- WSFS Bank (Greenville, DE)
- …Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thriveCareers ... part of our name, it's our mission and our purposeThe Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive … more
- Fidelity TalentSource LLC (Greenville, DE)
- …estate law, personal and trust taxation, estate planning, and other financial services requiredManaging client relationships to maintain their satisfaction and ... tax expertise as necessaryUnderstanding and helping clients with complex financial situationsThinking strategically and tacticallyWorking independently and as part… 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 ... **READY** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with… more
- Edward Jones (Pike Creek, DE)
- …**Job Overview** **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
- PNC (Dover, DE)
- …respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Dover, DE ... Financial Advisors within PNC Investments (also referred to as Branch Financial Advisors) work within a highly collaborative circuit of bank branches and manage… more
- Bank of America (Wilmington, DE)
- …such as core Banking, and Investment and Life Priority (TM) solutions Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- JPMorgan Chase (Wilmington, 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
- Cardinal Health (Dover, DE)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. … more
- JPMorgan Chase (Newark, DE)
- …Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in ... JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2...other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen client relationships.… more
- Edward Jones (Hockessin, DE)
- …Office Support 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 ... 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
- Ryder System (Dover, DE)
- …results2. Comparison of Actual results to Rated (contract), Plan and/or Forecast3. Act as Financial Advisor to General Managers and teams + Financial ... for a major field operation, including Inventory Management and Control Financial Analysis and Planning, Financial Reporting, Accounts Payable, Accounts… more
- M&T Bank (Wilmington, DE)
- …Accounting or Statistics Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation Minimum of 5 years' financial ... Required:** Bachelor's Degree and a minimum of 3 years' financial services work experience, OR in lieu of a...and/or work experience, including a minimum of 3 years' financial services work experience Demonstrated success operating in a… more
- Bank of America (Rehoboth Beach, DE)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Belcan (DE)
- Advisor /Consultant - Program Manager (Mexico) Job Number: 347308 Category: -Corporate Description: Job Title: Advisor /Consultant - Program Manager Location: ... as needed Pay Range: Based on skills and experience Belcan is seeking an Advisor /Consultant - Program Manager to work for our customers throughout Mexico. As a… more
- JPMorgan Chase (Wilmington, DE)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- H&R Block (Wilmington, DE)
- **498855BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... 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… more
- TD Bank (Wilmington, DE)
- …framework, reporting, notification and escalation of material and significant events The Senior Advisor , Business Insights acts as a top advisor to business ... experience from a business administration, statistical, mathematical, scientific or financial background + Proficient PC skills including a strong competency… more
- M&T Bank (Wilmington, DE)
- …Private Banking, Investment Advisors and Fiduciary Advisors 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
- Travelex (Lewes, DE)
- **T** **esco Travel Money Advisor ** **-** **Tesco Bank** **,** **Lewes - Part Time** **Job Type** : Permanent/Part Time **Hours per week** : 16 hours **Salary:** ... and an employee wellness programme that offers wellbeing and financial advice + A wide range of employee discounts...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- Cardinal Health (Dover, DE)
- …strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job ... and conditions prior to finalizing the relationship. **_Responsibilities_** + The Advisor is responsible for developing, communicating and leading the execution of… more
