6 jobs found in Bensalem, PA

Company Overview: At Vicus Capital, were not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, were on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture thats as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right wayand were looking for a motivated professional ready to take ownership of their career. Job Overview: Vicus Capital is seeking an Advisor Onboarding & Licensing Coordinator to join our State College team. This role is responsible for delivering exceptional onboarding experience for new financial advisors while coordinating licensing, registration, and transition activities across our lines of business. In addition to advisor onboarding, this position would help support a variety of compliance and due...

Join the Vicus Capital Team Where Innovation Meets Impact   Who We Are At  Vicus Capital , were not your typical investment management firm. With over  $2 billion in assets under management  and a rapidly growing national presence, were on a mission to redefine how financial advisors are supported. Headquartered in  State College, PA , we offer industry-leading advisory platforms and a team culture thats as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right wayand were looking for someone who shares that mindset.   Now Hiring: Dedicated Client Services Associate   About the Role Are you highly organized, detail-oriented, and energized by solving problems while building meaningful professional relationships? Vicus Capital is seeking a Dedicated Client Services Associate (DCSA) to join our team in State College. As a DCSA, you will serve as a trusted operational partner to financial advisors...

Now Hiring: Billing & Advisory Coordinator Are you a numbers enthusiast with a knack for problem-solving? Do you thrive in environments where your attention to detail directly impacts the success of the team? At  Vicus Capital , were looking for an  Billing & Advisory Coordinator   who is ready to take ownership of their work and grow within our Compensation Department. Reporting to the Compensation Manager, you wont just be "entering data"youll be a vital resource for our financial advisors, ensuring accuracy in a fast-paced, creative, and supportive environment.   Who We Are At Vicus Capital, were not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, were on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture thats as tight-knit and welcoming as it is high-performing. We...

Vicus Capital | State College, Pennsylvania Lead investment research. Shape portfolio strategy. Make a difference in the lives of our clients. Vicus Capital is seeking a senior investment professional to lead our research initiatives and help shape portfolio strategy across our firm. This is a high-impact leadership role for someone who wants a meaningful voice in asset allocation, market views, manager selection, and model portfolio construction without the layers, bureaucracy, and distance from decision-making that often come with larger financial institutions. Based in State College, Pennsylvania, Vicus Capital is an independent Registered Investment Advisor with more than $3 billion in AUM. We build innovative investment strategies via model portfolios and customized solutions for clients of independent financial advisors nationwide. Our investment work is rigorous, practical, and ultimately focused on helping advisors deliver better outcomes for their clients....

COMPANY OVERVEIW: Since 2003 PFG Wealth Advisors, LLC has provided wealth advisory services for individuals, families and businesses seeking financial success and security. We strive to understand the unique needs of our clients and develop customized strategies to minimize risk and maximize opportunity. We hold ourselves to the highest standard of quality and integrity as we partner with our clients to empower their future.   POSITION SUMMARY: This opportunity is located in State College, PA. Located in the heart of State College, PA, PFG is seeking a dedicated Administrative Specialist to join our elite team of three professionals. This is a critical role designed for a high-achiever who thrives on organizing a diverse workload and possesses the drive to own their daily responsibilities with total independence. You will perform a variety of essential administrative tasks, providing the highest level of "Red Carpet" service to our clients and their families. Our...

Join the Vicus Capital Team – Where Innovation Meets Impact   Who We Are At  Vicus Capital , we’re not your typical investment management firm. With over  $2 billion in assets under management  and a rapidly growing national presence, we’re on a mission to redefine how financial advisors are supported. Headquartered in  State College, PA , we offer industry-leading advisory platforms and a team culture that’s as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right way—and we’re looking for someone who shares that mindset.   Now Hiring: Client Service Associate Are you someone who thrives on organization, loves solving problems, and enjoys building genuine relationships? Do you take pride in delivering top-notch work and being the person others count on to get things done? This is your opportunity to build a career with a firm that  values your contribution . As a vital member of our  State College...