Financial Advisor Jobs in Delaware
First Command Financial Services, Inc.
Dover, DE
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Shore United Bank
Dover, DE
Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred.
WSFS Bank
$77390 - $127139.75
Wilmington, DE
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Paul Mitchell Schools
Newark, DE
We provide comprehensive, hands-on education to help future professionals advance their cosmetology skills and develop fulfilling careers in the beauty industry. You will provide individualized guidance on tuition payments and financial aid options, ensuring that each student has the information they need to make informed decisions.
San Blas Securities
Greater Dover Area, DE
This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Vista Wealth Solutions
$65000 - $130000
New Castle, DE
Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
JPMorgan Chase
Middletown, DE
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Cardinal Health
$67500 - $96300
Dover, DE
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. The Advisor will be instrumental in ensuring financial accuracy at the customer level, optimizing cash flow, and mitigating compliance risks through in-depth research across all Cardinal Health business units and disparate systems.
Curtis Lane Holdings LLC
Delmar, DE
Assures optimal rental revenue including reviewing performance metrics to anticipate rental trends and needs by going above and beyond to meet customer needs, troubleshoots rental availability, negotiates scheduling of rentals based on supply/availability, anticipates customer dissatisfaction and initiates notification to the Store manager on any possible customer recovery action needed. The incumbent in this role will be responsible for effective problem solving and must consistently provide assertive diligence in building customer relationships, meeting and resolving customer inquiries/concerns to full resolution as well as incorporating use of team/leader support and guidance as necessary, keeping key team members informed and up to date on status of equipment in order to best meet customer needs.
JPMorgan Chase
Wilmington, DE
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 lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
WSFS Bank
Wilmington, DE
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
OneMain Financial
Wilmington, DE
Reporting to the Associate Director of Talent Acquisition based in Wilmington, DE, the Senior Analytics Talent Acquisition Advisor will execute full lifecycle recruiting and build relationships with senior leaders within our corporate teams nationally. Our Corporate Recruiters are responsible for providing advanced recruiting support and subject matter expertise to OneMain hiring teams, engaging high quality professional talent while advancing the OneMain brand across numerous markets and professional communities.
Fulton Bank
$51600 - $86000
Ocean View, Delaware
Responsibilities: Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby with a goal of identifying sales opportunities and converting them into tangible outcomes. Contribute to teambuilding and performance excellence in the financial center by collaborating closely with the Financial Center Manager, to assist in building and nurturing a high-performing team.
Fulton Bank
$22.16 - $36.92
Ocean View, Delaware
This involves engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.
City National Bank
$20.28 - $30.42
Newark, DE
Specific roles will include, but not limited to: Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients* Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses* Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:* Cross-asset and cross-product investments* Management of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, and forecasting* Future technologies, and change management practice to implementation. The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds.
Humana
$115200 - $158400
Dover, DE
To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it.
First Citizens Bank
Wilmington, Delaware
Qualifications: Bachelor's Degree and 6 years of experience in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 10 years of experience in Trust Administration, Estate Planning, or Financial Planning. Overview: This position collaborates with the relationship team to provide Delaware fiduciary services to high-net-worth clients bringing a high level of subject matter expertise with a focus on relationship expansion and retention.
Stifel
Greenville, Delaware
Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information.
JPMorgan Chase
Newark, DE
Demonstrate expert level of understanding of the line of business recruiting needs by participating in client meetings, presenting to and updating senior client groups on recruiting activity and manage escalations effectively. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Vista Wealth Solutions
$50000 - $55000
New Castle, DE
The role of Client Service Associate is a valued member of our team who will be aligned with and assist a senior advisor with day-to-day operations to amplify the advisor’s role, success of our clients, and growth of the firm. We value organized and detail-oriented professionals who are self-starters and life-long learners that like helping people achieve their dreams.
City National Bank
$141830 - $263408
Wilmington, Delaware
Work with New Business Unit, COI’s, Trust Consultants, RBC DE Sales colleagues and Prospects/Clients to ensure necessary paperwork is obtained prior to account acceptance and onboarding. Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded.