27 banking advisor jobs at 13 companies in Devon, PA
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Banking Advisor III - PNC Private Bank
Philadelphia, Pennsylvania, United States
OnsiteFull Time
5+ YOEManage and grow a book of private bank clients, provide credit and cash management advice, support high-net-worth clients, and mentor junior team members; typically requires a bachelor\u000and 5+ years of relevant experience.
3mo
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Mortgage Banking Advisor
Wilmington, Delaware, United States
$44k/yr OnsiteFull Time
Bachelor’s degree in business or related field; prior sales and customer service experience; ability to travel; NMLS registration; residential mortgage originations experience preferred.
1w
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Financial Advisor
Pottstown, Pennsylvania, United States
OnsiteFull Time
3+ YOE3+ years wealth management experience (or 7 years bank/CU), high school required (college preferred); Series 7, Series 63, state insurance license required; Series 65 within 90 days; clear CRD; strong client service and regulatory compliance skills.
Redtail, Microsoft Excel, Microsoft Word, EMoney, Money Guide Pro, RegEd
1w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
1mo
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Senior Wealth Advisor
Fort Washington, Pennsylvania, United States
OnsiteFull Time
Active FINRA Series 7, 63, and 65/66 licenses; experience in financial advisory, banking, insurance, or investment sales preferred; strong relationship-building and consultative sales skills.
1w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
1mo
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Business Solutions Advisor - Lionville Crossroads Square Financial Center - Exton, PA
Exton, Pennsylvania, United States
OnsiteFull Time
Client-facing advisor with B2B/small business sales experience, proven sales track record, strong communication and customer service skills, outbound phone sales experience, and ability to analyze client needs and recommend banking solutions.
2w
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Associate Wealth Advisor
Doylestown, Pennsylvania, United States
OnsiteFull Time
0+ YOEBachelor's preferred; 0-2 years banking/wealth experience or equivalent; must obtain FINRA Series 7 & 66 within 6 months and state life & health licenses within 1 year; strong communication, sales, and relationship skills.
1w
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Business Solutions Advisor - New Jersey/Philly Market
Philadelphia, Pennsylvania, United States
OnsiteFull Time
1+ YOE1+ year sales or banking experience, strong communication and customer service skills, proven sales track record, ability to analyze client needs and recommend banking solutions.
1mo
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VP Payments Compliance Advisor (Hybrid)
Wilmington, Delaware, United States
HybridFull Time
8+ YOE3+ Mgmt8+ years BSA/AML and Sanctions experience, 3+ years in a senior compliance role in banking/payments, undergraduate degree or equivalent, APRP/CAMS/CRCM preferred, strong documentation, regulatory liaison, and communication skills.
2mo
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Wealth Advisor - Northfield Bank
East Brunswick or Princeton or Woodbridge or Monroe
$70k-$90k/yr OnsiteFull Time
2+ YOE2+ years investment sales; active FINRA licenses; HS diploma; MS Office proficiency; state-specific licenses.
Microsoft Office, PowerPoint
2mo
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Wealth Advisor - Northfield Bank
East Brunswick or Princeton or Woodbridge or East Brunswick or Monroe
$70k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma required; 2+ years investment sales experience; active Life Insurance license and FINRA registrations (Series 7, 63 if required, 65/66); state registrations as needed; Microsoft Office proficiency.
Microsoft Office, PowerPoint
2mo
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Financial Advisor, Truist Investment Services, Lititz, PA
Lititz or United States
RemoteFull Time
4+ YOEBachelor's in business/accounting/finance/banking (or equivalent), 4 years professional experience (incl. 1 year in securities), Series 7 and 66, applicable state health and life insurance licenses, Microsoft Office proficiency, strong analytical and relationship skills.
Microsoft Office
1mo
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Senior Home Lending Advisor - East Windsor, NJ
East Windsor, New Jersey, United States
$16/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending/sales in retail banking, knowledge of FHA/VA/FNMA/FHLMC, strong communication, NMLS registration required.
Windows, NMLS
6d
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Technology Support Specialist - Fulton Financial Advisors
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's in business/finance/technology or equivalent; 3+ years supporting banking and trust systems (required); 5+ years with financial systems preferred.
1w
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Technology Support Specialist - Fulton Financial Advisors
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's or equivalent in business/finance/technology; 3+ years supporting banking/trust systems (5+ preferred); experience with vendor management, RFPs, and system implementations; authorized to work in the US without sponsorship.
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