- Citizens (Bear, DE)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- JPMorgan Chase (Middletown, DE)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- KeyBank (West Chester, PA)
- **Location:** 1197 Wilmington Pike - West Chester, Pennsylvania 19382 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... client base with planning and financial wellness as the basis of their methodology and...their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services… more
- PNC (Wilmington, DE)
- …respected, valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC Private Bank organization, you will ... the implementation and provide ongoing relationship management. May maintain client -specific procedures. Provides sales or consultative support to prospects or… more
- Kestra Financial (Dover, DE)
- …supportive team, you'll feel right at home here. About the Role As our Registered Financial Advisor Assistant, you are the heartbeat of our client ... About Us We're a growing private wealth management firm in Dover, Delaware, on...to help people feel confident and excited about their financial future. Our team believes in building real relationships,… more
- JPMorgan Chase (Wilmington, DE)
- JP Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JP Morgan ... lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan Private Client is growing amid the launch of its new offering… more
- Oracle (Dover, DE)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- Lumen (Dover, DE)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... remote from within the continential USA with ocassional travel to team and client meetings. **The Main Responsibilities** + Acts as a customer advocate by… more
- Cognizant (Dover, DE)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- CBRE (Dover, DE)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships ... and analytical abilities, with a commitment to delivering timely, reliable, and client -focused service. + Advanced understanding of financial terminology and… 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 ... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more
- CBRE (Dover, DE)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... engage corporate buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of corporate relationships aligned… more
- Capital One (Dover, DE)
- …expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and ... designing and building an end-to-end SDUI platform, from the client rendering engines to the backend services. + 5+...frameworks. + 3+ years of experience with public or private cloud technologies **_Capital One will consider sponsoring… more
- Oracle (Dover, DE)
- …for identifying, progressing and encouraging long-term strategic relationships within the Private Equity vertical + You will develop a robust project pipeline ... owning and forecasting + You will be the trusted advisor and influencer in winning customer decisions to buy,...to customers with our unified, multi-pillar offerings. + Nurture client relationships by building trust, partnership and an emotional… more
- Oracle (Dover, DE)
- …and deliver Oracle's end-to-end cloud products and solutions across PaaS pillar via private or public cloud. + Responsible for the account plan to drive goal ... engage the appropriate partner to meet customer specifications. + Becomes trusted advisor to key customer influencers and decision makers. Drives company strategy… more
- Oracle (Dover, DE)
- …Oracle's revolutionary OCI and Generative AI cloud products and solutions across the private or public cloud. + Achieves or exceeds the monthly, quarterly, and ... the appropriate partner to meet customer specifications. + Becomes a trusted advisor to key customer influencers and decision-makers. + Track record of driving… more