Pennsylvania Banking & Financial Services Job Listings

Paraplanner/Support Advisor63846049232001120

Workable

Paraplanner/Support Advisor

The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development. Essential Duties and Responsibilities Support Lead Advisor with analysis, client service, and technical assistance Learn the technical aspects of the Advisor position and prepare to service clients independently Manage data and plans in financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Analyze asset allocation and generation rebalancing trades Research investment managers, services, products and pricing Understand and leverage the resources available at the Broker Dealer to the fullest extent Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc. Other duties as assigned Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities Expert computer skills (Outlook, Word, Excel and Power Point) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to quickly mater tools of the industry – financial planning software, analytical tools and broker/dealer or custodian systems Education and/or Experience Bachelor’s degree in finance, accounting or related field The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration Series 7 and 63 required Series 65/66 preferred (or ability to obtain) CFP or CIMA preferred

Sewickley, PA 15143, USA

Sr. Credit Risk Review Analyst - Commercial Lending63844790133379121

Workable

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Blue Bell, PA Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors. In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management. Responsibilities Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions. Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios. Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation. Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios. Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team. Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process. Requirements Qualifications Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc. Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders. Banking Experience: Experience at larger banks (asset size $80B+). Deal Size Exposure: Experience with average deal sizes of $50MM. Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments. Benefits $125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance

Blue Bell, PA, USA

$125,000-175,000/year

Commercial Credit Analyst - To 80K - Philadelphia, PA - Job 351863392081680899122

Workable

Commercial Credit Analyst - To 80K - Philadelphia, PA - Job 3518

Commercial Credit Analyst – To $80K – Philadelphia, PA – Job # 3518 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Credit Analyst role in the Philadelphia, PA market. The successful Credit Analyst candidate will be responsible for processing daily credit transactions per the credit policy and procedures, maintaining records and files on all credit transactions, including correspondence and documents. This position comes with a generous salary of up to $80K and full benefits package. (This is not a remote position). Commercial Credit Analyst responsibilities include: Performing in-depth financial analysis (spreading and analyzing financial statements). Receiving data on prospective and active borrowing accounts, i.e., financial statements, tax returns, agency and credit reports, and interview and investigation sheets. Analyzing data and evaluates the short- and long-run prospects of the individual or company. Making recommendations to appropriate personnel on the granting or denying of loans. Preparing sufficient information to document recommendations, if assigned to a lending function. Suggesting a loan grade after conducting a thorough credit analysis and documentation review. Ensuring that all credit analysis activities are conducted in accordance with prescribed lending policy. Providing thorough documentation of all financial analysis work, including ratios, cash flow, and collateral analysis, and other related information. Accompanying Commercial Lenders on customer’s meetings when needed. Providing leadership, on-the-job training, and technical guidance to the other credit analysts. All other duties assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s Degree in a related field of study preferred specialized financial analysis training. Five or more years of experience as a Credit Analyst required. Experienced in preparing credit presentations. Able to manage/process/track annual reviews of the necessary credits. Thorough knowledge of current lending and loan review regulations and banking regulations, procedures, and operations. Proficient ability to analyze and interpret financial statements. Excellent written and verbal communication skills. Strong organizational skills with an eye for detail. Ability to multi-task. Adept with spreadsheet and word processing software as well as have experience working in a digital office environment. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Philadelphia, PA, USA

$80,000/year

Credit Analyst - To 75K - Remote (Pennsylvania) - Job 313963392062830595123

Workable

Credit Analyst - To 75K - Remote (Pennsylvania) - Job 3139

Credit Analyst – To $75K – Remote (Pennsylvania) – Job # 3139 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our Pennsylvania-based community bank client is seeking to fill a Remote Credit Analyst role. The candidate will prepare a financial analysis on commercial loan borrowers for presentation to the Officers’ Loan Committee, Directors’ Loan Committee, and/or Board of Directors. The first three months of this job must be in Newport, PA. This position offers a competitive salary of up to $75K and a full benefits package. The candidate must reside in Pennsylvania. (This is a remote position). Credit Analyst responsibilities include: Providing credit analysis for the commercial lending activities of the Bank and providing assistance in the administration of commercial loan accounts Spreading financial statements and routes to proper lending officers, as necessary. Corresponding with commercial lenders regarding underwriting/structure of loan requests. Providing training to other credit analysts. Performing any other related duties as required or assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: BS or BA degree, preferably in accounting or finance, or equivalent knowledge and/or banking experience. Three or more years of experience in a related banking position. Thorough knowledge of lending regulations, procedures, and operations. Proficient interpersonal relations and communicative abilities. Excellent oral and written communication. Proficient knowledge of Microsoft Office suite of products (including Word and Excel). The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Pennsylvania, USA

$75,000/year

Senior Market Annuity Advisor: Pre-Set Appointments & 6-Figure Earning P63392036150785124

Workable

Senior Market Annuity Advisor: Pre-Set Appointments & 6-Figure Earning P

Senior Market Financial Advisor: Pre-Set Appointments & Six-Figure Income Potential Are you a seasoned Financial Advisor, Insurance, or Annuity Professional tired of endless prospecting and cold calls? Imagine a role where your focus is purely on what you do best: guiding clients toward a secure financial future, with 8-12 pre-scheduled, high-intent appointments every week. This isn't just another financial advisor position. We've cracked the code to eliminate the most time-consuming aspects of your job, allowing you to maximize your earning potential and achieve a true six-figure income. 🚀 Why This Opportunity is Different Our exclusive partnership with a reputable estate planning organization means you'll meet with clients who are already engaged in planning their financial legacy. This unique advantage provides: No Cold Calling or Prospecting: Walk into ready-made meetings with individuals actively seeking financial guidance. High-Intent Clients: Engage with prospects who are already in the mindset to discuss comprehensive financial strategies. Meaningful Interactions: Focus on building relationships and delivering real results, not chasing leads. 💡 What You'll Love About This Role Consistent Client Flow: Receive 8-10 pre-scheduled client appointments weekly, ensuring a steady pipeline. Uncapped Earning Potential: Benefit from a highly competitive commission structure designed for six-figure income and beyond. Dedicated Support: A Case Manager handles paperwork and plan design, freeing you to advise. Exclusive Market Access: Tap into a unique stream of estate planning clients. True Flexibility & Autonomy: Manage your own schedule to optimize your success and work-life balance. 📌 What We're Looking For We're seeking experienced professionals who are passionate about delivering exceptional service: Active Life Insurance License (Required) At least 2 years of experience with fixed annuities (Required) Active Series 65 or willingness to obtain it Clean U4 if currently registered Strong communication, sales, and relationship-building skills Proficiency with Microsoft Office and CRM systems A client-first mindset with unwavering ethical standards Willingness to travel occasionally for client meetings (potential for overnight stays) 📈 What We Offer A consistent pipeline of high-intent client appointments. A unique market advantage through our estate planning partnership. Ongoing training, mentorship, and growth opportunities. Diverse product offerings tailored to seniors and retirees. Ready to Elevate Your Career? If you're a proven financial expert seeking qualified, pre-scheduled appointments and unlimited income potential, apply today and transform your career. 📍 Must live and be licensed in the state you're applying for.

Erie, PA, USA

Sr. Credit Analyst - To 85K - Hybrid Remote - Job # 259363499906450051125

Workable

Sr. Credit Analyst - To 85K - Hybrid Remote - Job # 2593

The Position Our Pennsylvania-based bank client is seeking to fill a Sr. Credit Analyst role in the Philadelphia, PA area. The successful candidate will provide exceptional credit support to the Commercial Lending team and CCO by preparing analyses and assistance in the preparation of credit memo presentations. This position comes with a generous salary of up to $85K and full benefits package. (This is a hybrid remote position – must live near Philadelphia, PA.) Sr. Credit Analyst responsibilities include: Working with Senior Credit Analyst, Credit Officer, and CCO to ensure consistent and accurate credit analysis and loan presentations. Preparing financial statement spreads and performing a comprehensive analysis of cash flow. Working with lenders to provide timely response and turnaround by monitoring and prioritizing the pipeline. Making collateral valuation recommendations and loan structure recommendations with Credit Officer. Preparing annual review and covenant tests. Preparing analysis of less complex loan requests, reviews, and renewals. Evaluating individual personal financial statements, tax returns, and preparing global cash flows. Conducting industry and market analysis to identify risks and risk-mitigating factors. Providing support and analysis to the Special Assets Group. Verifying compliance with credit policy, applicable regulations, and lending procedures. Performing other duties as assigned. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: BA or BS in Accounting, Finance, Economics or related field required OR equivalent experience in commercial lending. Completion of Credit Trainee Program or equivalent experience. Comprehensive knowledge of commercial lending best practices, including loan structure, covenant, and risk mitigants. Experience in analyzing complex financial statements and tax returns. Knowledge of collateral valuation methods. Demonstrated analytical and quantitative skills, with prior knowledge of accounting principles. Exceptional verbal and written communication skills. Ability to articulate bank strategies and customer service philosophy. Must be proficient with MS Office software and able to quickly master the bank’s technology and systems. Benefits This position comes with a generous salary of up to $85K and full benefits package. (This is a hybrid remote position – must live near Philadelphia, PA.)

Philadelphia, PA, USA

$85,000/year

Workable

Associate Advisor

Are you a licensed advisor who thrives on building meaningful client relationships—not chasing quotas? Do you enjoy financial planning, value working as part of a team, and want to make a lasting impact without the stress of building a firm from scratch? If so, this may be the opportunity you’ve been looking for. At Strong Tower Associates, we help our clients—primarily retirees—navigate their financial lives with confidence, empathy, and clarity. We’re a small, collaborative team looking for an Associate Advisor who shares our values and is ready to take ownership of client relationships, support the lead advisor, and grow with the firm. What You’ll Do As our Associate Advisor, your primary responsibility will be managing relationships and financial planning for a broad group of loyal clients where your work will be critical to their experience and the overall success of the firm. You’ll also help support planning needs for all clients. Your duties will include: · Following up on transfers, signatures, and client paperwork · Rebalancing portfolios and identifying tax-loss harvesting opportunities · Managing and updating our CRM with clear notes and next steps · Preparing for quarterly meetings and supporting the lead advisor with planning · Re-engaging prospects and assisting with annuity reviews (if licensed) · Participating in client events and educational workshops · Doing annual reviews with clients · Meeting with clients and fielding their questions You’ll have the opportunity to take on meaningful projects while working in a values-driven environment that prioritizes relationships over transactions. Requirements What We’re Looking For We’re looking for someone who is: · Licensed with a Series 65 (required) · Ideally has 3–5 years of experience in financial services · Tech-savvy and comfortable using CRMs, planning tools, and digital workflows · A clear communicator, detail-oriented, and thoughtful in how they show up for clients · Grounded on the service side of financial advising and thrives in a team environment You don’t need to bring a book or build your own pipeline. We’re not interested in aggressive growth-for-growth’s-sake. We’re looking for someone who genuinely enjoys serving clients and wants to grow within a firm that shares their values. Benefits Why This Role Matters This position is central to our firm’s mission. By taking care of our clients with excellence and attention, you’ll allow our lead advisor to focus on strategic growth and high-value relationships—while also laying the groundwork to one day step into a lead advisor role yourself (if that is what you’re looking to accomplish). This isn’t just a stepping-stone job. It’s a long-term opportunity to build something meaningful, without going it alone. Compensation and Benefits · Competitive salary based on experience · Bonus structure (to be finalized) · $250/month health insurance stipend · 24 days of PTO per year (2 days/month), plus all federal holidays In-office role based in Lewisburg with some need to travel to State College to our satellite office. Flexible market-based hours (roughly 8 AM – 4 PM), with some evening event participation To Apply Please submit your resume along with a brief letter introducing yourself and your interest in the role. We care about how you communicate, because our clients will too. We’re reviewing applications as they come in and hope to move quickly. We look forward to hearing from you.

Lewisburg, PA 17837, USA

$250