Lititz, PA

Finance Jobs in Lititz, PA

2 jobs found

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1mo ago

Financial Advisor

Truist Bank Lititz, PA

Lititz, PA

1mo ago Closed

Full time Advisor Analytical Skills Client Relations

This position is no longer accepting applications (closed Jul 12, 2026).

Job Description

Join a collaborative financial advisory team where you will provide consultative, sales and technical support to Financial Advisors. Your work will help meet client needs, actively source prospective clients, and contribute to leadership and strategic planning to advance the team’s goals and overall client value.

Benefits

Health coverage including medical, dental and vision insurance
Life insurance and disability insurance
Accidental death and dismemberment protection
Tax-advantaged savings accounts
401(k) retirement plan
Vacation time at least 10 days, prorated in the first year
Sick leave of 10 days, prorated
Paid holidays
Defined benefit pension plan, eligibility dependent on position or division
Restricted stock units
Deferred compensation plan

Responsibilities

Contribute to setting the strategic direction of the Financial Advisor team to drive revenue growth
Consult with clients and prospects to analyze goals, objectives and risk tolerance, identify suitable investment products and services, and implement them as appropriate
Assist clients with trades, information requests, research, and account issues
Provide ongoing relationship management support, including counsel, relationship reviews and client service initiatives
Assist in preparing for and delivering client presentations and engagements
Support the Advisor in maintaining profitable securities and insurance sales by pursuing opportunities from external networking and internal referrals
Adhere to professional and ethical standards established by Truist, FINRA and other regulatory bodies

Requirements

Bachelor's degree in Business, Accounting, Finance or Banking, or an equivalent combination of education and experience
Four years of professional experience, including one year in the securities industry
FINRA Series 7 and 66 licenses
Applicable state health and life insurance licenses; jurisdictional registrations must align with those of the supported advisors
Highly organized and self-motivated, with strong analytical, problem-solving, interpersonal, persuasive and relationship-management skills
Proficiency in basic computer applications, including Microsoft Office

Technologies

Microsoft Office

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2mo ago

Finance Manager / Controller

Aero-Tech Services, Inc. Lititz, PA

Lititz, PA

2mo ago Closed

Full time Accounting Budgeting Cash Management

This position is no longer accepting applications (closed Jun 23, 2026).

Job Description

This onsite role in Lititz, PA leads financial planning, reporting, forecasting, budgeting, cash management and related HR initiatives at Aero-Tech Services, Inc.

Responsibilities

Oversee Aero-Tech’s financial planning and reporting processes to support strategic decision making
Prepare and deliver monthly financial statements with accuracy and timeliness
Develop forecasts to inform budgeting and performance assessments
Create and manage the annual budget in collaboration with leadership
Manage cash flow and liquidity to support ongoing operations
Lead HR initiatives including benefit administration, payroll, and handbook administration

Requirements

Bachelor’s degree in accounting, finance, or related field, required
A minimum of 5 years of experience in a financial or accounting related position
Proficiency with technology including MS Suite and accounting software, essential

Position Qualifications

Bachelor’s degree in accounting, finance, or related field, required
A minimum of 5 years of experience in a financial or accounting related position; experience with budgeting and forecasting preferred
A minimum of 3 years of successful leadership experience, preferred
Proficiency with technology including MS Suite and accounting software, essential; QuickBooks experience preferred
Demonstrated community involvement, strongly preferred

Technologies

Microsoft Office Suite
QuickBooks

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Finance Jobs in Lititz, PA

Financial Advisor

Finance Manager / Controller

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