Your clients are more than accounts - they're neighbors, families, and business owners.
* Your work strengthens both individual success and community growth.
* You'll advance professionally while helping others achieve their goals.
What's in It for You?
At C&N, we're more than just a team - we're a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.
* Achieve & Grow: Your success is our success. At C&N, you'll grow alongside our customers as we work together to achieve meaningful goals.
* Learn & Develop: Collaboration is at the heart of what we do. You'll learn from and with your teammates, fostering both personal and professional growth.
* Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
* Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.
Comprehensive Benefits for Your Success:
At C&N, we offer more than just a competitive salary - our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:
* Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
* Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
* Health & Wellness:
* Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
* Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
* Employer-paid life and disability insurance.
* Additional voluntary coverages to meet your unique needs.
* Career Development: Access to education and development programs and ongoing support for personal and professional growth.
With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.
Because Wealth Starts With You.
Join our Wealth Management team and be part of something truly rewarding.
Senior Analyst, Investor Services
Finance advisor job in Scranton, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
* Analyze fund financial statements and perform a detailed review of investment activity.
* Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
* Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
* Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
* Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
* Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
* Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
* Support department-wide initiatives as assigned; escalate questions and unusual items.
* Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
* College degree (B.A., B.S. or B.B.A.).
* 2-4 years working experience
* Financial Services and/or private equity experience is a plus
* Highly motivated and organized; detail-oriented
* Excellent written and verbal communication skills
* Ability to manage multiple projects simultaneously and be able to prioritize workload
* Day-to-day flexibility for ad hoc projects
* Proactively identify challenges and offer solutions
* Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
* Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
* Private Markets Evergreen fund operations experience.
Travel:
* If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
Auto-ApplyRepresentative Payee - Finance Department
Finance advisor job in Binghamton, NY
Job DescriptionCATHOLIC CHARITIES OF BROOME COUNTY BUSINESS OFFICE II REPRESENTATIVE PAYEE - 30 Hours/wk. Salary: $22.05-$24.82/hr. FLSA: Non-Exempt
QUALIFICATIONS
Education/Experience
High School diploma with 3 years of experience in accounts payable or other business office functions OR
AAS in accounting with 2 years of experience in accounts payable or other business office functions
Skills
Proficiency in general ledger software
Proficiency in Excel
Proficiency in Word
Proficiency in general bookkeeping functions such as accounts payable, general ledger data entry
Excellent written and verbal communication skills
Ability to work as part of a team
Ability to climb stairs, bend, stoop, sit, stand, reach and lift items weighing 40 lbs. or less
II. RESPONSIBLE TO: Assistant Controller
III. MAJOR FUNCTIONS
Representative Payee
Create, maintain and reconcile client ledgers for approximately 350 representative payee clients.
Process electronic requisitions, invoices including agency fees and interest.
Collaborate with team members from other divisions on a daily basis.
Maintain electronic and paper files.
Attend staff meetings and trainings as required.
Prepare federal and state mandated reports.
IV. OTHER
1. Assist and backup for other Business Office Functions as assigned
2. Mail distribution as assigned
3. Other functions and special projects as assigned
In compliance with all applicable government laws, rules, regulations and standards and all Catholic Charities Policies and Procedures the duties and responsibilities of this position include but are not limited to the above.
Catholic Charities of Broome County is an equal opportunity employer. We encourage diversity in the workplace and respect the dignity of each individual. We prohibit discrimination and harassment against applicants and employees on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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