8 junior client advisor jobs found in Wayne, PA

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management (“BMCM”). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will have exposure to business development, client service and relationship building, working with subject matter experts. In addition, this role will be highly focused on generating new business and expanding and retaining the existing client base...

Tax & Reporting Consultant - 87FX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Hartford Funds is seeking a Tax Manager to join the Fund Treasury Team. The Tax Manager should be a self-starter and proactive individual with strong technical tax skills.  The Tax Manager will work directly with the Tax Director and Funds’ Treasurer in managing all tax related information for the Hartford Funds’ products.  This individual will not be responsible for managing a team but managing the various service providers engaged by the Funds and working with various stakeholders from the business. This role will have the ability to enhance current processes and identify efficiencies where applicable. This position will follow the Hartford...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in Norristown, PA.   Work from home, and on the road.  As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides Medical Case Management to individuals through in person and telephonic communications with the patient, physician, other health care providers, employer and others. Utilizes their medical and nursing knowledge to discuss the current treatment plan with the...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Analytical Software Developer to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Information Technology At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology team equips our colleagues with the latest tools to complete their work efficiently and with the highest standards of excellence. The team is responsible for shielding the company’s systems from security risks, while designing technology strategies that enable AIG’s businesses to achieve their goals. AIG’s Information Technology functions include enterprise architecture, software and systems engineering, cybersecurity, and technology risk and compliance. How you will create an impact Primary responsibility for this individual is to develop analytical tools and...

Company: Guy Carpenter Description: We are seeking a talented individual to join our team at Guy Carpenter. This role will be based in one of these locations: Philadelphia, Seattle, New York, Minneapolis, Chicago, Dallas, or Morristown . This is a hybrid role that has a requirement of working at least three days a week in the office. Guy Carpenter’s North American Actuarial Advisory team helps our clients deliver on growth and manage changing risk strategies in an ever-changing economic environment.  Working with Broking, Strategic Advisory, Peril Advisory, Ratings Advisory, the Chief Actuary’s Office and CAT Advisory, we provide our clients solutions to optimize reinsurance placement, increasing capital efficiency and support new growth opportunities.  We act as both an advisor and an advocate for our clients and support them in a myriad of ways. We will count on you to: Consult with senior actuaries and brokers on client's needs and assist in advising on...

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: The Senior Broker’s main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position for the Philadelphia Norristown office. This role will cover the area from Allentown, PA to the northern PA border as well as Williamsport, PA to the NJ border. Work from home, and on the road. Monday – Friday, regular business hours.   As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides Medical Case Management to individuals through in person and telephonic...

Overview Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. You are A team player with the ability to work effectively across functions to deliver successful results A relationship builder who is comfortable engaging with internal and external partners, including financial professionals, general agents, and senior management Excellent with time management and have strong organizational skills Interested in financial advisor recruiting An effective communicator with the ability to tailor the conversation to your audience Experienced with direct transfer agents and custodians You will Manage all aspects of the complex process of transitioning a wealth management advisor  Collaborate across teams to deliver seamless and world class transition support experience Support the account opening and transfer of client investment accounts Actively communicate with general agency...