• JPMorgan Chase Bank, NA (Newark, DE)
    As a Senior Home Lending Advisor , you will be required to deliver strong results in home lending products, and demonstrate strong interpersonal skills, as well ... the loan, adhering to all regulatory requirements while marketing and promoting the financial products offered by Chase.You will be responsible for serving as the… more
    JobDiagnosis (10/20/21)
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  • PNC Financial Services Group (Wilmington, DE)
    …an opportunity to contribute to the company's success. As a Sr. Fiduciary Advisor within PNC's Delaware Trust Company organization, you will be based in Wilmington, ... for assigned accounts. Leads colleagues in completing analysis and recommendations for senior management or committee review. Serves as a subject matter resource for… more
    JobDiagnosis (10/22/21)
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  • Mutual of Omaha (Westtown, PA)
    …What you can expect from usConsistent support. Whether its through teaming up with a senior advisor , or providing you with tools to track your goals, results, ... our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customers unique… more
    Mutual of Omaha (10/20/21)
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  • Citi (Wilmington, DE)
    …organization. With our high-tech, high-touch relationship model, Citibank serves as a trusted advisor to our retail clients at every stage of their financial ... which may impact the supported function/business/product.Ability to influence at a senior level using sound judgment; understanding how to operate effectively across… more
    JobDiagnosis (10/18/21)
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  • TransUnion (Crum Lynne, PA)
    …Regulatory Product Owner (Agile). We'd Love to See: Experience in credit or financial industry is recommended but not a must.Experience in highly regulated and/or ... citizenship status, sexual orientation, gender identity or any other characteristic protected by law.TransUnion's Internal Job Title: Advisor , Product Management more
    JobDiagnosis (10/09/21)
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  • SAP (Newtown Square, PA)
    …with regional sales and the Virtual Account Teams.As a people manager, the Value Advisor Senior Manager is responsible for supporting the success of direct ... options for you to choose from. Apply now!Career Level DescriptionValue Advisor /Value Engineering (VE) in partnership with regional sales, are responsible for… more
    JobDiagnosis (10/12/21)
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  • City National Bank (Wilmington, DE)
    …file handoff with Trust Administration and provides ongoing relationship management with advisor and maintain exemplary service levels. Ensure new files are set up ... City National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services… more
    JobDiagnosis (10/03/21)
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  • Senior Student Financial Services…

    University of Delaware (Newark, DE)
    …families are provided the best information, advisement, and service in navigating billing and financial aid concerns. The Senior Advisor resolves issues for, ... be addressed by SFS Advisors. The Senior Advisor reviews students' accounts and financial circumstances...Senior Advisor reviews students' accounts and financial circumstances and makes recommendations on adjustments (or makes… more
    University of Delaware (10/13/21)
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  • Senior Financial Advisor

    M&T Bank (Wilmington, DE)
    …Branmar and Concord Pike - Delaware** **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
    M&T Bank (09/23/21)
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  • Salesforce Systems Analyst Senior

    Anthem, Inc (Wilmington, DE)
    …leading health care companies and a Fortune Top 50 Company. Salesforce Systems Analyst Senior Advisor The Salesforce Systems Analyst Senior Advisor ... benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Anthem, Inc. has been named… more
    Anthem, Inc (10/07/21)
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  • Senior Fiduciary Advisor

    PNC (Wilmington, DE)
    …an opportunity to contribute to the company's success. As a Sr. Fiduciary Advisor within PNC's Delaware Trust Company organization, you will be based in Wilmington, ... for assigned accounts. Leads colleagues in completing analysis and recommendations for senior management or committee review. Serves as a subject matter resource for… more
    PNC (10/09/21)
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  • Senior Wealth Fiduciary Advisor

    M&T Bank (Wilmington, DE)
    …Preferred:** JD (Juris Doctor) or Master's degree CTFA (Certified Trust and Financial Advisor ) and/or CFP (Certified Financial Planner) certification ... fiduciary law. + Serve as fiduciary resource to Private Client Advisors, Financial Advisors and other internal partners. Assist in new business development efforts… more
    M&T Bank (10/09/21)
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  • Compliance Advisor - Asset Management

    M&T Bank (Wilmington, DE)
    **Overview:** The Compliance Advisor in the Compliance Risk Management ("CRM") organization will take on a key leadership role in identifying, assessing, and ... for an assigned area of responsibility, while working with senior business line leadership to implement and execute the...Reg O, etc - **Scope of Responsibilities:** The Compliance Advisor works under general supervision of the Compliance Manager… more
    M&T Bank (10/13/21)
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  • Private Client Advisor

    Bank of America (Wilmington, DE)
    Private Client Advisor Conshohocken, Pennsylvania;Philadelphia, Pennsylvania; Wilmington, Delaware **Job Description:** ​ **Role Overview:** + Client team lead with ... needs. + Reports to the Market Executive **Job Description:** Senior level associate who provides advice to clients with...level associate who provides advice to clients with complex financial needs. A PCA focuses on sales to new… more
    Bank of America (10/10/21)
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  • Academic Advisor II, Kinesiology & Applied…

    University of Delaware (Newark, DE)
    Academic Advisor II, Kinesiology & Applied Physiology Apply now ... & Services, Full Time Pay Grade: 29E Context of the Job: The Academic Advisor II is responsible for providing academic advising services to all undergraduate majors… more
    University of Delaware (08/01/21)
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  • Compliance Testing Advisor - Lending…

    M&T Bank (Wilmington, DE)
    **Overview:** The Compliance Testing Advisor is responsible for the managing, leading, and execution of compliance testing engagements utilizing a risk-based ... the Bank's compliance with applicable laws, rules & regulations. The Compliance Testing Advisor is also responsible for the oversight and coaching of team members to… more
    M&T Bank (10/09/21)
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  • Sr. Home Lending Advisor

    JPMorgan Chase (Newark, DE)
    As a Senior Home Lending Advisor , you will be required to deliver strong results in home lending products, and demonstrate strong interpersonal skills, as well ... the loan, adhering to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will be responsible for serving as the… more
    JPMorgan Chase (08/11/21)
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  • Truist Delaware Trust Company Advisor

    Truist (Wilmington, DE)
    …States of America) Please review the following job description: Work with the Senior Delaware Trust Company Advisor and the Delaware Trust Company Fiduciary ... together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company… more
    Truist (09/19/21)
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  • Senior Registered Client Service Associate

    Morgan Stanley (Greenville, DE)
    …firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. In order ... assets, and serving as administrative and operational support to Financial Advisors. The Senior Registered Client Service...and risk awareness * Input orders on behalf of Financial Advisor * Perform administrative duties that… more
    Morgan Stanley (10/21/21)
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  • Senior Wealth Manager

    Citigroup (Pennsville, NJ)
    …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Advisor SAFE Act is a seasoned professional role....in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +… more
    Citigroup (09/08/21)
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