Top 99 Finance associate Jobs in Levittown Pa

Financial Advisor - Associate/Servicing Advisor
Vallum Wealth Management —Haddonfield, NJ
- $75,000 - $95,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Paid holidays
- Health insurance
Quick Apply
8d
Wealth Management Associate
Equitable Advisors —Bala-Cynwyd, PA
- $27,550 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Bala-Cynwyd, PA
- $24,000 - $125,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Employee stock purchase plan
Quick Apply
Associate Banker II - Bensalem-Street Road PA (Full Time)
TD Bank —Bensalem, PA
- $22.00 - $27.75 an hour
- Weekends as needed
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Center Associate (Teller) - Newtown, PA
Mid Penn Bank - Millersburg Branch —Newtown, PA
- Full-time
- Writing skills
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
Quick Apply
MBA Finance Associates Program Full-time – 2027
Bristol-Myers Squibb —Princeton, NJ
- $103,700 - $125,660 a year
- Email
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
9d
Part Time (20 Hours) Associate Banker, New Hope Logan Square Branch, New Hope, PA
JPMorganChase —New Hope, PA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
9d
Part Time (30 Hours) Associate Banker, Warrington Branch, Warrington, PA
JPMorganChase —Warrington, PA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Associate Equipment Finance Specialist
PNC Financial Services Group —Cherry Hill, NJ
- $75,000 - $137,500 a year
- Full-time
- Office
- Bachelor's degree
- 2 years
- Wellness program
- Health savings account
Accounting & Finance Associate
MedCoShare Inc. —Horsham, PA
- $26 - $34 an hour
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
2d
Associate Banker I/Medford (NJ)(20hrs)
TD Bank —Medford, NJ
- $21.50 - $26.75 an hour
- Part-time
- Basic math
- High school diploma or GED
- Travel
- Health insurance
- Paid time off
Associate Banker I/Medford (NJ)(30hrs)
TD Bank —Medford, NJ
- $21.50 - $26.75 an hour
- Part-time
- Basic math
- High school diploma or GED
- Travel
- Health insurance
- Paid time off
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
Senior Associate, Financial Reporting
VRC —Yardley, PA
- Full-time
- Management
- Mid-level
- Finance
- Commuter assistance
- Health savings account
Quick Apply
Associate Banker I - Hillsborough (30 hour)
TD Bank —Hillsborough, NJ
- $23.25 - $29.75 an hour
- Part-time
- Basic math
- Office
- High school diploma or GED
- Health insurance
- Paid time off
3d
Finance Associate
Cross Key Management Inc —New Hope, PA
- $45,000 - $58,000 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Associate, Portfolio Valuation
VRC —Yardley, PA
- Full-time
- Mid-level
- Office
- Finance
- Commuter assistance
- Health savings account
Quick Apply
Financial Advisor Associate - Newtown, PA
TD Bank —Newtown, PA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Associate Equities Analyst
PNC Financial Services Group —Philadelphia, PA
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Health savings account
Strategic Financial Planning & Analytics Associate
CBIZ —Philadelphia, PA
- Weekends as needed
- Remote
- Writing skills
- Analysis skills
- Bachelor's degree

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finance associate jobs near levittown pa

Financial Advisor - Associate/Servicing Advisor

Vallum Wealth Management
Haddonfield, NJ

Quick Apply

Job Details

Full-time
$75,000 - $95,000 a year
8 days ago

Benefits

Paid holidays
Health insurance
401(k)
Tuition reimbursement
Paid time off
401(k) matching
Professional development assistance
Life insurance

Qualifications

Customer communication
Spreadsheets
Series 66
Research
Series 7
Bachelor's degree
Financial services
Productivity software
Data analysis software

Full Job Description

Position Overview: The Associate Advisor works directly with the Senior Advisor to assist with the wealth management and financial planning needs of clients. The Associate Advisor is an integral part of our team serving as the true connection between our clients, support team, and advisor. The Associate Advisor provides financial planning and investment management work, typically under the management of the Senior Advisor. In addition, the Associate Advisor will serve clients through conducting service/review meetings and handling service requests.

Duties & Responsibilities

Analyze and evaluate information to solve client issues responsibly.
Conduct service meetings with existing clients.
Conduct prospect meetings with referrals. If licensed, they can qualify prospects.
Provide support for the financial planning needs of clients including:
Conduct research as needed and work with client’s other advisors (attorneys, CPAs, etc.) to obtain all necessary data for financial planning analyses.
Prepare all retirement forecasts, cash flow analyses, education forecasts, insurance analyses, estate flows, etc.
Identify areas of opportunity for clients based on financial planning analyses.
Create drafts of financial plans.
Prepare materials for client meetings; work with other team members to ensure client meetings are prepared for thoroughly and accurately.
Communicate with clients to understand and address goals.
Assist advisor with any issues surrounding client reporting and performance.
Ensure accurate processing of client data in software systems utilizing; Redtail, RightCapital, Holistiplan.
Perform special request analyses for clients (e.g., mortgage analysis, Social Security analysis, etc.).
Assist with new client onboarding.
Maintain accurate notes and records regarding client matters in Redtail.
Keep team members adequately informed on all active and pending client matters.
Ensure compliance with laws, regulations, and standards in decision-making processes.
Lead weekly team meetings.
Assist with special projects as needed.

Qualifications

Bachelor’s degree preferably in business, accounting, finance, economics or related experience.
Minimum of 3 years of industry-related experience.
Series 7 and 66 licensed.
Proficiency in Microsoft Office; to include intermediate knowledge of Excel.

Other Skills, Experience & Attributes

Excellent communication skills (verbal, written and listening).
Demonstrates personal integrity, honesty and can deal with confidential information daily.
Ability to deal with stress in an ever-changing investment market and financial services.
Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems.
Reliable, follows through on commitments, does not shrink from new challenges.
Possesses a passion to help new and existing clients.
Must be organized, detail-oriented and able to manage and prioritize tasks.
Demonstrates a commitment to accuracy by delivering high quality work.
Collaborative and able to work effectively with others.
Flexible team player who is highly adaptable to change and open to new ideas.
Demonstrated ability to work successfully in an entrepreneurial, small company environment.
Uphold firm’s purpose, vision and values.

This is not a sales position. This is primarily a service position.

Competitive compensation, between $75,000 and $95,000 based on experience, plus bonus potential.

Benefits include:

Retirement plan (401k) with employer match
Medical stipend, life, and long-term DI insurance
Paid time off and holidays
Half day on Fridays during summer months
Continuing education opportunities and career advancement
Sponsorship towards advanced designations

This is an in-office position with some remote work opportunities and only available once fully trained.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Pay: $75,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Life insurance
Paid time off
Professional development assistance
Tuition reimbursement

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in levittown pa

Financial Advisor - Associate/Servicing Advisor

Wealth Management Associate

Retirement Planning Associate - Retirement Benefits Group

Associate Banker II - Bensalem-Street Road PA (Full Time)

Financial Center Associate (Teller) - Newtown, PA

MBA Finance Associates Program Full-time – 2027

Part Time (20 Hours) Associate Banker, New Hope Logan Square Branch, New Hope, PA

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

Associate Equipment Finance Specialist

Accounting & Finance Associate

Associate Banker I/Medford (NJ)(20hrs)

Associate Banker I/Medford (NJ)(30hrs)

Associate Relationship Strategist - PNC Private Bank

Senior Associate, Financial Reporting

Associate Banker I - Hillsborough (30 hour)

Finance Associate

Associate, Portfolio Valuation

Financial Advisor Associate - Newtown, PA

Associate Equities Analyst

Strategic Financial Planning & Analytics Associate

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