6 jobs found in State College, PA

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 a motivated professional ready to take ownership of their career.   Now Hiring: Relationship Manager- Advisor Engagement The Relationship Manager is a high-impact role reporting directly to the Director of Advisor Engagement. We are looking for a motivated communicator who is ready to take ownership of advisor relationships. We believe in setting our team up for success, which is why you will receive direct mentorship and shadowing opportunities to master our strategies, build...

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...

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...

LOCATION This position will be operating out of our headquarters in State College, Pennsylvania. Relocation assistance is not provided. This position is not eligible for remote work.   WHAT ARE WE LOOKING FOR? We are looking for a candidate that has a passion for investing, and wants to focus on managing money for people, not computer models. This team member will join our investment committee, so prior experience in investment allocation decision making, preferably in an RIA setting, with examples of over- and under-weighting of asset classes such as growth/value, large/small cap equity, international/domestic equity, and equity/fixed income is critical. Investment ideas are generated independently as well as alongside other team members, and all members are encouraged to challenge and defend any investment thesis.   WHAT ARE YOU LOOKING FOR? As a dedicated analyst with an aptitude for making asset allocation decisions, you’re looking to have a larger voice in...

Do you love numbers and live for spreadsheets? Do you prefer Excel over Word? Does it excite you when numbers tie out to the penny? Have you ever responded to a question by saying, ‘Oh, I have a spreadsheet for that!’ If so, then the  Operations Billing Specialist role at Vicus Capital is exactly where you belong!   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 a data enthusiast who shares that mindset.     Now Hiring: Operations Billing Specialist The  Operations Billing Specialist  reports directly to the...

LOCATION This position will be operating out of our headquarters in State College, Pennsylvania. Relocation assistance is not provided. This position is not eligible for remote work.   WHAT ARE WE LOOKING FOR? Detail-oriented individuals with strong follow-thru and good communication skills are the foundation of our investment management team. This team member will be responsible for the daily monitoring, rebalancing, and order execution of both model and custom portfolios, so strong organizational skills and the ability to focus in a fast-paced environment with tight deadlines is critical. As an entry level position, we expect this candidate to be eager to learn a variety of tasks and we look forward to developing their talent and potential into core strengths.   WHAT ARE YOU LOOKING FOR? As an aspiring member of the financial services community, you’re looking for a place where you can learn the ins and outs of managing client accounts for an RIA, while also being...