3 associate jobs found

·All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Wealth Advisor Associate US-PA-Souderton Job ID: 6894 Type: Full Time # of Openings: 1 Category: Girard Girard Overview Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to join our Souderton based team. This role built for an early-career professional who is eager to deepen their investment knowledge, earn required securities licensing, and grow into a client-facing advisor. In this position, you’ll support portfolio monitoring, prepare client-ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high-quality client experience and help uncover...

Avidia Bank Equal Employment Opportunity/M/F/disability/protected veteran status Description: Overview: Assist in the preparation and filing of external reporting with the SEC and other regulatory agencies, ensuring compliance with requirements, and providing strategic financial insights to support the organization’s goals.  Primary Responsibilities: Prepare and review SEC filings, including the Form 10-K/Q, Form 8-K, and other required reports. Ensure compliance with SEC regulations and GAAP standards. Prepare the Bank’s Call Report and all associated regulatory reporting requirements.  Prepare other daily, weekly, monthly, and/or quarterly regulatory reports.  Collaborate with cross-functional teams to gather financial data and insights. Assist in the development and implementation of financial reporting policies and procedures. Monitor changes in regulations and assess their impact on financial reporting. Participate in the preparation of quarterly earnings...