- Wilmington Savings Fund Society (Wilmington, DE)
- …than part of our name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships ... more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be...College degreeMust have 10 years of experience in a trust department of a bank or with a financial… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …is more than part of our name, it's our mission and our purpose. The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating ... to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named… 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
- 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
- Bank of America (Wayne, 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
