- 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 ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- PNC (Wilmington, DE)
- …feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of ... Frederick or Charlotte Hall, Maryland, or Dover or Wilmington, Delaware. PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients… more
- JPMorgan Chase (Middletown, DE)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- PNC (Wilmington, DE)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you may be based in locations throughout ... branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy...art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and… more
- M&T Bank (Wilmington, DE)
- …and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as...has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.… more
- JPMorgan Chase (Newark, DE)
- …has experience in design, product management, and product execution related to wealth management prospect, client, advisor , and service experience. They have ... vision and leadership will drive innovation, transform products, and shape the future of wealth management at every level. As the Product Director within the Asset &… more
- City National Bank (Newark, DE)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the ... and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?* *...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- M&T Bank (Wilmington, DE)
- …manager or Leadership Development Manager-MDP. **DEPARTMENT DESCRIPTION:** The Family Wealth team provides comprehensive investment management services to Wealth ... environment and assist in supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.… more
- JPMorgan Chase (Newark, DE)
- **ConnectWealth Advisor Service & Platform Lead** **Vice President, Delaware (Preferred)/New York/ Columbus OH** **Role Summary** The Advisor Service Lead is ... responsible for building, executing, and evolving Advisor Service offerings to drive adoption of the ConnectWealth platform and new investment solutions in CWM. This… more
- Edward Jones (Smyrna, DE)
- …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 clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Citizens (Bear, DE)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth … more
- JPMorgan Chase (Newark, DE)
- …oversee the administration of the trust. **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our ... develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.… more
- PNC (Wilmington, DE)
- …contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Wilmington-Delaware area. PNC will ... proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by delivering proactive… more
- Citigroup (New Castle, DE)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... + Stay updated with emerging technologies and recommend improvements. + Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary… more
- City National Bank (Wilmington, DE)
- …or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are ... and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (eg… more