8 wealth jobs at 3 companies in Chambersburg, PA
1w
Save
Mark Applied
Hide
Wealth Advisor - PNC Wealth Management
Maryland Line, Maryland, United States
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of relevant industry experience typically required. FINRA Series 7 and 66 or 63 and 65, plus Life and Health Insurance licenses required.
Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act)
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Wealth Management Client Associate
Frederick, Maryland, United States
$25-$44/hr OnsiteFull Time
High school diploma or equivalent; strong client service, communication, judgment, computer, and organizational skills. FINRA SIE, Series 7, or Series 66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
Frederick, Maryland, United States
$25-$44/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent; 2 years of experience; client service, communication, organization, judgment, and technology skills. Microsoft Office and Salesforce proficiency preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED, ~2 years client-facing experience, strong client service skills, proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
Save
Mark Applied
Hide
Financial Advisor - PNC Wealth Management
York or Mount Joy or West Manchester
OnsiteFull Time
2+ YOEBachelor's degree preferred, 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65) and Life & Health Insurance required, strong prospecting and relationship skills.
1mo
Save
Mark Applied
Hide
Premier Client Banker - PNC Wealth Management
Frederick, Maryland, United States
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelors and 3+ years industry experience; proven sales and relationship management skills; FINRA Series 7/66 (or 63&65) and life & health insurance preferred; strong communication and decision-making skills.