8 senior advisor jobs at 7 companies in Berwick, PA
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Senior Financial Advisor
Allentown, Pennsylvania, United States
OnsiteFull Time
CAPTRUST: Provides investment advisory and retirement plan consulting services.
6+ YOEBachelor's degree or 6+ years' experience, Series 65 or 66 registration, CFA/CIMA preferred, strong 401(k)/ERISA knowledge, excellent communication and presentation skills, and Microsoft Office proficiency.
Platform Accounting Group: Acquires and operates boutique accounting and professional services firms.
3+ YOERequires 3+ years preparing varied tax returns, a bachelor's degree, EA or CPA credential, and strong knowledge of tax, accounting, and finance; master's degree preferred.
Life Remembered: Operates memorial parks and provides comprehensive funeral services.
5+ YOE5+ years direct-to-consumer sales experience, proven performance, Microsoft Office proficiency, valid driver’s license, able to pass background check, comfortable with phone and virtual meetings.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, networking, organizational, and problem-solving skills; U.S. work authorization required.
Equus Workforce Solutions: Provides workforce development and vocational training services.
Master’s degree and experience with SSA Disability programs, case evaluation, documentation, Listing Codes, and evaluation rules required; strong analytical, communication, multitasking, and training skills needed.
Eli Lilly and CompanyNYSE: LLY: Researches and manufactures medicines for human health.
15+ YOEBS in Engineering (chemical or mechanical) required, 15+ years manufacturing/engineering in pharmaceutical/API networks, ability to work onsite weekly, strong design and team leadership experience.
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.