Private Client Financial Advisor - Lancaster, PA

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and ad...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and ad...

UPMC in Central Pa is currently seeking a physician to work with our orthopedic team as a part of our total joint practice. Paid time off (PTO) and paid holidays. UPMC Central Pa is a nationally recognized leader in providing high quality, patient-centered health care services in central Pennsylvani...

Private Client Financial Advisor - Lancaster, PA. Lancaster, Pennsylvania; Willow Street, Pennsylvania. ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Private Client Financial Advisor - Lancaster, PA. Citizens, its parent, subsidiaries, and relatedpan...

May participate in client meetings with a Financial Advisor(s) upon request. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employe...

Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the clien...

Financial Advisor, Hershey/Harrisburg, PA AreaCountry: United States of America. Hold frequent client appointments, seminars, and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insuran...

Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. Assist Relationship Managers in pr...

May participate in client meetings with a Financial Advisor(s) upon request. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employe...