Jobs in the United States

25+ jobs

Save this search

Added just now
Assistant Professor - Department of Industrial, Mechatronics & Systems Engineering
Morgan State University
MD
The Department of Industrial, Mechatronics and Systems Engineering (IMSE) was formed through the reorganization of the Department of Industrial and Systems Engineering with the Mechatronics…
Added just now
C
Instrumentation & Controls Engineer - Water
Cordoba
Los Angeles, CA
- $100,000 to $130,000 USD / year
…installation, as well as network configuration for process control systems. This role will assist with the design, development, and maintenance of automated control systems for industrial…
Added just now
Ecological Risk Assessment and Management Faculty
Morgan State University
MD
Geographic information systems (GIS), spatial analysis, or remote sensing.
Added just now
TO
Clinical Services Supervisor
TOWN OF GLASTONBURY
GLASTONBURY, CT
- $81,705 to $113,626.5 USD / year
o human development; couples and family systems theories; and multicultural issues
Added just now
Senior Integration Lead
NexGen Data Systems Inc (NGDS)
San Diego, CA
NexGen Data Systems is seeking a Senior Integration Lead to lead integration and installation of Navy shore command, control, communications, computers and intelligence systems. The Senior…
Added just now
Senior Enterprise Application Packaging & Test Architect IV
NexGen Data Systems Inc (NGDS)
San Diego, CA
NexGen Data Systems is seeking a Senior Enterprise Application Packaging & Test Architect IV to design technical solutions for testing, packaging and deploying enterprise applications on…
Added just now
Data Validation Specialist
Anderson Merchandisers
Plano, TX
The Data Validation Specialist checks that data entering and moving through our systems is accurate, complete, and consistent. The Data Validation Specialist is responsible for labeling,…
Added just now
Senior Product Manager, Payments
Coinbase
Remote, United States
…wallets on Coinbase. Payments Platform builds and runs the systems that move customer money in and out of Coinbase, covering bank transfers, card payments, wires and real-time rails. Your…
Added just now
Finance Controller
CEL - Critical Power
Williamsburg, VA
Added just now
Medical Data Scientist Lead (HPM_mj)
University of Pittsburgh
Pittsburgh, PA
…schemes. Develops, implements, and maintains data management systems. Coordinates research activities across multiple groups. Oversees data entry, management, and dissemination procedures.…
Added 1 min ago
Gasoline Aftertreatment Technology Expert
Stellantis
Auburn Hills, MI
The Gasoline Aftertreatment Technology Expert will handle investigating and developing gasoline aftertreatment systems (ATS) technologies to meet required emissions standards (e.g. TIER4,…
Added 1 min ago
Onboard Junior Software Enginner
Stellantis
Auburn Hills, MI
…over-the-air updates, telematics services, V2X, and infotainment…
Added 1 min ago
PS
Senior Safety Specialist
Power Solutions International Inc
Darien, WI
- $90,000 to $100,000 USD / year
…turnkey, custom power packages that integrate alternators, cooling systems, controls, switchgear, cabling, and protection, delivered as containerized, skid, or walk-in solutions. Our team…
Added 1 min ago
Q
Lead Category Management - 1011
Quantinuum
US Broomfield, CO
- $111,000 to $149,000 USD / year
Added 1 min ago
J
Senior Software Engineer
January
New York, NY
- $210,000 to $243,500 USD / year
…outcomes, set technical direction, and mentor others while building systems that directly improve the financial lives of…
Added 1 min ago
U
Union Buildings and Systems Engineering Specialist
UPS
LOUISVILLE, KY
- $23 USD / hour
…electrical, and electromechanical equipment, machinery, automation systems, and conveying systems. This role supports the development and optimization of automated operations by evaluating…
Added 1 min ago
Sr Analyst SF&I
Lowe's Companies, Inc.
Mooresville, NC
3 Years Three or more years experience with reporting systems such as SQL MicroStrategy/DART.
Added 1 min ago
Paralegal - Litigation
Lowe's Companies, Inc.
Mooresville, NC
Added 1 min ago
Principal Designer- Brand Systems
Edmentum
United States
…closely with the Creative Director, you'll build and govern the systems that keep our visual identity consistent, scalable, and accessible across every touchpoint, while staying hands-on…
Added 1 min ago
BC
HR Manager
Big City Optical LLC
Chicago, IL
- $90,000 to $110,000 USD / year
Proficiency with HRIS systems, payroll platforms, and standard workplace technology.
Added 1 min ago
Quality Assurance Supervisor
Amcor
RPSNA Phoenix, AZ
Executes control various testing systems, protocols, and interfaces
Added 1 min ago
Press Department Manufacturing Supervisor (12 Hour Night Shift)
Amcor
United States
…through providing strong leadership to the team and managing the systems, equipment, people, and materials according to the established policies, procedures, specifications, and customer…
Added 1 min ago
Graduate Studies Coordinator, Department of Physics
University of Buffalo
NY
Strong and current computing skills including proficiency with Microsoft Excel, Word, and Outlook. Ability and eagerness to learn new systems.
Added 1 min ago
Food & Beverage Supervisor - Banquets
Ansley Golf Club
Atlanta, GA
Knowledge of POS systems and basic computer applications preferred.
Added 1 min ago
Director of Provider Outreach
CHS
Foley, AL
Proficiency with Google and Microsoft platforms, healthcare software systems, and data analysis tools.

Lead-Advisor

Associate Advisor

Dunmore, PA, United States

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

Apply About employer

Applications open in a new tab.

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

Apply About employer

Report this job