Operations and Financial Planning Specialist

What you’d do

This full-time role supports client service, portfolio management, financial planning, and daily operations in a financial advisory practice in Allentown, PA. The position is in-office and involves operational and financial planning tasks. Found on the employer's careers page on Oct 22, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent experience
• 3+ years in financial services industry
• Experience in financial advisory or wealth management