Finance consultant jobs in Lancaster, PA - 70 jobs
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Wealth Advisor
RKL Esolutions 3.9
Finance consultant job in Lancaster, PA
The Wealth Advisor provide a high level and broad range of technical and client management support to a financial counseling team and assist in managing all aspects of the client relationship. They support Senior Wealth Advisors and firm Executives in daily client relationship management and are responsible for developing new business and creating new relationships on an ad hoc basis.
Success Factors
Responsibilities
* Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions
* Conduct financial needs assessment meetings with high net worth individuals and families seeking financial advisor or planning assistance
* Build client trust through regular communication, monitoring of portfolio to ensure maximized returns and maintaining advanced understanding of investments, insurance, taxation, and estate planning, as well as the firm's investment strategies
* Analyze client financial circumstances, current investments and future goals to prepare plans best suited to individual requirements
* Effectively present investment strategies to client and maintain holistic approach to planning; coordinate management of client portfolios with firm investment professionals
* Communicate and collaborate with client's external advisors including accountants, attorneys, insurance advisors and more
* Support Senior Wealth Advisors in ensuring clients are serviced appropriately and in compliance with industry regulations
* Active involvement in the community and development of key professional relationships to ensure business growth
* Maintain confidentiality with external client information as well as internal employee and firm information
People Management/Relationships
* Take initiative to be a team player (seek out opportunities to help others)
* Treat everyone with respect; develop loyalty and trust with the team
* Successfully adapt to different personalities and working styles
* Proactively and effectively communicate information regarding status issues to team members
* Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Required Skills
* Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
* Analytical and data-driven individual with strong problem-solving skills
* Solid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment
* Ability to use sound judgement and discretion regarding confidential information
* Drive to complete performance targets and track record of meeting/exceeding expectations
* Ability to listen to client needs and provide financial solutions, with strong networking capabilities
* Ability to shift focus and adapt to change
Education, Experience and Certifications
* Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field
* 2+ years' experience working in investment or professional services with strong client focus
* Knowledge of the financial planning process, related service and client servicing needs
* Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP
* CFP preferred, CFA or CPA also desirable
* Experience using CRM tools
* Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
* Previous experience with various investment tools a plus (e.g. Bloomberg, Charles Schwab, Tamarac etc)
Essential Functions
* Must be able to remain in a stationary position as needed
* The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
* Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
* Ability to communicate in a professional manner and exchange information with internal and external actors as needed
* Ability to lift/carry up to 20 pounds
* Ability to work outside of normal business hours and weekends as needed
* Ability to travel to local and non-local clients as needed, overnight travel may be required
* This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:
$95,000 - $120,000
$95k-120k yearly Auto-Apply 4d ago
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Entry Level - Financial Planner
Ufinancial Group 3.9
Finance consultant job in Lancaster, PA
Are you a current or former student athlete? Do you have a background as a leader in a club or fraternity/sorority? As a Financial Planner at uFinancial Group, you will work directly with real businesses and individuals trying to pursue their ideas of financial freedom.
How will you get started? You will…
Partner with senior advisors
Develop and maintain long-term relationships with your own clients and clients of the firm.
Provide financial planning solutions through fact finding and needs analyses.
We will help you by providing…
Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
Initial stipends to subsidize income.
Opportunities for collaboration and mentorship from advisors 20+ years in the financial services business
Cutting edge technology that makes doing business much easier.
A team-based environment that sees collaboration as key to success.
What do you need to be successful?
Coachable and being able to be pushed to the edge of your comfort zone.
A dedicated work ethic: independent, self-motivated and goal oriented.
Strong relationship building skills with a focus on putting people first.
$70k-119k yearly est. 60d+ ago
Financial Consultant
Everence 3.7
Finance consultant job in Lancaster, PA
Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people integrate their faith and finances through their investment, insurance, banking, and charitable giving decisions.
RESPONSIBILITIES AND DUTIES
Provide holistic investment, insurance, and charitable giving.
Maintain a strong knowledge of Everence products.
Generate new business and product sales within the designated region.
Build and maintain strong client relationships through excellent customer service, regular communication, and proactive outreach.
Build trust with clients through professional competence and empathy.
Cultivate connections and proactively deepen relationships to drive cross-sales and new opportunities.
Function effectively as part of a consultant team approach.
Acquire and maintain a working knowledge of all Everence products and services.
Periodically make group presentations.
Achieve the required licenses and complete continuing education credits and compliance requirements as needed to maintain all licenses.
Become proficient with the Customer Relationship Management (CRM) software and the OnBase software platform for workflows and file storage.
Acquire and maintain a thorough working knowledge of compliance regulations.
Additional duties as assigned.
Possess Certified Financial Planner (CFP) designation or be willing to pursue obtaining this designation.
QUALIFICATIONS
Close attention to detail and organization. Excellent interpersonal and communication skills, both written and verbal, with a respectful, diplomatic, and professional approach in interactions with others.
Ability to explain complex financial concepts in an easily understandable manner.
Willingness to follow a process for uncovering needs among prospective and existing Everence clients, with the goal of personally generating new business and/or referring opportunities to other colleagues.
Ability to work independently and as part of a team, working effectively with other support service team members.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and able to learn multiple database programs.
Self-disciplined and self-demanding; self-starter; motivated to excel; strong persuasive skills and energetic.
Strong ambition and desire to generate new business, with a sales orientation.
Appreciation for the mission of integrating faith and finance within a diverse community.
Results-oriented, strong follow-through skills.
Possess ego strength (resilience) to respond to both positive and negative outcomes.
When required for compliance, willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household.
Belief in the mission of Everence and willingness to gain a solid general knowledge of Everence products and services, with respect for Christian faith and Anabaptist values.
Ability to travel regionally within a 30-mile radius of the local market on a regular basis and nationally overnight as needed.
Bilingual skills are a plus that helps Everence better serve our diverse clients, but they are not a requirement.
EDUCATION: Bachelor's degree or higher preferred; willingness to pursue additional designations
EXPERIENCE: Administrative or sales experience, preferably in the financial services industry. A background in teaching, fundraising, or sales is beneficial. Willing to train.
LICENSE: Obtain appropriate licensing for the respective products if not currently licensed
REQUIREMENT: Fingerprinted to open mail and handle confidential client information
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
$58k-79k yearly est. Auto-Apply 16d ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Lancaster, PA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$65k-113k yearly est. Auto-Apply 14d ago
Financial Advisor - Lancaster, PA
Savant Wealth Management
Finance consultant job in Lancaster, PA
Build Trust. Grow Relationships. Shape Futures. What if your next role wasn't just about servicing clients - but about becoming the advisor they trust, the teammate others rely on, and the professional you're growing into? At Savant, Financial Advisors don't operate in silos or push products. We work as fiduciaries, collaborators, and lifelong learners - helping clients turn personal and financial dreams into clear, actionable plans. As a Financial Advisor I, you'll step into a true co-advisor role: owning client relationships, contributing meaningfully in meetings, and beginning to build a business development network of your own - all with the support of seasoned advisors and technical specialists behind you. This role is designed for an advisor who thrives in collaboration and is ready to take on greater client responsibility within our team-based model. What You'll Do Serve & Advise Clients (The Savant Way) You'll be a trusted point of contact for existing client relationships - helping deliver a consistent, high-quality experience across planning, investments, and ongoing service. You will:
Co-lead client meetings and independently host routine and follow-up meetings
Take ownership of day-to-day client communications and service needs
Coordinate comprehensive financial planning with Savant's Planning Team - from updates and reviews to identifying new opportunities
Document meetings and workflows with accuracy and care
Anticipate client needs and proactively offer insights to lead advisors and clients
Grow Relationships & Build a Network You'll begin developing your own book of business while supporting senior advisors in new client development. You will:
Retain clients, grow wallet share, and earn referrals
Generate $15K-$60K in annual new revenue through a mix of existing relationships and new prospects
Build relationships with referral sources and centers of influence
Learn to confidently communicate Savant's IFP Roadmap, investment philosophy, and value proposition
Create and execute an annual business development plan
Work Smarter with Modern Tools You'll embrace Savant's advisor technology and AI-enabled tools to enhance client experiences and efficiency. You will:
Use AI note-taking and insights to elevate client meetings
Apply data tools to support informed, timely decision-making
Maintain a collaborative, team-first mindset - stepping in to support others when needed
What Success Looks Like
Clients trust you and regularly reach out for guidance and service
Lead advisors rely on you and feel confident going into meetings
You actively contribute in meetings - presenting planning and investment concepts clearly and professionally
Client tasks are completed accurately, promptly, and with urgency
You understand and consistently follow Savant's processes and best practices
You are actively building a business development network and generating new leads
You show clear growth as an advisor, teammate, and professional
A couple things to note about our Financial Advisor position:
This position is based out of our Lancaster, PA office.
Our standard working hours are Monday - Friday, 8:00am-5:00pm, but due to the nature of the work there may be times where additional hours are required.
This is a full time in-person position.
Qualifications
What You Bring
2-5 years of experience in an advisory or advisory-support role
Bachelor's degree required; MBA preferred
CFP certification preferred (or willingness to obtain within two years)
Strong financial planning and wealth management fundamentals
Comfort presenting basic planning concepts to clients
Natural relationship-builder with strong communication skills
Detail-oriented, organized, and calm in a fast-paced environment
Growth mindset, curiosity, and openness to feedback
Commitment to fiduciary responsibility, ethics, and compliance
A client-first attitude and genuine desire to collaborate
**Note: All Financial Advisor applicants must have a clean U4 with no disclosures.** Why Join Us? For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word
sapere
-“to be wise”-reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning-one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision:
Transform personal and financial dreams into goals and goals into reality.
Our Mission:
To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values:
Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
The Perks: At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $68,000 - $100,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits. This role is eligible for additional compensation through our advisory incentive program, which typically includes a total annual incentive of between $15,000-50,000, depending upon performance. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.
$68k-100k yearly 11d ago
Financial Advisor - Centralized, Wyomissing, PA
Banco Santander 4.4
Finance consultant job in Wyomissing, PA
Financial Advisor - Centralized, Wyomissing, PACountry: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources.
Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis.
Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products.
When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans.
Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program.
Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services.
Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner.
Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives.
Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory.
Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.
5+ Years Experience providing investment guidance and advice to clients - Required.
5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
Superior knowledge of financial analysis, risk evaluation, loan documentation.
Motivating, developing, and directing people as they work, identifying the best people for the job.
Strong relationship management and negotiation skills via a phone channel.
Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Attention to detail, being careful about detail and thorough in completing work tasks.
Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
Demonstrated proficiency with Microsoft Office applications.
Certifications:
NASD licenses: 6, 63, 7, 65 or 66 - Required.
Appropriate state insurance licenses: - Required.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$61,875.00 USD
Maximum:
$105,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$61.9k-105k yearly Auto-Apply 2d ago
Wealth Advisor
RKL 3.6
Finance consultant job in York, PA
The Wealth Advisor provide a high level and broad range of technical and client management support to a financial counseling team and assist in managing all aspects of the client relationship. They support Senior Wealth Advisors and firm Executives in daily client relationship management and are responsible for developing new business and creating new relationships on an ad hoc basis.Success FactorsResponsibilities
Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions
Conduct financial needs assessment meetings with high net worth individuals and families seeking financial advisor or planning assistance
Build client trust through regular communication, monitoring of portfolio to ensure maximized returns and maintaining advanced understanding of investments, insurance, taxation, and estate planning, as well as the firm's investment strategies
Analyze client financial circumstances, current investments and future goals to prepare plans best suited to individual requirements
Effectively present investment strategies to client and maintain holistic approach to planning; coordinate management of client portfolios with firm investment professionals
Communicate and collaborate with client's external advisors including accountants, attorneys, insurance advisors and more
Support Senior Wealth Advisors in ensuring clients are serviced appropriately and in compliance with industry regulations
Active involvement in the community and development of key professional relationships to ensure business growth
Maintain confidentiality with external client information as well as internal employee and firm information
People Management/Relationships
Take initiative to be a team player (seek out opportunities to help others)
Treat everyone with respect; develop loyalty and trust with the team
Successfully adapt to different personalities and working styles
Proactively and effectively communicate information regarding status issues to team members
Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Required Skills
Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
Analytical and data-driven individual with strong problem-solving skills
Solid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment
Ability to use sound judgement and discretion regarding confidential information
Drive to complete performance targets and track record of meeting/exceeding expectations
Ability to listen to client needs and provide financial solutions, with strong networking capabilities
Ability to shift focus and adapt to change
Education, Experience and Certifications
Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field
2+ years' experience working in investment or professional services with strong client focus
Knowledge of the financial planning process, related service and client servicing needs
Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP
CFP preferred, CFA or CPA also desirable
Experience using CRM tools
Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Previous experience with various investment tools a plus (e.g. Bloomberg, Charles Schwab, Tamarac etc)
Essential Functions
Must be able to remain in a stationary position as needed
The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
Ability to communicate in a professional manner and exchange information with internal and external actors as needed
Ability to lift/carry up to 20 pounds
Ability to work outside of normal business hours and weekends as needed
Ability to travel to local and non-local clients as needed, overnight travel may be required
This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:
$95,000 - $120,000
$95k-120k yearly Auto-Apply 5d ago
Financial Advisor
First National Trust Company
Finance consultant job in York, PA
Primary Office Location:220 St. Charles Way. York, Pennsylvania. 17402.Join our team. Make a difference - for us and for your future.
n
Financial Advisor
Business Unit: WM - FNIS
Reports to: Varies Based on Assignment
Position Overview:
This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer.
Primary Responsibilities:
Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products.
Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans.
Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail.
Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.
Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Life/Health and FINRA Series 7 and 63 & 65 or S66.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$54k-100k yearly est. Auto-Apply 58d ago
Finance Intern - Summer 2026
Fenner, Inc. 3.4
Finance consultant job in Lititz, PA
Job Description
Fenner Precision Polymers has an exciting internship opportunity with the Fenner Finance Team at Lititz, PA. The successful candidate will be responsible for learning Various roles within the Finance Dept. The position report to the Accounting Manager
What will you do?
As part of the Finance Team, you will …….
S/he will be responsible for collaborating with various departments in order to:
Understand the interworking on all segments of the Finance team.
Work with each finance department team member to understand roles and responsibilities.
Be important part of the Finance team with a wide range of tasks.
Assist with weekly, monthly, and quarterly report
Core Competencies Required
Demonstrated ability to work independently and in team setting.
Demonstrated leadership, problem solving and strong verbal and written communication skills and Proficient in Microsoft Excel
Attention to detail and accuracy in data entry and analysis.
Ability to prioritize work, handle multiple assignments.
Education and/or Relative Experience:
A minimum of 2 years of college in accounting or related field
Experience in Finance related subject matter.
About Fenner Precision Polymer
Fenner Precision Polymer is a company of several preferred brands is manufacturing products in polymetric, metal and textile-based industries. Our solutions add recognized value to motion control, power transmission and related applications. AS a leader with a global footprint, our focus is on a variety of industrial inches where we deliver unique solutions and sustainable growth for our customers.
Fenner Precision Polymers is a Micheline company and backed by 100 years of manufacturing, technical and commercial expertise in our industry.
For more information, visit ***************** or *********************************************************
Equal Opportunity Employer
$38k-51k yearly est. 8d ago
Finance Intern - Summer 2026
Fenner Precision Polymers
Finance consultant job in Lititz, PA
Fenner Precision Polymers has an exciting internship opportunity with the Fenner Finance Team at Lititz, PA. The successful candidate will be responsible for learning Various roles within the Finance Dept. The position report to the Accounting Manager
What will you do?
As part of the Finance Team, you will …….
S/he will be responsible for collaborating with various departments in order to:
Understand the interworking on all segments of the Finance team.
Work with each finance department team member to understand roles and responsibilities.
Be important part of the Finance team with a wide range of tasks.
Assist with weekly, monthly, and quarterly report
Core Competencies Required
Demonstrated ability to work independently and in team setting.
Demonstrated leadership, problem solving and strong verbal and written communication skills and Proficient in Microsoft Excel
Attention to detail and accuracy in data entry and analysis.
Ability to prioritize work, handle multiple assignments.
Education and/or Relative Experience:
A minimum of 2 years of college in accounting or related field
Experience in Finance related subject matter.
About Fenner Precision Polymer
Fenner Precision Polymer is a company of several preferred brands is manufacturing products in polymetric, metal and textile-based industries. Our solutions add recognized value to motion control, power transmission and related applications. AS a leader with a global footprint, our focus is on a variety of industrial inches where we deliver unique solutions and sustainable growth for our customers.
Fenner Precision Polymers is a Micheline company and backed by 100 years of manufacturing, technical and commercial expertise in our industry.
For more information, visit ***************** or *********************************************************
Equal Opportunity Employer
$35k-52k yearly est. 60d+ ago
Finance /Budget Analyst II
Act1 Federal 4.2
Finance consultant job in New Cumberland, PA
Finance/Budget Analyst II
Schedule (FT/PT): FT
Travel Required: Yes
Shift: Day
Remote Type: On-site
Clearance required: Secret
Division: Security Cooperation
Who is ACT1 Federal? ACT1 Federal LLC is a 100% employee-owned company. We've served the Department of Defense (DoD) for nearly thirty years. Our core missions include weapon systems engineering, logistics, space domain expertise, global defense and security, business and financial management for security assistance and major defense articles, as well as military training and arctic security. Join us!
Description: Provide finance/budget management support and recommendations for Army FMS systems. Support shall include financial analysis; management and oversight with USASAC PPBE; monitoring, managing and enhancing FMS Administration and Case capabilities; input, analysis, and recommendations for programs, budgets, and pricing of life cycle performance requirements and FMS cases; and research efforts through data collection and analytical methodologies to optimize resource management.
Responsibilities:
Support the planning and execution of operating resource budgets.
Assist in performing financial analysis and/or systems analysis in support of Security Assistance Program objectives.
Assist with the management and oversight of the USASAC Planning, Programming, Budgeting, and Execution System (PPBES).
Provide strategic resource management analysis, and budget or programming services to include planning, programming, budgeting, and executing (PPBE) and tracking data, and financial management support.
Perform financial analyses and accounting reconciliation utilizing such systems as Program Budget Accounting System (PBAS),Defense Security Assistance Management System, (DSAMS), Mechanization of Contract Administration Services (MOCAS), Federal Logistics Information Systems (FEDLOG), Procurement Automated Data and Documents System (PADDS), Defense Integrated Financial System (DIFS), Centralized Integrated System-International Logistics (CISIL), Logistics Modernization Program (LMP), General Fund Enterprise Business System (GFEBS), Case Closure Operating System (CCOPES) and the Integrated Major Pricing Analysis and Reporting Tool (IMPART) system.
Coordinate with leadership, as required in performance of budget execution or justification.
Requirements
A minimum of two (2) years of financial, budget, PPBE, and/or cost estimating and analysis experience is required.
Experience with financial and management systems, including PBAS, DSAMS, MOCAS, FEDLOG, PADDS, DIFS, CISIL, LMP, GFEBS, CCOPES, and IMPART, is highly desired.
Bachelor's degree in Mathematics, Business/Finance, Accounting, or other related discipline.
Active Secret Clearance required.
Knowledge/experience w/ US Army Security Assistance enterprise with specific experience in Foreign Military Sales (FMS) activities is desired.
Former US Army Logistician or Army Foreign Area Officer is desired.
Benefits
· Medical/Dental/Vision Insurance
· ACT1 Employee Stock Ownership Plan (ESOP)
· Company Paid Life and AD&D Insurance
· Company Paid Short-Term Disability
· Voluntary Long-Term Disability
· Flexible Spending Accounts (FSA)
· Health Savings Account (HSA)
· 401K with employer match
· Paid Time Off
· Paid Holidays
· Parental Leave
· Military Leave
· Education, Training & Professional Development
· Voluntary Accidental Injury/Critical Illness/Hospital Care
· Voluntary Pet Insurance, Legal Resources, and Identity Protection
********************************
Our people-first culture prioritizes the benefits of flexibility and collaboration, whether that happens in person or remotely.
If this position is listed as remote or hybrid, you'll periodically work from a ACT1 Federal or client site facility.
If this position is listed as onsite, you'll work with colleagues and clients in person, as needed for the specific role.
All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, local or international law.
$51k-68k yearly est. Auto-Apply 13d ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): York, PA
Bank of America 4.7
Finance consultant job in York, PA
York, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**********************************************************************************************************************************************************
**Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
**The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** from Academy managers who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.
+ **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications:**
+ Displays confidence working in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$52k-85k yearly est. 34d ago
Financial Accounting Analyst - Franklin & Marshall College
Franklin & Marshall College 4.3
Finance consultant job in Lancaster, PA
Franklin & Marshall College is recruiting for a full-time Financial Accounting Analyst. Job Details: * Classification: Full-time, Exempt * Schedule: 40 hours, Monday - Friday. May require evenings and weekends. * Reports to: Controller
* Department: Finance & Administration
* Approved Salary Range: $68,000.00 - $72,000.00
Job Description:
The Financial Accounting Analyst supports strategic decision-making and financial stewardship at Franklin & Marshall College. This position supports accurate, timely, and compliant financial operations. This position is responsible for preparing and analyzing financial data, reconciling accounts, supporting audit processes, and assisting with the preparation of financial statements.
Essential Functions:
* Core Accounting, Reporting, and Compliance
* Independently perform complex accounting functions in accordance with U.S. GAAP, FASB standards applicable to nonprofit and higher education institutions, and institutional financial policies.
* Apply professional judgment in the preparation, review, and processing of journal entries, adjustments, accruals, and reclassifications impacting multiple funds, departments, and reporting units.
* Prepare assigned components of the monthly, quarterly, and annual close processes, ensuring accuracy, completeness, and adherence to established timelines and internal controls.
* Perform reconciliation and detailed analysis of general ledger accounts, including restricted funds, endowment activity, grants, auxiliary operations, and capital projects; investigate and resolve discrepancies in a timely manner.
* Assist in the preparation and review of financial reports and supporting schedules for internal and external stakeholders, including management, governing boards, and regulatory agencies.
* Prepare and assist in the review of regulatory and compliance submissions including IRS Form 990, escheat and other state filings, NACUBO surveys, IPEDS finance schedules, and other higher education reporting requirements ensuring accuracy and compliance with reporting standards.
* Analysis, Decision Support, and Financial Stewardship
* Provide knowledgeable support for fund accounting and nonprofit financial reporting, advising departments on appropriate accounting treatment, cost allocation methodologies, and compliance with donor restrictions and grant requirements.
* Analyze financial data and trends, prepare variance analyses, and provide explanations to support budgeting, forecasting, and financial decision-making.
* Monitor compliance with donor restrictions, grant terms, and institutional policies, and escalate issues or concerns as appropriate.
* Audit, Controls, and Process/Policy Management
* Assist in coordinating and supporting the annual external audit process by preparing audit workpapers, schedules, and supporting documentation, and responding to auditor inquiries under the guidance of senior finance leadership.
* Contribute to the development and documentation of accounting procedures, internal controls, and process improvements to enhance accuracy, compliance, and operational efficiency.
* Operational Support, Collaboration, and Systems
* Provide functional support to finance operations staff, including reviewing work for accuracy and offering guidance as needed; may assist with training and knowledge sharing.
* Participate in system implementations, upgrades, and process improvement initiatives, including testing and validation of financial data and workflows.
* Perform special projects and other related duties as assigned in support of institutional financial operations.
Requirements:
Minimum Qualifications:
* Bachelor's degree in accounting, finance, or a related field.
* At least 5 years of accounting or financial analysis experience.
* Proficiency with Microsoft Excel and accounting/ERP systems (e.g., Banner, Workday, or similar).
* Knowledge of GAAP and internal control principles.
* Strong analytical and problem-solving skills.
* Excellent organizational skills and attention to detail.
* Ability to communicate effectively with both financial and non-financial staff
* Excellent oral, written, interpersonal communication skills.
* Proficiency in Google Suite Products (Docs, Gmail, Sheets, Slides, Drive)
* Evidence of a commitment to community and belonging.
* Successful interview.
* Successful completion of background checks.
Preferred Qualifications:
* Experience in higher education, nonprofit, or mission-driven organizations.
* Familiarity with fund accounting and endowment accounting principles.
* Experience with grant or restricted fund reporting.
Additional Information:
Offers of employment are contingent upon the successful completion of reference checks, a criminal background verification, and verification of credentials. The College will coordinate these verifications.
Full-time members of the Franklin & Marshall College professional staff receive competitive starting pay and a comprehensive benefits package that includes health coverage, dental, vision, generous retirement savings plan contributions, education benefits for employees, spouses and dependent children, and enjoy access to all College facilities including dining venues to suit all tastes, recreation and fitness facilities, and libraries, plus access to College performances, lectures, and events. To learn more about our Benefits, please visit our Benefits Page.
Franklin & Marshall College is committed to having an inclusive campus community where all members are treated with dignity and respect. As an Equal Opportunity Employer, the College does not discriminate in its hiring or employment practices on the basis of gender/gender-identity, sex, race or ethnicity, color, national origin, religion, age, disability, veteran's status, genetic information, family or marital status, sexual orientation, or any other protected class.
Application Instructions:
All submitted materials must be submitted via this online process. We regret we are unable to accept applications or resumes submitted via mail, email, or fax. As you are submitting your application via this online process, please ensure that you provide an accurate email address. You will then receive an acknowledgment indicating that your application materials have been received. Individuals who need accommodations due to a disability in order to submit an application or attend an employment interview should contact Human Resources at **************.
If you experience difficulty submitting your resume or cover letter, please CLICK HERE for assistance. If you have previously applied online to a position at Franklin & Marshall College and want to check on your submission or make changes, please CLICK HERE to log back into your account.
$68k-72k yearly 2d ago
Project Finance Associate
5 Legal
Finance consultant job in York, PA
Job Description
Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices.
Qualified candidates must have 3-7 years of project finance experience. The right candidate will have a grounding in project finance documentation and/or tax equity experience. Experience having closed transactions is very important. An active bar license in the location for which you wish to be considered is preferred.
$41k-74k yearly est. 31d ago
Financial Advisor
First National Bank (FNB Corp 3.7
Finance consultant job in York, PA
Primary Office Location: 220 St. Charles Way. York, Pennsylvania. 17402. Join our team. Make a difference - for us and for your future. n Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer.
Primary Responsibilities:
Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products.
Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans.
Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail.
Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.
Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Life/Health and FINRA Series 7 and 63 & 65 or S66.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$37k-42k yearly est. Auto-Apply 58d ago
Sr. Financial Analyst - Program Controls
Amtec 4.2
Finance consultant job in York, PA
An experienced Program Controls Specialist is sought to join BAE Systems Platforms and Services Program Controls Team in York, PA to work within its CAS Enterprise Program Controls/ Program Management system supporting on-going Program operations, including but not limited to current and future programs.
BAE's CAS current program portfolio includes several multi-year programs to include the U.S. Army's Acquisition Program of Record. These programs are based in the design, development, production, support, maintenance, modernization and upgrades to armored combat vehicles, wheeled vehicles, artillery systems, with operations in multiple CAS Sites.
In addition to managing the on-going requirements of its programs, the Program Controls / Performance Measurement System is integrated with the Financial Systems to provide information required for near-term and long-term planning of the laboratory resource needs.
Under limited direction, the selected individual will be responsible for planning and implementing highly complex cost and planning program control functions and systems for various size and types of programs conditioned on requirements as defined by the US Department of Defense (DOD) and the BAE York CAS Program Directorates.
Oversee the work, resources, and dollars using program controls tools drawing from advanced understanding of program management methodology, program control principles, and hands-on experience with planning and cost processing software. Lead junior specialists or analysts, and interface with other Program Controls Specialists in the development of templates, serving as a planning and cost processing tool expert, and advising division/program managers on the trends and progress of their plans and schedules. Responsible for the preparation and analysis of monthly trend and Earned Value (EV) performance reports (IPMR/CPR's), processing updates to the Estimate to Complete (EAC) and implementing baseline revisions.
Respect, understand and value individual differences that embody the principles of diversity.
Abide by all environmental, safety, and health regulations.
Qualifications
• Bachelor Degree in a relevant discipline and 5 years of Program Controls/ Program Management experience; or a Master degree and 3 years of experience; or relevant Ph.D. degree + 0 years of experience.
• 3+ years in Planning Preferred.
• Subject Matter Expert with Program Controls/ Program Management processes, as applied on developmental engineering and production programs, including but not limited to risk management, financial management, work breakdown structures, change management, cost estimating, configuration management and system surveillance, operations, and procurement.
• Experience in Implementing EVMS Systems
• Experience in EVMS Site Validations, Joint Surveillance Audits, System Surveillance Reviews
• Experience leading Integrated Baseline Reviews
• Experience working in a matrixed environment and experience interfacing with high level internal and external government leadership.
• Demonstrated ability to support program managers and their control account managers with the use and maintenance of program controls systems and outputs.
• Demonstrated ability to support the development of resource loaded schedules, including but not limited to schedule statusing, reporting, variance analysis, and change control.
• Expertise in understanding and using Earned Value Management concepts and processes.
• Experience leading groups and teams on large programs in a fast paced environment.
• Experience in directing, training, and mentoring junior staff in program controls systems and tools.
• Ability to work independently and meet deadlines, including working in a semi-structured environment with the skill to develop and implement new processes and procedures.
• Ability to effectively communicate and work with both technical and non-technical staff.
• 2+ years in Microsoft Project, Open Plan.
• Experience with Cobra Data Integration Tools, or equivalent (MPM or Cost Manager).
• Experience with wInsight/APEX Reporting Tools
• Experience with Manufacturing Requirements Planning Systems (MRP)
• Strong understanding and use of Excel and Share Point
• Familiarity with Defense Federal Acquisition Regulations, ANSI-748-C, EVMIG, and NDIA Intent Guides.
• Program Controls/Program Management certification(s) are desirable.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$65k-85k yearly est. 2d ago
Financial Analyst I - York PA
Msccn
Finance consultant job in York, PA
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.
Job Description
BAE Systems is seeking a Finance Analyst I with exceptional analytic skills to join the Program Finance team.
The successful candidate must possess strong financial analysis and problem solving skills, be detailed oriented and able to prioritize and manage numerous ongoing tasks.
The selected candidate will provide financial decision support to stakeholders focused on minimizing risk and maximizing return of program profit by managing financial requirements and program execution.
Responsibilities:
Provides tracking, analysis, and reporting of projects of varying contract type, size and complexity.
Work independently but in a cross-functional team environment
Utilizes strong communication skills to interface with Program Management Organization (PMO) team and others including; project managers, technical staff, subcontractors and customers in support of PMO activities
Responsible project start-up and close-out as well as monthly program revenue, cost management, and profit recognition over the life of the program.
Supports project execution by performing financial analysis and other program support related to the technical and business resources needed to achieve program objectives; includes pre- and post-award project activities from inception through closeout
Monitors, controls and reports on the status of programs, projects and operation budgets; prepares status reports and other program finance and administrative analysis and reporting
Additional Qualifications/Responsibilities
Required Education, Experience, & Skills
Bachelor's degree in Finance or Accounting or related field. Work experience or equivalent education/experience considered as well
Strong problem solving and analytical skills
Self-motivated with a bias for action, process/results oriented
Ability to communicate effectively both orally and written
Ability to prioritize and self-manage a multi-tasked workload in a fast-paced environment
Ability to make decisions with sound judgment while complying with policies and procedures
Problem solving and in depth research and analytical skills
Must be detail oriented with meticulous record-keeping skills
Ability to work limited overtime (days, evenings, weekends) to meet business needs
Ability to work cooperatively across multiple Finance and non-Finance functions
Preferred Education, Experience, & Skills
Experience with project forecasting and analysis, particularly in a manufacturing and/or defense contracting environment
Understanding of Cost Accounting Standards
Advanced Excel skills
Pay Information
Full-Time Salary Range: $47400 - $80600
$47.4k-80.6k yearly 5d ago
Entry Level - Financial Planner
Ufinancial Group 3.9
Finance consultant job in Lancaster, PA
Are you a current or former student athlete? Do you have a background as a leader in a club or fraternity/sorority? As a Financial Planner at uFinancial Group, you will work directly with real businesses and individuals trying to pursue their ideas of financial freedom.
How will you get started? You will…
Partner with senior advisors
Develop and maintain long-term relationships with your own clients and clients of the firm.
Provide financial planning solutions through fact finding and needs analyses.
We will help you by providing…
Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
Initial stipends to subsidize income.
Opportunities for collaboration and mentorship from advisors 20+ years in the financial services business
Cutting edge technology that makes doing business much easier.
A team-based environment that sees collaboration as key to success.
What do you need to be successful?
Coachable and being able to be pushed to the edge of your comfort zone.
A dedicated work ethic: independent, self-motivated and goal oriented.
Strong relationship building skills with a focus on putting people first.
$70k-119k yearly est. 60d+ ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): York, PA
Bank of America Corporation 4.7
Finance consultant job in York, PA
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
* Unlimited potential for financial growth.
* A strong referral base from across the business through our relationship with one in every two households.
* Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
* Robust marketing support to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
* Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
* Believes in responsible growth and has a proven dedication to supporting the communities we serve.
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
* Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
* Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
* Displays confidence working in a sales role
* Builds strong client relationships through effective communication and collaboration
* Displays a proactive mindset and effective time management
* Demonstrates a results-driven mindset and prioritizes client interests
* Identifies appropriate client solutions through application of learnings and new information
* Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Learns and adapts to new technology or applications
* Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$52k-85k yearly est. 33d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Lancaster, PA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance consultant earn in Lancaster, PA?
The average finance consultant in Lancaster, PA earns between $50,000 and $100,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Lancaster, PA
$71,000
What are the biggest employers of Finance Consultants in Lancaster, PA?
The biggest employers of Finance Consultants in Lancaster, PA are: