Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior AssociateDEAcross this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteDERemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Associate - Bear, DE The Toronto-Dominion BankFinancial Advisor Associate - Bear, DEBear, DE$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor - Bear, DE The Toronto-Dominion BankFinancial Advisor - Bear, DEBear, DE$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor Associate - Bear, DE TD BankFinancial Advisor Associate - Bear, DEBear, DelawareThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor - Bear, DE TD BankFinancial Advisor - Bear, DEBear, DelawareEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Trust Relationship Manager and Estate Settlement Advisor JTC PlcTrust Relationship Manager and Estate Settlement AdvisorWilmington, DE$175,000–$225,000 / yearPrimary responsibilities to include trust relationship management and ensuring assigned personal trust relationships are administered properly and serve as a resource to team members supporting the trust administration department. Be able to identify and address different types of trust issues, unique assets, closely held entities and making judgments to resolve matters and escalating to management and oversight committees as needed.
NewFiduciary Advisor III PNC BankFiduciary Advisor IIIWilmington, DelawarePNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Fiduciary Advisor PNC BankFiduciary AdvisorWilmington, DelawarePNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Fiduciary Advisor The PNC Financial Services Group IncFiduciary AdvisorWilmington, DE$57,750–$96,250 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Fiduciary Advisor III The PNC Financial Services Group IncFiduciary Advisor IIIWilmington, DEPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Financial Advisor Shore United BankFinancial AdvisorDover, DECertified 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. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you.
NewFinancial Advisor Edward D Jones & Co LPFinancial AdvisorWilmington, DE$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
NewWealth Advisor - Lewes, DE Citizens Financial Group IncWealth Advisor - Lewes, DELewes, DE$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
NewWealth Advisor Vista Wealth SolutionsWealth AdvisorNew Castle, DE$70,000–$120,000 / yearIn short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment. As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages.
Financial Advisor - Dover Federal Credit Union LPL FinancialFinancial Advisor - Dover Federal Credit UnionDover, DelawareThis employment opportunity at TruStage located at Dover Federal Credit Union in Dover, DE would allow you to join Dover Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Dover Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Sr. Cybersecurity Advisor - Security Operations | Remote PA, MI, NJ, DE Optiv Security IncSr. Cybersecurity Advisor - Security Operations | Remote PA, MI, NJ, DEWilmington, DERemote$200,000–$250,000 / yearAdvanced sales techniques: makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assist in finalization of sale. By combining advanced business and security practitioner knowledge, the Senior SA designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients' security initiatives.
NewSr. Cybersecurity Advisor | Remote PA, MI, NJ, DE OptivSr. Cybersecurity Advisor | Remote PA, MI, NJ, DEWilmington, PennsylvaniaRemoteAdvanced sales techniques: makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assist in finalization of sale. By combining advanced business and security practitioner knowledge, the Senior SA designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients’ security initiatives.
Senior Relationship Advisor Northern Trust CorpSenior Relationship AdvisorWilmington, DEManage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws. As a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs.
Luxury Travel Advisor Accent on TravelLuxury Travel AdvisorRehoboth Beach, DEWe do not provide “ordinary” travel experiences; we arrange enriching and memorable journeys that bring clients’ deepest travel desires and escapes into reality so that they experience new cultures, connections, and cultivate new ways of thinking and being. From our vibrant office, you will engage with clients in person, over the phone and online, utilizing our extensive portfolio of luxury and adventure travel options to organize their dream getaways.
Sr. Relationship Advisor Northern Trust CorpSr. Relationship AdvisorWilmington, DEAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
Travel Advisor Group Department Accent on TravelTravel Advisor Group DepartmentRehoboth Beach, DEWe don’t provide “ordinary” travel experiences, we arrange enriching and memorable journeys that bring clients’ deepest travel desires and escapes into reality so that they experience new cultures, connections, and cultivate new ways of thinking and being. From our vibrant office, you'll engage with clients in person, over the phone and online to ensure seamless coordination and execution of our group travel plans.
Wealth Management Advisor, Dover (Job 4322423) First Seacoast BancorpWealth Management Advisor, Dover (Job 4322423)Dover, DESales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients. Success Competencies: Customer Focus: Making customers and their needs a primary focus of one's actions; developing and sustaining productive customer relationships.
Vice President of Finance Gage Talent & Business SolutionsVice President of FinanceWilmington, DETalentAcquisition #SearchSolutions #StaffingSolutions #JobOpportunities #HiringNow #Jobs #JobSearch #CareerGrowth #WorkWithUs #Recruitment #NowHiring #CareerOpportunities #WorkforceSolutions #GageTalent #GageCareers #GreaterReading #Reading #Lancaster #Philadelphia #Pennsylvania #USA #WomanOwned #GageTalentNetwork. The VP serves as a member of the Executive Leadership Team and works closely with the President and CEO, senior colleagues, and board members to provide guidance and share information regarding their area of expertise.
Trust Officer City National BankTrust OfficerWilmington, DERemote$111,408–$189,738 / yearGather data for account reconciliations, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.
Wealth Management Solutions, Portfolio Management Analyst/Associate JPMorgan Chase & CoWealth Management Solutions, Portfolio Management Analyst/AssociateNewark, DEReview and trade portfolios, manage orders and execute trades across managed account business including the following: Monitoring client activity such as: new account initial investing and phase in''s, monitoring cash and security activity, and liquidating accounts. Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateDover, DEOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Senior Trust Officer - Private Client JTC PlcSenior Trust Officer - Private ClientWilmington, DEBe able to identify and address different types of trust issues, unique assets, closely held entities and making judgments to resolve matters and escalating to management and oversight committees as needed. Primary responsibilities to include trust administration and ensuring assigned personal trust relationships are administered properly and serve as a resource to team members supporting the trust administration department.
Senior Trust Tax Accountant WSFS BankSenior Trust Tax AccountantWilmington, Delaware$77,390–$127,139.75Bryn 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.
Client Advisory Associate - Family Office M&T Bank CorpClient Advisory Associate - Family OfficeWilmington, DE$59,500–$99,100 / yearEducation and Experience Required: Bachelor's degree in Accounting, Finance, or related field with significant Accounting coursework, and a minimum of 1 years' accounting, audit, and/or financial institution experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' accounting, audit, and/or financial institution experience. Supports financial data integration and reporting for ultra-high net worth family office clients, with the goals of assisting with superior client service, better organizing and educating clients, and helping the team provide high-level advice.
NewAnalyst, Family Office Advisory M&T BankAnalyst, Family Office AdvisoryWilmington, DE$59,500–$99,100 / yearEducation and Experience RequiredBachelor's degree in Accounting, Finance, or related field with significant Accounting coursework, and a minimum of 1 year's accounting, audit, and/or financial institution experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's accounting, audit, and/or financial institution experience. Supports financial data integration and reporting for ultra‑high net worth family office clients, with the goals of assisting with superior client service, better organizing and educating clients, and helping the team provide high‑level advice.
Senior Trust Tax Accountant Bryn Mawr TrustSenior Trust Tax AccountantWilmington, Delaware$77,390–$127,139.75Bryn 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.
Senior Trust Tax Accountant WSFS Financial CorpSenior Trust Tax AccountantWilmington, DE$77,390–$127,139.75 / yearBryn 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.
Analyst, Family Office Advisory Wilmington TrustAnalyst, Family Office AdvisoryWilmington, DelawareEducation and Experience Required: Bachelor’s degree in Accounting, Finance, or related field with significant Accounting coursework, and a minimum of 1 years’ accounting, audit, and/or financial institution experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ accounting, audit, and/or financial institution experience. Supports financial data integration and reporting for ultra-high net worth family office clients, with the goals of assisting with superior client service, better organizing and educating clients, and helping the team provide high-level advice.
Trust Administrator International Search ConsultantsTrust AdministratorWilmington, DelawareAdministers assigned personal accounts, studies and analyzes the trust instrument and determines and adheres to the responsibilities, duties, and terms of the governing trust document. This individual will partner with the Fiduciary Counsel team on sophisticated wealth planning strategies including trust & estate planning and oversight.
Client and Account Data Product Manager - Vice President JPMorgan Chase & CoClient and Account Data Product Manager - Vice PresidentNewark, DEJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewExecutive Director - Applied Artificial Intelligence Machine Learning Chase BankExecutive Director - Applied Artificial Intelligence Machine LearningWilmington, DEJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Experience with A/B experimentation and data/metric-driven product development, cloud-native deployment in a large scale distributed environment and ability to develop and debug production-quality code.
Audit Manager II - Financial Crimes The Toronto-Dominion BankAudit Manager II - Financial CrimesWilmington, DE$92,220–$149,310 / yearShareholder Accountabilities: Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assists in identifying control weaknesses / failures, potential opportunities to improve operational efficiencies for their business area. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Account Manager Prodege, LLCAccount ManagerDE$70,000–$80,000 / yearA cutting-edge marketing and consumer insights platform, Prodege has charted a course of innovation in the evolving technology landscape by helping leading brands, marketers, and agencies uncover the answers to their business questions, acquire new customers, increase revenue, and drive brand loyalty and product adoption. The final salary offered to a successful candidate will be dependent on several factors that may include, but are not limited to; the type and length of experience within the job, type and length of experience within the industry, the type and length of knowledge and skills for the position, education, training, etc.
NewAmericas Commercial Finance Director Agilent Technologies IncAmericas Commercial Finance DirectorWilmington, DE$143,760–$269,550 / yearDecision Quality and Financial Rigor - Applies structured thinking, analytical depth, and sound judgment to complex decisions involving pricing, portfolio optimization, restructuring, capital allocation, acquisitions and strategic investments. People Leadership and Organizational Development - Builds and develops high-performing matrixed teams, strengthens organizational capability and creates accountability through periods of growth and transformation.