8 client advisor jobs at 4 companies in Scranton, PA
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Premier Client Advisor - PNC Wealth Management
Clarks Summit or Scranton or Abington
OnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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: Provides life insurance, financial planning, and investment 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: Provides independent brokerage and registered investment advisory services.
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.
Vista Wealth Solutions: Provides holistic financial planning and wealth management services.
Life, Accident & Health license required; obtain SIE, Series 7 and Series 66 within 6 months. Must be US citizen or permanent resident. Strong client acquisition, financial planning, insurance and investment advisory skills; coachable and self-driven.
Princeton or Allentown or Red Bank or Millburn or Scranton or Bridgewater or Cherry Hill or Fort Lee
$75k-$125k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEWealth advisory experience; client relationship management; investment and insurance planning; FINRA licenses (7 and 66 or 63/65); Life and Health Insurance licenses; bachelor’s degree; 3+ years relevant experience.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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: Provides holistic financial planning and wealth management services.
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.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.