- Citizens (Wilmington, 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
- 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
- CIBC (Wilmington, DE)
- …at the time of your interview._ **How you'll succeed** Work with Private Wealth Relationship Managers and Business Development Officers to review potential new ... to properly oversee the administration the account. Partner with Private Wealth colleagues to perform this pre-acceptance review and...to the trust account including but not limited to client 's counsel, NTC or DTC counsel and interested parties… 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
- Confluent (Dover, DE)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more