- M&T Bank (Bear, DE)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- The Cigna Group (Philadelphia, PA)
- …ad-hoc financial and accounting requests and key projects for senior leadership. **Requirements:** + Bachelor's degree in Finance, Accounting or related field ... **Position Summary:** US Employer is committed to delivering strong growth and financial contributions to Cigna's bottom line. We are looking for a technically… more
- Bank of America (Philadelphia, PA)
- …Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - City Avenue Philadelphia, Pennsylvania **To proceed...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- POWER Engineers (Philadelphia, PA)
- ** Senior Advisor - Advisory Services (REMOTE)** Location **Raleigh** Secondary Locations **Denver, Houston, Philadelphia, Portland** Job Code **18323** \# of ... openings **2** Apply Now (https://phh.tbe.taleo.net/phh04/ats/careers/v2/applyRequisition?org=POWERENGINEERS&cws=44&rid=18323) ** Senior Advisor - Advisory Services (REMOTE)** **Position… more
- TD Bank (Philadelphia, PA)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective ... file returns, and ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and… more
- JPMorgan Chase (West Chester, PA)
- **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...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- JPMorgan Chase (Wilmington, DE)
- Description 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...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- M&T Bank (Wilmington, DE)
- …relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… more
- Vanguard (Malvern, PA)
- …investment management compliance advisory support. You will serve as a trusted advisor to the investment management business and provide guidance, oversight, and ... implementations pertaining to your coverage area. + Support the wider Global Fund, Advisor , and Distribution team as needed. + Participates in special projects and… more
- Truist (Philadelphia, PA)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning,...net worth families on a wide variety of both financial and non- financial solutions to meet their… more
- Deloitte (Philadelphia, PA)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... + Skill in finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients… more
- JPMorgan Chase (Newark, DE)
- As a ConnectWealth Advisor Engagement & Platform Specialist, you will support the adoption of our new strategic Unified Managed Account platform for the Global ... to the salesforce, communicating the value of platform features to enhance Advisor productivity, and supporting the adoption of new digital tools through seamless… more
- Vanguard (Malvern, PA)
- Vanguard's Financial Advisor Services (FAS) division is dedicated to serving 27 million investors who work with a financial advisor . FAS provides ... Experience with digital selling / digital marketing, portfolio construction, and advisor technology highly preferred. + Financial /investment acumen and… more
- Vanguard (Malvern, PA)
- …stakeholders, informing AI strategy and development, and influencing prioritization across senior leaders. As such, strong communication skills coupled with deep, ... don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- PNC (Wilmington, DE)
- … management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments ... the company's success. We are looking to hire a Credit Risk Review Advisor in Credit Risk Review within PNC's Independent Risk Management organization. The primary… more
- The Cigna Group (Philadelphia, PA)
- **Overview** The Category Management Advisor is accountable for sourcing in the Software category including software applications, software-as-a-service ... to The Cigna Group. Understanding of business process, legal contracts, and financial acumen is desired. The individual will regularly interface with Managers,… more
- Vanguard (Malvern, PA)
- …a Registered Investment Advisor (RIA) Sales Strategist position open in our Financial Advisor Services (FAS) team. The RIA Sales Strategist is strategy and ... Sales Strategist, you will get routine exposure to our senior leadership team and develop expertise in the intermediary...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more
- Vanguard (Malvern, PA)
- Senior Marketing Manager for Vanguard Advice Our Personal Advisor and Digital Advisor services empower hundreds of thousands of clients to achieve their ... financial goals through personalized planning, automated investing, and dedicated advisor support. Marketing is the driving force behind expanding our reach to… more
- WTW (Philadelphia, PA)
- **Description** WTW is looking for a senior leader with Commercial Specialty Lines pricing and underwriting experience in the US market. You will build and lead our ... American (NA) team as a Property & Casualty (P&C) Director/ Senior Director in our Insurance Consulting and Technology (ICT)...**The Role** Your main responsibilities will be as follows: Financial and business development + Take a leading role… more