Finance Consultant Jobs in Levittown, PA

Long Short Advisors is a boutique RIA seeking an Investment Consultant / External Wholesaler to join our team in the Philadelphia area. In this opportunity, you will be tasked with cultivating relationships nationwide with mutual fund allocators in the RIA, bank, wire house and family office channels nationwide. Applicants must have at least 5 years of prior experience in an external wholesale role; experience with liquid alts preferred. Primary Responsibilities Travel (50%+) nationwide, lead in-person meetings and facilitate PM presentations with managing directors, CIOs and heads of research of existing and prospective clients and attend conferences, cap intros and industry events Present and provide technical information about the LS Opportunity Fund mutual fund strategy and maintain a strong knowledge base of the competitive product landscape Maintain and cultivate new and existing home office and gatekeeper relationships at Broker-Dealers, RIAs, family offices, etc. Proactively source new opportunities through professional network, third-party cap intro events, and e-mail marketing while leveraging technology to identify ideal prospective clients Digital marketing efforts, including e-mail content creation and mass e-mail distribution Hold periodic entertainment events (virtual and in-person) to continually engage clients and deepen relationships Assist with developing and implementing the company's business plan, sales and marketing material Use a CRM system to effectively track sales activities and goals When not traveling, work out of the firm's Philadelphia location Required Skills and Experience Bachelor's Degree At least five years of external wholesale experience Excellent communication and presentation skills Proven track record of consistently meeting and/or exceeding performance goals Willingness to travel (50%+) CRM knowledge Virtual meeting tools (Teams, Zoom, WebEx, etc.) Marketing tools for advisor targeting (Discovery, Dakota, RIA Database, etc.) Microsoft Office - Outlook, Word, Excel and PowerPoint Motivated, positive individual with a strong work ethic Work in firm's Philadelphia office (this is not a remote position) Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations. Benefits Competitive Base Salary + Commission + Healthcare + 401(k) + PTO About Long Short Advisors Long Short Advisors is a Registered Investment Advisor that focuses on alternative investments and hedge fund investment strategies. Long Short Advisors' mutual fund product, the LS Opportunity Fund (LSOFX), provides the advantages of daily liquidity, low initial investment minimums, more portfolio transparency, lower fees, and access to what we believe are some of the best hedge fund managers and investment managers in the business. Learn more here: ************************************ ______ Long Short Advisors is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.

Who We Are BCG Securities is an independent broker-dealer and Registered Investment Advisor (RIA) with over 50 years of dedication to our clients. With a nationwide network of financial advisors, we are a premier choice for professionals seeking a dynamic, client-focused firm. Our advisors benefit from a wealth of knowledge, collaborative opportunities, and industry-leading solutions to help their clients achieve financial success. We provide a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts-empowering you and your business to reach new heights. Our mission is simple: to support your growth. Whether you're expanding your practice or refining your strategies, we offer the tools and flexibility you need to thrive at every stage of your financial journey. Who We're Looking For We are seeking an experienced financial advisor to join our dynamic team. Ideal candidates are dedicated professionals passionate about building their practice while leveraging our legacy of exceptional client service and advisor support. Key Responsibilities Develop and implement comprehensive financial plans for new and existing clients. Make strategic investment recommendations in collaboration with our investment team. Provide ongoing client support, including annual reviews and portfolio adjustments. Present life insurance and annuity analyses to clients. Establish structured planning processes to help individuals and businesses meet their financial goals. What We Offer Competitive transition income for established advisors. 401(k) with company match to support your financial future. Robust internal support staff to enhance your practice. Comprehensive training & development tailored to your success. Full suite of health benefits, including: Medical Dental Vision Prescription coverage Life Insurance Long-Term Disability Position Requirements Bachelor's Degree Minimum 3 years of experience as a Financial Advisor Series 7 & 66 securities licenses (or 65/63) Life/Health insurance licenses preferred Strong client relationship management skills Excellent verbal and written communication skills Ability to work independently and within a team, managing multiple responsibilities efficiently All applications are strictly confidential.

McLaughlin Private Wealth (MPW) is an independent, boutique financial advisory firm with over $600 AUM and growing, based in Mount Laurel, NJ. We provide comprehensive private wealth management and advanced planning advice to High Net Worth (HNW) clients, including multi-generational families, professionals, entrepreneurs, individuals in transition (primarily women) and corporate retirement plan sponsors. As fiduciaries, we operate with integrity first and a relentless commitment to client success. Our approach is highly personalized, built on deep relationships, active listening, and best-in-class service. We hold ourselves to high standards of excellence and seek team members who share our values, work ethic, and passion for delivering meaningful client outcomes. About You: We are seeking a highly-motivated, detail-oriented Financial Planner to join our team. The ideal candidate will provide comprehensive financial planning and advisory services to clients, helping them achieve their financial goals and secure their financial future. This role involves analyzing clients' financial situations, developing customized plans, and offering strategic advice across various areas, including investments, retirement planning, estate planning, tax strategies, and risk management. To be successful at MPW, you must be a team player, be tenacious, have a ‘can-do' mindset, be energized by owning responsibilities, be inquisitive and offer ideas, and be ready to put the effort and time in to get the job done. We provide a flexible and supportive environment and care about people----our clients, our employees, and our community. If you have compatible values and a solid work ethic, enjoy a friendly environment where you will be an important part of a team that works hard and supports each other, then you are a good candidate. Our focus for this hire is on both the person and the skill sets. The Opportunity: Join our Wealth Management Team as a key contributor to the delivery of planning advice and guidance to our clients. The position involves client interaction and support and a pathway to growth to a Private Wealth Advisor or other investment-oriented position. If you are a proactive problem-solver who enjoys financial planning, client interaction, and leveraging technology to enhance client experiences, we want to meet you. Position Details: · Duration: Permanent, full-time · Location: Office located in Mount Laurel, NJ · Work Environment: Hybrid flexibility. Collaborative team culture with a client-first focus. · Compensation & Benefits: Competitive base salary, bonus, and benefits package. Key Responsibilities: Financial Planning & Advisory · Develop and refine customized financial plans in collaboration with Advisors. · Provide strategic guidance on investments, insurance, tax planning, retirement planning, and estate planning. Assist with executing client strategies. · Utilize financial planning tools (eMoney, Holistaplan, Black Diamond Wealth Platform) to model scenarios and support client decisions. · Become resident expert and ‘owner' of eMoney, leveraging its use and ensuring all data and connections are up to date and functional. Providing hands-on client assistance when needed. · Prepare for and present financial plans to clients, making real-time adjustments based upon discussions. · Perform research and analysis for investment portfolios and risk assessments. · Regularly review and update financial plans to align with life changes and market conditions. Investment Planning/Management Collaborate with the Advisor and CIO to align client portfolios with financial plans. Assist with portfolio analysis, account transitions, and strategy execution. Stay current on market trends and economic outlook to support investment decisions. Client Meetings · Work collaboratively with Advisors preparing for and attending client Financial Planning meetings, coming prepared with any back-up data to support agenda. · Post-meeting, responsible for planning-related follow-up tasks and to work with Client Service Team to answer technical questions so follow-up paperwork or tasks are executed with accuracy (i.e. suitability, objectives and risk tolerance). Client Relationship Management Building trusted, long-term client relationships with HNW and UHNW families through responsive, proactive communication, diplomacy and making clients feel at ease. Conduct financial needs analysis to understand client goals, risk tolerance, and current financial status. Act as a resource for clients, answering financial planning-related questions and ensuring an exceptional client experience. Technology Support · Provide technology expertise to the Advisors for financial planning software, helping to optimize its use for clients and the MPW team. Compliance and Documentation · Ensure adherence to all regulatory and compliance requirements. · Maintain accurate and confidential client records. Education and Guidance · Educate clients on financial products, market trends, and planning strategies. · Participate in MPW seminars, workshops, or one-on-one meetings to engage and inform clients. Qualifications and Skills: Bachelor's degree in Finance, Economics or a related field. Certified Financial Planner (CFP) designation required. FINRA Series 7, 66 required. Insurance license preferred. 5 years' experience in financial planning, wealth management, or a related role. Strong analytical, communication & problem-solving skills. Proficiency in financial planning software and tools noted above. · Strong Excel, database and technology skills. In-depth knowledge of investment products, tax laws, retirement planning, and estate planning. Preferred Attributes: Passionate about helping clients achieve their financial goals. Self-motivated with the ability to work independently and as part of a team. Experience presenting financial plans to clients with confidence and authority. Fast learner with a commitment to ongoing professional development and industry knowledge. Professional and positive demeanor, ability to work well within a team. Strong worth ethic, history of taking initiative and resourcefulness. Ability to juggle multiple and conflicting priorities. Why MPW? We foster a collaborative, high-performance culture that values integrity, professional growth and client success. If you are looking for a dynamic opportunity to make a direct impact and advance your career in wealth management, we invite you to apply. To Apply: Submit your resume via LinkedIn or email: Linda L. McLaughlin, RICP Partner, Chief Operating Officer ********************** ********************

Boutique RIA Cherry Hill, NJ Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role. The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Highlights Collaborate with and support Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planning Nurture, manage, and maintain strong client relationships Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management Excellent career growth trajectory within the firm, potential for Lead Advisor succession Competitive compensation package including a significant base salary, bonus, and benefits Requirements Bachelor's Degree 1-3+ years Financial Planning experience Completed CFP designation or on track toward completion Drive to continuously improve and grow in a collaborative team based environment

SSG Capital Advisors, LLC (“SSG”) is looking for an Investment Banking Analyst to join its suburban Philadelphia office (must be currently living in or willing to relocate to the Philadelphia area). SSG is an independent boutique investment bank that specializes in mergers and acquisitions, financial advisory, restructurings, private placements and valuations for middle-market companies and their stakeholders. SSG has initiated, structured and negotiated numerous sale and financing transactions on behalf of both growing businesses and those in transition. We focus on providing solutions that are customized to the performance of the business and the objectives of the business owner. SSG has a proven track record of closing over 450 transactions in North America and Europe and is one of the leaders in the industry. The opportunity for analysts at SSG is unique, providing exposure to numerous types of transactions and industries with close interaction with clients and senior bankers. We are looking for a candidate who shares our entrepreneurial spirit, is led by the highest ethical standards and understands how to be a team player. In addition to strong quantitative and qualitative skills, candidates must exhibit the desire to actively contribute to a fast-paced investment banking environment and accept and manage responsibility. Analysts assume a critical role in the entire transaction process, include analyzing financial statements, building financial models, conducting industry research, preparing transactional materials and helping senior bankers in other critical deal-related activities. Client and investor interaction will occur on a regular basis. The ideal candidate will have at least 6 - 12 months of experience, preferably in investment banking, lending, accounting. valuation or consulting. Candidates should possess a strong knowledge of Microsoft Excel, Word and PowerPoint as well as exceptional financial modeling, writing and communication skills. For more information, please visit SSG Capital Advisors' website at ************** We kindly ask for no emails or phone calls as a means to further your application process. These efforts will not enhance your opportunity for consideration. We thank you in advance for your adherence to this request.

NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a junior analyst to work alongside with firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual will gain exposure to areas including asset allocation, portfolio analytics, reporting, trust and estate planning and compliance. This individual must possess the following traits: strong eye for detail, professional demeanor, quick learner, adaptive, team player, can multitask, strong work ethic, excellent oral and written communication skills, and comfort with client interaction. Qualifications - Bachelor's degree in finance, economics, or a related field with high GPA - Interest in finance, portfolio analysis, statistics and technology - Minimum 2-year experience in financial services industry - Strong attention to detail while working at a fast pace - Strong fluency with Excel formulas, PowerQuery and functions - Proficiency with Microsoft Office suite including Excel, PowerPoint, Word - Ability to analyze and do computations on financial data - Learn and adapt to new software systems quickly Desired Qualifications -CPA candidacy -Experience with implementation of reporting platforms; (PowerBi/Tableau) -Experience with Addepar reporting software Responsibilities - Work closely with the team to provide service and support functions such as portfolio analysis, trading, money movement, account creation and maintenance, and client/prospect meeting preparation - Work closely with team on portfolio reporting and lead creating investor reports - Participate in client meetings when necessary - Provide client relationship support, assist in client conversations, and provide analytic and account-related financial information - Identify and drive process improvements, including the creation of standard and ad-hoc reports - Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law. No recruiters for this search, please.

We are looking for --"A finance-savvy, tech-fluent ‘ VP Title Director of Overseas Investment & Financing (Industrialized Construction & Sustainable Real Estate) Location: United States (New York/Los Angeles/San Francisco or other core cities; global travel required) Reports to: Group CFO & President of International Operations Company Background Hi-Tech Realty Group (HTR), a subsidiary of Broad Group, is a global leader in stainless steel factory-built construction ("Active Building"), revolutionizing traditional construction through disruptive innovation. Technological Edge: 13 years of R&D, ¥8 billion RMB investment, achieving "building like manufacturing cars"-100% factory prefabrication, 3 floors per day onsite assembly, and 50%+ lifecycle carbon reduction. Global Strategy: Over 2 million square meters of Active Building projects completed in China, now expanding to key international markets (e.g., New York, London, Singapore), targeting 20% market share in industrialized construction within 5 years. Core Mission Deliver end-to-end financing solutions for HTR's overseas land acquisition, Active Building deployment, and asset secularization, while establishing a global capital platform to scale technological replication. Key Responsibilities (Enhanced for Tech-Driven Execution) Land Financing & Structured Transactions Lead land acquisition financing in target U.S. and global markets, designing full-cycle capital strategies integrating "land + factory-built construction + operations" (e.g., Forward Equity, JV Partnerships). Innovate with PropTech/ESG financing tools (e.g., green bonds, carbon credit-linked loans) to leverage Active Building's low-carbon advantages for cost-efficient funding. Industrialized Construction Project Financing Structure supply chain finance + project finance hybrids for Active Building production hubs and localized assembly projects, bridging Chinese banks, multilateral agencies (e.g., IFC), and U.S. investors. Drive capital partnerships with modular construction-focused funds (e.g., ex-Katerra partners), REITs, and infrastructure PE firms (e.g., Brookfield). Asset Exit & Capital Recycling Develop secularization pathways for Active Building portfolios (e.g., Prefab-REITs), engaging institutional investors like Blackstone and Morgan Stanley. Explore government PPP collaborations (e.g., affordable housing) to unlock policy-driven low-cost capital. Cross-Border Compliance & Risk Management Establish compliant Sino-U.S. capital channels, mitigating forex controls and technology export risks. Build dynamic risk assessment frameworks for geopolitical sensitive regions (e.g., FIRRMA foreign investment reviews). Enhanced Qualifications (Tech-Integrated Expertise) Hard Requirements: Proven experience in industrialized construction (prefab/modular) or CleanTech financing, with prior collaboration with firms like Katerra or Skanska preferred. Expertise in cross-border tech-asset transactions, including EB-5 visas, dual-currency funds, or China-U.S. investment structures. Basic understanding of construction tech parameters (e.g., BIM systems, carbon metrics) to articulate Active Building's value proposition. Soft Skills: Cross-disciplinary technical acumen: Translate complex tech advantages into investor narratives; contribute to global certifications (e.g., LEED V4.1). Founder's mindset: Thrive in a high-growth tech startup environment, excelling in 0-to-1 system building. 职位名称 海外投融资总监（工业化建筑与可持续地产方向） 工作地点： 美国（纽约/洛杉矶/旧金山等核心城市,需支持全球差旅） 汇报对象： 集团CFO & 国际业务总裁 公司背景 Hi-Tech Realty Group (HTR) 是远大科技集团旗下全球领先的**不锈钢工厂化建筑（活楼）**开发商与运营商,致力于通过颠覆性技术革新传统建筑业。 技术壁垒： 13年研发,80亿人民币投入,实现“造汽车一样造房子”-100%工厂预制,1天3层的极速建造,全生命周期碳减排50%以上； 全球战略： 已在中国完成超200万平米活楼项目,现计划在美国及海外核心城市（如纽约,伦敦,新加坡）落地标杆项目,目标5年内占据工业化建筑市场20%份额。 岗位核心目标 为HTR海外土地获取,活楼工厂化建造及资产证券化提供端到端资金解决方案,搭建全球化资本平台,推动技术规模化复制。 职责升级点（强化科技属性与落地需求） 土地融资与结构化交易 主导美国及海外目标城市的土地收购融资,设计“土地+工厂化建造+运营”的全周期资本方案（如Forward Equity, Joint Venture Partnerships）； 创新应用PropTech/ESG融资工具（如绿色债券,碳信用挂钩贷款）,凸显活楼低碳优势以降低资金成本。 工业化建造项目融资 为活楼工厂化生产中心（拟建）及本地化装配项目,定制供应链金融+项目融资混合结构,链接中资银行,多边开发机构（如IFC）及美国本土资金； 主导与模块化建筑技术基金（如Katerra合作方）,REITs及基建PE（如Brookfield）的资本合作。 资产退出与资本循环 设计活楼资产包证券化路径（类Prefab-REITs）,对接黑石,摩根士丹利等机构投资者； 探索政府PPP合作（如经济适用房项目）,撬动政策性低成本资金。 跨境资本合规与风控 搭建中美双地合规资金通道,规避外汇管制及技术出口限制风险； 建立地缘政治敏感地区的动态风险评估模型（如外资审查FIRRMA）。 任职要求补充（针对性筛选科技地产人才） 硬性新增条件： 熟悉工业化建筑（Prefabricated Construction）,模块化技术或清洁技术（CleanTech）领域的投融资生态,有与Katerra,Skanska等企业合作经验者优先； 具备中美跨境技术型资产交易经验,了解EB-5投资移民,中美双币基金等特色工具； 对建筑行业技术参数有基本认知（如BIM系统,碳排放测算标准）,能快速理解活楼技术价值主张。 软性能力强调： 强技术跨界能力：能将复杂技术优势转化为投资者语言,参与制定活楼国际认证标准（如LEED V4.1）； 创始人思维：适应初创型科技企业的高风险,高成长环境,擅长从0到1搭建体系。 最终效果： 兼顾金融专业度与科技产业深度的JD,帮助HTR在传统地产融资人才池中精准锁定“懂技术的资本操盘手”。

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

About the Company TruMark Financial Wealth Advisors- Philadelphia Region-On-Site is committed to helping employees, members, and prospects achieve their financial goals through exceptional personalized service and investment products. About the Role The Wealth Advisor is responsible for assessing financial needs and objectives, developing tailored investment strategies, and fostering long-term relationships based on trust and respect. Responsibilities Identify and evaluate member financial needs, assess objectives, and develop and implement investment strategies. Develop and maintain long-term relationships with clients, employees, and members. Achieve sales goals set by the Investment Program. Provide financial analysis on client progress toward financial goals, including preparing gap analyses and conducting annual reviews. Follow the rules and regulations of the credit union, FINRA, SEC, and the broker/dealer. Stay current on all products and services offered, including insurance, mutual funds, annuities, advisory products, general securities, retirement plans, and 529 plans. Provide regular feedback to branch employees, credit union executives, and sales managers on sales practices and business development initiatives. Work with various business lines within the credit union to identify and leverage cross-sell opportunities. Actively market and support credit union promotional activities. Engage in business development by supporting marketing programs, maintaining a marketing database, networking, sponsoring client events and seminars, and participating in corporate initiatives. Drive investment and credit union integration initiatives, support branch and Member Service associates through training sessions, and maintain consistent office hours at designated branches. Support the company's mission and corporate values. Qualifications FINRA Series 7, 63, and Series 66 or 65 state Life and Health Insurances licenses. 3-5 years of licensed registered representative sales experience. In-depth investment knowledge, exceptional sales skills, strong presentation skills, and a strong work ethic. Proven ability to build and maintain a clientele. Maintain securities and insurance licenses, fulfill regulatory and broker-dealer continuing education requirements. Understand and follow standards established by industry regulators, the broker/dealer Code of Conduct, Compliance Guide, and credit union Standards of Performance. Abide by the broker/dealer Registered Representative Agreement and TruMark Financial Registered Representative Employment Agreement. Meet production standards outlined in the compensation plan. Equal Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.

Is a Career as a Financial Advisor at WealthBridge Financial Right for You? Do you enjoy helping people pursue financial security? Are you self-motivated and driven by your own success? Do you thrive in an entrepreneurial environment with no income ceiling? Do you want to be in control of your career and schedule? Are you local to the Philadelphia area and ready for a new challenge? If you answered yes to any of these questions, WealthBridge Financial could be the perfect fit for you. Why WealthBridge Financial? At WealthBridge Financial, you'll have the opportunity to build a business without limits. Whether you're a seasoned advisor with a book of business or you're ready to make a career change, we offer the support, training, and flexibility you need to thrive. For Career Changers: A structured, paid Advisor Development Program designed to give you all the tools and skills to build a successful, lasting career. This four-and-a-half-year program will guide you step-by-step as you transition into your new career. Ongoing mentorship and training to help you succeed as you build your own practice. The chance to work for yourself, set your own schedule, and make time for the things that matter most. For Experienced Advisors: Competitive payouts that reflect your experience and client base. A wide range of products, investment advisory platforms and robust marketing platform to suit your clients' unique needs. Dedicated transition support to make moving your book of business seamless. Access to our succession planning resources, ensuring your clients and business have long-term stability. What Makes Us Different? At WealthBridge Financial, you'll be part of an independent firm with the support of Cetera, one of the nation's top financial services companies. That means you'll have the freedom to run your business your way, backed by resources, training, and support that will allow you to maximize your potential. Here's what you can expect: Unlimited Income Potential: With no caps on your earnings, your income is tied directly to your effort and success. Autonomy: Set your own schedule, work on your own terms, and live the life you want. Personal & Professional Growth: Financial services is a dynamic industry. You'll constantly learn, grow, and expand your skill set. Supportive Environment: While you'll be independent, you'll never be alone. We offer dedicated support staff , product specialists , and mentorship to help you thrive. Comprehensive Benefits: Professional designation reimbursement programs (like the CFP ), flexible schedules, and hybrid working options. Who We're Looking For We are looking for both inexperienced and experienced advisors who are driven, entrepreneurial, and ready to build or expand their financial advisory practice. Our ideal candidates: Have strong interpersonal and communication skills. Are highly motivated, goal-oriented, and independent. Are passionate about helping clients achieve financial success. We are particularly welcoming to veterans and career changers who bring diverse experiences and perspectives. We require you to become licensed with: Life/Health, SIE, Series 7, and Series 66. WealthBridge Financial has been serving clients for over 28 years. Based in Plymouth Meeting, PA, we specialize in comprehensive wealth management for both individuals and businesses. As an independent firm partnered with Cetera, we combine personal service with the resources of a national financial network. Join WealthBridge Financial and build a career that offers both personal fulfillment and professional success. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. WealthBridge Financial, 620 W. Germantown Pike, Ste. 170, Plymouth Meeting, PA 19462. ************.

LIVE LIFE DIFFERENTLY French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.” Financial Advisors at Northwestern Mutual Philadelphia help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their clients' goals and dreams to develop comprehensive financial solutions that will help their clients reach financial success. Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Build -Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate -Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence - Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own -Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits (Similar to owning a business, which is based on revenue generated. This is not a salaried position) Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development. Renewal income earned for continued client support and policy management. Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning ARE YOU RIGHT FOR THIS OPPORTUNITY? Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning & growth Proven leadership skills 4 Year Degree: (Preferred) Financial Concepts: 1 year (Preferred) License/Certification: Pennsylvania Life and Health license (Preferred) / Investment License (Preferred) Legal authorization to work in the US without sponsorship (Required) WHY JOIN NORTHWESTERN MUTUAL: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company Philly's Top Work Places for 2024 2024 Training APEX Award winner Are you ready to change your life and the lives of your clients? Apply now! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Nordwand Advisors is looking for a financial advisor in Philadelphia to help grow our HQ based in Radnor, PA. This is an excellent role for an individual that has their own book of clients that is primarily fee-oriented rather than transactional business. Applicants may have a moderately sized book that they are looking to grow at a fully independent RIA where they hope to find a more client-friendly and client-aligned experience, or could be advisors who are thinking through their succession plan in the long-term and want to ensure they are at a place where that can be executed with the clients' best interest in mind. Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to determine the best strategies for achieving clients' objectives. Financial Planning: Develop comprehensive financial plans that encompass areas such as investments, retirement planning, insurance, tax planning, and estate planning. Tailor plans to align with individual client circumstances and objectives. Investment Advice: Provide recommendations on suitable investment products and strategies based on clients' financial goals and risk tolerance. Stay informed about market trends, economic indicators, and investment options. Client Relationship Management: Build and maintain strong relationships with clients. Regularly communicate updates on their financial portfolios, market conditions, and any adjustments to their financial plans. Sales and Business Development: Actively seek new clients and business opportunities Qualifications: 5+ years of experience in Wealth Management Bachelor's degree Excellent communication and interpersonal skills Strong analytical and critical thinking skills Ability to work independently and as part of a team CFP is a plus EQUAL EMPLOYMENT OPPORTUNITY: Nordwand Capital is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself. We're here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open-architecture platform for client solutions Our broker/dealer powered by one of the world's largest broker/dealers LPL* Our elite benefits and wealth-building programs Our competitive payouts Our operation and compliance infrastructure support We know that making a move is a big decision. So, we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance: More than 2.8 million clients More than $220 billion assets under management More than 4,300 financial professionals More than 190 Elite Advisor Group firms 80 branch offices

Job Statement Sterling Capital Management LLC is a registered investment adviser founded in 1970. Sterling is headquartered in Charlotte, NC with offices in Raleigh, NC, King of Prussia, PA, San Francisco, CA, and Virginia Beach, VA. As of September 30, 2024, Sterling has over $76 Billion in assets under management and assets under advisement overseen by 181 investment and client service professionals. Sterling provides investment management services to a diversified group of clients, including corporate, public, healthcare, private clients, endowment/ foundation, insurance, sub-advisory, and managed investment pools in 40 states and 9 countries worldwide. The Insight Equity Group within Sterling Capital Management LLC seeks an equity analyst to be based in our King of Prussia, Pennsylvania office. The analyst's primary responsibilities will be in support of the team's Small Cap Value, Mid Cap Value, and Real Estate products. A successful candidate would face a broad array of duties and assignments, including, but not limited to: universe screening, analyzing company fundamentals on new investment ideas and current holdings, proposing new investment ideas, maintaining various spreadsheets and databases, authoring commentaries for client communications, supporting product specialist teams and fulfilling other value-added administrative tasks. Essential Duties and Responsibilities The following is a summary of essential job functions. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time: Construct financial models and analysis on subject companies Analyze and understand company fundamentals through various data resources Interview company management and industry contacts via virtual and in-person meetings Prepare written reports on companies under coverage Recommend securities to be included into client portfolios Review and provide feedback on other analysts' and portfolio manager investment recommendations Effectively communicate with clients and consultants regarding Sterling's investment management process Maintain and run the team's quantitative investment screen Skills/Experience Requirements Fundamental bottom-up research and analysis and delivering recommendations (orally and in writing) in an organized, concise, and impactful manner Exchanging ideas in a team setting among peers, and defending the investment merits of recommended ideas Independent thought, primary research, and fact-based analysis Writing experience used to assist team with quarterly commentaries and individual securities write-ups Ability to travel as needed to research conferences and/or client meetings A desire for a long-term career as a buy-side analyst Required Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 2+ years of professional equity analysis experience Bachelor's degree Thorough knowledge of equity securities and their attributes, generalist or industry-specific High level of technological competence Strong communications skills Advanced financial modeling capabilities Demonstrated proficiency in basic computer applications such as: Microsoft Office Software products, Factset and/or Bloomberg Ability to travel, occasionally overnight Preferred Qualifications CFA designation, or progress toward CFA designation MBA Compensation Commensurate with experience

A financial services company located in the King of Prussia region is looking to fill several Entry Level Financial/Accounting Analyst positions on a possible temp to perm basis. Qualified candidates need to have a recent college degree in Accounting, Finance or a Business related field preferably with some internship or corporate working experience. Duties will include reviewing and analyzing of documentation, account analysis, researching and processing of information, reconciling accounts, preparing reports, analyzing financial information, journal entries, customer support, interacting with multiple internal departments, data input and other financial/administrative support functions as required. Strong written and verbal communication skills are required. Candidates must also solid computer software skills that include MS Excel. Requirements Bachelor's Degree in Accounting, Finance or a related Business field Recent Internship or working experience preferred Computer software proficiency Solid MS Excel Skills Strong written and verbal communication skills required Strong organizational skills and attention to detail Effective time management skills and able to work independently Excellent analytical and problem-solving skills The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position. SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ***********************************************

first PRO is partnering with a prominent organization located in Center City, Philadelphia, to recruit a skilled Financial Analyst. This is an excellent opportunity for a professional with 2+ years of FP&A experience to make a significant impact within a dynamic team. The successful candidate will play a crucial role in supporting the development of financial models, assisting with budgeting and forecasting processes, and contributing to the pricing and budgeting of contracts. Key Responsibilities: Financial Analysis & Reporting: Perform in-depth financial analysis, producing comprehensive and insightful reports that drive data-driven decision-making. Strategic Planning Support: Prepare and present accurate forecasts, budgets, and financial models to support the organization's strategic initiatives and key project planning. Data Interpretation: Analyze and interpret complex financial and power market data, identifying trends and potential risks, and recommending areas for further investigation. Cross-functional Collaboration: Work closely with various departments to collect and verify financial data, ensuring accuracy and completeness in reporting and forecasting. Performance Monitoring: Track and evaluate financial and operational performance against KPIs, providing actionable insights for continuous improvement. Policy Development & Compliance: Contribute to the creation and execution of financial policies, procedures, and internal controls to safeguard the company's financial integrity. Qualifications: Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Experience: At least 2+ years of experience in Financial Planning and Analysis (FP&A), with a strong understanding of financial modeling, budgeting, and forecasting. Skills: Proficiency in Excel, financial modeling, and analytical tools. Excellent communication skills with the ability to present complex financial data clearly and concisely. This is a fantastic opportunity to join a thriving organization in a key analytical role, offering growth potential and a collaborative work environment.

Job Title: Senior Financial Analyst Reports To: Director of Finance Department: Finance Employment Type: Full-Time We are seeking a highly motivated and detail-oriented Senior Financial Analyst to join one of our top clients, a leading specialty manufacturing company's FP&A team. The ideal candidate will have strong analytical skills and a deep understanding of financial modeling, reporting, and business performance analysis. As a Financial Analyst, you will support strategic decision-making by providing insightful financial analysis, budgeting, forecasting, and cost control within the context of our unique manufacturing processes and business operations. Key Responsibilities: Financial Analysis & Reporting: Prepare and analyze monthly, quarterly, and annual financial statements (P&L, balance sheet, cash flow) to ensure accuracy and identify key trends. Develop and maintain financial models to evaluate business performance, assess variances, and recommend corrective actions. Track key performance indicators (KPIs) specific to manufacturing operations, including cost of goods sold (COGS), gross margin, inventory turnover, and production efficiency. Budgeting & Forecasting: Assist in the preparation of the annual budget, ensuring alignment with business objectives and resource allocation. Collaborate with various departments (operations, sales, procurement) to gather relevant information for budgeting and forecasting. Monitor actual performance against budget and forecast, identifying any discrepancies and providing explanations for significant variances. Cost Control & Profitability Analysis: Support cost management efforts by analyzing direct and indirect production costs, identifying areas for improvement, and recommending cost-saving strategies. Conduct margin analysis to understand the profitability of specific product lines, customers, and business segments. Perform cost-benefit analysis for capital projects or investment opportunities. Data Integrity & Process Improvement: Ensure accuracy of financial data by reviewing transaction reports, reconciling accounts, and identifying any discrepancies. Collaborate with cross-functional teams to streamline financial processes and improve reporting accuracy and efficiency. Support Strategic Decision-Making: Provide financial insights and recommendations to senior leadership to drive business growth, profitability, and operational efficiency. Assist in strategic planning initiatives, including product pricing, cost structure optimization, and financial modeling for new product development. Qualifications: Education: Bachelor's degree in Finance, Accounting, Economics, or related field. CPA or CFA certification a plus. Experience: 4+ years of experience in financial analysis, preferably in a manufacturing environment. Big 4 or Next 3 public accounting experience required (current or previous) Strong knowledge of manufacturing financials, including cost accounting, product costing, inventory management, and production efficiency. Skills & Abilities: Proficiency in financial software and Microsoft Excel (advanced functions, pivot tables, VLOOKUP, etc.). Experience with ERP systems (e.g., SAP, Oracle, etc.) is preferred. Strong analytical skills with the ability to interpret complex financial data and present actionable insights. Detail-oriented, with the ability to work independently and manage multiple priorities in a fast-paced environment. Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams. If you are interested please apply and we will schedule a confidential call with you to discuss our client and this opportunity in more detail.

TITLE: Senior Financial Analyst SALARY: $90k OFFICE ADDRESS: King of Prussia PA INDUSTRY: Electric Power Generation HIGHLIGHTS: Exciting opportunity to contribute to a rapidly growing company, with $35-40 million projected in 2025! Play a key role in budgeting and forecasting, helping to shape the company's financial future. Work closely with senior management to influence high-level strategy and decisions. RESPONSIBILITIES: Lead the development of annual budgets, forecasts, and long-term financial plans. Analyze financial performance (P&L, balance sheet, cash flow) to identify trends and improvement opportunities. Perform variance analysis and develop financial models to guide business strategy. Prepare and deliver monthly, quarterly, and annual reports; create dashboards for tracking business performance. Collaborate with department leaders to drive financial performance and improve profitability. Lead ad-hoc analysis to support business decisions and process improvements. Continuously enhance budgeting, forecasting, and reporting processes, leveraging automation and data visualization tools. Ensure compliance with financial policies, procedures, and regulatory requirements, maintaining proper documentation for audit purposes. REQUIREMENTS: 1+ years of financial analysis or related experience. Bachelor's degree in Finance or related field required.

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Accurately update systems to actual results, forecasts, and budgets Analyze and provide commentary on variances Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 1 - 3 years' financial analysis and modeling experience Advanced knowledge of Excel