8 client advisor jobs at 5 companies in Moosic, PA
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Premier Client Advisor - PNC Wealth Management
Clarks Summit or Scranton or Abington
OnsiteFull Time
PNC Wealth Management: U.S. private wealth-management subsidiary providing brokerage, investment advisory, financial-planning, and insurance services to individuals and families.
2+ YOEFINRA Series 7 and 66 (or 63/65) and Life & Health insurance license required; bachelor\u0002s degree typically required; 2+ years relevant experience preferred; strong coaching, sales, and communication skills.
Northwestern Mutual: Financial security offering insurance and wealth management services.
Bachelor’s degree, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, continuous learning, and legal US work authorization without sponsorship.
Lincoln Investment Management Company: U.S. independent broker-dealer and registered investment adviser serving educators, nonprofits, individuals, families, and businesses nationwide.
3+ YOEBachelor's degree and minimum 3 years client-facing financial advisory experience; active FINRA Series 7 and 66 or Series 63 and 65; retirement/wealth planning experience; strong communication and fiduciary standards.
Kohl'sNYSE: KSS: American department store retail chain offering apparel, home, and beauty.
Beauty passion, client-facing retail or service experience, strong written and verbal communication, basic math, reading, computer skills, and ability to lift 50 pounds and stand for a full shift.
Kohl'sNYSE: KSS: American department store retail chain offering apparel, home, and beauty.
Client-facing retail/service experience, passion for beauty, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
Financial Advisor (Fall/Recent Graduates, Early Acceptance)
Moosic, Pennsylvania, United States
$70k-$120k/yrHybridFull Time
Vista Wealth Solutions: Independent MassMutual general agency providing insurance, investment, retirement, and wealth-planning services to individuals, families, and business owners.
Entry-level role for recent graduates; coachable, strong communicator, motivated to build client relationships; bachelor's degree completed or in progress preferred; must be US citizen or permanent resident and able to obtain industry licenses.
Financial Advisor - Tamaqua, PA - Market 25, Region 377
Tamaqua, Pennsylvania, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Financial services firm providing wealth management and investment advice.
Develop and grow a branch practice, obtain required FINRA and state registrations, build client relationships, and deliver personalized financial solutions; bachelor's degree or equivalent experience, licensing or financial services experience preferred.
PNC Wealth Management: U.S. private wealth-management subsidiary providing brokerage, investment advisory, financial-planning, and insurance services to individuals and families.
8+ YOE5+ MgmtLeads a market team to grow assets under management and retain clients; manages ~15 investment advisors, requires strong portfolio and risk management, leadership, and client relationship skills; travel across PA markets.