Financial Advisor
Finance consultant job in Mount Pocono, PA
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Analyst, Investor Services
Finance consultant job in Scranton, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As an Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
* Analyze fund financial statements and perform a detailed review of investment activity.
* High volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
* Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
* Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
* Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
* Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
* Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
* Support department-wide initiatives as assigned, escalating questions and unusual items.
* Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
* College degree (B.A., B.S. or B.B.A.).
* 1-3 years working experience
* Financial Services and/or private equity experience is a plus
* Highly motivated and organized; detail-oriented
* Excellent written and verbal communication skills
* Ability to manage multiple projects simultaneously and be able to prioritize workload
* Day-to-day flexibility for ad hoc projects
* Proactively identify challenges and offer solutions
* Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
* Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
* Private Markets Evergreen fund operations experience.
Travel:
* Travel to HL HQ, if located in Scranton, at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
Auto-ApplyExperienced Automotive Finance & Insurance Professional
Finance consultant job in Scranton, PA
Accelerate Your Career as an Automotive Finance & Insurance Pro!
Join Toyota of Scranton Winning Team!
Are you an experienced Automotive Finance & Insurance Professional looking for a rewarding opportunity with a company that values its people, its customers, and its community? If you're ready to fast-track your career, we want to talk to YOU!
At Toyota of Scranton, we're redefining what it means to be part of an innovative, supportive, and driven team. Here, you'll thrive in a culture rooted in respect, integrity, and passion for excellence while enjoying top-notch benefits and earning potential that puts you in the driver's seat.
Why Choose Toyota of Scranton?
Unmatched Earning Potential: Your hard work will be rewarded!
Comprehensive Benefits Package:
Health, dental, and vision insurance.
Company-paid disability insurance and life insurance.
Supplemental insurance options.
Wellness Perks: Gym reimbursement to keep you feeling your best.
Continuous Growth: Ongoing training and support to help you excel.
What Makes Us Stand Out?
We live by our Core Values, creating an inclusive, high-performance environment where employees love what they do:
Honesty: Trust is our foundation - we do what's right every time.
Helping Others: Empathy and teamwork are at the heart of who we are.
Excellence: We're not just good; we're committed to being the BEST.
Community Impact: We give back to the community that supports us.
Your Role as a Finance & Insurance Pro:
You'll drive success by ensuring top-tier customer satisfaction and delivering seamless financial solutions. Responsibilities include:
Building customer trust by explaining aftermarket products and extended warranties in a clear, professional manner.
Developing and maintaining relationships with finance sources to secure the best deals.
Handling all federal, state, and dealer paperwork with accuracy.
Guiding customers through manufacturer and dealership policies for a stress-free experience.
Creating a sales-driven, performance-oriented environment while maintaining the highest ethical standards.
What You Bring to the Table:
Experience: 3-5 years in F&I at an automotive dealership. We will teach the right candidate!
Education: High school diploma or GED required.
Skills: Exceptional communication, customer service, and professionalism.
Drive: Self-motivated with a "can-do" attitude and ability to excel in a fast-paced environment.
Licenses: Valid driver's and sales licenses required.
Ready to Join the Best? Apply Today!
At Toyota of Scranton, we're more than just a dealership - we're a community that thrives on growth, excellence, and making a difference. Don't settle for ordinary when extraordinary is just one application away!
We are an equal employment opportunity employer that does not discriminate on the basis of race, color, religion/creed, sex, disability, marital status, age, pregnancy, national origin, ancestry, sexual orientation, genetic information, possession of a General Education Development Certificate as compared to a high school diploma, veteran status, or any other characteristic protected by the applicable federal, state or local laws.
Auto-ApplySenior Market Financial Advisor - Pre-Set Appointments, Elite Support, 6-Figures
Finance consultant job in Scranton, PA
Job Description
Senior Market Financial Advisor - Pre-Set Appointments, Elite Support, Six-Figure Potential
Ready to stop grinding for leads and start focusing on high-value client conversations? Join an exclusive team of experienced Financial Advisors serving the retirement and annuity market with full back-office support and 10-12 pre-set, qualified appointments every week.
What You Get
Pre-scheduled, senior-market appointments in your state (no cold calling)
Dedicated appointment setter and case manager for scheduling, planning, and paperwork
Strong six-figure income potential with a results-driven commission model
Access to a broad range of top-tier annuity and retirement products
Freedom to manage your schedule while maintaining a consistent flow of business
What You Bring
Active Health & Life insurance license
Series 65, or Series 7 & 66, or ChFC
Clean U4 (if registered)
Proven face-to-face, consultative sales success with retirees
Willingness to travel to meet with qualified clients
If you're a high-performing advisor ready to level up with a system built for closing and client impact, apply now to secure one of the limited spots in your state.
Financial Services Professional
Finance consultant job in Moosic, PA
Suppose you're interested in a career that's different from a typical office job. In that case, that provides flexibility rather than punching a time clock, and that clearly aligns your daily efforts with benefits and value. A career as a Financial Services Professional may be a good fit for you. You'll hit the ground running with a clear view of where you want to go - and we'll show you how to get there.
What will I be doing?
As a Financial Services Professional, you'll get to help people navigate challenges like preparing for retirement, saving for college, and more. You'll be part of a team of professionals who will guide you, help you through challenges, and develop your skills as you pursue your career goals. As a member of our team, you will immediately have access to the following:
· Comprehensive training and development programs
· Mentorship program with seasoned advisors
· Diverse network of experienced advisors
· Dynamic marketing support and services
· World-class product solutions
· Leading-edge technology
· Road map for success
Are there growth opportunities?
Absolutely! Whether you choose to be a Generalist or a Specialist, a member of Management, or join a Team, the scope of your practice is only limited by your ambition. You can truly build your business your way.
What are the requirements?
We're looking for people who have a track record of success and share our core values:
· Accountability: Take ownership of outcomes by finding solutions, not excuses.
· Ambition: Strive for excellence, even when excellence resides outside our comfort zone.
· Coachability: Receive all feedback as a gift.
· Integrity: Honor commitments to our clients, ourselves, and team members.
To qualify, you must be a U.S. citizen or permanent resident and able to obtain the required licenses and registrations.
How's the pay?
Your income potential is only as limited as your ambition. You can earn competitive commissions, incentives, and bonuses. Generally speaking, you'll even receive compensation for servicing your existing customers whose business stays on the books. This is called renewal commission, which can be crucial in building revenue streams that complement your new client's business. CLICK HERE to learn more.
What about benefits?
We must offer an outstanding array of benefits to recruit and retain top talent. Benefits available to eligible Financial Services Representatives include:
· Medical coverage plus Dental and Vision
· Life and Accidental Death and Dismemberment
· Short- & Long-Term Disability
· Health Spending Accounts (HSA)
· Total Retirement Savings Program ( 401(k) and non-qualified thrift plan)
· Top Producer Incentives
· Adoption Assistance
About Vista Wealth Solutions
At Vista Wealth Solutions, we believe in Supported Independence-the freedom to serve clients your way, backed by proven systems, advanced technology, and the guidance of experienced professionals. This balance of autonomy and support helps you streamline operations, enhance efficiency, and achieve lasting success-while helping your clients reach their goals with confidence.
We help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person's goals. With a network of more than 25 offices serving over 100,000 clients, Vista Wealth Solutions supports individuals, families, and business owners across the United States.
Contact us today to learn how you can #BeExtraordinary with Vista Wealth Solutions!
* Eligibility applies only to those Financial Services Representatives who hold a full-time career contract (x4x) with MassMutual. Eligibility for subsidized benefits, before-tax coverage, company thrift match, and the non-qualified thrift plan are based on meeting certain contract requirements. Benefit provisions are subject to modification or termination. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 201 King of Prussia Road, Suite 501, Radnor, PA 19087. ************.
Vista Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Financial Services Professional
Finance consultant job in Scranton, PA
Job DescriptionAssociates help individuals and/or businesses prepare for their futures with the products they offer. As a licensed associate one will be responsible for scheduling appointments, meeting with clients, analyzing client's information, making product recommendations and providing ongoing service.
Associates work in the personal and business markets.
They can help clients meet their estate, retirement and benefit needs through the insurance and financial products they offer.
Analyst Financial Planning & Analysis
Finance consultant job in Delaware Water Gap, PA
Description & Requirements Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of integrity, respect, accountability and excellence, we use leading science and technology to move fiber-based packaging forward.
The Opportunity
Financial Analyst is a highly visible mill-based position. It is a crucial member of the CRB Finance team, partnering directly with mill departments and finance leaders to provide analytical support and drive results. As a Financial Analyst, you will work directly with Operations, the CRB Finance Team, and other Divisional/Corporate departments. The Financial Analyst is responsible for assisting in day to day tasks, including the financial close and forecasting/budgeting process. They will be a part of the strategy execution - building a winning culture and strong financial performance.
How You Will Impact WestRock
* Provide analytical support to the mill departments. Partner with the area team to identify, track and improve key drivers affecting performance and results related to maintenance, rentals, training, & other fixed cost.
* Provide oversight to the storeroom functions & develop tracking process for capital spares.
* Heavily involved in the mill month end close process (includes P&L review, journal entries).
* Assist in the development and documentation of processes and procedures to improve the quality of financial analysis and drive stronger ownership and accountability of results.
* Active involvement in the forecasting and budgeting process, strong emphasis on holding departmental managers accountable to results and driving profitability.
* Support the monthly closing process by providing a financial review and analysis of location level P&L and Balance sheet to be able to provide leadership with a clear understanding of operational events impacting the overall results. Review usage trends, income statement, and balance sheet balances to ensure accuracy before the final close, and work with Controllership team to provide a combined approach that ensures financial completeness and accuracy.
* Provide analytical support for both capital and financial accounting.
* Develop and maintain documentation of internal controls applicable to the assigned functional areas.
* Coordinate with internal and external auditors as needed.
* Work with belt leaders to track savings targets of Six Sigma projects.
What You Need To Succeed
* Bachelor's degree in Accounting or Finance; (MBA, CPA, or CMA preferred)
* 2+ years of related experience in Pulp and Paper industry or manufacturing is preferred.
* Strong analytical and problem-solving skills
* Advanced skills in Excel, Hyperion SmartView, SAP, JDE, Power BI a plus
* Strong understanding of key metrics
* Detailed oriented team player who can consistently meet deadlines, adapt quickly, work well with all levels of the organization, and possess the ability to work independently as needed.
* Strong interpersonal, communication, computer, and team building skills.
* Strong organizational skills and ability to multi tasks in a continuously changing environment.
What We Offer
* Corporate culture based on integrity, respect, accountability, and excellence
* Comprehensive training with numerous learning and development opportunities
* An attractive salary reflecting skills, competencies and potential
* A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
Candidates are required to undergo a drug screening after receiving a conditional job offer, but before starting employment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.
Financial Advisor - Greater Philadelphia
Finance consultant job in Delaware, PA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth as you build your business.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyAnalyst Financial Planning & Analysis
Finance consultant job in Delaware Water Gap, PA
The opportunity: Financial Analyst is a highly visible mill-based position. It is a crucial member of the CRB Finance team, partnering directly with mill departments and finance leaders to provide analytical support and drive results. As a Financial Analyst, you will work directly with Operations, the CRB Finance Team, and other Divisional/Corporate departments. The Financial Analyst is responsible for assisting in day to day tasks, including the financial close and forecasting/budgeting process. They will be a part of the strategy execution - building a winning culture and strong financial performance.
How you will impact WestRock:
* Provide analytical support to the mill departments. Partner with the area team to identify, track and improve key drivers affecting performance and results related to maintenance, rentals, training, & other fixed cost.
* Provide oversight to the storeroom functions & develop tracking process for capital spares.
* Heavily involved in the mill month end close process (includes P&L review, journal entries).
* Assist in the development and documentation of processes and procedures to improve the quality of financial analysis and drive stronger ownership and accountability of results.
* Active involvement in the forecasting and budgeting process, strong emphasis on holding departmental managers accountable to results and driving profitability.
* Support the monthly closing process by providing a financial review and analysis of location level P&L and Balance sheet to be able to provide leadership with a clear understanding of operational events impacting the overall results. Review usage trends, income statement, and balance sheet balances to ensure accuracy before the final close, and work with Controllership team to provide a combined approach that ensures financial completeness and accuracy.
* Provide analytical support for both capital and financial accounting.
* Develop and maintain documentation of internal controls applicable to the assigned functional areas.
* Coordinate with internal and external auditors as needed.
* Work with belt leaders to track savings targets of Six Sigma projects.
What you need to succeed:
* Bachelor\u2019s degree in Accounting or Finance; (MBA, CPA, or CMA preferred)
* 2+ years of related experience in Pulp and Paper industry or manufacturing is preferred.
* Strong analytical and problem-solving skills
* Advanced skills in Excel, Hyperion SmartView, SAP, JDE, Power BI a plus
* Strong understanding of key metrics
* Detailed oriented team player who can consistently meet deadlines, adapt quickly, work well with all levels of the organization, and possess the ability to work independently as needed.
* Strong interpersonal, communication, computer, and team building skills.
* Strong organizational skills and ability to multi tasks in a continuously changing environment.
What we offer:
* Corporate culture based on integrity, respect, accountability, and excellence
* Comprehensive training with numerous learning and development opportunities
* An attractive salary reflecting skills, competencies and potential
* A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of safety, loyalty, integrity, and respect, we use leading science and technology to move fiber-based packaging forward.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.
Financial Analyst
Finance consultant job in Penn Lake Park, PA
Our client in the financial industry is seeking a Financial Analyst to join their team. As a Financial Analyst, you will be part of the Finance department supporting ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis. The ideal candidate will have strong analytical skills, attention to detail, and experience with SAP PA module.
**Job Title:** Financial Analyst
**Location:** Philadelphia, PA
**Pay Range:** $85,000 - $95,000
**What's the Job?**
+ Provide technical and analytical support to ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis.
+ Serve as the power user (in conjunction with the FP&A Manager) for the SAP PA module.
+ Assist with the development and maintenance of financial models and reports.
+ Collaborate with cross-functional teams to identify and implement process improvements.
+ Prepare ad-hoc analysis and reports as needed.
**What's Needed?**
+ Bachelor's degree in Finance, Accounting, or related field.
+ 3+ years of experience in financial analysis or related field.
+ Strong analytical skills and attention to detail.
+ Experience with SAP PA module.
+ Excellent communication and interpersonal skills.
**What's in it for me?**
+ Competitive salary and benefits package. 85-95K annually
+ Opportunity to work with a dynamic and collaborative team.
+ Professional development and growth opportunities.
+ Work-life balance and flexible schedule.
+ Opportunity to make a meaningful impact on the organization.
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
Financial Analyst
Finance consultant job in Scranton, PA
The Financial Analyst will perform a variety of analytical functions to support assigned areas of the business, providing financial analysis to various business and Finance leaders. He/she will be responsible for proactively and independently assisting in the planning and forecasting processes of the company and developing ad-hoc analytics on key business drivers.
ESSENTIAL FUNCTIONS
Prepare monthly reports including detailed variance analysis that improve financial status.
Assist with the completion of the annual budget and quarterly forecasting process.
Performs product line profitability analyses
Partner with business leaders to provide thoughtful, action-oriented financial support by assembling/summarizing data.
Increase productivity by automating processes.
Work with various business leads on development of standardized financial analysis and reporting.
Participate in due diligence efforts as needed.
CORE VALUES
Be a Student Achievement Champion- As champions for student achievement we passionately advocate, mentor, and fight for every person who so desires to access the knowledge and skills they need in order to fulfill their goals and change their lives. We create successful outcomes for our students through innovation, creativity and problem-solving that fuels the outcomes our students want and deserve. Helping students unlock their potential is our shared responsibility and privilege.
Provide service infused with understanding, respect and empathy- Be a partner; listen and care, and in doing so, create lasting and meaningful relationships.
Be responsible and act with integrity- We promptly acknowledge the needs of our students and colleagues and respond appropriately and effectively. We follow-up and follow-through.
Collaborate to create better outcomes- We know there is strength in numbers. We value the ability, perspective and unique talent of others; and we embrace our differences. A team is stronger than any one person.
Surprise and delight- We go beyond the transaction. We strive to exceed expectations and create emotionally fulfilling experiences that result in consistently remarkable hospitality.
Take care of the earth and give back to the community in which we live and work - We support our students and community through contribution and by adopting causes that matter. We are charitable and possess the spirit of giving. We are hospitable.
Skills & Abilities
Education: Bachelor's degree in finance, business or related field.
Experience: 3+ years related experience in financial analysis and budgeting
Computer Skills: Experience with MS Office, including Word, Excel, and Power Point. Heavy use of MS Excel v-lookups and pivot tables.
Other Requirements:
Strong analytical, problem-solving and communication (written and oral) skills are essential qualifications
Looking for a highly motivated, proactive, energetic, detail-oriented individual with time management skills
Ability to think independently and function well in a team environment
Ability to multi-task and prioritize in a fast-paced environment
Ability to work independently and meet strict deadlines
Ability to work in a fast paced environment
Strong work ethic
Senior Financial Center Associate - Hazle Township, PA
Finance consultant job in Hazle, PA
A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Senior Financial Center Associate in Hazle Township, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Senior Financial Center Associate is responsible for managing the operations of the financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines. This individual assists with supervising the financial center staff and is expected to have a working knowledge of all essential duties assigned to the financial center team. The Senior Financial Center Associate works closely with financial center management to set goals for the staff and ensure achievement of those goals. In addition, this individual assists customers by opening accounts as needed.
Essential Duties and Responsibilities
* Performs Financial Center operational duties by conducting paying and receiving activities accurately within the guidelines of the bank's Financial Center Guidelines.
* Operates and balances cash drawer accurately and efficiently.
* Provides customer service including, but not limited to, processing and settling transactions and assisting customers by telephone contact of personal contact.
* Maintains appropriate cash levels in the financial center and ensures appropriate cash levels are maintained by individual.
* Actively participates and promotes financial center sales and service programs and team events.
* Has a working knowledge of all essential duties assigned to the Financial Center team.
* Ensures financial center associates are accurately operating a drawer and back counter processing system.
* Manages the daily settlement of the ATM.
* Accurately handles incoming and outgoing vault transactions; prepares vault settlement report daily and monitors vault security.
* Provide safe deposit box services to customers as needed.
* Orders all currency and coin for the office; ships extra money.
* Effectively manages time to ensure required operational duties such as, ATM settlement, financial center capture, audits, etc. are completed on time and in an efficient manner.
* Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations.
* Authorizes payment of checks above the financial center limit.
* Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
* Ensures the preparation of reports as assigned by financial center management.
* Assists financial center management in monitoring over and short records following the Financial Center Guidelines.
Education & Qualifications
A high school diploma or equivalent. Associate degree in related field preferred.
A minimum of two (2) years of experience in related positions preferred.
Ability to work a flexible schedule as required to meet operating needs.
Notary experience preferred or ability to obtain notary as needed.
Skill(s)
Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
College Financial Representative, Internship Program
Finance consultant job in Moosic, 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
2
$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.
Auto-ApplyAutomotive Finance and Insurance Professional
Finance consultant job in East Stroudsburg, PA
If you are career-focused and ready to join an organization that values its customers and employees, we want to talk to you!
We offer:
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Life Insurance
Continuous Training Support
Responsibilities of an Automotive Finance and Insurance Professional:
Generates finance product sales penetration.
Generates per unit finance department gross profit.
Generates region leading levels of customer satisfaction.
Generates and maintains a high performance sales focused environment.
Provides customers with thorough explanation of aftermarket products and extended warranties.
Converts cash deals to finance.
Establishes and maintains good working relationships with several finance sources, including the manufacturer.
Processes finance and lease deals accurately and fairly through financial sources to secure approval including offsite deliveries.
Conducts business in an ethical and professional manner.
Processes all federal, state, and dealer paperwork related to vehicle transaction.
Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.
Provides customers with complete explanation of manufacturer, dealership service procedures, and policies.
Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income.
Responsible for all financial transactions including: cash, checks, and money orders.
Requirements
Must have Notary or be willing to complete within first 30 days of employment
Two to three years of finance experience required.
Minimum high school diploma or GED equivalent required.
Excellent communication and customer service skills.
Professional appearance and work ethic.
Self-motivation.
Ability to work within a fast-paced environment.
Valid driver's license and sales license.
Job Type: Full-time
Salary: $15,080.00 - $184,774.02 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Supplemental pay types:
Commission pay
Experience:
Dealership experience: 1 year (Preferred)
Finance & Insurance: 1 year (Preferred)
Work Location: In person
Auto-ApplySenior Analyst, Investor Services
Finance consultant job in Scranton, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
* Analyze fund financial statements and perform a detailed review of investment activity.
* Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
* Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
* Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
* Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
* Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
* Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
* Support department-wide initiatives as assigned; escalate questions and unusual items.
* Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
* College degree (B.A., B.S. or B.B.A.).
* 2-4 years working experience
* Financial Services and/or private equity experience is a plus
* Highly motivated and organized; detail-oriented
* Excellent written and verbal communication skills
* Ability to manage multiple projects simultaneously and be able to prioritize workload
* Day-to-day flexibility for ad hoc projects
* Proactively identify challenges and offer solutions
* Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
* Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
* Private Markets Evergreen fund operations experience.
Travel:
* If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
Auto-ApplyFinancial Planner
Finance consultant job in Kingston, PA
Financial Planner / Wealth Manager
At Vista Wealth Solutions
, we're excited to welcome a few passionate individuals to join our team!
• Did you know that half of our advisors are making fantastic strides, earning over $200,000?
• Here, you'll have full ownership of your clients and data.
• We're all about helping you build, manage, and market your own brand with the support of our amazing team!
• Our award-winning practice management technology and training will set you up for success.
• You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products.
• Plus, there are opportunities to join established teams that match your skills and background!
What Makes You a Great Fit with Us?
• You have an entrepreneurial spirit
• You strive to be better than your peers
• You're passionate about helping and educating others
• You're willing to work hard now for long-term success
Why Work with Vista Wealth Solutions?
· Enjoy highly competitive, performance-based compensation, plus a full benefits package
Receive personalized, comprehensive training and ongoing support
Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
Collaborate with our in-house Financial Planning Department and Business Valuation experts
Discover opportunities for advancement and management roles
Experience a work-life balance that many financial careers lack
Benefits of working with Vista Wealth Solutions
• Extremely competitive performance-based compensation and a complete benefits package
• Personalized and comprehensive training and support
• In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies)
• In-house Financial Planning Department and Business Valuation experts
• Advancement and management opportunities
• A work-life balance most financial careers don't offer
You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Contact: Erica Ng,
vistawealthsolutions.com
Erica Ng | Recruiting Director
Vista Wealth Solutions
Website: vistawealthsolutions.com
Financial Advisor - Southeastern PA
Finance consultant job in Delaware, PA
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
Job Description
As a Thrivent Financial advisor, you'll:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth as you build your business.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplySenior Financial Center Associate - Hazle Township, PA
Finance consultant job in Hazle, PA
A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Senior Financial Center Associate in Hazle Township, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Senior Financial Center Associate is responsible for managing the operations of the financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines. This individual assists with supervising the financial center staff and is expected to have a working knowledge of all essential duties assigned to the financial center team. The Senior Financial Center Associate works closely with financial center management to set goals for the staff and ensure achievement of those goals. In addition, this individual assists customers by opening accounts as needed.
Essential Duties and Responsibilities
* Performs Financial Center operational duties by conducting paying and receiving activities accurately within the guidelines of the bank's Financial Center Guidelines.
* Operates and balances cash drawer accurately and efficiently.
* Provides customer service including, but not limited to, processing and settling transactions and assisting customers by telephone contact of personal contact.
* Maintains appropriate cash levels in the financial center and ensures appropriate cash levels are maintained by individual.
* Actively participates and promotes financial center sales and service programs and team events.
* Has a working knowledge of all essential duties assigned to the Financial Center team.
* Ensures financial center associates are accurately operating a drawer and back counter processing system.
* Manages the daily settlement of the ATM.
* Accurately handles incoming and outgoing vault transactions; prepares vault settlement report daily and monitors vault security.
* Provide safe deposit box services to customers as needed.
* Orders all currency and coin for the office; ships extra money.
* Effectively manages time to ensure required operational duties such as, ATM settlement, financial center capture, audits, etc. are completed on time and in an efficient manner.
* Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations.
* Authorizes payment of checks above the financial center limit.
* Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
* Ensures the preparation of reports as assigned by financial center management.
* Assists financial center management in monitoring over and short records following the Financial Center Guidelines.
Education & Qualifications
A high school diploma or equivalent. Associate degree in related field preferred.
A minimum of two (2) years of experience in related positions preferred.
Ability to work a flexible schedule as required to meet operating needs.
Notary experience preferred or ability to obtain notary as needed.
Skill(s)
Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Automotive Finance and Insurance Professional
Finance consultant job in East Stroudsburg, PA
Accelerate Your Career as an Automotive Finance & Insurance Pro!
Join Toyota of Stroudsburg's Winning Team!
Are you an experienced Automotive Finance & Insurance Professional looking for a rewarding opportunity with a company that values its people, its customers, and its community? If you're ready to fast-track your career, we want to talk to YOU!
At Toyota of Stroudsburg, we're redefining what it means to be part of an innovative, supportive, and driven team. Here, you'll thrive in a culture rooted in respect, integrity, and passion for excellence while enjoying top-notch benefits and earning potential that puts you in the driver's seat.
Why Choose Toyota of Stroudsburg?
Unmatched Earning Potential: Your hard work will be rewarded!
Comprehensive Benefits Package:
Health, dental, and vision insurance.
Company-paid disability insurance and life insurance.
Supplemental insurance options.
Wellness Perks: Gym reimbursement to keep you feeling your best.
Continuous Growth: Ongoing training and support to help you excel.
What Makes Us Stand Out?
We live by our Core Values, creating an inclusive, high-performance environment where employees love what they do:
Honesty: Trust is our foundation - we do what's right every time.
Helping Others: Empathy and teamwork are at the heart of who we are.
Excellence: We're not just good; we're committed to being the BEST.
Community Impact: We give back to the community that supports us.
Your Role as a Finance & Insurance Pro:
You'll drive success by ensuring top-tier customer satisfaction and delivering seamless financial solutions. Responsibilities include:
Building customer trust by explaining aftermarket products and extended warranties in a clear, professional manner.
Developing and maintaining relationships with finance sources to secure the best deals.
Handling all federal, state, and dealer paperwork with accuracy.
Guiding customers through manufacturer and dealership policies for a stress-free experience.
Creating a sales-driven, performance-oriented environment while maintaining the highest ethical standards.
What You Bring to the Table:
Experience: 3-5 years in F&I at an automotive dealership. We will teach the right candidate!
Education: High school diploma or GED required.
Skills: Exceptional communication, customer service, and professionalism.
Drive: Self-motivated with a "can-do" attitude and ability to excel in a fast-paced environment.
Licenses: Valid driver's and sales licenses required.
Ready to Join the Best? Apply Today!
At Toyota of Stroudsburg, we're more than just a dealership - we're a community that thrives on growth, excellence, and making a difference. Don't settle for ordinary when extraordinary is just one application away!
We are an equal employment opportunity employer that does not discriminate on the basis of race, color, religion/creed, sex, disability, marital status, age, pregnancy, national origin, ancestry, sexual orientation, genetic information, possession of a General Education Development Certificate as compared to a high school diploma, veteran status, or any other characteristic protected by the applicable federal, state or local laws.
Auto-ApplyCollege Financial Representative, Internship Program
Finance consultant job in Madison, 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.
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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
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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
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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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.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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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.
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