- ENTRUST Solutions Group (Wilmington, DE)
- …maintain strong relationships with utility clients; act as a trusted advisor . Build executive-level relationships internally and externally. Manage risks (scope, ... through events and committees; negotiate pricing for competitive advantage ** Financial Oversight:** Forecast revenue, monitor project health, and address billing… more
- Edward Jones (Oxford, PA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Wilmington, DE)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Thrivent Financial (Wilmington, DE)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- Citizens (Bear, DE)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- JPMorgan Chase (Newark, DE)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Edward Jones (Hockessin, DE)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- City National Bank (Newark, DE)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Robert Half Finance & Accounting (Swedesboro, NJ)
- …FP& A processes, tools, and reporting capabilities. . Serve as a key financial advisor to senior leadership, helping guide data-informed strategic decisions. ... Costing. As the FP& A Manager you will provide financial planning and analysis to support financial ...provide financial planning and analysis to support financial growth, provide insight to support strategic decision-making, partner… more
- PNC (Wilmington, DE)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client… more
- City National Bank (Wilmington, DE)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... all potential new business. * Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and documentation to… more
- City National Bank (Newark, DE)
- …daily Outstanding Actions Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing ... escalates as appropriate WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client… more
- Capital One (Wilmington, DE)
- Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance Advisor - Retail Bank performs a key risk management role (second line of ... within the Compliance Management Program framework, the Retail Bank Compliance Advisor is responsible for delivering quality results, providing compliance advice to… more
- OneMain Financial (Wilmington, DE)
- OneMain Financial is a vibrant, growing consumer finance leader, with over 10,000 employees and nearly 1,600 locations throughout 44 states. We are committed to ... growth. We are currently looking for a **Senior Analytics Talent Acquisition Advisor for our Corporate Talent Acquisition team** in Wilmington, DE. Our Corporate… more
- M&T Bank (Wilmington, DE)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- PNC (Wilmington, DE)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA. PNC Wealth ... support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take… more
- H&R Block (Wilmington, DE)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- M&T Bank (Wilmington, DE)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- H&R Block (Wilmington, DE)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- Capital One (Wilmington, DE)
- …of hours to be regularly worked. McLean, VA: $170,800 - $194,900 for Compliance Advisor Sr. Manager New York, NY: $186,300 - $212,700 for Compliance Advisor ... Sr. Manager Plano, TX: $155,300 - $177,200 for Compliance Advisor Sr. Manager Richmond, VA: $155,300 - $177,200 for Compliance Advisor Sr. Manager Wilmington,… more
