Jobs in the United States

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Assoc. Application Developer
Vanderbilt University
Nashville, TN
The Associate Application Developer supports the design, development, testing, implementation, and maintenance of software applications and integrations that enable university business and…
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Sonography Tech OBGYN
Ascension
Tulsa, OK
High school diploma/GED with 2 years of experience, or Associate's degree, or Technical degree required.
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LH
Full Time - Sales Associate - Hardware - Opening
Lowe's Home Centers, LLC
North Dartmouth, MA
- Full-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added just now
LH
Full Time - Sales Associate - Hardware - Day
Lowe's Home Centers, LLC
North Dartmouth, MA
- Full-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added just now
Registered Nurse Cardiovascular
Ascension
Remote, United States
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
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Registered Nurse Multispecialty Med Surg
Ascension
Indianapolis, IN
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
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Registered Nurse Adult ED
Ascension
Indianapolis, IN
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added just now
Registered Nurse Adult ED
Ascension
Indianapolis, IN
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
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Registered Nurse Neonatal PEDS Critical Care Transport
Ascension
Indianapolis, IN
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
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Registered Nurse Emergency Department NE
Ascension
Derby, KS
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
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Technologist Surgical
Ascension
Miramar Beach, FL
High School diploma equivalency with 2 years of cumulative experience OR Associate's degree/Technical degree OR 4 years of applicable cumulative job specific experience required.
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Registered Nurse Endoscopy
Ascension
Pensacola, FL
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 1 min ago
Assistant Store Manager Sally Beauty 2893
SBH
Columbus, OH
…consistent accountability. Assistant Managers, as part of their development, support the Store Manager in all areas outlined below and are responsible for all Primary Duties when the Store…
Added 1 min ago
Implementation Project Manager
ADP
Alpharetta, GA · Augusta, GA
Collaborates and maintains project control: Oversees development, communication and execution of the goals and project timeline by consulting and collaborating with other Implementation,…
Added 1 min ago
District HR Business Partner
Lowe's Home Centers, LLC
Elkridge, MD
Partners with leaders in the planning process to ensure strategic plans drive business results, optimize customer service and align with company values. Contributes to the development of…
Added 1 min ago
LH
Full Time - Scheduling Staffing Admin - Day
Lowe's Home Centers, LLC
Chantilly, VA
- Full-time
…acquisition training, compliance, and payroll. This role maintains associate paperwork, organizes the break and training rooms, and updates time and attendance records, according to Lowe’s…
Added 1 min ago
LH
Full Time - Sales Associate - Outside Lawn & Garden - Day
Lowe's Home Centers, LLC
Blaine, MN
- Full-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 1 min ago
Cloud Operations Team Lead
University System of New Hampshire
United States
Research and technically assess new cloud platforms, web application, development operations, and continuous integration technologies for service development, support, and process…
Added 1 min ago
Machinist III
General Atomics and Affiliated Companies
United States
General Atomics (GA), and its affiliated companies, is one of the world’s leading resources for high-technology systems development ranging from the nuclear fuel cycle to remotely piloted…
Added 2 mins ago
Associate Director of Professional Learning
New York Botanical Garden
Bronx, NY
Incorporates research, strategies and scenarios in training development, design and facilitation.
Added 2 mins ago
Associate, Asset Management & Investments
Marquee Development Services LLC
Chicago, IL
Associate of Asset Management and Investments will support underwriting, financial modeling, fund management and analytics, research, investment committee materials, and technology-enabled…
Added 2 mins ago
Risk Coordinator
Maple Heights Behavioral Health
Fort Wayne, IN
Collaborate with employees to streamline the incident reporting process making it more effective and efficient.
Added 2 mins ago
Drafter I
HEV
United States
Keeps abreast of current CAD Standards to maintain continuity during the drawing and bill of material development process.
Added 2 mins ago
FH
DIVISION MARKETING COORDINATOR
FISCHER HOMES
Erlanger, KY
- $20 to $24 USD / hour
We value diversity within the Fischer Homes organization and see each Associate as a team member and valuable asset. We select highly competent individuals to join our team, provide them…
Added 2 mins ago
Senior Travel Consultant
Travel Incorporated
Duluth, GA
Mentor and guide less experienced consultants by sharing knowledge and supporting their professional development.

Lead-Advisor

Service 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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