- M&T Bank (Radnor, PA)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
- M&T Bank (Wilmington, DE)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Vanguard (Newtown Square, PA)
- …loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies, and ... Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing ,...their clients' goals and aspirations to develop a personalized investment strategy and deliver financial planning guidance for the… 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
- Comerica (Wilmington, DE)
- …* Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable laws, ... of clients, and observes the implementation and review of investment programs. * Works under the direct supervision of...* Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth… more