Top 49 Investing Jobs in Hazle Township Pa

Administrative Assistant
Wagner Wealth Management, Corp —Conyngham, PA
- $45,000 - $50,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- 401(k)
Quick Apply
8d
Financial Advisor
Edward Jones —Tamaqua, PA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Corporate Finance Coordinator
Little Leaf Farms —McAdoo, PA
- Mid-level
- Office
- Finance
Quick Apply
Actuarial Assistant/Analyst
Berkshire Hathaway GUARD Insurance Companies —Wilkes-Barre, PA
- $60,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Math
- Dental insurance
- 401(k)
Credit Analyst – (Jim Thorpe, PA)
Mauch Chunk Trust Company —Jim Thorpe, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid jury duty
- AD&D insurance
Quick Apply
Consumer Lending Underwriter
Cross Valley Federal Credit Union —Wilkes-Barre, PA
- $58,000 - $68,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Writing skills
Quick Apply
Assistant City Administrator/Authority & Grants Manager
City of Pottsville —Pottsville, PA
- $70,000 - $90,000 a year
- Email
- Background check
- Writing skills
- 3 years
- Mileage reimbursement
- Health insurance
Quick Apply
Trust Officer
Northwest Bank —Wilkes-Barre, PA
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
AI Venture Capital Investor
Alfa AI —United States
- $100,000 - $1,000,000 a year
- Full-time
- Remote
- Research
- Senior level
1d
Regional Vice President of Sales (Arizona)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

Discover related jobs

Based on your search for investing jobs.

Broker Dealer Operations Specialist, Alternative Investments
Guardian Life Insurance Company —Bethlehem, PA
FINRA Securities license (Series 7 or Series 6). Assist in systems testing and create training materials for field and home office teams.
$59,110 - $88,660 a year

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Property Manager
5812 Investment Group —Columbus, OH
Must have reliable transportation as necessary to safely and effectively carry out the responsibilities listed above along with a valid driver’s license.
$55,000 - $65,000 a year
Quick Apply
6d
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for investing in hazle township pa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investing jobs near hazle township pa

Administrative Assistant

Wagner Wealth Management, Corp
Conyngham, PA

Quick Apply

Job Details

Full-time
$45,000 - $50,000 a year
8 days ago

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Customer communication
Financial services customer support

Full Job Description

Who We Are

We are a family-owned financial planning and wealth management firm based in Conyngham, PA. Our focus is the needs of local families, entrepreneurs, and family-owned businesses. We are fiduciaries who aim to assist our clients with reaching their financial goals with personalized plans tailored to their specific needs.

About the Role

We’re looking for a client service associate to join our team. In this role, you’ll be a key point of contact for clients on service and account-related matters, and a critical partner to our financial advisors in keeping client accounts, transactions, and documentation running smoothly and accurately.

What You’ll Do

Handle client service requests, including address changes, beneficiary updates, updating phone numbers, and other general account maintenance.
Process money movement requests, including wires, ACH transfers, and check requests.
Prepare and process account opening paperwork
Accurately enter and maintain client data in our CRM
File, scan, and organize client documents
Prepare materials for meetings between advisors and clients
Track and follow up on outstanding client items to ensure timely completion
Assist clients with digital envelopes, Docusign, and Client Online Portal password resets.
Accurately enter and maintain client data in our CRM
Serve as a resource for clients and advisors on service-related questions escalating as appropriate.

What We’re Looking For

2+ Years of experience in wealth management, financial services, or related client service roles, in a banking or credit union environment
Familiarity with money movement processes and account paperwork
Comfortable with using CRM systems and digital tools such as Docusign
Strong attention to detail and reliable follow-through
Professional, client-facing communication skills

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Experience:

Client Service: 2 years (Preferred)

Ability to Commute:

Conyngham, PA 18219 (Required)

Ability to Relocate:

Conyngham, PA 18219: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

investing jobs in hazle township pa

Administrative Assistant

Financial Advisor

Corporate Finance Coordinator

Actuarial Assistant/Analyst

Credit Analyst – (Jim Thorpe, PA)

Consumer Lending Underwriter

Assistant City Administrator/Authority & Grants Manager

Trust Officer

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

AI Venture Capital Investor

Regional Vice President of Sales (Arizona)

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for investing in hazle township pa

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected