Financial Advisor Jobs in Philadelphia

Associate Dean And Chief Financial Officer The candidate will be the principal architect of Penn Law’s responsibility-centered budgeting process and performance. Reports to the Dean, collaborates and cooperates with the University’s ..

Director, Executive Doctorate Program Duties: Responsible for all aspects of the operational management of the Executive Doctorate Program. Reports to the chair of the Higher Education Division and serves as an ..

Gift and Estate Planning Coordinator The candidate will manage the trusts and estates administration process for realized gifts, including review and interpretation of wills, trusts, accountings, and other estate documents; maintain ..

VP, Assistant General Counsel - US Wealth Management, Insurance The candidate will be a member of the US Wealth Management Legal team that is responsible for supporting annuities and life insurance, ..

Head of Legal The candidate will serve as a strategic thought partner, legal advisor, and member of the senior leadership team regarding business strategy, commercial transactions, business development and execution. Proactively ..

Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..

Director, Gift Planning The candidate will manage a portfolio of 50 – 75 key major/planned giving prospects having an interest in a planned gift. As Primary or Secondary Gift Officer, provide ..

Gift and Estate Planning Specialist The candidate will manage the trusts and estates administration process for realized gifts, including review and interpretation of wills, trusts, accountings, and other estate documents; maintain ..

Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..

Job OverviewA law firm seeks an experienced Estate & Elder Law Associate Attorney to join their growing team in Blue Bell, PA. The ideal candidate will have a passion for estate ..

Red Bank office of a BCG Attorney Search Top Ranked Law Firm seeks a tax partner with 5+ years of legal experience. The candidate will act as an advocate and advisor ..

Job OverviewA law firm seeks a senior-level Trusts and Estates attorney with over seven years of experience to join their practice in New Jersey or Pennsylvania. This role involves more than ..

Global Information Technology Counsel Responsibilities: Serve on the information technology leadership team as a trusted advisor and counselor for day-to-day matters as well as key strategic initiatives; interact with global information ..

Wealth Client Administrator III The candidate works with Private Client Advisors and Private Bankers in generating new sales through client acquisition and expansion of existing clients by providing Wealth Management solutions ..

Director, Pre-Law Services Duties: Reports to Managing Director, Center for Education and Financial Capability. Leads the strategy and execution of programs and products that engage pre-law advisors and students, supporting the ..

Trust Administration Officer I Duties: Responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance ..

Head of Legal The candidate will serve as a strategic thought partner, legal advisor, and member of the senior leadership team regarding business strategy, commercial transactions, business development and execution. Proactively ..

General Counsel The candidate reporting to the President and CEO, and serving as an integral member of the Executive Team, will be chief legal advisor, responsible for overseeing its legal affairs, ..