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Associate Director, Planned Giving, University Advancement
Duties: Manage a portfolio of 100 - 125 gift planning prospects within the alumni, parents, faculty/staff and friend constituencies with a minimum of 15 prospect visits monthly. Identify, cultivate and solicit major and deferred donations. Serve as a resource for members of UA’s fundraising staff in their gift discussions with major and planned potential giving donors. With the support of the AVP and Vice Preside...
Private Client Advisor II
The candidate reports to the Market Executive. Leads client team members and partners with other internal specialists to provide clients access to the full array of firm capabilities and services, as required to meet their specific needs. Provides advice to clients with complex financial needs. Focuses on sales to new and existing High Net Worth (HNW) clients. Act as trusted advisor to, and advocate for, clients and prospects; provide integrated r...
Private Client Advisor II
The candidate will reports to the Market Executive. Leads client team members and partners with other internal specialists to provide clients access to the full array of firm capabilities and services, as required to meet their specific needs. Provides advice to clients with complex financial needs. Focuses on sales to new and existing High Net Worth (HNW) clients. Act as trusted advisor to, and advocate for, clients and prospects; provide integra...
The candidate will work on stabilizing the housing situations (both homeowner and rental) of residents in five boroughs in Northern Schuylkill County that have suffered from the foreclosure crisis, unemployment and declining population. Will be responsible for outreach and community education in the targeted area. Assist area residents in accessing available social service programs such as property tax rebates, utility agreements, home and community based waiver s...
Seeking Litigation Associate with 1-3 years of civil/commercial litigation experience. Candidate with Interest or experience in real estate and/or estate planning a plus.
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Private Client Advisor-
The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individiuals, business owners, and families. Focus is new sales revenue through client acquisition and expansion of existing clients. Working through the Relationship Manager, assess client's current financial sit...
Wealth Strategist Regional Director
The candidate develops talent by creating engaged, inclusive and diverse teams who are empowered to speak freely and act with integrity. Recognizes the need for, takes personal accountability to adapt, and leads others through organizational change. Demonstrates energy and a desire to succeed; follows through on commitments; pushes self and others to deliver exceptional results. Creates a compelling vision of the future and translates it...
WM Fiduciary Administrator 2
The candidate administers the client account in order to service WM FMS relationships while managing the risk of those accounts. Duties may include: setting up, administering, terminating and distributing moderately complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives and asset allocations. Communicates directly with clients, WF Partners and centers of influence a...