37 client advisor jobs at 20 companies in Lebanon, PA
2mo
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Client Advisor
Wayne or Mechanicsburg
HybridFull Time
2+ YOEMinimum 2 years in client-facing or business development roles; insurance industry experience preferred; property & casualty license preferred or obtainable upon hire.
CRM, AI
2w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
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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Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
Develop and manage commercial P&C book of business, analyze client exposures, prepare submissions, negotiate terms, and meet revenue quotas; P&C producer licensure required; associate degree or equivalent preferred.
4w
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Private Client Associate - Royersford, PA
Royersford, Pennsylvania, United States
OnsiteFull Time
Provide client service and operational support for financial advisors; strong customer service, communication, attention to detail; proficiency in Word, Excel, PowerPoint, Outlook; Series licensing preferred or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3w
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Wealth Advisor - Camp Hill, PA
Camp Hill, Pennsylvania, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license within 60 days, minimum 2 years financial advisor experience, new business development and client management skills.
1w
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Financial Advisor
Camp Hill, Pennsylvania, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambition, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
1mo
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Resident Advisor
Lancaster, Pennsylvania, United States
$18-$22/hr OnsiteFull Time
Provide on-site supervision, engage clients using trauma-informed practices, plan activities, maintain site compliance, and complete required training; high school diploma/GED and valid driver's license preferred.
Microsoft Windows, Google Suite
2w
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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
2w
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Senior Investment Advisor
Hershey, Pennsylvania, United States
$134k-$220k/yr OnsiteFull Time
10+ YOE10+ years investment management experience, bachelor’s degree preferred; strong knowledge of portfolio theory, fiduciary and tax rules, client communication, and trust/investment systems.
Microsoft Office, SWP
1mo
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Beauty Advisor - Flex
Whitehall, Pennsylvania, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; product-learning ability; teamwork; and ability to lift and carry up to 50 pounds.
4d
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Associate Wealth Advisor
Wyomissing, Pennsylvania, United States
$82k-$95k/yr HybridFull Time
4+ YOEBachelor’s degree, Series 65 or equivalent, and 4+ years of financial services experience. Requires financial analysis, planning, investment, tax, estate, CRM, and client communication skills.
CRM, Portfolio Management, customer relationship management platform
3w
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Senior Wealth Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
7+ YOEBachelor's degree (MBA preferred) and 7+ years advising high-net-worth clients; CFP, FINRA Series 7 & 66, Pennsylvania insurance license (obtain within 6 months); strong relationship management and business development skills.
eMoney, Salesforce
3w
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Financial Advisor II
Lancaster, Pennsylvania, United States
$125k/yr HybridFull Time
5+ YOE5+ years investment management or financial planning experience, bachelor’s degree required (finance preferred), CFP preferred/required within two years, clean U4, strong planning and client relationship skills, proficiency with Microsoft Office and financial planning software.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
5d
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Beauty Advisor - Part Time
Harrisburg, Pennsylvania, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; product-learning ability; teamwork; and ability to lift and carry up to 50 pounds.
4d
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Beauty Advisor - Part Time
Harrisburg, Pennsylvania, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, interpersonal, product-learning, teamwork, and beauty knowledge skills; ability to lift and carry up to 50 pounds.
1w
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Financial Advisor (Center Valley)
Center Valley, Pennsylvania, United States
$70k-$120k/yr HybridFull Time
Build client relationships and financial practices; obtain Life, Accident & Health License at start and SIE, Series 7, and Series 66 within six months. U.S. citizenship or permanent residency required.
1mo
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Premier Advisor - Wyomissing, PA
Wyomissing, Pennsylvania, United States
OnsiteFull Time
1+ YOEBachelor's in business/finance or equivalent experience; 5+ years financial services experience (or 1 year in a financial client relationship manager role); active SIE, Series 7, Series 66/63/65 and applicable insurance licenses; SAFE/NMLS mortgage compliance within required timelines; strong sales, interpersonal, and Microsoft Office skills.
Microsoft Office
1mo
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Part-Time Beauty Advisor - Sephora
Lancaster, Pennsylvania, United States
$14/hr OnsitePart Time
Authentic passion for beauty, client-facing retail or service experience, strong communication, flexible availability including nights/weekends/holidays, ability to lift up to 50 lbs.
handheld scanners
3mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Colonial Park, Pennsylvania, United States
$15/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, complete training, basic math and computer skills, operate handheld scanners.
handheld scanners
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