- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- M&T Bank (Radnor, PA)
- …other related duties as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business ... and Experience Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge… more
- Deloitte (Philadelphia, PA)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… more
- Deloitte (Philadelphia, PA)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and… more
- Atria Wealth Solutions (West Chester, PA)
- …other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors. Responsibilities + Build and foster strong client relationships ... + Connect with others in a way that fosters trust and creates collaborative relationships. + Utilize available technology...We deliver a clear path to the future of wealth management with the open-minded agility, senior -level… more
- Vanguard (Newtown Square, PA)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth . + In-depth… more
- Deloitte (Philadelphia, PA)
- Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their ... with a specific focus on regulatory, risk, and data processes. As a Senior Consultant, you will have opportunities to: + Contribute to regulatory reporting… more
- Deloitte (Philadelphia, PA)
- FSI Insurance Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and ... functions, with a particular focus on compliance and regulatory issues. As a Senior Consultant you will have opportunities to: + Analyze and interpret insurance… more
- Bank of America (Bala Cynwyd, PA)
- …the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to… more
- Broadridge Financial Solutions (Trenton, NJ)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver.../ Requirements + 3-5 years working experience as a Senior Business Analyst + Excellent interpersonal skills and experience… more