- 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 Investments you will be a part of one 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
- 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
- TD Bank (Wilmington, DE)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program ... to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment...with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves… 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
- M&T Bank (Wilmington, DE)
- …in any Wilmington Trust location within the footprint **Overview:** Within a Wealth middle office environment, serves as subject matter expert for key administrative ... Applies practical experience and industry expertise to execute a specific Wealth administrative function, while focusing on compliance and risk mitigation. **Primary… more
- M&T Bank (Wilmington, DE)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth ... with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the goals and objectives of… 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
- Comerica (Wilmington, DE)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … more
- Edward Jones (Oxford, PA)
- …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 (Hockessin, 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
- 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 trust ... to properly oversee the administration the account. Partner with Private Wealth colleagues to perform this pre-acceptance review and ultimately determine whether… more
- M&T Bank (Wilmington, DE)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet wealth ... clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Understand and maintain current knowledge… more
- M&T Bank (Wilmington, DE)
- …operational expertise in support of the account termination/closing process within Wealth .. Manages the provision of support for transactional processing, risk and ... CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Minimum of 4 years' experience in financial services industry… more
- City National Bank (Newark, DE)
- …support for our 3 business areas: Commercial & Corporate Banking, Banking & Wealth Management, and Entertainment Banking * Trading and service support for our new ... risk, reporting, and escalation * High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness, planning, and forecasting *… 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