- UMB Bank (Dover, DE)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… 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 financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citizens (Smyrna, DE)
- …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 ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- Edward Jones (Smyrna, DE)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more.… more
- Edward Jones (Wilmington, DE)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- PNC (Dover, DE)
- …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 one of the fastest ... designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our...you to develop customized financial solutions that reflect each client 's unique needs and aspirations. We take a comprehensive,… more
- Travelers Insurance Company (Dover, DE)
- …- $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You… 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 the ... and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating… more
- Travelers Insurance Company (Dover, DE)
- …Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find ... in making you an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no pushy tactics, just genuine… more
- UNUM (Dover, DE)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5%… more
- H&R Block (Wilmington, DE)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- JPMorgan Chase (Newark, DE)
- …in design, product management, and product execution related to wealth management prospect, client , advisor , and service experience. They have a passion and ... verticals that capture functional, design, and control/regulatory features across the prospect, client , advisor , and service experience. Build out a multi-year… more
- Kyndryl (Dover, DE)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Kyndryl (Dover, DE)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Kyndryl (Dover, DE)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading a team to success. This role demands a… more
- City National Bank (Newark, DE)
- …Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience ... with client discussions/presentations, proficiency in financial planning software (eMoney), and...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Cushman & Wakefield (Dover, DE)
- …best in class rates and contractual terms and conditions at the individual client property level. Procurement is a cornerstone of Cushman & Wakefield's value ... Lead may accompany Cushman & Wakefield executives on new client pitches and existing client quarterly business...encourages high performance and innovation. + Becomes a trusted advisor and subject matter expert on the categories. +… more
- JPMorgan Chase (Newark, DE)
- …JP Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it ... order to prudently carry out the firm's fiduciary duties and to provide superior client services + Partner with Wealth Advisors with respect to the vetting and… more
- Norstella (Dover, DE)
- …Panalgo's RWE platform, IHD, among our clients. You'll act as a trusted advisor to senior-level stakeholders, understanding their complex needs, and helping them to ... long-term relationships with senior-level executives, including C-level, ensuring high client satisfaction and engagement with Panalgo's offerings. This includes… more
- Norstella (Dover, DE)
- …specialization to meet the high demands of our biopharmaceutical and life sciences client base. You will join a high-performing team empowered to work creatively to ... insights and drive evidence-based decision-making. * Serve as the strategic advisor to clients, guiding them through nuanced challenges by providing actionable… more