8 financial advisor jobs found in Bethlehem

As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner. You will Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes Monitor the progress of product development, ensuring...

The Annuity New Business Coordinator is responsible for supporting the efficient processing and continuous improvement of annuity new business operations. This position monitors workflow and attrition trends to support operational performance and process improvement. The Annuity New Business Coordinator will also play a key role in partnering with Learning & Development, ensuring consistent application of procedures and best practices across the team. This position is also responsible for maintaining and updating standard operating procedures and field facing training material to reflect regulatory requirements and operational changes. As an annuity subject matter expert, the Annuity New Business Coordinator serves as a resource for complex annuity inquiries, providing guidance, resolving escalated issues, and supporting day-to-day operations during critical business periods. Through a combination of analytics, training, and process oversight, this position helps drive...

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as Lead Specialist, General Audit. This role will support the Head of Corporate Shared Services, Internal Audit. Typically, this position functions as a working audit project manager, fully responsible for planning, executing, and reporting audits independently and, on occasion, within a team. This role is focused on performing high quality, value-add, assurance and advisory services that identify, evaluate, and report on highly complex business risks and controls in accordance with the Institute of Internal Auditors Standards and established methodologies. This role will identify meaningful observations about the design and operating effectiveness of controls and discuss with various levels of manag ement on improving the internal control environment. You will be frequently...

As the Head of Implementation, you are responsible for ensuring Guardian's customers across the Select, Premier, Advisory, and Key market segments receive a seamless, high-quality implementation experience. This leader is accountable for the end-to-end implementation process, from notice of sale through successful onboarding, plan setup, data exchange activation, and first premium payment. As the business process owner for implementation, this role is responsible for operational performance, service quality, customer outcomes, risk management and adherence to established service standards. The Head of Implementation leads managers and team leaders responsible for front-line implementation professionals and ensures consistent execution across all market segments while delivering on service, quality, productivity and expense objectives.   This leader partners closely with Sales, Client Management, Operations, Product, and Transformation teams to resolve challenges, drive...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Producer for its team in Bethlehem, PA !     The primary responsibilities are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager.     How You Will Contribute:     Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. Establish, cultivate, and manage customer relations...

               The Operational Risk Program Lead is a key contributor to how the organization understands, manages, and communicates operational risk. This role supports multiple risk disciplines and evolving risk domains including operational, third-party, technology, cyber, model, data, and AI risk by helping translate complex risk information into reliable insights that leaders can use to make informed decisions. Rather than owning individual risk outcomes, the analyst enables strong risk practice across the enterprise by strengthening the quality of risk information and helping ensure insights are timely, consistent, and decision ready. The role balances disciplined execution with professional judgement and offers exposure across the organization. You will Coordinate Risk Process Execution Coordinate key processes facilitated in ServiceNow Integrated Risk Management (IRM) (e.g., risk and control self-assessments (RCSAs) and issue and event management),...

The Annuity New Business Case Manager is responsible for delivering a high-quality service experience while supporting the efficient processing of annuity new business and related operations. This position serves as a primary point of coordination for financial professionals, ensuring requests are handled accurately, proactively, and in accordance with regulatory and company requirements. The position is responsible for managing complex annuity transactions and monitoring cases through each stage of the business process. Through a CARE-focused approach (Communicate, Advocate, Respond, and Empower), this position helps create positive customer experiences while balancing operational efficiency, risk management, and regulatory compliance. As an annuity subject matter expert, the Annuity New Business Case Manager provides guidance on replacement regulations, Best Interest standards, suitability requirements, and annuity order entry platforms. This role partners closely with...