42 Results for

Financial Advisory Jobs in Newark, DE

Jobs

New!

West Chester, PAToday

$25–$35 Per Hour

The ideal candidate will possess strong Excel and data management skills, experience working with large data sets, and the ability to communicate financial results clearly to leadership teams and 2 years' experience working as a Financial Analyst. This role will partner closely with Operations, Division Leadership, and FP&A leadership to provide financial insights that drive business performance and decision-making.

New!

King of Prussia, PA4 days ago

$140,000–$150,000 Per Year

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Wilmington, DE30+ days ago

Full-time

Under general supervision, the Account Manager independently supports and services client relationships by coordinating the administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. As an Account Manager on the Wealth Management Advisory team, you will play a key role in supporting complex client relationships through proactive coordination of account administration and client servicing activities.

New!

Bala Cynwyd, PA1 day ago

Observing the science of physiological respiration using yeast to inflate a balloon or discovering density by creating their very own lava lamps truly changes the way they view science, their stay in the hospital and life. TEACH (Together Educating All Children in Hospitals) is an international not-for-profit organization that brings exciting, hands-on, STEM educational programming to children in hospitals.

Wilmington, DE30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

Radnor, Pennsylvania15 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New!

King of Prussia, PAToday

$95,000–$110,000 Per Year

By providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. This is a high-impact role for someone who thrives at the intersection of financial modeling, enterprise systems (SAP S/4 HANA), and business intelligence (Power BI, SAP Analytics Cloud).

Philadelphia, PA21 days ago

The Senior Financial Analyst is responsible for creation and updating of all presentation documents to senior leadership, complex accounting analysis, and month end close entry preparation and review. The Senior Financial Analyst mainly communicates with managers and senior leadership within the department, as well as other corporate departments (A/P, Purchasing, Finance, Capital Accounting).

Middletown, DE23 days ago

They will develop basic analysis of economic indicators to understand market behavior and emerging trends and assist in the monthly analysis of financial results. All the usual benefits such as paid time off, flexible spending, short-and long-term disability, basic life insurance, business travel insurance, and Employee Assistance Program.

Conshohocken, PA30+ days ago

$65,000–$70,000 Per Year

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Conshohocken, PA30+ days ago

Full-time

Create “what-if” financial models that assess impact of new contract wins, extensions, or losses or for different courses of action on currently executing programs for risks and opportunities. Translate program managers’ scope/schedule roadmaps into financial requirements, including budgets, Estimate-to-Complete (ETC) and Estimate-at-Completion (EAC) models.

Philadelphia, PA30+ days ago

Manages our relationship with our partner Vizient who provides our RVU data each month: Ensure they provide the data timely, Ensure the values are accurate, Manage the workflow to account for and report on these values, and Communicate relevant RVU value changes to the team to coordinate reporting and accounting changes necessary. Maintains the detailed accounting for the multiple revenue streams (Fee-For-Service, Capitated, Value Based), various payment terms (monthly, quarterly, annual), and numerous payor plans.

Aberdeen Proving Ground, MD10 days ago

$130,000–$140,000 Per Year

Please advise us of any accommodation you request in order to express interest in a position by e-mailing: Judy Pagac, Director of Human Resources at judy.pagac@janusresearch.com or calling (706) 364-9100. The Financial Analyst supports a wide range of accounting, budgeting, and financial management functions for organizational programs and projects.

Wilmington, DE30+ days ago

$77,390–$127,139.75 Per Year

This role partners closely with Consumer Banking Finance leadership and business stakeholders across the business to deliver accurate, timely insights that support decision-making, performance management, and strategic initiatives. 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.

Wilmington, Delaware28 days ago

$77,390–$127,139.75

Conshohocken, Pennsylvania30+ days ago

Develop and modernize revenue analytics, leveraging data visualization tools (i.e. PowerBI) and automation; this includes creating executive-level reports and dashboards to communicate financial performance. You’ll collaborate across departments to deliver accurate financial forecasts, analyze sales performance and profitability, and monitor industry trends to inform business decisions.

Aberdeen Proving Ground, Maryland30+ days ago

$127,000–$140,000 Per Year

Support subordinate Program Offices in the following activities: defend budgets; respond to Comptroller budget review questions, “what-if drills”, “plus-up” and supplemental inquiries; respond to Congressional requests for information; and prepare briefings for the CPE BMD Chief, Chief of Staff, CPE, and external authorities. Overview: The Financial Analyst II leads the design and execution of complex system integration efforts and supports the U.S. Army by developing, documenting, and maintaining acquisition strategies, strategic plans, and formal program management documentation to guide capability development and modernization initiatives.

King of Prussia, PA7 days ago

$150,000–$350,000

If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning.

Conshohocken, PA30+ days ago

Through reporting and analysis of financial results, this position will help ensure spend is prioritized within strategic priorities, enables business leaders to be agile in how they fund necessary investments, and ensures enterprise-wide clarity on financial results and budgets. Responsible for monthly, quarterly, and annual financial reporting and analysis activities, ensuring data is provided to help aide data driven decision making.

New!

Aberdeen, MD1 day ago

$55,000–$120,000

Workforce Management: Track labor hours, subcontractor costs, Material, and Other Direct Costs (ODCs) to ensure alignment with funding ceilings. Reporting: Prepare monthly Program Management Review (PMR) reports and provide financial transparency to Program Managers (PMs) and Executives.

Lancaster, PA30+ days ago

$80,000–$120,000 Per Year

We are committed to: Engaging a diverse, purpose-driven workforce; Transforming buildings from structures that shelter into structures that serve and preserve the health and well-being of people and planet; Pursuing sustainable, innovative solutions for spaces where we live, work, learn heal and play; Being a catalyst for change with all of our stakeholders; and. Armstrong World Industries (AWI) is an Americas leader in the design and manufacture of innovative interior and exterior architectural applications including ceilings, specialty walls and exterior metal solutions.

Aberdeen, MD18 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Aberdeen Proving Grounds, MD30+ days ago

CERTIFICATIONS: · Certified Public Accountant (CPA) or Certified Information Systems Auditor (CISA) or Project Management Professional (PMP) or Certified Government Financial Manager (CGFM) or Certified Defense Financial Manager (CDFM) required. · Familiarity with pertinent Office of Management and Budget (OMB) policies and federal financial management system requirements, Army policies, systems and procedures for personnel, acquisition, inventory, property and material management, familiarity with the Risk Management Framework (RMF) is required.

Berwyn, PA14 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

Berwyn, PA25 days ago

Full-time

New!

Berwyn, PA3 days ago

$80,000–$100,000 Per Year
Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Senior Technical Consultants must demonstrate the value of Data & Analytics Platform solutions through product demonstrations, presentations, and deep dive architecture and integration discussions with groups ranging from a prospect’s development/IT staff to C-suite personnel.

Plymouth Meeting, Pennsylvania30+ days ago

$110,000–$160,000 Per Year

Strategic Leadership & Execution: Leads departmental strategic planning in alignment with organizational goals by setting clear objectives, anticipating challenges, and developing actionable plans. In addition to delivering comprehensive wealth planning, Wealth Advisor III is accountable for achieving new business revenue goals through proactive client acquisition and strategic relationship development.

Bala Cynwyd, PA30+ days ago

This individual will work directly in coordination with our Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience to high net worth individuals and families: enhancing our clients’ lives through alignment of their wealth and what matters most. As one of the fastest growing RIAs in the country, Associate Wealth Advisors eventually work toward becoming Wealth Advisors, developing their own client base through both organic networks and custodian referral channels with which Beacon Pointe partners.

Radnor, PA11 days ago

$60,000–$60,000 Per Year

This role helps manage client communications, track projects, prepare and complete paperwork, and coordinate with recordkeepers, TPAs, and custodians to support day-to-day operations of our retirement plan advisory practice. This role is ideal for someone early in their financial services career who’s detail-oriented, enjoys process management, and wants to grow within the retirement plan or wealth management industry.

Radnor, PA28 days ago

You will work closely with the CEO as a key partner, ensuring accurate financial reporting, actively managing cash flow, and supporting informed business decision-making. As we continue to grow, we are seeking a Finance & Accounting Manager to play a critical role in maintaining the financial integrity and operational discipline of the firm.

Berwyn, PA9 days ago

Full-time

The Proposal Desk Specialist role acts as internal operational and sales support for Envestnet’s Advisor Sales, RIA, and High Net Worth Consulting teams, providing crucial assistance in proposal creation and delivery. The Proposal Desk partners closely with sales leadership and cross‑functional teams to support proposal construction, UMA model workflows, custom and high‑net‑worth cases, and client‑specific solutions.

Berwyn, PA22 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Previous exposure to other areas of investment management or capital markets, such as through previous work in trading, investment banking, consulting, asset management, hedge funds, or in another investing or finance capacity is not required but is a plus.

New!

Wilmington, DE1 day ago

$53,744–$88,290.50 Per Year

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. This role is designed for a credit-focused professional with prior experience underwriting working capital and structured lending transactions who is seeking to deepen analytical expertise while developing Trade Finance product knowledge.

Wilmington, DE30+ days ago

Full-time

Experience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership . Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation .

Wilmington, DE30+ days ago

Full-time

Experience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.

Bala Cynwyd, PA9 days ago

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions. Meets regularly with wealth advisors and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.

Radnor, PA7 days ago

$60,000–$60,000 Per Year

The Client Services Coordinator provides insurance and investment service support by handling client requests (beneficiary changes, policy updates, loans, RMDs, withdrawals) with timely follow-up and resolution. Life, Accident & Health and securities licenses (SIE; Series 6 or 7; Series 63, 65, or 66) preferred; willingness and ability to obtain required licenses upon hire is expected.

Berwyn, PA30+ days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Partner with stakeholders (Product, Data Science, Sales, Professional Services, and Client Services) in the delivery of analytics that will strengthen our data products and reduce client support requests.

Wilmington, DE30+ days ago

Full-time

Experience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.

Wilmington, DE30+ days ago

Full-time

Experience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.

Exton, PA30+ days ago

Financial Reporting – AI-Assisted AutomationIdentify and support the automation of recurring finance and accounting workflows using AI tools, including monthly close reporting and management reporting packages. The primary role of the Finance/Sales Operations Intern is to support Spherix’s Finance and Sales teams in applying AI tools to streamline and automate recurring financial and sales reporting.

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