Finance Planner Jobs in Johnstown, 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.

An established but growing wealth management firm located in Altoona, PA, is looking for an Associate Wealth Advisor to join the firm. This position manages existing client relationships, either working with a more experienced advisor or individually. The individual may formulate and implement advice but may also rely on technical specialists to develop product, investment, or planning recommendations. Position Responsibilities Assists the lead advisor as a “Client Relationship Manager,” which includes answering client questions about investment issues and updating the CRM with all client communications and/or investment issues. Develops clientele of their own. Follows up on leads to the firm. Follows the prescribed workflow process for planning or reporting activity in preparation for client meetings or reviews. Handles the Onboarding Checklist: Performs Discovery Meeting prep - Assists advisor in the preparation of initial meeting with prospect Attends Discovery Meeting with advisor, take notes to be added to CRM (RedTail) Performs Solutions Meeting prep - Assists advisor in the preparation of solutions meeting with prospects, which may include the use of financial planning software such as eMoney or MoneyGuidePro Puts together client paperwork package, financial planning overview, and fee information with the help of admin Performs Implementation Meeting prep - Assists advisor in the preparation of implementation meeting with prospective client Activates clients in financial planning software Preps for 45-day review Logs all activity into CRM Handles the Client Review Checklist: Runs financial plan Runs household accounts report Runs asset allocation model review Creates financial plan review with planning software for accounts under our management Runs performance report Works with the lead advisor on client event presentations Required Skills & Experience Bachelor's degree in business, administration, accounting, finance, or similar field of study Minimum of two years' experience in the financial services industry Series 7, 63, 65, and Life Insurance licensed Strong interpersonal skills Strong time management and organizational skills Ability to prioritize and manage multiple projects Ability to recognize and provide solutions to problems Exhibit strong ethics and a desire to help clients and give them extraordinary service Must want to grow and develop your business, consistently adding to the firm's assets under management and revenue Must pass criminal and credit background checks. This is a salary plus commission role.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth management strategy. + Enhance and preserve relationships with key partners to boost client introductions and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships through partnership referrals. + Tailor wealth management planning to meet client needs. + Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7, 63, 65 (or 66) active and valid. + A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated track record in new business development and client book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. + Comfortable operating in a dynamic, entrepreneurial environment. + Bachelor's degree is preferred. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** Hours & Work Schedule + Hours per Week: 40 + Work Schedule: Varies Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Primary Office Location: 224 Allegheny Street. Hollidaysburg, Pennsylvania. 16648. Join our team. Make a difference - for us and for your future. n Associate Financial Advisor Business Unit: WM - FNIS Reports to: Senior Financial Advisor The AFA could be partnered with a Financial Advisor(s) or work independently. This position is primarily responsible for prospecting and scheduling of potential clients, working on referral initiatives within the market and with current clients, working on marketing and campaign activities within the market, establishing and maintaining accounts current to prospective clients and assisting in the overall support needed to achieve targeted revenue goals of the territory. The incumbent provides the highest quality of service and advice to every customer. Primary Responsibilities: Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor. Responsible for routine sales duties. If aligned with a Financial Advisor, would also provide high end support functions to enhance the Financial Advisor's revenue producing abilities. Manages and services existing clients and builds stronger customer relationships by learning their individual financial needs. Works to achieve revenue and Assets Under Management goals as assigned. Serves as primary Financial Advisor at assigned branches qualifying referrals from those branches and handling routine transactions. Consults with their manager or assigned Financial Advisor on unfamiliar and more advanced situations and transactions. Identifies additional cross-sell opportunities within client's portfolio. Utilizes financial planning tools available to identify client goals and objectives and track progress. Meets with clients independently or jointly, if aligned with a Financial Advisor. Responsible for referrals from branches, referral training in branches, and any direct mail campaigns or marketing initiatives. Interacts independently with customers regarding service issues and provides advice within the scope of authority and abilities. May be responsible for performing administrative tasks in conjunction with processing financial transactions and client service including but not limited to verification of orders entered on broker-dealer system, submission of new accounts, creation and maintenance of client files. 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: BA or BS 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 project 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 Experience in the investment industry, broker-dealer procedures, products, forms, systems and services. 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 FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

**Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Upper St. Clair, PA - Merrill Office** Upper Saint Clair, Pennsylvania; Sewickley, Pennsylvania Additional locations See less Posted Nov 07, 2024 **Job Description:** At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's **Advisor Development Program** . From day one, you will receive training from our-award winning **Academy at Bank of America,** including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a **Financial Solutions Advisor within centralized segment of the Advisor Development Program,** your journey begins 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 on 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. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately 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. 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 your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. 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 a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor. 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. You're the kind of person that (required skills) * Sets and accomplishes goals, achieving whatever you put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. * Communicates clearly and confidently with clients from all walks of life. * Works well with others and collaborates productively to get things done. * Can manage complexity, prioritize tasks and execute in a fast-paced environment. * Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. You'll be even more prepared if you have (desired skills) * Strong computer skills with an ability to multitask in a demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. 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 evolv

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include * Develop a high-quality wealth management practice that provides a personalized wealth management strategy. * Enhance and preserve relationships with key partners to boost client introductions and engagement. * Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. * Grow existing relationships through partnership referrals. * Tailor wealth management planning to meet client needs. * Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials * Series 7, 63, 65 (or 66) active and valid. * A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. * A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. * Demonstrated track record in new business development and client book management. * Proven experience in a team-oriented consumer bank setting. * Familiarity with servicing high-net-worth individuals. * Comfortable operating in a dynamic, entrepreneurial environment. * Bachelor's degree is preferred. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** Hours & Work Schedule * Hours per Week: 40 * Work Schedule: Varies Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability Equality Index Best Places to Work for People with Disabilities Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Human Rights Campaign Corporate Equality Index 100 Award Military Friendly Employer Age-Friendly Institute's Certified Age-Friendly Employer Bloomberg Gender Equality Index, Standout Forbes America's Best Large Employers

Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 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. 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 insurance, investment, banking and generosity programs. + Develop and maintain genuine, long-term relationships 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. + 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. + 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. + 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 2.3 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. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Advisor in Connellsville, 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. We are committed to diversity, equity, and inclusion. People from underrepresented communities, Veterans, individuals with disabilities, and bilingual candidates are strongly encouraged to apply. Position Overview The Financial Advisor helps customers assess their financial position and risk tolerance in order to build a financial plan. This individual enhances customer relationships and helps customers achieve their financial goals. In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment and insurance products while strictly adhering to corporate and regulatory guidelines. Essential Duties and Responsibilities Attends organizational sales meetings and conducts training as needed to help educate other business lines about wealth management products, services, and solutions. Maintains an active role in community affairs to improve visibility in the area; serves on various civic committees to increase community involvement. Shares information with others that may benefit from his/her expertise. Contacts customer referral from business partners within 24 hours and solicits new business from prospective customers and COIs. Attains and submits all required documents for each sale to Infinex and/or investment company promptly. Attends Infinex compliance meetings. Maintains a thorough knowledge of the features and benefits of all products and services in order to ascertain customer needs and to sell in conjunction with these needs. Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. Responds to inquiries relating to his/her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy. Attends Infinex or Company sponsored training and seminars. Actively seeks and engages in learning and development opportunities to ensure peak performance. Coordinates specific work tasks with other personnel within the division as well as with other departments in order to ensure the smooth and efficient flow of information. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness. Enhances customer relationships and improves profitability through the sales of retail non-deposit Investment and Insurance products within a defined market territory as follows: Gathers necessary information and conducts customer interviews and sale appointments; provides Investment/Insurance recommendations to customers. Follows up on all company and Infinex generated leads. Conducts "Center of Influence" and "Small Business Owner" marketing. Profiles existing book of business and conducts regular client review meetings to enhance client relationships and to take advantage of additional sale opportunities. Solicits new business from present and prospective customers. Serves as a member of the business development team; makes group sales calls (blitz) where these types of calls will improve the opportunity for new business development. Achieves goals as part of the assigned division's annual operating plan. Documents all communication (written or verbal) with customers in the Infinex note system. Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems. Report sales information and activity on a monthly basis in order that this information may be included as part of customer service and sales performance reports. Education & Qualifications A B.S. or B.A. degree in a related field normally required. Possess & Maintain (including CE requirements and renewal fees) valid FINRA and State Insurance Licensing Certifications A minimum of three (3) years' experience in related positions normally required. Skill(s) Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; a thorough knowledge of the features and benefits of all investment and insurance products; proficient PC skills, including knowledge of word processing, database, and spreadsheet programs; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 40 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Mid Penn Bank offers rewarding career opportunities, competitive wages, great incentives and benefits. 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

Thomas Automotive Full Time Client Advisor Job Description Position Information: The Thomas Automotive Client Advisor is a dynamic professional salesperson who is directly responsible for delivering exceptional customer service to all guests. The Client Advisor assists guests with new and pre-owned automotive inquiries, vehicle warranty and financial products, and the coordination of vehicle maintenance from Thomas. The Client Advisor works as part of a team committed to delivering exceptional service by building trust and confidence with all of our guests. Areas of Emphasis: Exemplify the Thomas Automotive Core Values: Positive, Trustworthy, Motivation, Compassion, and Dedication Understand the Thomas Core Focus of “Bringing Integrity to the Automotive Industry” and “Building Trust and Confidence through Exceptional Service” Learn, Understand, and incorporate the Thomas philosophy of doing business into all daily activities related to customer and coworker relationship management Be a great team member. Successfully Maintain the following accountabilities Maintain an appropriate objective to goal ratio Effectively utilize the CRM and accurately document all aspects of the sales process Maintain training as required through company, industry, and dealership for compliance Maintain and improve product penetration through selling F&I products and services Ensure accuracy of documentation at all stages of the sales process Establish and meet individual sales goals and objectives while maintaining/improving CSI Duties and Responsibilities: Greet every customer, every day Maintain high ethical standards when dealing with customers, co-workers and vendors. Put safety first. Adhere to all Safety Policies, Procedures and Personal Protective Equipment standards Understand, Internalize and Customize the Thomas Negotiation Free Sales Process and Digital Sales Process Demonstrate a superior understanding of new vehicles, pre-owned vehicles and related financial products in order to provide an excellent retail and service experience to Thomas customers Offer all relevant products and services associated with the sale of a new and/or preowned vehicle Demonstrate new and pre-owned vehicles to customers. Verify the customer's understanding of the vehicle's operating features, warranty and paperwork Effectively and accurately follow the Digital Sales Process (DSP) and prepare documents for the sale and delivery of new and preowned vehicles Produce Weekly YouTube and Facebook video presentations related to sales and service opportunities Proficiently understand and use the digital retailing systems accurately to maintain guest records for the enhancement of customer satisfaction and communication Maintain 100% of required training and comply with all brand-specific delivery standards Attend and enthusiastically participate in sales meetings and training opportunities Know and understand the federal, state and local laws that govern retail auto sales Maintain a safe and clean workspace, as well as ensuring the entire facility is orderly, clean and free of hazards Requirements Qualifications: High school diploma or the equivalent. Ability to read and comprehend instructions and information. Valid in-state driver's license. Professional personal appearance. Excellent communication skills. Ability to sell a minimum quota according to dealership standards. Working Conditions: Will stand and move throughout the dealership facility (lot, showroom, service department, offices) for most of the shift. Will spend time outdoors showing vehicles to prospective customers and to drive vehicles in traffic during test drives. Evening, holiday and weekend work hours will be required. Note: This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions associated with the job. While this list is intended to be an accurate reflection of the current job, the dealership reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e., emergencies, changes in personnel, work load, rush jobs, or technological developments). Thomas Automotive is an Equal Opportunity Employer

Reliance Bank is seeking a Full-Time Personal Banking Advisor (PBA) to support our Tyrone, PA, and State College, PA, branch locations. This is a floating position, meaning that the position may be assigned to either of these branches on a regular basis, based on business needs. This position is eligible for a $500 signing bonus upon hire. A valid U.S. driver's license and willingness/ability to travel between these two branch locations is required. This position is paid for travel time and is eligible for mileage reimbursement. About this position: The Personal Banking Advisor is the first and primary point of contact for customers visiting the branch, either via lobby, phone or drive-through. They will warmly greet and engage customers to determine their banking needs. In the majority of cases, the PBA will work with the customer to complete their banking transactions from start to finish, ensuring a smooth and enjoyable banking experience. Our Personal Banking Advisors each complete a comprehensive hands-on training program to orient them to all aspects of banking and provide them with the knowledge to be successful in their roles. Prior banking experience is not required. Primary responsibilities of this position include: Warmly greets and actively engages customers in the lobby or via the phone Provides excellent customer service in alignment with Reliance Bank standards. This includes the prompt acknowledgement of customers; maintaining a friendly and courteous disposition, and ensuring that that customers are satisfied with all transaction requests. Performs branch operational tasks on a daily, monthly, and/or quarterly basis. Facilitates Personal unsecured lending from application to closing. Reviews all appropriate loan documents for loan closings and/or adverse action; reviews said action with customers. Accurately and efficiently completes the documentation and performs processing on all types of new accounts (business and personal); e.g., deposits, unsecured loans, etc. Maintains a thorough knowledge of the features and benefits of personal bank products and services. Increases customer awareness of the technology available to them through our products and services. Recognizes potential opportunities for new business from both present and prospective customers; maintains and develops ongoing relationships with present customers in order to enhance cross-selling activities. Ideal candidates should possess exceptional interpersonal skills; a solution-driven mentality; a passion for exemplary service; strong written and verbal communication skills; proficient computer skills; ability to learn and effectively operate various computer software programs; strong time management and organizational skills; ability to bend, sit, reach, walk up and down steps and stand for extended periods of time; ability to lift and/or carry items approximately (50) lbs. or less; visual and auditory skills. Required Education/Experience: A High School Diploma or equivalent is required; a minimum of two (2) years' experience in a customer-service based position preferred. We are proud to offer our team members a comprehensive benefits package, 401(k) retirement savings program, Paid Time Off, Paid Holidays, annual bonus program, advancement opportunities, and a welcoming work environment. Reliance Bank is an Equal Opportunity/Affirmative Action Employer including Veterans

**Work Days and Expected Hours:** **Monday - Friday:** 7:00 AM - 7:00 PM **Saturday:** 8:00 AM - 3:00 PM **Sunday:** 10:00 AM - 3:00 PM **(Must be flexible around department hours)** **Function** **:** Assumes responsibility for ensuring all external and internal customer telephone inquiries and research requests are satisfied in a timely, courteous, and professional manner. Supports Branch Network to allow focus on In-Branch customers. **Duties and Responsibilities:** * Assumes responsibility for ensuring the satisfactory handling of internal or customer related telephone inquiries or service-related problems by performing the following functions: + Promptly responding to customer/internal inquiries in a courteous and professional manner to ensure complete customer satisfaction. + Providing customer and internal personnel with accurate product knowledge and service information, as well as operational knowledge that will assist personnel in the successful completion of their duties. + Providing professional written correspondence to customers when necessary. * Answers incoming customer service calls to include but are not limited to: + Inquiries regarding deposit and loan accounts + Account maintenance requests, including but are not limited to: change of address, check ordering, related/unrelated account transfers, and stop payments + Responsible for closing debit cards, ordering new debit cards, raising and lowering debit card limits, adding travel notes, removing fraud exclusion, and removing VAU + Online banking and mobile banking inquiries, including but are not limited to: enrolling new users, registering computers, unlocking accounts, online statements, and BillPay issues as well as assistance with BillPay limit increases. Furthermore, TFC's should be familiar with all eligible cell phone and tablet types. + Utilizing Financial Intelligence Group standards to detect suspicious callers and activity in order to combat fraud and minimize bank losses. * Identifies and addresses customer needs by recommending applicable products and services that may represent a value to the customer. * Assists the Branch Administration Department by identifying and reporting quality service concerns that may become apparent through customer interactions. * Uses appropriate Customer Service/Sales/Correspondence Software to streamline process and improve efficiency. * Makes infrequent outbound telemarketing calls. * Refers customers with opening a deposit and/or loan account over the telephone to a Personal Banker. * Recognizes opportunities to identify and meet needs resulting in new accounts and leads. * Assists Manager/Solution Center Service with facilitating operational procedures to staff. * Assists and encourages the sales process within the Solution Center Service. * Assists in training new departmental employees. * Demonstrates a strong ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization. * May act as shift lead during evening and weekend hours of operation. * Assumes additional duties as required. **Physical Demands** Operates a keypad device: 99% of the day. Maximum lift is ½ pound several times per day. Requires the use of manual dexterity skills for typing on a frequent basis, up to 60% of the business day. Possess the ability to focus visually at a close distance of 18”-20” for a period of up to 60% of the business day. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. **Education** Requires a high school diploma or equivalent basic academic education. **Experience** Requires one to two years general business experience. Up front training enables position to be hired with up to one year experience. **S&T Support Center:** 2416 Philadelphia Street, Indiana, PA 15701 **Mahoning:** 539 West Mahoning Street, Punxsutawney, PA 15767 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) **Salary Range:** $15.00 - $24.04S&T Bank believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. S&T Bank is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform their job related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at ************ or *****************.

Primary Office Location:224 Allegheny Street. Hollidaysburg, Pennsylvania. 16648.Join our team. Make a difference - for us and for your future. n Associate Financial Advisor Business Unit: WM - FNIS Reports to: Senior Financial Advisor Position Overview: The AFA could be partnered with a Financial Advisor(s) or work independently. This position is primarily responsible for prospecting and scheduling of potential clients, working on referral initiatives within the market and with current clients, working on marketing and campaign activities within the market, establishing and maintaining accounts current to prospective clients and assisting in the overall support needed to achieve targeted revenue goals of the territory. The incumbent provides the highest quality of service and advice to every customer. Primary Responsibilities: Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor. Responsible for routine sales duties. If aligned with a Financial Advisor, would also provide high end support functions to enhance the Financial Advisor's revenue producing abilities. Manages and services existing clients and builds stronger customer relationships by learning their individual financial needs. Works to achieve revenue and Assets Under Management goals as assigned. Serves as primary Financial Advisor at assigned branches qualifying referrals from those branches and handling routine transactions. Consults with their manager or assigned Financial Advisor on unfamiliar and more advanced situations and transactions. Identifies additional cross-sell opportunities within client's portfolio. Utilizes financial planning tools available to identify client goals and objectives and track progress. Meets with clients independently or jointly, if aligned with a Financial Advisor. Responsible for referrals from branches, referral training in branches, and any direct mail campaigns or marketing initiatives. Interacts independently with customers regarding service issues and provides advice within the scope of authority and abilities. May be responsible for performing administrative tasks in conjunction with processing financial transactions and client service including but not limited to verification of orders entered on broker-dealer system, submission of new accounts, creation and maintenance of client files. 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: BA or BS 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 project 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 Experience in the investment industry, broker-dealer procedures, products, forms, systems and services. 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 FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Enterprise Ventures Corporation Johnstown, PA Minimum Clearance Required: None Clearance Level Must Be Able to Obtain: None Employee Background Check Required This position is eligible for a hybrid work arrangement. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership) with a general guidepost of being in the office 50% or more of the time based on business needs. Key Responsibilities: The Financial Analyst II will be responsible for the following: Assist in development of annual Operating Budget Development of financial forecasts working with business leaders to review input and results Participate in long range financial planning and forecasting Provide reporting and analysis to Senior Management highlighting variance analysis and financial risks/opportunities Assist in preparation and analysis of business segment financial statements Coordinate Estimates at Complete for revenue recognition purposes; ensuring GAAP and corporate policies guiding revenue recognition are adhered to Participate in the development, evaluation, and implementation of product pricing strategies Support proposal preparation including cost estimating, pricing, bid/no-bid analysis, risk mitigation, and negotiation Support audit responses Basic Qualifications: Bachelor's degree in business, finance, accounting, or related field and 3-6 years of progressive experience, ideally in a government - manufacturing environment. Understanding of financial analysis principles and strong financial analysis skills Coupled with those skills, ability to think strategically in a manufacturing environment Strong communicator of financial issues/risks to non-financial personnel Strong Excel skills Strong financial modeling skills Working knowledge of Basis of Estimate, Bill of Materials, and Work in Progress Working knowledge of allowable vs. unallowable costs Why EVC? Our teams at EVC are passionate and thrive on collaboration in a team environment When we encounter a difficult problem, we have a variety of talented and diverse employees that work together to solve the toughest challenges Competitive salary and benefits package Although our work at EVC is extremely important, we also recognize the need for our employees to maintain a proper mix of work and personal life Visit ******************** to learn more Join us! EVC offers exceptional career growth, cutting edge technology, educational opportunities, and recognition for quality work. ************************************************** Staffing Requisition: SR# 2024-0104 “We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.”

Job DescriptionDescription: As a Financial Analyst, you will play a crucial role in supporting the growth and success of our company. Reporting to the Director, Finance, you will have an opportunity to collaborate with C-level leadership and cross-functional teams to drive financial planning and analysis initiatives. This is an exciting opportunity to contribute to the strategic decision-making process and be an integral part of the company's growth that is reshaping the way people view healthcare today. Responsibilities: Conduct in-depth analysis of financial data, including budget vs. actuals for various departments, to identify trends, variances, and opportunities for improvement. Develop and maintain financial models in spreadsheets to forecast future expenses and revenue streams, ensuring accuracy and alignment with business goals. Extract and manipulate data from our internal systems to support financial modeling and ad-hoc analysis requests. Partner with cross-functional teams (Sales, Operations, Revenue Cycle) to understand their financial needs and provide insights to optimize performance. Prepare insightful reports and presentations to communicate complex financial data to both technical and non-technical audiences. Support the development and implementation of strategies to achieve financial objectives. Participate in monthly financial activities and presentations to management. Maintain a strong understanding of Generally Accepted Accounting Principles (GAAP) and best practices in financial analysis. Requirements: Qualifications: Bachelor's degree in finance, Accounting, or a related field. Minimum 2 years of experience in financial analysis. Strong analytical skills with the ability to identify patterns, interpret data, and draw meaningful conclusions. Proficient in Microsoft Excel, including advanced functions, pivot tables, and financial modeling techniques. Working knowledge of SQL for data extraction and manipulation. Excellent communication (written and verbal) and presentation skills with the ability to tailor content for different audiences. Ability to work independently and manage multiple projects simultaneously while meeting deadlines.

Enterprise Ventures Corporation Johnstown, PA Minimum Clearance Required: None Clearance Level Must Be Able to Obtain: None Employee Background Check Required This position is eligible for a hybrid work arrangement. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership) with a general guidepost of being in the office 50% or more of the time based on business needs. Key Responsibilities: The Senior Financial Analyst will be responsible for the following: + Development of annual Operating Budget + Development of financial forecasts working with business leaders to review input and results + Participate in long range financial planning and forecasting + Provide reporting and analysis to Senior Management highlighting variance analysis and financial risks/opportunities + Prepare and analyze business segment financial statements + Coordinate Estimates at Complete for revenue recognition purposes; ensuring GAAP and corporate policies guiding revenue recognition are adhered to + Serve as primary liaison and subject matter expert on operational/financial matters + Forecast cash requirements + Oversee the development, evaluation, and implementation of product pricing strategies + Support proposal preparation including cost estimating, pricing, bid/no-bid analysis, risk mitigation, and negotiation + Support audit responses Basic Qualifications: Bachelor's degree in business, finance, accounting, or related field and 6-8 years of progressive experience OR Master's degree in business, finance, accounting, or related field and 4-6 years of progressive experience, ideally in a government - manufacturing environment. Understanding of financial analysis principles and strong financial analysis skills Coupled with those skills, ability to think strategically in a manufacturing environment Strong communicator of financial issues/risks to non-financial personnel Strong Excel skills Strong financial modeling skills Working knowledge of Basis of Estimate, Bill of Materials, and Work in Progress Working knowledge of allowable vs. unallowable costs Why EVC? + Our teams at EVC are passionate and thrive on collaboration in a team environment + When we encounter a difficult problem, we have a variety of talented and diverse employees that work together to solve the toughest challenges + Competitive salary and benefits package + Although our work at EVC is extremely important, we also recognize the need for our employees to maintain a proper mix of work and personal life + Visit ******************** to learn more Join us! EVC offers exceptional career growth, cutting edge technology, educational opportunities, and recognition for quality work. (********************careers/) ************************************************** Staffing Requisition: SR# 2024-0092 "We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law."

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **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 (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . 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 8 million clients and 19,000 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 2023, data as of December 2022. 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.

Upper Saint Clair, Pennsylvania;Pittsburgh, Pennsylvania; Erie, Pennsylvania; Pittsburgh, Pennsylvania; Pittsburgh, Pennsylvania; Sewickley, Pennsylvania; State College, Pennsylvania; Bridgeport, West Virginia; Indiana, Pennsylvania; Greensburg, Pennsylvania; Wexford, Pennsylvania **:** 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. 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. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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. **Responsibilities:** Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth Understands and accesses the full breadth of resources across the bank to benefit clients or prospects Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Deliver advice throughclient reviews/presentations withconfidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars. **We're a culture that:** Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity Sets and accomplishes goals, achieving whatever you put your mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all clients Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment Likes to learn, adapts to new information and seeks the right solutions for clients Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **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 and affirmative action, 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. To view the "EEO is the Law" poster, CLICK HERE (****************************************************************** . To view the "EEO is the Law" Supplement, CLICK HERE (******************************************************************************************************* . 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. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . 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.

Reliance Bank is currently seeking candidates to join our team in the role of Full-Time Personal Banking Advisor (PBA)based at our Seventeenth Street branch location in Altoona, PA. Successfully-hired candidates will receive a $500 signing bonus. This is an excellent opportunity for individuals seeking to gain experience in the banking industry. Our Personal Banking Advisors each complete a comprehensive hands-on training program to orient them to all aspects of banking and provide them with the knowledge to be successful in their roles. Prior banking experience is not required. About this position: The Personal Banking Advisor is the first and primary point of contact for customers visiting the branch, either via lobby, phone or drive-through. They will warmly greet and engage customers to determine their banking needs. In the majority of cases, the PBA will work with the customer to complete their banking transactions from start to finish, ensuring a smooth and enjoyable banking experience. Primary responsibilities of this position include: Warmly greets and actively engages customers in the lobby or via the phone Provides excellent customer service in alignment with Reliance Bank standards. This includes the prompt acknowledgement of customers; maintaining a friendly and courteous disposition, and ensuring that that customers are satisfied with all transaction requests. Performs branch operational tasks on a daily, monthly, and/or quarterly basis. Facilitates Personal unsecured lending from application to closing. Reviews all appropriate loan documents for loan closings and/or adverse action; reviews said action with customers. Accurately and efficiently completes the documentation and performs processing on all types of new accounts (business and personal); e.g., deposits, unsecured loans, etc. Maintains a thorough knowledge of the features and benefits of personal bank products and services. Increases customer awareness of the technology available to them through our products and services. Recognizes potential opportunities for new business from both present and prospective customers; maintains and develops ongoing relationships with present customers in order to enhance cross-selling activities. Ideal candidates should possess exceptional interpersonal skills; a solution-driven mentality; a passion for exemplary service; strong written and verbal communication skills; proficient computer skills; ability to learn and effectively operate various computer software programs; strong time management and organizational skills; ability to bend, sit, reach, walk up and down steps and stand for extended periods of time; ability to lift and/or carry items approximately (50) lbs. or less; visual and auditory skills. Required Education/Experience: A High School Diploma or equivalent is required; a minimum of two (2) years' experience in a customer-service based position preferred. We are proud to offer our team members a comprehensive benefits package, 401(k) retirement savings program, Paid Time Off, Paid Holidays, annual bonus program, advancement opportunities, and a welcoming work environment. Reliance Bank is an Equal Opportunity/Affirmative Action Employer including Veterans

Associate Financial Advisor - Hollidaysburg, PA page is loaded **Associate Financial Advisor - Hollidaysburg, PA** **Associate Financial Advisor - Hollidaysburg, PA** locations Hollidaysburg, PA time type Full time posted on Posted 30+ Days Ago job requisition id2024-01479 **Primary Office Location:** 224 Allegheny Street. Hollidaysburg, Pennsylvania. 16648.****Join our team. Make a difference - for us and for your future.**** **Position Title:** Associate Financial Advisor **Business Unit:** WM - FNIS **Reports to:** Senior Financial Advisor **Position Overview:** The AFA could be partnered with a Financial Advisor(s) or work independently. This position is primarily responsible for prospecting and scheduling of potential clients, working on referral initiatives within the market and with current clients, working on marketing and campaign activities within the market, establishing and maintaining accounts current to prospective clients and assisting in the overall support needed to achieve targeted revenue goals of the territory. The incumbent provides the highest quality of service and advice to every customer. **Primary Responsibilities:** Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor. Responsible for routine sales duties. If aligned with a Financial Advisor, would also provide high end support functions to enhance the Financial Advisor's revenue producing abilities. Manages and services existing clients and builds stronger customer relationships by learning their individual financial needs. Works to achieve revenue and Assets Under Management goals as assigned. Serves as primary Financial Advisor at assigned branches qualifying referrals from those branches and handling routine transactions. Consults with their manager or assigned Financial Advisor on unfamiliar and more advanced situations and transactions. Identifies additional cross-sell opportunities within client's portfolio. Utilizes financial planning tools available to identify client goals and objectives and track progress. Meets with clients independently or jointly, if aligned with a Financial Advisor. Responsible for referrals from branches, referral training in branches, and any direct mail campaigns or marketing initiatives. Interacts independently with customers regarding service issues and provides advice within the scope of authority and abilities. May be responsible for performing administrative tasks in conjunction with processing financial transactions and client service including but not limited to verification of orders entered on broker-dealer system, submission of new accounts, creation and maintenance of client files. 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:** BA or BS **Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:** **Skills Required to Perform the Primary Responsibilities of this Position:** Excellent project 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 Experience in the investment industry, broker-dealer procedures, products, forms, systems and services. **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 FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace. **A culture of teamwork. A history of success.** As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a **best place to work** and **top workplace** by our own employees symbolizes the outstanding culture we represent. ****Sign up for Job Alerts:**** **A simple and easy way to stay up to date on career opportunities available.** You now have the ability to **sign up for job alerts** through your candidate profile. To enroll you will need to create or sign into your candidate profile and select "job alerts". By enrolling in job alerts, you will receive email notifications as opportunities come available that match your selected interests.