Jobs in the United States

25+ jobs

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Added 1 min ago
Associate Financial Advisor - Ft Collins, CO
Edward Jones
United States
As an associate financial advisor at Edward Jones, you’ll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver…
Added 3 mins ago
TI Clinical Research Associate
Oregon Health & Science University
Portland, OR
Added 3 mins ago
HD
Facilities Manager
High Desert Pace Inc
Victorville, CA
- $70,304 USD / year
…sanitization standards, emergency action plans, and budget implementation to foster a safe, functional, and dignifying care environment for frail senior…
Added 4 mins ago
Assistant Facility Manager
Cushman & Wakefield U.S., Inc.
GA
…Facilities Manager is charged with supporting the day-to-day implementation of policies, procedures, programs and workplace services delivery that provides a well-managed and…
Added 4 mins ago
CMMS Analyst
Cushman & Wakefield U.S., Inc.
Remote, United States
The CMMS System Administrator plays a critical role in ensuring the successful implementation, configuration, and ongoing management of the FAMIS 360 system within the CW Account. This…
Added 5 mins ago
Senior Industrial Engineer
Mars Wrigley Conf. (MCNA)
United States
…that power our global brand. Collaborating with the Segment IE Associate Director, you will analyze supply strategies, optimize our product innovation pipeline, and identify cost-saving…
Added 5 mins ago
TI Clinical Research Associate
Oregon Health & Science University
Portland, OR
Added 5 mins ago
Assistant Nurse Manager GYN Oncology
Ascension
Nashville, TN
Delivers quality patient care and ensures implementation of clinical objectives.
Added 7 mins ago
J
Assistant Manager, Full-time, Washington Square Mall, Tigard Oregon
Portland, OR
- $22 to $36.7 USD / hour
- Full-time
…developing the store team and contributing to the successful implementation of strategies and operational excellence that ensure brand equity, customer satisfaction and financial growth.…
Added 7 mins ago
J
Full Time Supervisor, Finger Lakes Premium Outlets, Waterloo, NY
Waterloo, NY
- Full-time
Supervisor contribute as an integral member of the store management team by contributing to the successful implementation of strategies and operational excellence that ensure brand equity,…
Added 8 mins ago
NT
College Health Nurse (full-time/1149 hours/year) @ Northwood Tech New Richmond Campus
Northwood Technical College
New Richmond, WI
- $30.73 USD / hour
- Full-time
Participate in the development and implementation of health and health service related policies and procedures.
Added 8 mins ago
GH
Clinical Applications Specialist - X-Ray
GE HEALTHCARE
Remote, United States
- $92,000 to $138,000 USD / year
…experience and commercial teams from pre-sale through post implementation by providing effective outcome-based education and training…
Added 8 mins ago
Associate Engineer, Engineer, Senior Engineer- Hybrid
Dominion Energy
CAYCE, SC
Support EMS software maintenance, upgrades, and patch implementation.
Added 8 mins ago
Business Cont. & Disaster Recovery Analyst (Remote)
Partners Behavioral Health Management
Remote, United States
Contribute to product vision, roadmap, and growth opportunities and prioritize product feature requests, development, and implementation for the product
Added 9 mins ago
Sales Associate
Yesway
Deming, NM
Ensure hospitality for all store quests by ensuring timely guest transactions, facilities/store cleanliness, and implementation of Yesway standards;
Added 9 mins ago
Sales Associate
Yesway
Wellington, TX
Ensure hospitality for all store quests by ensuring timely guest transactions, facilities/store cleanliness, and implementation of Yesway standards;
Added 9 mins ago
Sales Associate
Yesway
Kadoka, SD
Ensure hospitality for all store quests by ensuring timely guest transactions, facilities/store cleanliness, and implementation of Yesway standards;
Added 9 mins ago
Sales Associate
Yesway
Frederick, OK
Ensure hospitality for all store quests by ensuring timely guest transactions, facilities/store cleanliness, and implementation of Yesway standards;
Added 9 mins ago
Sales Associate
Yesway
Rule, TX
Ensure hospitality for all store quests by ensuring timely guest transactions, facilities/store cleanliness, and implementation of Yesway standards;
Added 9 mins ago
Sales Associate
Yesway
Chillicothe, TX
Ensure hospitality for all store quests by ensuring timely guest transactions, facilities/store cleanliness, and implementation of Yesway standards;
Added 9 mins ago
Sales Associate
Yesway
Spearfish, SD
Ensure hospitality for all store quests by ensuring timely guest transactions, facilities/store cleanliness, and implementation of Yesway standards;
Added 11 mins ago
Information Systems Security Officer| ISSO2| TS/SCI w/ MD POLY Security Clearance required
Power3 Solutions
Hanover, MD
Oversee the implementation of software patches to maintain the security posture of the organization.
Added 12 mins ago
Business Cont. & Disaster Recovery Analyst (Remote)
Vaya Health
Remote, United States
Contribute to product vision, roadmap, and growth opportunities and prioritize product feature requests, development, and implementation for the product
Added 12 mins ago
HTM Healthcare Engineering Tech I
Mayo Clinic
Phoenix, AZ · Phoenix
An HTM Technician maintains medical, clinical equipment and systems through effective implementation of the Mayo Clinic Medical Equipment Management Plan. Technician must demonstrate…
Added 12 mins ago
HTM Imaging Tech II
Mayo Clinic
Phoenix, AZ · Phoenix
An Imaging Technician II maintains complex medical equipment through effective implementation of the Mayo Clinic Medical Equipment Management Plan. Technician must demonstrate technical…

Lead-Advisor

Associate Advisor

Dunmore, PA, United States

$75,000 to $85,000 USD / year

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Job details

Pay: $75,000 to $85,000 USD / year
Apply by: Jan 1, 2027
Posting language: English
Posted: Nov 2, 2026

Original job description

Service Advisor/Associate Advisor The ideal candidate will have at least 3 years of experience as a client facing financial advisor and a passion for the planning process. They will be a process-driven, detailed-oriented, highly structured individual who thrives in a feedback centric environment. The candidate should be an effective communicator and value the support of working closely with a senior advisor. The primary responsibility of the Service Advisor/Associate Advisor is to deliver comprehensive financial planning services and an exceptional client experience to existing clients. This individual will conduct client reviews, manage client relationships, and collaborate with team members to ensure recommendations are effectively executed and clients receive an exceptional level of service.

Responsibilities may include (but are not limited to):

Sit second chair on senior advisor’s client meetings for an initial transition period to build relationships with clients and understand and adopt the firm’s financial planning philosophy, internal systems and planning approach
Conduct reviews for a client segment to ensure their investment, advanced planning, retirement, tax, and insurance strategies are connected to their updated goals.
Coordinate and execute client account paperwork and administrative requests, including new account openings, account transfers, contributions and distributions, beneficiary changes, account maintenance, and other investment-related documentation.
Take ownership of client service requests from initiation through completion, ensuring timely follow-up, accuracy, and communication
Identify any new areas of business development for current clients including, but not limited to: planning opportunities/ needs, new assets, referrals and introductions, parents/next gen, COIs,etc.
Work with the investment, planning and operations teams to collaborate on analysis, recommendations, planning implementation, and service items.
Shadow the senior advisors to learn advanced planning strategies and techniques.
Learn independently, keeping up with industry changes, strategies and regulation/ legislation to bring new approaches and ideas to clients and the practice

Qualifications:

Bachelor’s degree
3+ years of client-facing financial planning experience
Experience with financial planning software and CRM systems
Series 7 and 66 licenses required
LAH insurance license preferred

To succeed at this practice, these qualities are vital:

Exceptional organization and execution/follow-through
Process orientated
Prepared and proactive
Strong sense of urgency
High, client-centric standards
Detail-oriented
Takes pride in job well done
Hard-wired to overdeliver
Proven track record of success
Collaborative/ Inspired by being part of a high performing team
Coachable and committed to continuous professional development
Takes ownership of responsibilities and follows clients requests through to completion

Location: In office Salary: 75-85k base

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