Financial advisor jobs in Philadelphia, Pennsylvania - Page 2Create job alerts

Job DescriptionThe Opportunity: Senior Staff AccountantSend resumes to: you ready to take your career to the next level with a prestigious and highly-awarded law firm known for its excellence, integrity, and financial acumen? We are seeking an exceptional Senior Staff Accountant to join our elite Accounting Department. This is a rare opportunity to contribute to the financial stability and strategic vision of a firm that has set the standard in the legal industry. This is more than a job—it is an opportunity to shape the financial future of a renowned law firm that has built its reputation on excellence. You will be part of a dynamic team that values precision, innovation, and strategic financial leadership. In return, we offer: • Top-Tier Medical, Dental, Vision, 401(k), etc., • Competitive Base Salary & Employee Perks, • Stable and Consistent Environment (Strong Retention), • A prestigious and intellectually stimulating work environment, • The opportunity to collaborate with top-tier legal professionals, • Competitive compensation and comprehensive benefits, • A culture of excellence where your financial expertise will be valued and rewardedIn this pivotal role, you will oversee financial operations with the utmost discretion, ensuring the firm’s compliance with all regulations while delivering insightful financial analysis that supports strategic decision-making. As a Senior Staff Accountant, you will be a trusted advisor to firm leadership, responsible for safeguarding and optimizing the firm's financial health through meticulous oversight and strategic foresight. If you thrive in a fast-paced, intellectually stimulating environment and possess the sophistication, precision, and expertise required to manage complex financial operations within a law firm, we invite you to apply. Key Responsibilities, • Overseeing all state and federal tax filings, ensuring full regulatory compliance., • Preparing and filing timely and accurate financial statements., • Managing accounts payable and receivable, maintaining the firm's financial integrity., • Conducting risk analysis to assess operational, compliance, and reputational exposure., • Representing the Accounting Department at board meetings, providing financial insights., • Strengthening and monitoring the firm’s credit, liquidity, and financial integrity., • Preparing and distributing financial reports, productivity statements, and performance evaluations., • Managing and reconciling all IOTA transactions, ensuring strict adherence to legal standards., • Overseeing bank reconciliations, journal entries, payroll processing, and month-end reporting., • Analyzing past financial performance, forecasting future performance, and determining firm equity valuation., • Liaising with external CPA firms and auditors to ensure compliance and accuracy., • Collaborating with attorneys to provide clear and concise financial insights., • Leading annual financial audits, ensuring transparency, accuracy, and adherence to best practices., • Executing and maintaining the firm’s budget, supporting strategic financial planning., • Investigating potential financial violations, enforcing corrective protocols, and upholding regulatory integrity., • Working collaboratively with the Accounting Department in a team-oriented, results-driven environment.Required Qualifications, • Exceptional command of financial regulations, procedures, and policies, particularly within a law firm setting., • Education: Bachelor’s degree in Accounting or Finance required; Master’s degree preferred., • Minimum of three years of IOTA experience in a legal or professional services environment., • Technical Expertise: Advanced proficiency in Microsoft Excel; experience with payroll processing., • Regulatory Mastery: Strong understanding of financial compliance at all levels of government., • Analytical Acumen: Ability to perform financial audits, strategic forecasting, and risk assessments., • CPA certification preferred but not required

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description ABOUT The Senior Account Manager is responsible for managing specific key client accounts and maintaining an excellent client relationship. The Senior Account Manager establishes budgets with the client, is there for conflict resolution, ensures timely deliverables, writes creative briefs and supports client financials in partnership with Account leadership and operations. They are also in charge of contracts and contract renewals, quality control on the account, and actively pursues new opportunities with the client. Above all, the Senior Account Manager knows more about the accounts than anyone else in the agency; s/he is the go-to person for that client. WHAT YOU WILL DO… Manage Key Client Accounts • Build and maintain strong client relationships, serving as a trusted advisor and brand expert, • Understand business objectives, challenges, and opportunities of client, target audience and industry, • Define client goals and KPIs, working with clients and internal teams to align on strategy, • Provide strategic branding, thought leadership and expertise to expand business relationships, • Work closely with internal teams to develop creative briefs, plans, recommendations, and deliverables, • Manage all assigned client projects, ensuring work aligns with brand strategy and client goals, • Oversee budgets, create and monitor client SOWs, and handle billing reconciliation with oversight from Account leadership, • Participate in all strategic planning, including account planning, • Proactively identify and capitalize on upselling opportunities within client accounts, • Act as an ambassador for the brand, internally and externally YOUR CREDENTIALS • 4-6 years of experience in account management, agency setting preferred, • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients at all levels, • Strong negotiation and influencing skills, with the ability to drive customer satisfaction and achieve business growth targets, • Experience in strategic planning, budget management, and overseeing team, • Ability to think strategically, analyze data, and develop actionable insights to drive business outcomes, • Exceptional problem-solving skills, with the ability to proactively identify and address client needs and challenges, • Strong presentation and communication skills, with the ability to effectively communicate complex ideas and concepts

Job DescriptionBusiness Development Manager Location: Greater Philadelphia, PA | Type: Full-time | Schedule: Monday–Friday Are you ready to combine your passion for healthcare with your talent for building relationships? At IVX Health, we are transforming the way infusion and injection therapy is delivered for patients with chronic conditions like Rheumatoid Arthritis, Crohn's Disease, and Multiple Sclerosis. We are looking for a driven, relationship-focused Business Development Manager (BDM) to expand our presence nationwide by connecting healthcare providers and patients to a better infusion care experience. If you're passionate about making a real difference in the lives of patients while achieving professional success, this is the opportunity for you! About the Role The Business Development Manager (BDM) is a critical part of the IVX Health team, serving as the face of our organization. This is a Monday through Friday, road warrior role, focused on traveling within the assigned territory to visit referring providers at their brick-and-mortar locations. The BDM will work directly with referral coordinators, physicians, nurses, and healthcare providers to educate them on our services, build meaningful relationships, and drive referrals for infusion therapy patients. We Are Looking For Someone Who • Thrives on Building Relationships: You're a natural networker who enjoys connecting with healthcare providers and becoming a trusted advisor., • Is Driven to Succeed: You have a competitive spirit and take pride in achieving and exceeding goals., • Makes an Impact: You're passionate about healthcare and want to play a key role in improving the patient experience., • Is a Strategic Thinker: You enjoy creating tailored solutions and strategies to grow a market and expand relationships., • Loves to Collaborate: You work well with teams, from providers and pharmaceutical reps to internal colleagues, to drive results. Key Responsibilities • Develop Long-Term Provider Relationships: Build and nurture trust-based relationships with healthcare providers, ensuring they view IVX Health as a valued partner in patient care., • Consultative Sales Approach: Focus on relationship-building rather than transactional selling. Educate providers about IVX Health's benefits and how we can support their patients' infusion therapy needs over the long term., • Strategic Growth: Increase patient referrals by fostering deep connections with providers, identifying new referral sources, and attending local networking events., • Targeted Outreach: Engage with specialists such as rheumatology, gastroenterology, and neurology, positioning yourself as a trusted advisor rather than a one-time sales representative., • Community Engagement: Plan and execute local events, such as grab-and-go luncheons and office drop-ins, to strengthen provider relationships and enhance brand awareness., • Collaborate with Teams: Work closely with the marketing team to share local events and patient engagement stories, and maintain active social media visibility to support relationship development., • Liaison Between Providers and Operations: Act as a key resource to ensure a seamless onboarding experience for referring practices and their patients., • Industry Partnerships: Build collaborative relationships with pharmaceutical reps and other stakeholders to support a consistent and trusted referral pipeline. At IVX Health, we believe in taking care of our team just as much as we take care of our patients. Here's what we offer: • Comprehensive Healthcare: Medical, dental, and vision coverage, plus telemedicine services., • Flexible Savings Options: Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA)., • Family Support: Fertility and family-building resources., • Professional Development: Tuition reimbursement, CEU access, and career advancement opportunities., • Generous Benefits: Disability coverage, life insurance, 401(k) matching, charitable giving programs, and referral bonuses., • Healthcare Expertise: Strong working knowledge of managed care plans, insurance carriers, referral and precertification processes, and documentation guidelines., • Industry Knowledge: Interest or experience in the pharmaceutical and/or healthcare industry is highly desirable., • Customer-Centric Mindset: Exceptional customer service skills with a competitive, customer-focused attitude., • Organizational Excellence: Outstanding organizational skills and meticulous attention to detail., • Collaborative Spirit: Proven ability to effectively collaborate with internal teams and external stakeholders at all levels., • Educational Background: Bachelor's Degree in Business or a related field, or equivalent years of relevant experience., • Healthcare Collaboration: Experience working directly with physicians, nurses, and clinical staff., • Sales Experience: Knowledge or experience in home health, hospice, DME, or imaging sales is a plus. About IVX Health IVX Health is a national provider of infusion and injection therapy for individuals managing chronic conditions like Rheumatoid Arthritis, Crohn's Disease, and Multiple Sclerosis. We're transforming the way care is delivered with a focus on patient comfort and convenience. Our commitment to exceptional care extends to our employees as well—we empower our team to thrive while living our core values: Be Kind, Do What's Right, Never Settle, Make It Happen, and Enjoy the Ride. Our Mission: To improve the lives of those we care for by redefining the care experience Our Vision: To be the nation's preferred destination for pharmaceutical care of complex chronic conditions Our Commitment: To deliver an unmatched care experience with a foundation in world class service and clinical excellence Benefits We Offer • Comprehensive Healthcare – Medical, dental, and vision coverage, including prescription drug plans and telemedicine services., • Flexible Savings Options – Choose from Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA) to manage healthcare costs., • Supplemental Protection – Accident, critical illness, and hospital indemnity plans to provide additional financial security., • Dependent Care FSA – Pre-tax savings for eligible childcare and dependent care expenses., • 401(k) Retirement Plan – Secure your future with a competitive company match., • Disability Coverage – Voluntary short-term and long-term disability plans to protect your income., • Fertility and Family Support – Resources and benefits designed to support fertility care and family planning., • Life and AD&D Insurance – Financial protection for you and your loved ones., • Counseling and Wellness Support – Free resources to support emotional, physical, and financial well-being., • Education Assistance – Tuition reimbursement and certification support to help you grow in your career., • Continuing Education – Access to a CEU library for ongoing professional development., • Charitable Giving and Volunteer Program – Matched donations and paid volunteer time off to support causes you care about. EEO STATEMENT IVX Health is proud to be an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees. IVX Health wants to have the best available people in every job, and we make employment decisions on the basis of business needs, job requirements, individual qualifications, and merit. Equal employment opportunities are provided to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status, or any other legally protected category in accordance with applicable federal, state, or local laws. IVX Health prohibits discrimination, harassment, or retaliation of any kind based on any of these characteristics. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship and all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation benefits, and separation of employment. Privacy Policy

Job Description POSITION SUMMARY: The Manager, Workday Integration & Reporting Architect at BAYADA will play a critical role as a strategic partner to business leaders, collaborating with Workday Human Capital Management (HCM) & Financial Technical Architects, Operational Data Store (ODS) (SQL server) and Data Lake teams, and external vendors to deliver integration solutions that drive organizational success. This role will independently manage complex, cross-functional projects, ensuring seamless coordination across teams and stakeholders. You will foster strong business relationships, serving as the go-to-expert for Workday Integrations and trusted advisor to internal partners. This role will ensure the success of existing integrations while enabling you to troubleshoot and resolve issues proactively and effectively. Beyond maintaining the current ecosystem, the Manager, Workday Integration & Reporting Architect will lead the design, development and implementation of innovative integration solutions. By aligning technology with BAYADA's strategic goals, this role will deliver measurable business value while collaborating across departments and external partners. MINIMUM QUALIFICATIONS: • Workday Pro Training & Certification for Integration, • 8+ years of professional experience in Workday integrations, including hands-on experience with tools like Workday Studio, Enterprise Interface Builder (EIBs), Core Connectors, Workday Payroll Effective Change Interface (WD PECI), Cloud Connect, Document Transformation, Business Intelligence and Reporting Tools (BIRT) and Extend., • Proven track record of managing and delivering complex, cross-functional integration projects in enterprise environment., • Advanced understanding of Workday data structures, integration tools, and reporting capabilities (eg Workday Report Writer, Calculated Fields), • Proficiency in integration development using Workday Simple Object Access Protocol (SOAP), Workday Rest, XML, XSLT, XPath, Web Services, WSDL, XSD, UDDI and other related technologies., • Expertise in SQL Server, including writing complex queries, optimizing performance and managing data integration workflows between SQL Server and Workday., • Experience with Amazon Web Services (AWS) Data Lake performance and managing data integration workflows between Data Lake and Workday., • Familiarity with data management tools and concepts, including ODS (SQL server), Data Lake and Extract, Transform, and Load (ETL) processes., • Proven ability to independently manage projects, including cross-functional initiatives involving multiple stakeholders., • Strong project management skills including planning, prioritization, risk management and delivering results on schedule., • Demonstrated ability to translate business needs into scalable, effective technical solutions., • Excellent verbal and written communication skills, capable of effectively communicating with both technical and non-technical audiences., • Proven experience in collaborating with cross-functional teams and external vendors to achieve shared goals., • Acceptable Pre-Employment Assessment Results., • BAYADA Home Health Care offers the stability and structure of a national company with the values and culture of a family-owned business., • Newsweek's Best Place to Work for Diversity, • Newsweek's Best Place to Work for Women, • Newsweek's Best Place to Work (overall), • Newsweek's Best Place to Work for Women and Families, • Glassdoor Best Places to Work, • Forbes Best Places to Work for Women, • Paid Weekly, • Mon-Fri work hours, • AMAZING culture, • Strong employee values and recognition, • Small team at a local office, • Growth opportunities, • BAYADA Home Health Care offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program #LIRX As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates. BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here. BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Job DescriptionSenior CAS Advisor Maple Shade, NJ Full Time Mid–Senior Level About the Role We are seeking a versatile and ambitious Senior Client Accounting Services (CAS) Advisor to join our growing public accounting firm. This unique role blends controller-level advisory (budgets, forecasts, KPIs, client financial reviews) with hands-on CAS responsibilities (oversight of reconciliations, reporting packages, and system/process improvements). The ideal candidate will be comfortable stepping into client-facing advisory conversations while still rolling up their sleeves to ensure accurate, timely accounting deliverables. As our CAS department expands, this position offers significant opportunities for growth, leadership, and long-term impact.Key Responsibilities • Advisory & Controllership, • Develop client budgets, forecasts, and KPI dashboards, • Lead monthly/quarterly financial review meetings with clients, • Provide data-driven insights and recommendations to business owners/executives, • Mentor CAS team members on financial analysis and reporting best practices, • Oversight & Hands-On Support, • Review reconciliations, reporting packages, and financial statements (balance sheet, P&L, cash flow), • Troubleshoot accounting system issues and ensure clean, accurate client books, • Step in on transactional tasks (AP/AR, payroll entries, catch-up work) when necessary to maintain client service standards, • Oversee deliverables from AI/outsourced teams, ensuring accuracy and efficiency, • Client & Process Management, • Act as a trusted advisor and point-of-contact for assigned clients, • Conduct onboarding for new CAS clients, ensuring smooth transitions, • Identify opportunities for process automation and workflow improvements, • Collaborate with internal team members across service lines to deliver comprehensive solutionsQualifications, • 5–7+ years of progressive experience in public accounting, controllership, or client services (CAS/outsourced accounting strongly preferred), • Strong proficiency in accounting platforms (QuickBooks Online required; Xero/Sage/other experience a plus), • Experience preparing budgets, forecasts, KPI dashboards, and presenting financials to management, • Solid knowledge of GAAP and financial reporting standards, • Bachelor’s degree in Accounting, Finance, or related field (CPA or advanced certification a plus), • QBO Advanced Certification preferred, • Excellent analytical, problem-solving, and critical thinking skills, • Strong client-facing communication and interpersonal skills, • Comfortable managing multiple client accounts and shifting priorities in a fast-growing departmentAdditional Requirements:, • Valid driver’s license and reliable transportation for local client visits, • Flexibility to occasionally work extended hours during peak periods, • Commitment to maintaining client confidentiality and professional ethics, • Schedule can be hybrid, but candidate must be local to conduct client site visits✨ This role is designed for someone ready to bridge the gap between high-level advisory and hands-on CAS work, with the career runway to grow into a future CAS Controller or Manager.Benefits:, • Competitive salary and performance-based bonuses., • Health, dental, and vision insurance., • 401(k) with firm match., • Employer paid life insurance (2x salary), • Monthly cell phone stipend of $50, • 401(k) plan and 50% employer match up to 10% of salary - eligible to contribute first day of employment, • HSA, FSA, 529 plans, and Supplemental Disability plans, • Tuition, professional dues, and fees reimbursement, • Generous PTO days and paid holidays, • Casual attire and atmosphere, • Employee Assistance Program, • We feed you (even if you aren’t hungry)Company Values and Culture:, • Looking for a place where open communication, streamlined processes and accountability matter? Look no further. We run on EOS®., • We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year. Powered by JazzHR rPGfiY6lGB

Job Description Position Overview: The Physician Advisor provides strategic oversight of medical necessity determinations for behavioral health services, ensuring alignment with clinical standards and organizational objectives. This role is accountable for conducting medical necessity and peer reviews, directing the activities of the crisis team, and fostering collaboration with clinical providers to promote high-quality, effective mental health care for CBH Members. Essential Functions: • Review cases from multiple sites and levels of care for medical necessity., • Peer review cases for disputed levels of care., • Perform medical reviews, • Make denial decisions based on medical necessity, • Participate in clinical and administrative meetings., • Interact with providers on clinical and administrative matters. Education: • Ability to provide clinical oversight on a wide array of operational activities., • Strategic planning, • Financial planning, • Excellent written and verbal communication skills, • Familiarity with medical assistance regulations and managed care principles and practices, • Knowledge of Managed Care Organization operations and principles. Community Behavioral Health (CBH) will hold each employee accountable for the following expectations, which align with our mission, vision, and corporate code of conduct. • Perform key responsibilities as detailed in this job description in a dependable, responsible, and positive manner, consistent with all state and federal guidelines., • Serve as a role model by exemplifying professional behavior, language, skills, and attire to promptly and accurately serve the needs of stakeholders, members, and their families., • Assure adherence to CBH policies and procedures so that all work is of the highest quality and delivered in the most culturally competent and cost-effective manner., • Promote and manage diversity and acceptance within CBH and with all members and stakeholders by honoring and respecting their individuality, dignity and rights., • Offer suggestions and develop solutions to help promote effective and efficient work processes and innovative programs., • Actively participate in required meetings and complete all mandatory trainings., • Maintain high levels of advocacy and member confidentiality to ensure the success of CBH and our mission., • Teamwork and Collaboration: Build and sustain relationships with co-workers and stakeholders and support efforts and deliverables. Encourage unity and help remove barriers to productivity and success., • Respect: Treat each other and our members and stakeholders with respect and sensitivity, recognizing the importance of diversity., • Member Centric: Focus on the needs of our members by providing value-added services, promoting strong relationships and going beyond basic expectations to achieve the best possible outcomes., • Honesty and Integrity: Be open and honest in all we do. Always maintain the highest level of integrity., • Commitment to Service Excellence: Challenge ourselves to be forward-thinking and committed to providing total member and stakeholder satisfaction, first-in-class service and high quality, innovative programs., • Compassion and Empathy: Demonstrate a deep appreciation for another’s situation and point of view. Pay attention to emotional cues, listen effectively and show an exceptional care about each person’s perspectives and circumstances., • Problem Solving: Build and implement logical solutions to resolving challenges/issues by using individual knowledge and experience while taking resources, constraints and CBH values into consideration., • Initiative and Self-Directed: Proactively manage time and resources in a way that ensures that all work is done in the most efficient manner while identifying and implementing initiatives without interventions from co-workers, supervisors or stakeholders., • Flexibility and Adaptability: Adjust approaches and behaviors in order to meet the constantly changing environment head-on and accomplish CBH and individual goals. Strive to adapt to, accept and embrace change within areas of responsibility., • Communication: Effectively and appropriately share thoughts, ideas and information - both written and oral. Respectfully listen to co-workers and stakeholders to gain a full understanding of issues/situations. Leadership Competencies:, • Strategic Thinking: Understand and integrate the long-term vision of CBH and focus current activities on what is critical to achieve future success including formulating objectives/priorities and developing and implementing breakthrough ideas., • Leadership: Effectively manage and guide efforts to address challenges and drive continuous improvement for CBH’s programs, services and processes. Develop and implement effective strategies and appropriate interpersonal styles to influence and guide others., • Employee Development: Recognize and promote the necessity to hire, assess, develop and retain high quality talent. Acknowledge strengths and weaknesses in team members through an ongoing performance management process that provides timely feedback in order to help them develop and enhance performance. CBH Requirements and Accommodations: Philadelphia Residency Requirement: • The successful candidate must be a current Philadelphia resident or become a resident within six months of hire. U.S. Authorization Requirement: We strive to promote and sustain a culture of diversity, inclusion, and belonging every day. CBH is an equal opportunity employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on all qualified individuals. This is without regard to race, ethnicity, creed, color, religion, national origin, age, sex/gender, marital status, gender identity, sexual orientation, gender identity or expression, disability, protected veteran status, genetic information or any other characteristic protected individual genetic information, or non-disqualifying physical or mental handicap or disability in each aspect of the human resources function by applicable federal, state, or local law. Requesting Accommodation: CBH is committed to providing equal employment opportunities for individuals with disabilities or religious observance, including reasonable accommodation when needed. If you are hired by CBH and require accommodation to perform the essential functions of your role, you will be asked to participate in our accommodation process. Accommodation made to facilitate the recruiting process is not a guarantee of future or continued accommodation once hired. If you would like to be considered for employment opportunities with CBH and have accommodation needs for a disability or religious observance, please send us an email at

Job Description Job Summary: The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for the strategic oversight and management of all financial operations of JFEDSNJ and its affiliated entities. The CFO ensures the integrity of financial reporting, oversees budgeting and forecasting processes, and implements sound financial strategies that support long-term organizational sustainability. This role also provides leadership to the finance department, supervises financial support staff, ensures compliance with regulatory and donor requirements, and partners with the CEO and the executive leadership to drive informed, mission-aligned decision-making. The CFO plays a critical role in safeguarding the organization’s assets and strengthening its ability to serve the Jewish community effectively and responsibly. Job Responsibilities: Financial Strategy & Leadership • Develop and implement financial strategies in partnership with the CEO with that align with the organization’s mission, vision, and long-term goals., • Serve as a strategic advisor to the CEO, Board of Directors, Finance Committee and Budgets & Allocations Committee on all financial matters., • Provide timely and accurate analysis of budgets, financial reports, and trends to assist the CEO and Board in decision-making.Budgeting & Forecasting, • Lead the annual budgeting process in collaboration with department heads., • Develop financial models and forecasts to support strategic planning and resource allocation in collaboration with the CEO, • Monitor budget performance and provide regular updates to stakeholders., • Prepare annual Allocations Table for the Budget to be reviewed and approved by the Board of Directors.Accounting, Reporting & Purchasing, • Oversee all accounting operations, ensuring compliance with GAAP and nonprofit accounting standards., • Ensure accurate and timely financial reporting, including monthly financial statements, donor reports, audits, and regulatory filings (e.g., IRS Form 990)., • Manage the annual audit process and liaise with external auditors., • Oversee the primary purchasing activities to allow for greater cost savings and efficiencies for the entire system.Cash Flow, Banking & Investment Management, • Monitor cash flow, investments, and financial position to maintain financial stability., • Implement systems to manage restricted and unrestricted funds appropriately., • Oversee banking relationships and treasury functions including all financing related activities.Compliance & Risk Management, • Ensure compliance with all federal, state, and local regulatory requirements, including grant and contract obligations., • Maintain internal controls and risk management practices to safeguard assets and data security., • Collaborate with legal counsel and insurance providers as needed.Team Leadership & Supervision, • Supervise and develop finance staff, promoting a culture of accountability, continuous improvement, and professional growth., • Build systems and processes to improve efficiency and effectiveness within the finance department.Cross-Functional Collaboration, • Work closely with development, program, HR, and operations teams to ensure alignment between financial planning and organizational activities., • Support grant reporting and budgeting to maximize funding opportunities. Required Education & Experience: • Prior experience working as a CFO or senior level leadership strongly preferred, with at least 10+ years of work experience in accounting and/or finance, with increasing levels of responsibility, • Master’s degree in accounting and/or finance, • CPA certification preferred, • Experience working in a non-profit 501-c3 organization, • Proven leadership skills and management experience, • Short and long term planning and budgeting experience, • Strong financial analysis skills, • Excellent oral and written communication skills as well as strong interpersonal and presentation skills, • Proficient with Microsoft Excel, Word, PowerPoint, Access and Outlook, • Knowledge of SAGE accounting software preferred Additional Technical Requirements: • Extensive experience working with ADP Workplace, Sage Intacct and QuickBooks., • Advanced Level PC skills, Microsoft Office – Excel, Word, PowerPoint, and Microsoft Outlooks, • Ability to perform work that is routine and strong attention to details, • Knowledge of systems and functionality., • Ability to work in cross-functional teams., • Excellent project management, customer service, organization, and time management skills Annual Salary Range: $200K + Benefits include: Generous PTO; Medical, dental, and vision care included; 403b plan eligible; Group term life insurance; Voluntary disability insurance plan; FSA & HSA options available; Gym membership included and other employee discounts are available. EEO Statement: The Jewish Federation of Southern New Jersey, and our family of agencies, is an Equal Employment Opportunity employer. We do not discriminate based upon a person’s actual or perceived gender, race, creed, color, sex (including pregnancy), affectional or sexual orientation, gender identity or expression, marital/civil union status, domestic partnership status, familial status, religion, national origin, nationality, ancestry, age, veteran or military status, disability that does not prohibit performance of essential job functions, or other legally protected characteristics. The Federation participates in the E-Verify program. The Federation is committed to working with and providing reasonable accommodation to applicants with disabilities. If you need assistance or an accommodation due to a disability, you may contact us via the link on this posting. EOE

Job Description About PDG Performance Development Group (PDG) is an award-winning, global leader helping Life Sciences companies improve business results through improving sales performance. Recognized as a premier company in our field, we provide collaborative advisory services and innovative sales performance solutions that help our clients to exceed their business goals. Here at PDG, we complement our learning and creative teams with professional consultants who help us to scale effortlessly, optimize creativity and deliver award-winning learning programs. Our network of consultants loves to work with us and here are some of the reasons why they find a relationship with PDG to be so valuable to them: • Variety is the spice of life: PDG's wide variety of learning projects allows you to be a part of the design and development of award-winning programs that help to move the needle on employee performance while enhancing your experience and skills, • We enable you to "stay in your lane": We have a superstar team of salespeople who work with some of the most exciting companies in the world. We handle all the business development, scoping, and proposal writing so you can focus on doing what you enjoy doing the most., • The devil is in the details: We contract with the clients and handle all the logistics, absorbing the risk so you don't have to worry about a thing. We also provide a wide array of tools and templates to make gigs easier for you while you work with us. Our team will make sure that you are set up for success with our thorough onboarding program and consultant toolkit., • We show you the money!!: PDG pays a generous hourly rate, and your invoices are paid on time regardless of when our clients pay us. The process PDG uses for hiring 1099 Contractors for this role includes the following: • Resume review, • Talent Acquisition screening, • Signature of Non-Disclosure Agreement The Sales Performance Consultant enables and specializes in enhancing employee performance. They assist companies in gaining maximum value from their people by designing and overseeing the implementation of innovative business-oriented solutions. Sales Performance Consultants are both entrepreneurial and consultative and are experts in business, human performance technologies, and solutioning to diagnose and solve clients' problems. They can speak comfortably and lead C-Suite and Stakeholder conversations; be a trusted partner/advisor; strategize and build entire performance frameworks and curate the design to deliver it. The Sales Performance Consultant is able to traverse and close large business deals excelling in both agile/startup and enterprise-wide organizations. The Sales Performance Consultant has experience and strengths in sales performance consulting. Responsibilities The Sales Performance Consultant will: • Collaborate with PDG's sales and client services teams and clients to define the business objective, the assessment process, the identification of structural and cultural changes; and the learning recommendations required to achieve business objectives., • Guide and work with clients through goal definition and needs identification using problem-solving principles and experience., • Create actionable solutions that solve client issues and link to our client's performance outcomes., • Use diagnostic and assessment tools, analyze textual and numerical data, identify root causes/trends, and collaboratively create a simple, effective summary/design for the client to solve their challenges., • Plan and manage efforts to define organizational processes, capabilities, change management, application of key technologies, and performance metrics., • Engage the client to understand strategic changes in the business and make recommendations for aligning the solution to the changes, • Problem-solving methods and needs analysis, • Diagnostic and assessment tools, • Change management and leading transformation The Sales Performance Consultant has: • A minimum of 10 years of experience in the areas of sales performance consulting, human performance technology, or change management, • A minimum of 10 years of sales and commercial leadership experience in the life sciences industries, • Expert-level facilitation skills and executive presence Please review our privacy policy here.

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Hunting Park branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Part-Time position (averaging 27 hours per week), • Must be available for morning, evening, Weekday & Saturday hours.

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. GFyoHkYNRY

Job Description Social Media Manager Elite Consulting Partners | Moorestown, NJ | Full-Time | In-Office About Us Elite Consulting Partners is a fast-growing leader in financial-services recruiting, transitions, M&A, and strategic consulting. Through our brands—ECP, EMC, EAS, and JEDI—we drive advisor and firm growth nationwide. We’re looking for a Senior Social Media Manager who can supercharge our digital presence and turn our CEO, Frank LaRosa, IG @franklarosa.Elite into one of the most influential voices in the industry. If you’re creative, strategic, fast-moving, and obsessed with social growth—this is your stage. Salary: $65,000 - $75,000 Qtrly Bonuses: Up to $3,000 per qtr. ($12,000 per year) Excellent Benefits Package and PTO Policy 100% In-Office position What You’ll Do • Own social strategy and execution across LinkedIn, Instagram, YouTube, Facebook, and emerging platforms, • Manage the daily content engine—posting, scheduling, engagement, analytics, • Grow Frank LaRosa’s personal brand with reels, shorts, hooks, and thought-leadership content, • Pull content from podcasts, interviews, events, and news to create timely, high-impact posts, • Create videos, reels, graphics, carousels, and scroll-stopping captions, • Build cross-brand momentum (ECP → EMC → EAS → JEDI) and integrated campaigns, • Engage our communities, spot trends early, and keep content fresh, • Track KPIs monthly and optimize based on performance What You Bring • 5–7+ years managing social for B2B, professional services, or financial services, • Experience growing executive or influencer-style personal brands, • Strong short-form video creation/editing skills (Reels/TikTok/Shorts), • A killer copywriting voice—clear, bold, and authority-building, • Deep understanding of LinkedIn and multi-platform growth, • Comfortable managing multiple brands and fast-paced content calendars, • Proficient in Canva, CapCut, Adobe Suite, scheduling tools, • KPI-focused and data-driven How We Measure Success • Big jumps in followers + engagement, • Higher video views and completion rates, • Strong cross-brand lift and consistency, • Increased impressions, brand searches, and awareness, • Growth of Frank LaRosa’s digital influence IG @franklarosa.Elite If you’re ready to build powerful brands, amplify a CEO’s voice, and lead a high-energy digital ecosystem—we want to meet you. Company DescriptionAt Elite Consulting Partners, we are obsessed with data. As a premier consulting firm serving the financial services industry, we specialize in helping financial advisors transition firms and grow their practices. Our services include acquisition support, marketing consulting, and database management. Based in Moorestown, NJ, we are a fast-growing firm looking for a Senior Data Analyst with the passion and skills to make an impact across our organization.At Elite Consulting Partners, we are obsessed with data. As a premier consulting firm serving the financial services industry, we specialize in helping financial advisors transition firms and grow their practices. Our services include acquisition support, marketing consulting, and database management. Based in Moorestown, NJ, we are a fast-growing firm looking for a Senior Data Analyst with the passion and skills to make an impact across our organization.

Job DescriptionDescription: CRESA POSITION DESCRIPTION Position: Advisor, Industrial & Logistics Start Date: Immediate Reports to: Eric Zahniser, Managing Principal – Industrial Services Location: Philadelphia Status: Full time (Exempt) Experience: Variable (potential to hire multiple candidates) About Cresa Global Inc Cresa is the largest global provider of commercial real estate advisory services for occupiers. With 1,100 employees in over 45 offices nationwide and an international partnership with Knight Frank, we deliver integrated services that cover every aspect of a real estate assignment, including strategic planning, site selection, market research, transaction management, project management, workplace strategy, and portfolio management. Position Overview Cresa is seeking a self-motivated Advisor(s) to join our growing Industrial services team. General Job Responsibilities: We are looking for an individual who can assist in the following areas: • Quick grasp and understanding of the company’s niche market advantages and the ability to convey this differentiation in a compelling manner, • Prospect for new client relationships via phone and door-to-door contact and communication, • Demonstrate Cresa’s proprietary technology (analytics) to secure and advise clientele, • Become a student of real estate:, • Learn to quickly discern property attributes – their value and how they can provide positive or negative impacts on the client’s business operation., • Develop relationships with the players in the local / regional industrial real estate market, • Learn and stay current with market trends, tenant/buyer movement and deal points., • Source comps and maintain comp database, • Canvass Greater Philadelphia market for users of industrial real estate (distributors, manufacturers, 3PLs, trucking companies, wholesalers, contractors, packaging companies, equipment dealers), • Perform financial analysis to model various occupancy scenarios, validate build-to-suit yield-on-cost proposals, and value properties, • Foster a network of specialists and allies (attorneys, CPA’s, investment bankers, construction managers, engineers, consultants, architects, insurance brokers, title agents, lenders, etc.), • Attend supply chain / manufacturing industry events, which are often held during the evening, • Compose market surveys, • Compose and negotiate RFP’s and LOI’s Education, Training & Experience: • Bachelor’s Degree (or relevant industry experience), • Real Estate Salesperson License (Pennsylvania, New Jersey, and Delaware are all relevant), • 1 - 5 years of work experience (for new advisors) The physical demands and work environment that have been described is representative of those an employee encounters while performing essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act. NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary. Requirements: Minimum Requirements: • Must be interested in industrial & logistics specifically. A passion for understanding the global supply chain and the day-to-day operations of warehouses, truck terminals, ports, and manufacturing plants is essential. We provide solutions for these clients, and we must understand and appreciate the nuances and challenges of their operations., • Commitment to exceptional client service, • Ability to multitask and maintain high level of accuracy, • Process and detail oriented, • Excellent verbal and written communication skills, • Professional with positive energy, strong interpersonal skills and team focused, • Desire to transition to 100% commission compensation as quickly as possible, • Utilize multiple technology and productivity platforms including:, • Microsoft Office Suite, Adobe Creative Suite (InDesign and Photoshop), Salesforce, Lease Administration Database Systems, Financial Analysis Software, etc.

Job Description American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center as a Full-Time Member Advisor II. This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence. Starting compensation from $20.50 - $22.50 per hour based on experience and education with potential for incentives! There is also a $2.00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays! Responsibilities Include: • Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail., • Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member., • Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction., • Provide education to new Member Advisors I to answer incoming calls, to use all necessary programs to assist the membership, advanced knowledge of Credit Union Products and Services., • Act as a resource for the Member Advisors for questions and program support., • Provides supervision in the absence of the Member Advisor Supervisor and/or Manager. Inform Supervisor/Manager of the coaching and assistance that was provided to the MA I upon their return., • Provide feedback to Member Advisor Supervisor for coaching purposes., • Must have 1-3 years of prior Contact Center experience or relevant phone/sales experience., • Must be flexible and available to work Contact Center hours of operation:, • Monday- Friday - 7:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m., • Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.

The Cloud Security Engineer will play a pivotal role in the cloud security service delivery model. The role combines deep technical expertise, collaboration across internal and external teams to design, implement, and optimize cloud security controls and service lines. The candidate will support both project-based and continuous security initiatives, focusing on securing HOSPITAL's cloud migration, supporting cloud security tool optimization, cloud security processes for the Information Security team, cloud/hybrid controls, automation, and risk-driven security outcomes. Proven experience in securing a multi-cloud environment. Proven experience with Identity and access management in the cloud Proven experience with all security service lines in a cloud environment and the supporting security tools and processes to be successful. Demonstrate collaboration with internal stakeholders, vendors, and supporting teams to design, implement, and maintain security technologies across network, endpoint, identity, and cloud infrastructure. Drive continuous improvement and coverage of cloud security controls by validating alerts, triaging escalations, and working with the MSP to fine-tune detection and prevention capabilities. Lead or support the development of incident response plans, engineering runbooks, tabletop exercises, and system hardening guides. Ensure alignment of security architectures with HOSPITAL's policies, standards, and external frameworks such as NIST SP 800-53, HIPAA, PCI-DSS, CISA ZTMM, CIS Benchmarks, and Microsoft CAF Secure Methodology, AWS CAF, AWS Well Architected framework, Google CAF Participate in design and governance forums to provide security input into infrastructure, DevSecOps, and cloud-native application strategies. Assist with audits, compliance assessments, risk remediation plans, and evidence collection with internal compliance and external third-party stakeholders. Mentor and support junior InfoSec engineers through documentation, training, and peer reviews. Hands-on experience in security engineering, systems integration, and cloud architecture (Azure preferred). Proficiency in tools and domains such as: EDR (Microsoft Defender), SIEM (Sentinel or Splunk), CSPM (e.g., Wiz), IAM (Entra ID), VPNs/NGFWs, NAC, and encryption protocols. Demonstrated understanding of secure configuration management, automation pipelines (e.g., Terraform, PowerShell), and vulnerability management platforms. What you will do A Principal Information Security Specialist has similar responsibilities to Information Security Specialist III personnel. However, a Principal Information Security Specialist is deemed to be the subject matter expert and in-house advisor on complex problems and issues. A Principal Information Security Specialist also: Works independently to initiate assignments and draws upon extensive professional knowledge and experience to make independent judgments regarding analysis, evaluation, development, and implementation of enterprise long-term solutions and operating initiatives to ensure that enterprise architectural objectives are aligned with organizational needs and strategic goals. Skills: Duties (cont'd): Optimizes information management approaches through an understanding of evolving business needs and technology capabilities and ensures that projects do not duplicate functionality or diverge from each other and business and DTS strategies. Shapes, designs, and plans specific service lines in product area and manages the risks associated with information and DTS assets through appropriate standards and security policies. Functions as the Subject Matter Expert (SME) to maintain an understanding of HOSPITAL DTS business and clinical applications and the relationship to InfoSec and compliance solutions; assist Hospital stakeholders in understanding information protection needs that support the Hospital's business. Works with other architects to provide a consensus based enterprise solution that is scalable, adaptable and in synchronization with ever changing business needs and takes ownership of a particular solution offering. Works with highly matrixed team of DTS personnel to support enterprise architecture and information security operations including, but not limited to, architecture and InfoSec principles around identity & access management models, cloud identify management providers, security information and event monitoring, and data loss prevention, perimeter (e.g. firewalls, IPS, web filtering), cloud and virtualization environments and network security (host-based firewalls, anti-virus, disk encryption). Support and/or lead activities around InfoSec standards for business continuity and change management activities (e.g., table tops and change review board) and educates DTS Hospital management on security issues (e.g., Identity and Access Management (IAM), Role Based Access Control (RBAC) models. Skills: Demonstrates comprehensive knowledge and understanding of Information security principles, general and IT controls (e.g., access controls, risk management, change management, cloud security) and related information security policies and procedures. Exhibits knowledge of industry regulatory standards and accreditation requirements or control frameworks (HIPAA, PCI, Joint Commission, NIST, Red Flags, ISO 27000 series). Comprehensive knowledge of information security regulations, standards and leading practices, including understanding of EHR, cloud frameworks, identity access controls. Good knowledge of basic database query techniques & data mining to analyze data or other related database functionality. Knowledge of Microsoft Active Directory, UNIX, and Clinical Applications a plus. Experience implementing application level security in clinical and financial systems (e.g., Epic, Lawson). ERP experience a plus. General understanding of networking and communication techniques including WANs, LANs, Internet, Intranet, protocols, such as TCP/IP and their impact on security. Microsoft, UNIX, Lawson, and Clinical Applications, Experience with industry standard SDLC methodologies; hands-on experience in Project Server methodologies, PMO project management skills, including use of MS productivity tools (Access, Word, PowerPoint, Visio, Project). Experience with risk management frameworks. Information Security Requirements Understand and comply with all enterprise and IS departmental information security policies, procedures and standards. Support the integration of information security in the development, design, and implementation of Hospital Technology Resources that process, transmit, or store HOSPITAL information. Support all compliance activities related to state, federal regulatory requirements, healthcare accreditation standards, and all other applicable regulations that govern the use and disclosure of patient, financial, or other confidential information.

Job Description We have a great opportunity for a Client Services Administrator to join our tightknit team! This individual will be responsible for client servicing support for an independent investment advisor team located in Philadelphia, PA. Our ideal candidate has some back-office experience supporting financial advisors in a financial planning and/or brokerage environment. Applicant must be self-motivated, detail oriented, with strong verbal and written communication skills. All qualified individuals are encouraged to apply! Responsibilities include, but are not limited to the following: • Prepare and process account-opening and maintenance documents, including transfer and custodial forms., • Assemble new client paperwork packets and printed reports for meetings., • Provide administrative support for investment advisory and financial planning services., • Coordinate with custodians to ensure smooth account setup, funding, and transfers., • Maintain accurate client records and handle time-sensitive mail, checks, and forms., • Support advisors by preparing review packets, reports, and managing courier and mail logistics., • High school diploma Required, • Bachelor's degree preferred., • Administrative experience processing detailed information required, • Demonstrated experience in Microsoft Excel required., • Back-office experience supporting financial advisors in a financial planning and/or brokerage environment preferred. #PHILLYAFT

Job Description Are you passionate about helping students achieve their career goals? Join our dynamic team as a Financial Aid Advisor, where you’ll guide students through the financial aid process for our hands-on, career-focused vocational programs. What You’ll Do As a key member of our financial services team, you’ll: Serve as the primary point of contact for financial aid inquiries Coordinate and manage all aspects of financial aid services • Advise students on eligibility, required documentation, and compliance, • Review and process financial aid files, resolving discrepancies, • Handle administrative tasks including data entry and filing We’re seeking someone who is: • Highly organized and able to prioritize multiple tasks, • Detail-oriented with strong follow-through, • Comfortable in a fast-paced, student-centered environment, • An excellent communicator—both written and verbal, • Experienced in financial aid or compliance-heavy roles (preferred) Why Join Us? • Make a real impact on students’ futures, • Be part of a supportive, mission-driven team, • Enjoy opportunities for professional growth, • Competitive compensation and benefits package Ready to help students unlock their potential? Apply now and become a vital part of our mission to empower the next generation of skilled professionals. • Company DescriptionAll-State Career School, established in 1967, provides educational programs that deliver real-life career skills in occupations that can lead to employment upon graduation and a lifetime of personal growth. With campus locations across the country, more students have the opportunity to experience the All-State Career difference. Our graduates learn to make a difference doing something they love to do, through a combination of situational and practical learning experiences in one of our trades or commercial driving programs.All-State Career School, established in 1967, provides educational programs that deliver real-life career skills in occupations that can lead to employment upon graduation and a lifetime of personal growth. With campus locations across the country, more students have the opportunity to experience the All-State Career difference. \r\n\r\nOur graduates learn to make a difference doing something they love to do, through a combination of situational and practical learning experiences in one of our trades or commercial driving programs.

Job Description We are looking for a dedicated and detail-oriented individual to join our client, a wealth management team as a Client Services Associate. This role involves providing administrative and client service support to ensure seamless operations and exceptional client experiences. The position offers a dynamic environment where you can grow your skills and contribute to the success of a sophisticated clientele, including individuals, families, and business leaders. Responsibilities: • Prepare and process account documentation to support client service operations., • Compile onboarding packets and create reports for client meetings., • Provide administrative assistance for financial planning and investment advisory services., • Coordinate with financial institutions to manage account setups, transfers, and maintenance., • Organize and maintain accurate client records, ensuring timely handling of sensitive documents and correspondence., • Assist advisors by preparing review materials, generating reports, and managing mail logistics., • Schedule and organize office meetings and facilitate client communications., • Work onsite at least two days per week to support operational needs., • Minimum of two years of administrative experience working with detailed information., • Previous experience in financial services, brokerage, or advisor teams is a BIG plus!, • Strong organizational skills and ability to manage multiple priorities effectively., • Excellent verbal and written communication skills., • Proficiency in Microsoft Office applications, particularly Excel., • High school diploma required., • Motivated team player with a commitment to continuous growth.

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Abington branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Part-time position- Rotating evening and Saturday hours are required., • FICEP certification preferred. EOE M/F/D/V

Job Description Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support. PRIMARY FUNCTION: The Client Service Associate serves as the point of contact for client relationships designated by our internal Family Office Client Groups. The Client Service Associate plays a key role in onboarding, maintaining, and enhancing relationships to ensure each receives a personalized, customized Pitcairn experience. The Client Service Associate manages the disbursement of funds, coordinates the account structure and operational features, acts as a liaison to the custodian, our internal Operations, IT, and Tax departments, and corresponds with external advisors. The Client Service Associate is a vital client group member who provides direct support and task management to Relationship Managers, Family Wealth Associates, and Family Wealth Analysts. RESPONSIBILITIES: • Provide first-level client support., • Coordinate all client account paperwork., • Coordinate cash distributions (wires/check/ACHs)., • Coordinate bill pay administration, callbacks, and payment processing., • Process internal & external asset/account transfer forms., • Process charitable contributions and prepare associated correspondence., • Process and administer loans and lines of credit (LOC)., • Maintain and update Tamarac CRM and Fidelity platforms (address changes)., • Provide delivery support for tax documents (1099, K-1)., • Provide basic client portal support (i.e., password resets, document uploads)., • Coordinate meetings (primarily external meetings with multiple Trustees, CPAs, and Attorneys)., • Work on both external and internal team projects., • Provide additional backup/support for other Family Office Client Groups and Client Service Associates., • Perform other duties as assigned for the efficient operation of the department. EDUCATION/EXPERIENCE: • Bachelor’s degree preferred. Minimum 3 years of experience in an administrative capacity in the financial services or related industry. Computer literate with above average working knowledge of MS Word, Excel, Power Point, Outlook, SharePoint. Experience with financial services and CRM software programs desirable. DESIRABLE ATTRIBUTES: Successful candidates will possess a broad range of skills including: • A natural inclination to engage with and interact with others with courtesy., • A preference for organization, procedure, and exactitude., • A tendency toward passionate and steadfast pursuit of goals, despite obstacles, discouragement, or distraction., • A tendency to work to achieve and exceed standards., • Consistency between both words and actions. Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans. Ensures all NEW clients receiv

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. Financial advisors succeed by demonstrating a unique combination of ambition, self-motiv

Educates Fulton Financial Corporation Fulton Financial Corporation employees regarding investment and insurance products and services so the branch and other employees can deliver qualified referrals. This is a full-time, on-site, commissioned career opportunity based out of our Two Liberty Place Fi

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Successful Thrivent financial advisors have

Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management.As a Financial Analyst, you will provide high-quality engagement financial management activities through all aspe

As a Financial Advisor within PNC Wealth Management, you will be based in Philadelphia, PA. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. At PNC Wealth Management, we are passionate about our valu

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. Private Client Advisor In Chase Weal

Golden Reserve is looking for an experienced financial retirement planner for our locations in our Pittsburgh region (Canonsburg, Green Tree). We know the challenges you face to make it in the financial industry. Golden Reserve built our company on trying to not just change the financial industry fo

Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportun

As a Financial Advisor within PNC Wealth Management, you will be based in Philadelphia, PA. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. At PNC Wealth Management, we are passionate about our valu

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Ideally, you have 2+ years of experience working as a Financial Advisor. That's why every day we partner with financial professionals and institutions

Meet with prospective students and guardians to assure and discuss financial aid eligibility & determine eligibility/acceptance of aid package for students. Knowledge of Title IV Student Financial Aid with specific knowledge in Direct Loan, Pell Grant, PA State Grant, and Campus-Based Funding.

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial li

A leading financial services firm is seeking an experienced US Financial Advisor to grow their own practice with support from branch associates.The role involves building client relationships through various strategies and creating personalized financial plans to meet clients' goals.Candidates must

CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insura

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

As a Financial Advisor within PNC Wealth Management, you will be based in Deptford, New Jersey. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals. At PNC Wealth Management, we are passionate about our

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Key responsibilities include triaging c

Financial Advisor/Wealth Manager -- Philadelphia.

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. Financial advisors are driven by performance, and we ensure that their compensation and

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Floating Member Experience Advisor at our Roxborough branch!.This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the rig Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services.

A financial services company in Mount Laurel Township is seeking Financial Advisors to coach military families in their financial journeys.Successful candidates will complete a specialized licensing program and will be involved in developing financial plans, engaging with the community, and managing

About Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We specialize in goals?based wealth management, including planning for retirement, education, legacy, a

This is a full-time, on-site, commissioned career opportunity based out of our Cherry Hill, NJ financial center.Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.Duties include assessing clients' assets, liab