Finance planner jobs in Lower Merion, PA - 747 jobs

Financial Planner / Wealth Manager At Vista Wealth Solutions , we're excited to welcome a few passionate individuals to join our team! • Did you know that half of our advisors are making fantastic strides, earning over $200,000? • Here, you'll have full ownership of your clients and data. • We're all about helping you build, manage, and market your own brand with the support of our amazing team! • Our award-winning practice management technology and training will set you up for success. • You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products. • Plus, there are opportunities to join established teams that match your skills and background! What Makes You a Great Fit with Us? • You have an entrepreneurial spirit • You strive to be better than your peers • You're passionate about helping and educating others • You're willing to work hard now for long-term success Why Work with Vista Wealth Solutions? Enjoy highly competitive, performance-based compensation, plus a full benefits package Receive personalized, comprehensive training and ongoing support Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies Collaborate with our in-house Financial Planning Department and Business Valuation experts Discover opportunities for advancement and management roles Experience a work-life balance that many financial careers lack Benefits of working with Vista Wealth Solutions • Extremely competitive performance-based compensation and a complete benefits package • Personalized and comprehensive training and support • In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies) • In-house Financial Planning Department and Business Valuation experts • Advancement and management opportunities • A work-life balance most financial careers don't offer You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. vistawealthsolutions.com

On behalf of VetJobs/MilitarySpouseJobs, thank you for your interest. We are assisting our partnering company, listed below, with this position. It is open to Veterans, Transitioning Military, National Guard Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow for next steps. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. The Janney Wealth Planning team creates, delivers and helps implement customized Financial and Estate plans to clients of the firm. The needs of these clients may range from simple to complex and the clients themselves are often High or Ultra High Net Worth individuals. The responsibility of the team, which consists of attorneys, accountants and professional planners, is to help our Financial Advisors (FAs) match our firm's comprehensive services, solutions and strategies to fulfill the needs of their clients. This role is requires advance planning knowledge and has an interest in financial planning technology. While this position is not a sales position, it will involve speaking with Janney's FAs and their clients and advising on what strategies make sense based on their financial situation. This position may require occasional travel to assist with the training and marketing of our Financial Planning Platform. What you are good at: Financial Planning Expertise- Possesses deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans. Proficiency in leveraging financial planning software, preferably MoneyGuidePro Communication & Presentation Skills- Delivers clear, confident presentations that simplify complex financial topics and engage both clients and advisors. Adapts communication style to the audience and consistently builds trust through professionalism and clarity. Relationship Management & Advisor Collaboration- Builds strong, collaborative relationships with Janney financial advisors and their clients by being responsive, reliable, and solutions-oriented. Acts as a trusted partner to advisors, supporting their business growth and enhancing the client experience. Responsibilities: Creating and editing of financial plans Helps advisors design financial plans Troubleshoots financial planning issues within Janney's financial planning software with advisors Provides virtual meeting expertise with Janney's FAs in meeting with clients and prospects Acts as an internal consultant to provide subject matter expertise to FAs, their clients and outside trusted advisors Keeps current on financial planning topics, research issues, answers questions, and assists with finding solutions for field and home office employees Establishes referral paths to other areas of Wealth Management Performs other duties as assigned What you have: Bachelor's degree or equivalent work experience Certified Financial Planner (CFP ) designation required 5-7 years of professional financial planning experience preferred FINRA Series 7 and 66 licenses, or the ability to obtain within 6 months of hire Customer service experience Strong interpersonal skills, able to work well both individually and collaboratively in a team Skilled at critical thinking High ethical standards Detail-oriented and takes pride in accomplishing a wide variety of tasks in a fast-paced environment This role will be hybrid, the individual will work approximately three days per week in-office. Why work for us? Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We've earned the Great Place to Work certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful. Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Jersey College is an institution of higher learning with a vision to be nationally recognized through our dedication to excellence and innovation in nursing education while offering pathways for professional growth. Since our founding, Jersey College has graduated over 13,000 nurses. The Financial Aid Planner is responsible for managing, overseeing, and assisting students with navigating the financial aid process in accordance with all company policies and procedures, all applicable federal, and state regulations, and all accrediting agencies' standards and requirements. The Financial Aid Planner will advise and counsel students on financial aid matters and assist with the coordinating of all student activities associated with the application for and receipt of various forms of financial aid. The job description of Financial Aid Planner also encompasses other similar named positions such as the Senior Financial Aid Planner or Manager. Job Responsibilities Advises applicants and students on eligibility for financial aid programs, assisting them in the financial aid (FAFSA) application process. Create payment plans for students when necessary. Advise students about all available funding sources. Maintain contact with State Workforce Agencies. Monitor timely payment of payment plans set up with students Initiate appropriate administrative actions for students in default of payment plans. Verify eligibility for Federal aid programs including Pell grants and guaranteed student loans Performs application intake, evaluation, processing, and awarding Ensures that the student provides all necessary documentation in order to conduct required needs analysis and packaging Conduct entrance and exit interviews as required by Title IV regulations Provide assistance to students with financial aid concerns throughout their tenure at the school. Learn, follow and refer to federal statutes and regulations as they pertain to Title IV Use Title IV management information system in order to track applications and draw down federal student funds. Perform other related duties as assigned by the Director of Financial Aid Participate in weekly admissions update meetings. Qualifications Skills and Abilities: Minimum 1 year of financial aid experience Basic knowledge of federal and state financial aid regulations with specific knowledge of Federal Direct Loans, Pell Grants, and Title IV Knowledge and comfort with Microsoft Word and Excel Ability to critically think and understand complex instructions Strong Customer Service Skills and Organizational Skills Associates Degree or higher preferred Being bilingual is a plus Notice of Non-discrimination Jersey College is committed to providing an environment that respects and encourages the development and growth of all students, faculty and staff. Discriminatory and harassing behaviors that unfairly or unlawfully interfere with an individual's educational pursuits violate our College's policies and procedures and are not tolerated. Such forms of discrimination and harassment include, but are not limited to, discrimination or harassment on the basis of race, ethnicity, sex, gender identity, religion, sexual orientation, national origin, physical or mental disability, age, or military veteran status. Jersey College does not discriminate on the basis of race, color, national origin, sex, disability, or age in its programs and activities. Jersey College encourages all students, staff, and administrators to work together to prevent all forms of discrimination and harassment, including those based on race, ethnicity, sex, gender identity, religion, sexual orientation, national origin, physical or mental disability, age, or military veteran status (individually and collectively, a protected status or a protected category). Any student, staff, or third party seeking information with respect to the non-discrimination and harassment policies of Jersey College, including Title IX protections, may contact the Director of Institutional Effectiveness at 546 U.S. Highway 46, Teterboro, NJ 07608, **************, *************************** or the Office of Civil Rights.

Could you be our Portfolio Analyst in Radnor, PA? Why work as a Portfolio Analyst with Main Line Health? Make an Impact! Under the supervision of the Director of Treasury, you will be responsible for coordinating the portfolio activities of Main Line Health, including oversight and analysis of the debt and investments, coordination between the various departments to prepare the credit rating agency communications, and collaboration with the other team members. The work you do makes a tremendous impact on our patients and the community! Develop and Grow your Career! Invest in furthering your education through seeking certifications or advanced degrees by taking advantage of our Tuition Reimbursement! This position is eligible for up to $6,000 per year based upon your Full or Part Time status. Join the Team! Like our patients, the Main Line Health Family encompasses a wide range of backgrounds and abilities. Just as each of our patients requires a personalized care plan, each of our employees, physicians, and volunteers, bring distinctive talents to Main Line Health. Regardless of our unique design, we all share a purpose: providing superior service and care. Position-Specific Benefits include: You are eligible for up to 200 hours (5 weeks) of paid time off per year based on your Full or Part Time status. We also offer a number of employee discounts to various activities, services, and vendors... And employee parking is always free! Position: Portfolio Analyst Shift: Full-Time, Day Schedule - Salaried Location: Radnor, PA (Hybrid) Experience: 1. Minimum of 5 years of treasury experience required, preferrably in healthcare. 2. Strong knowledge of banking platforms preferred, along with proficiency in business software applications such as Microsoft Suite (Excel) 3. Experience working with debt and investment management strongly preferred. Education: Bachelor's degree in Business or Finance required. Licensures/Certifications: Strong preference for a Certified Treasury Professional (CTP) Certification. Additional Information

LLR Partners is looking for an associate to join LLR's investment team. In this role you will be an integral part of our team of investment professionals who help to grow and manage our compelling portfolio of companies. We believe this is an exciting opportunity for the right individual to join an exciting and dynamic firm, while having a compelling career with significant up-side and potential. Accountabilities This individual will be an integral member of the deal team. Key responsibilities include: Constructing and reviewing detailed financial and operating models Performing and tracking the due diligence process for each investment Composing internal deal approval memorandums, term sheets and letters of intent Conducting detailed industry research to support investment due diligence and thesis development Identifying, developing and executing plans to source potential investment opportunities Drafting investor communications including periodic updates on portfolio performance Provide ongoing monitoring of existing portfolio companies including review of monthly operating results and performance Interface directly with senior members at LLR and portfolio company executives Skills and Requirements The ideal candidate is a motivated self-starter and team player who can function in an entrepreneurial atmosphere with minimal supervision. Strong analytical background including both finance and accounting skills, excellent communication skills and a high level of maturity are essential. Qualified candidates should also possess the following: 2-3 years of experience with a leading private equity firm and or investment bank Undergraduate degree from a top-tier university with exceptional academic achievement Mature, professional candidate who is a self-starter willing to accept a large amount of responsibility Strong work ethic, positive attitude and enthusiasm for the role Extensive financial modeling skills and experience in Excel Strong interpersonal and communication skills LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy. Founded in 1999 and headquartered in Philadelphia, LLR has raised over $7.5 billion across seven funds and has partnered with over 130 companies. LLR believes in creating value through partnership by providing flexible capital, strategic guidance and sector insight to help companies grow every day. LLR Partners is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you need assistance or an accommodation due to a disability, you may contact us at ******************

The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks. At least three years of relevant experience, CFA preferred Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction Keep abreast of industry and academic research and identify new research ideas Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies Competencies for Success: Ability to work independently and as part of a team Strong financial statement analysis, valuation, and modeling skills Bachelor's degree in finance, business, economics, math, or business administration Bloomberg and or Factset proficiency Microsoft office proficiency Python, SQL and or programming proficiency a plus Strong work ethic, high integrity and aligned with the company's core values Strong communication and interpersonal skills Exceptional quantitative, verbal, and written communication skills Ability to adapt to and learn new technologies

Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights. At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth. Who We're Looking For: We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location. Some of the essential duties and responsibilities: Develop and prepare comprehensive financial plans for new and existing clients Make investment recommendations and subsequent follow-ups for client portfolios with investment team Provide ongoing support for existing clients through annual reviews Present life insurance and annuity analysis Create a planning process to help individuals meet their financial goals. Work with businesses, business owners and individuals What We Offer: Highly competitive transition income for established advisors Company matched 401(k) Internal support staff Hands on training and development program Health Benefits Medical Dental Vision Prescription Life Insurance Long Term Disability Position Requirements: Bachelor's Degree At least 3 years related experience in the Financial Advisor role Series 7 & 66 securities licenses (or 65/63) Life/Health preferred Exceptional client relationship management skills Excellent writing and verbal communication skills Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills All resumes are kept strictly confidential. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

Mid -Level Investment Funds Associate | AmLaw 100 Powerhouse Locations: Austin, Boston, Chicago, New York, Philadelphia, San Francisco, Washington DC (Hybrid) Our AmLaw 100 client is doubling down on its dominance in the investment funds space. If you're a mid -level associate with 3-5 years of focused experience in fund formation and investments across private equity, real estate, venture capital, and hedge funds, this is the move you've been waiting for. This is not a plug -and -play role. You'll be advising elite fund sponsors and institutional investors on complex domestic and international fund structures. Secondary transactions, carry vehicles, separately managed accounts-if you know the playbook, they want you running point. What You'll Bring: JD from a top -tier institution 3-5 years of experience with fund formation and investments Strong background in structuring private funds and investor -side work Exposure to secondaries, SMAs, and carried interest vehicles a plus Previous AmLaw 100 firm experience is strongly preferred What You'll Get: Base comp between $260,000 and $365,000 Top -shelf medical, dental, vision, and 401(k) Real -time mentorship and long -term runway Hybrid flexibility, without sacrificing prestige or opportunity This group is known for its collaborative ethos and the kind of deal flow that makes your résumé-and your network-seriously level up. If you're looking to work alongside some of the most respected funds attorneys in the game, your seat is waiting. Ready to elevate your career? Let's talk. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

and What Makes Us Special Are you ready to work at a fast-growing company where you can make a difference? Boomi aims to make the world a better place by connecting everyone to everything, anywhere. Our award-winning, intelligent integration and automation platform helps organizations power the future of business. At Boomi, you'll work with world-class people and industry-leading technology. We hire trailblazers with an entrepreneurial spirit who can solve challenging problems, make a real impact, and want to be part of building something big. If this sounds like a good fit for you, check out boomi.com or visit our Boomi Careers page to learn more. We are seeking an experienced FP&A professional to lead the financial planning for our Research and Development lines of business, manage budgets, and give strategic financial guidance to the organization. In this role, you will oversee budgeting, forecasting, and long-term planning processes, delivering detailed reports and analysis that inform and collaborate with senior management to support business decisions. Your expertise will be pivotal in driving data-driven decision-making and support the overall growth initiatives of the company. Building strong relationships with internal stakeholders is key, as you'll work closely across multiple business lines to drive alignment and communicate financial insights effectively and proactively. What You'll Do: Financial Planning & Analysis: Develop and manage the financial planning processes, including annual budgets, forecasts, and long-term strategic plans. Data Analysis & Reporting: Prepare and present detailed financial reports and analysis to senior management, highlighting trends, variances, and insights that support decision-making. Planning Tools Proficiency: Utilize financial planning tools (such as Adaptive Insights) to streamline budgeting and forecasting processes, ensuring accuracy and efficiency. Cross-Functional Collaboration: Work closely with departments such as Finance, HR, Operations and IT to gather insights and align financial targets with operational goals. Facilitate effective communication of financial data and implications across teams. Performance Monitoring: Analyze business performance metrics and KPIs, providing actionable recommendations for operational improvements and cost efficiencies. Stakeholder Engagement: Build strong relationships with internal stakeholders to foster cooperation and alignment on financial objectives and initiatives. Process Improvement: Identify and implement process enhancements to improve the accuracy and efficiency of financial planning and reporting. The Experience You Bring: 5+ years of experience in Financial Planning & Analysis Bachelor's degree in Finance, Accounting, Economics, or a related field Strong Financial awareness and diligence, including risk mitigation Keen business acumen with the ability to “read the room” Excellent communication and interpersonal skills with the ability to partner with many business areas and at the Senior Executive level Ability to think tactically, strategically and creatively; capable of prioritizing and executing on many projects at once Ability to understand financial drivers and outcomes in the business; ability to summarize information and effectively present and communicate to both financial and non-financial audiences Ability to work with large amounts of data and create summaries, project plans, financial projections, period to date progress, and recovery plans when necessary Advanced knowledge in Excel Aren't sure if you're a match? We know that impostor syndrome and the confidence gap can prevent us from meeting spectacular candidates - so don't hesitate to apply; you could be the perfect fit! Boomi is committed to fair and equitable compensation practices. The base compensation for this position in the US ranges between $85,000 - $125,000 annually + applicable bonus. This position is remote-friendly and, as such, final compensation will be determined by various factors including the candidate's knowledge, skills, experience, and geographic location. Click here for an overview of our benefits at Boomi! #LI-AO1 #LI-REMOTE Be Bold. Be You. Be Boomi. We take pride in our culture and core values and are committed to being a place where everyone can be their true, authentic self. Our team members are our most valuable resources, and we look for and encourage diversity in backgrounds, thoughts, life experiences, knowledge, and capabilities. All employment decisions are based on business needs, job requirements, and individual qualifications. Boomi strives to create an inclusive and accessible environment for candidates and employees. If you need accommodation during the application or interview process, please submit a request to ****************. This inbox is strictly for accommodations, please do not send resumes or general inquiries.

Allentown, PA Doylestown, PA Our award-winning client is seeking a Senior Investment Advisor to join their team. As a representative, the Pension Services Subject Matter Expert plays a pivotal role in both internal planning and external interactions as the primary investment liaison to Pension Clients. This multifaceted position involves attending investment and consulting meetings, nurturing client relationships, contributing to thought leadership initiatives, collaborating with senior stakeholders, and ensuring compliance with regulations and organizational standards. Responsibilities: Act as a subject matter expert during internal planning and prioritization. Serve as the primary investment liaison to Pension Clients in external interactions. Attend investment and consulting meetings to review performance reports and provide market commentary. Maintain existing client relationships and cultivate new ones through meetings, professional associations, networking opportunities, and University-sponsored events. Practice thought leadership by creating research papers, thought pieces, and presentations as required or assigned. Collaborate with key senior stakeholders, including the portfolio management team, relationship managers, and the client service team. Contribute to setting process and development roadmaps aligned with key business objectives. Participate in the development of sales materials, RFP solicitation, responses, and supporting documentation. Contribute to the creation of new client onboarding forms and processes. Review compliance with asset allocation models and Investment Policy Statements (IPSs). Implement and document new IPSs or future changes to existing IPSs. Review and approve quarterly RIA Investment Advisory fee summaries and basis point compliance disclosures for each custodial platform. Provide appropriate explanations for significant variances. Supervise the preparation and dissemination of periodic pension plan performance reports covering all custodial platforms. Ensure compliance with laws and regulations relevant to the position, including adherence to the university code of Conduct. Additional Responsibilities: Perform any additional duties as required or assigned. Required Qualifications: 5+ years of Pension Services (or very similar) experience. Strong pension municipality experience. CFP designation a plus. 10+ years of experience in relationship management, preferably with institutional clients. Strong communication skills (interpersonal, verbal, written, and presentation). Passion for investing, exceptional quantitative and deductive reasoning skills. Comprehensive people management skills with a high emotional intelligence (EQ). Ability to lead presentations to individuals or large groups with robust knowledge of investment and capital markets. Self-starter with excellent organizational skills, capable of exceeding client expectations. Series 7, 66, or 63/65 registration. Bachelor's degree in accounting, finance, business, or related fields; CFA designation, master's degree, or MBA preferred.

Job Description Financial Advisors QUALIFICATIONS Bachelor's Degree in business or finance. 4+ years' experience as a personal financial advisor/planner Industry related professional designations such as CFP preferred The ideal candidate will possess the Series 65 & insurance licenses This individual will be highly motivated with a strong desire to succeed. Excellent organizational, communication, interpersonal, and computer skills required. RESPONSIBILITIES Developing comprehensive, fee-based personal financial plans for individuals and families. Providing various investment advisory services including proposal development, asset allocation modeling, etc. Some trading and rebalancing of client portfolios. Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans. Responding to various client service requests throughout the year. Helping the firm grow through acquisition of new clients and retention of existing clients. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing financial guidance and support to clients, developing financial plans, and assisting clients in making informed decisions about their money. Responsibilities: Assess clients' financial situations by gathering information regarding their income, expenses, financial goals, and risk tolerance Develop customized financial strategies and plans to help clients achieve their financial goals Provide advice on investment strategies, mutual funds, bonds, and other investment opportunities Monitor clients' accounts and make recommendations to ensure they are aligned with financial goals Stay up-to-date on industry trends and changes that may affect clients' financial plans Qualifications: Bachelor's degree in Finance, Business, or related field; Master's degree preferred Certified Financial Planner (CFP) designation Proven experience in financial planning and investment management Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work independently and as part of a team If you are a dedicated and knowledgeable financial professional looking to take the next step in your career, we would love to hear from you. Apply now to join our team as a Senior Financial Advisor.

Responsible for financial analysis of prospective acquisitions/developments and preparation of investment memos for proposed transactions. Essential Job Functions Prepares detailed budgeting and projections of net operating income and cash flow utilizing financial modeling software (ARGUS and Excel). Conducts market research and analysis to provide a basis for assumptions used in financial modeling for prospective developments/acquisitions. Interacts with regional offices, management, teammates across disciplines of the company, consultants, brokers, and other market participants to gather/verify research, modeling assumptions/costs, and conclusions. Prepares investment memos for submission to Market Leaders, CEO, CIO and other senior management, as applicable, for pursuit cost approval of potential transactions. Assist in preparing annual investment budgets and in general strategic planning initiatives. Performs administrative functions, including updating investment database and pipeline/status reports and special projects as assigned. Out-of-town travel is an essential job function. Performs other duties as assigned, some of which may be essential to the job. Knowledge, Skills, and Abilities Knowledge of basic finance principles at a level normally acquired through completion of a Bachelor's degree in finance. Must have the ability to analyze and understand leases, operating statements, purchase contracts, letters of intent, and financial statements, as well as a general understanding of credit and capital markets. At least one to two years of finance- or real estate-related experience with similar job requirements, a plus. Must have a thorough understanding of financial modeling, including the production of cash flow models, cash-on-cash yield, IRR analysis, and discounted cash flow valuations. Experience with and high-level understanding of real estate principles, terminology, and financial modeling using ARGUS and EXCEL is required. Excellent interpersonal and telephone communication skills. Strong organizational and written communication skills, including ability to prepare, edit, proofread, and check accuracy of documentation and presentations. Strong computer skills necessary to prepare and adjust financial models, enter and manipulate words/data, and use standard microcomputer-based software to communicate with others, prepare documentation, and/or analyze data. Attention to detail is required; accuracy of financial modeling is critical to making correct investment decisions. Physical and Other Requirements Work requires regularly sitting for extended periods of time when working with computer system. Work is performed in a normal office environment where there are relatively few physical discomforts due to dust, dirt, noise, and the like. Internal Contacts: Interface with all departments within company to gather and exchange information to discuss results of financial research and analysis. External Contacts: Brokers, attorneys, consultants and tenants to obtain or exchange information related to research, analysis, and due diligence. How to Apply To apply for this position, please visit ****************************** and submit a resume and cover letter through our “Careers” section. Equal Employment Opportunity First Industrial Realty Trust, Inc. is an Equal Opportunity Employer Committed to Diversity, M/F/D/V

As we create a colorful, capable and cleaner world through chemistry, we invite you to join our team to harness the power of chemistry to shape markets, redefine industries and improve lives for billions of people around the world. CREATING ESSENTIAL CHEMISTRY THAT THE WORLD NEEDS At Chemours, our people are redefining how the world thinks of chemistry by approaching everything we do with a commitment to delivering Trusted Chemistry that creates better lives and helps communities thrive. That begins with how we use our science, data, and unmatched technical expertise to develop market-leading products with the highest levels of performance, sustainability, and safety in the industry. Powered by chemistry, our products are used in applications that make the products we rely on, processes, and new technologies possible. In key sectors such as clean energy, advanced electronics, high-performance computing and AI, climate friendly cooling, and high-quality paints and coatings for homes and industrial infrastructure---sustainable solutions and more modern living depend on Chemours chemistry. Chemours is seeking a Financial Analyst to join our growing Corporate Decision Support team. This position will be available at the Wilmington Office Building located at 1007 N. Market Street, Wilmington, DE (hybrid) and will report directly to the Environmental Finance Manager. Responsible for assisting the Environmental Finance Manager in supporting the Corporate Remediation Group, the Legacy Litigation Group, and the MOU Process. Provides financial support and partnership to the individual groups by performing monthly and quarterly analysis and reconciliation. The responsibilities of the position include, but are not limited to, the following: Provide financial support to the Corporate Remediation Group, Legacy Litigation Group, and the Memorandum of Understanding (MOU) Process. Support the quarterly consolidation process of the environmental reserve project estimates. Run the monthly environmental reserve spend report and reconcile ENFOS (project management software system) to spend report. Complete project spend and environmental reserve variance analysis. Assist in preparing monthly forecasts and the annual budgets. Assist in the coordination and reconciliation process of the MOU billing process between DuPont, Corteva, and Chemours. Perform ad hoc financial analysis and special projects as needed. The following is required for this role: Degree in Finance, Accounting, or Economics. 1+ year of finance, accounting, or business analysis experience. Understanding of the 3 financial statements (i.e. Balance Sheet, Income Statement, Statement of Cash Flows) and their interaction. Ability to work independently as well as part of a team. Strong oral, written and interpersonal skills. Proficiency in Excel, Power BI, PowerPoint, and SAP. The following is preferred for this role: Public Accounting or Environmental Accounting Experience is a PLUS Benefits: Competitive Compensation Comprehensive Benefits Packages 401(k) Match Employee Stock Purchase Program Tuition Reimbursement Commuter Benefits Learning and Development Opportunities Strong Inclusion and Diversity Initiatives Company-paid Volunteer Day We're a different kind of chemistry company because we see our people as our biggest assets. Instead of focusing just on what our employees do each day, we look at how they do it-by taking a different approach to talent development, employee engagement, and culture. Our goal is to empower employees to be their best selves, at Chemours and in life. Learn more about Chemours and our culture by visiting Chemours.com/careers. Chemours is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, religion, color, gender, disability, national or ethnic origin, ancestry, marital status, family status, sexual orientation, gender identity or expression, or veteran status. Jurisdictions may have additional grounds for non-discrimination, and we comply with all applicable laws. Chemours is an E-Verify employer Candidates must be able to perform all duties listed with or without accommodation Immigration sponsorship (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status) is not currently available for this position Don't meet every single requirement? At Chemours we are dedicated to building a diverse, inclusive, and authentic workplace for our employees. So if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the position description, we encourage you to apply anyways. You may just be the right candidate for this or other opportunities. In our pursuit to be the greatest place to work, we know that a critical element to enhancing our employee experience is to assure we're operating with a solid foundation of trust. At Chemours, this means being transparent about how we pay our employees for the work that they do. Pay Range (in local currency): $70,426.00 - $110,040.00 Chemours Level: 23 Annual Bonus Target: 6% The pay range and incentives listed above is a general guideline based on the primary location of this job only and not a guarantee of total compensation. Factors considered in extending a compensation offer include (but are not limited to) responsibilities of the job, experience, knowledge, skills, and abilities, as well as internal equity, and alignment with market data. The incentive pay is dependent on business results and individual performance and subject to the terms and conditions of the specific plans. At Chemours, you will find sustainability in our vision, our business and your future. If you want to work on the leading edge of your field and have a desire to make a difference, join Chemours and discover what it means when we say "We Are Living Chemistry."

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Key objectives of this job include hiring, on-boarding and direct management and supervision of the day to day activities and performance of the FAs in an assigned market/territory. Responsibilities include recruiting, hiring, training, coaching and mentoring Financial Advisors. The FAM will be the principal over the activity of his/her FAs, with responsibility for suitability, knowledge of products & platform, ultimate review of the business activity. The FAM will be responsible for Partnership activity with Retail and other Partners and for creating a positive relationship with Partners and driving referral activities. Responsible for providing advice through planning and the distribution of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage referrals for the Stores which the Financial Advisors (FAs) cover. This job is responsible for implementing plans and programs that create opportunities for their team and partners acquire new clients and deepen business with existing clients. Depth & Scope: * Direct supervision of Financial Advisors (FAs) * Responsible for hiring, on-boarding and managing and directing the efforts and performance of FAs in an assigned geographic region(s)/territory(s) from licensing, training, coaching, mentoring, ramp-up, Mass Affluent sales and Wealth & brokerage referrals. * Directly responsible for assuring FAs in the designated territory comply with all regulatory guidelines with respect to the Mass Affluent and TDPCW offering. * Increases Mass Affluent product sales productivity and referral productivity through active coaching, planning with Retail Bank leadership including RMPs and RMMs. * Directly accountable for assigned Mass Affluent revenue and Wealth/brokerage referral goals * Territory management: work with Wealth and Retail leadership to align Store coverage to best meet the needs of territory; support and measure Store success; realign coverage as necessary. * Develops strong relationships with Wealth, TD Bank Retail and other internal/external business partners. Leverages these networks to provide product training and sales ideas to improve sales and revenue within assigned territory(s). * Responsible for supporting / completing most complex product sales suitability and client meetings. Serves as sales and product and platform expert resource for team. * Executes high impact activities and ongoing sales / Mass Affluent product training, coaching and provides sales support related project coordination. * Leads implementation of marketing programs. * Lead the assessment of the performance of FAs within the assigned region/territory market. * Provides insights to local competitive intelligence and market share analysis. * Team with business development executive to launch campaigns that effectively generate leads and opportunities. * Participates in community, and business development activities focused on enhancing profile as an expert in Mass Affluent sales within assigned Market. * Directly accountable for team delivering financial plan proposals along with sales volumes, assets and revenue growth within assigned territory(s). * Monitors, manages and approves expenditures, and prepares monthly financial statements and administrative reports. * Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met * Extensive travel within territory(s) required. Education & Experience: * Bachelor's degree or equivalent experience * 7 - 10+ years related experience * Required Licenses or Registrations (or ability to obtain within Licensing & Registration Schedule): Life/Health, Series 65, 7 and 24 * Excellent communication skills. * Proven managerial skills. * Previous sales/leadership experience * Demonstrated attention to detail and effective project management skills. * Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook). * Demonstrated experience performing complex financial, statistical and budgetary analyses, preferably in the banking industry. * Ability to travel within assigned Market; about 75% of time * Driver's License required OCC Language: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Occasional * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, and life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Attend virtual and in-person training to enhance financial expertise. Maintain compliance with industry regulations and licensing requirements. Utilize marketing tools and resources to grow your client base. Attend hybrid meetings, including in-person team collaboration, as required. Offer solutions in insurance, asset accumulation, and retirement planning. Qualifications: No prior experience in finance is required-comprehensive training is provided. Competitive mindset with a history of leadership or achievement. Strong interpersonal and communication skills. Must be authorized to work in the US. Self-motivated, coachable, and driven to succeed. About Company Our mission is clear: To Do Good in our communities and for the families we serve. Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Key objectives of this job include hiring, on-boarding and direct management and supervision of the day to day activities and performance of the FAs in an assigned market/territory. Responsibilities include recruiting, hiring, training, coaching and mentoring Financial Advisors. The FAM will be the principal over the activity of his/her FAs, with responsibility for suitability, knowledge of products & platform, ultimate review of the business activity. The FAM will be responsible for Partnership activity with Retail and other Partners and for creating a positive relationship with Partners and driving referral activities. Responsible for providing advice through planning and the distribution of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage referrals for the Stores which the Financial Advisors (FAs) cover. This job is responsible for implementing plans and programs that create opportunities for their team and partners acquire new clients and deepen business with existing clients. Depth & Scope: Direct supervision of Financial Advisors (FAs) Responsible for hiring, on-boarding and managing and directing the efforts and performance of FAs in an assigned geographic region(s)/territory(s) from licensing, training, coaching, mentoring, ramp-up, Mass Affluent sales and Wealth & brokerage referrals. Directly responsible for assuring FAs in the designated territory comply with all regulatory guidelines with respect to the Mass Affluent and TDPCW offering. Increases Mass Affluent product sales productivity and referral productivity through active coaching, planning with Retail Bank leadership including RMPs and RMMs. Directly accountable for assigned Mass Affluent revenue and Wealth/brokerage referral goals Territory management: work with Wealth and Retail leadership to align Store coverage to best meet the needs of territory; support and measure Store success; realign coverage as necessary. Develops strong relationships with Wealth, TD Bank Retail and other internal/external business partners. Leverages these networks to provide product training and sales ideas to improve sales and revenue within assigned territory(s). Responsible for supporting / completing most complex product sales suitability and client meetings. Serves as sales and product and platform expert resource for team. Executes high impact activities and ongoing sales / Mass Affluent product training, coaching and provides sales support related project coordination. Leads implementation of marketing programs. Lead the assessment of the performance of FAs within the assigned region/territory market. Provides insights to local competitive intelligence and market share analysis. Team with business development executive to launch campaigns that effectively generate leads and opportunities. Participates in community, and business development activities focused on enhancing profile as an expert in Mass Affluent sales within assigned Market. Directly accountable for team delivering financial plan proposals along with sales volumes, assets and revenue growth within assigned territory(s). Monitors, manages and approves expenditures, and prepares monthly financial statements and administrative reports. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met Extensive travel within territory(s) required. Education & Experience: Bachelor's degree or equivalent experience 7 - 10+ years related experience Required Licenses or Registrations (or ability to obtain within Licensing & Registration Schedule): Life/Health, Series 65, 7 and 24 Excellent communication skills. Proven managerial skills. Previous sales/leadership experience Demonstrated attention to detail and effective project management skills. Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook). Demonstrated experience performing complex financial, statistical and budgetary analyses, preferably in the banking industry. Ability to travel within assigned Market; about 75% of time Driver's License required OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous International Travel - Occasional Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an Associate Financial Advisor to our team. Wescott advisors utilize their substantial planning experience and strong relationship management skills to be an outstanding trusted partner for our clients. If you are ready to embark on a journey that will provide you with a path for professional growth to become an exceptional financial advisor, this is an ideal role for you. Core Role Expectations Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data. Gains knowledge and experience teaming with Wescott's expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions. Eager to advance expertise to impress the sophisticated executives and business owners, and manage multiple generations and diverse dynamics of family wealth. Helps advisor team in fostering a unique experience centered on client service. Actively make an impact in the community. Qualities that Thrive Consistent commitment to loyalty and excellence in all efforts for clients, colleagues and community. Embrace culture that is diverse, collegial, inclusive, team oriented and welcomes change. Team player with strong empathy and communication skills that shows initiative to contribute to achieving client goals. Exhibits productivity, quality of work and problem solving skills, contributing to delivery of superior client service. Requirements Bachelor's degree, preference for secondary degree 2-5 years of Advisory Experience Completed or Pursuing CFP certification Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus. Understands and supports Wescott's vision, mission, and strategy Engages in teamwork and teambuilding Adds to Wescott's inclusive culture Participates in firm and/or personal community efforts Benefits Wescott is dedicated to creating an inclusive workplace that fosters and values diversity. More importantly, it aims to build an environment where everyone, regardless of background, can perform their best work. All qualified applicants will be considered for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status; or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer. Our competitive salary is commensurate with experience. Performance-based bonus and a wide range of employee benefits and support programs that include: Professional License and Professional Development (CE) 401(k)/Employee's Pension Plan Domestic Partner Benefits Family/Dependent Care Leave Basic Life/AD&D Insurance / Voluntary Life Insurance Short-term and Long-term Disability Insurance Sick Leave Vacation (20 days per year) Holidays (11) and Floating Holidays Volunteer Paid Time Off Medical / Dental / Vision Insurance Spring Health EAP Employee Resource Groups Flexible Spending & Health Care Spending Commuter Benefit Global Fit / Walk My Mind / Back-Up Care Advantage Pet Insurance Business Casual Dress Code Caring team of co-workers When applying, include a cover letter when uploading your resume. Preference will be given to candidates residing in the Harleysville Region. We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Wescott is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Wescott via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Wescott, and no fee will be paid in the event the candidate is hired by Wescott of affiliates.