Top 14 Finance associate Jobs in Bethlehem Pa

Wealth Management Associate
Ameriprise Financial —Allentown, PA
- Full-time
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Part Time (30 Hours) Associate Banker, Easton Freemansburg Ave Branch, Easton, PA
JPMorganChase —Easton, PA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
6d
Part Time (30 Hours) Associate Banker, Easton Branch, Easton, PA
JPMorganChase —Easton, PA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
12d
Part Time (20 Hours) Associate Banker, Trexlertown Plaza Branch, Trexlertown, PA
JPMorganChase —Trexlertown, PA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
1d
Financial Advisor Associate - Montgomeryville, PA
TD Bank —Bethlehem, PA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Assistant/Associate Director of Financial Aid Services
Moravian University —Bethlehem, PA
- Online Application
- Mid-level
- Office
- Master's degree
Qualified Retirement Plan Associate
Univest Financial Corporation —Souderton, PA
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- Bachelor's degree
- Paid holidays
- Disability insurance
Associate Relationship Strategist - PNC Private Bank
PNC Financial Services Group —Doylestown, PA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Client Associate - Financial Services
SUMMIT FINANCIAL GROUP INC —Perkasie, PA
- $45,000 - $55,000 a year
- Full-time
- Microsoft Word
- Marketing
- Office
- Health insurance
- 401(k)
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Part Time (30 Hours) Associate Banker, Easton Freemansburg Ave Branch, Easton, PA
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finance associate jobs near bethlehem pa

Wealth Management Associate

Ameriprise Financial -
Allentown, PA

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Job Details

Full-time

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Finance advising
Customer records maintenance
Life Insurance License
Managing customer accounts
Investment advisory support
Customer relationship building
Trading
Account maintenance
Financial transaction processing
Investment operations
Regulatory compliance
Operations coordination planning
Client file management
Investment reports
Financial client presentations
Series 66
Mid-level
Managing clients in a customer support role
Series 7
Salesforce Cloud
Data management
Financial records management
Investment client management
Investment account customer support
Financial data management
Handling customer service requests
Financial regulatory compliance
CRM system proficiency
Experience practicing in the securities industry
Portfolio risk management

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Join a growing, client-focused financial planning practice where you will play a key role in delivering a high-quality client experience and supporting investment and planning activities.
This role offers broad exposure to financial planning, portfolio management, and client relationship management. You will partner closely with advisors to support day-to-day operations, prepare client deliverables, and help drive a smooth and professional client experience.

Key Responsibilities

Client & Advisor Support:

Serve as a primary point of contact for routine client inquiries
Support preparation for client meetings, including gathering and updating financial data
Attend client meetings as needed and assist with follow-up actions
Resolve client service requests in a timely and professional manner

Financial Planning & Investment Support:

Prepare financial planning deliverables (charts, reports, and presentations)
Assist in developing portfolio recommendations aligned with client goals and risk tolerance
Support portfolio reviews, reporting, and rebalancing activities
Monitor account activity and assist with trade coordination

Operations & Account Management:

Process new accounts, transfers, and account updates
Coordinate with custodians and internal partners to complete account activity
Maintain accurate client records and ensure compliance with regulatory requirements
Support ongoing data management and reporting needs

What Success Looks Like:

Strong attention to detail and follow-through
Clear and professional communication with clients and team members
Ability to manage multiple priorities in a fast-paced environment60% Finan& Prod

Education and Other Designations:

College degree preferred.
2-5+ years of similar experience.
Experience with Salesforce CRM
Experience with Envestnet and Thompson ONE
Currently holds or is willing to obtain within 6 months of hire: Series 7, Series 66, and applicable state life, accident, and health insurance licenses

Employee Benefit Package:

We offer a competitive benefits package that includes:

Health insurance
Dental insurance
Vision insurance
Paid Time Off (PTO)
SIMPLE IRA retirement plan

Note: We are specifically looking for local candidates from Allentown, PA.

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

finance associate jobs in bethlehem pa

Wealth Management Associate

Part Time (30 Hours) Associate Banker, Easton Freemansburg Ave Branch, Easton, PA

Part Time (30 Hours) Associate Banker, Easton Branch, Easton, PA

Part Time (20 Hours) Associate Banker, Trexlertown Plaza Branch, Trexlertown, PA

Financial Advisor Associate - Montgomeryville, PA

Assistant/Associate Director of Financial Aid Services

Qualified Retirement Plan Associate

Associate Relationship Strategist - PNC Private Bank

Client Associate - Financial Services

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