12 banking advisor jobs at 8 companies in Intercourse, PA
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.
6d
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Virtual Banking Relationship Advisor II
Exton, Pennsylvania, United States
HybridFull Time
2+ YOEHigh school diploma required; college degree preferred. Requires 2–4 years of retail or contact center experience, contact center technology and data analysis knowledge, strong communication, service, and performance skills.
3mo
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Business Banking Treasury Management Advisor
Cherry Hill or Philadelphia or Wilmington
$61k-$108k/yr OnsiteFull Time
3+ YOERelationship management, sales, and credit analysis in business banking; bachelor’s degree; 3+ years experience preferred; sponsorship not provided.
3w
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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.
3w
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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.
3mo
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Premier Advisor - Bel Air, MD
Bel Air, Maryland, United States
$88k-$115k/yr OnsiteFull Time
5+ YOEManage mass affluent relationships; provide financial planning and advisory services; knowledge of banking, investments, and insurance; requires active FINRA licenses and relevant degree.
Microsoft Office
2mo
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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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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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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
Provide client service support to financial advisors, ensure accuracy of client materials, deepen client relationships, and follow bank policies; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Wyomissing, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on bank offerings, ensure accuracy of client materials, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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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.
3w
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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.