NewCapacity Planning Analyst OneMain FinancialCapacity Planning AnalystWilmington, DE$70,000–$84,000 / yearThe ideal candidate will partner with several key business units to ensure appropriate staffing, ROE and budget considerations are cared for as it relates to Operations including Sales, Care, Collections, Recovery, and various supporting functions within Operations. Develop, prepare and analyze current and projected workload, resource availability, and any constraints or limitations to project future capacity needs to allow the business to effectively meet performance expectations.
NewSenior Project Manager CAISenior Project ManagerNewark, DE$130,000–$150,000This senior leadership role requires extensive experience managing managers, budgets, and strategic initiatives across multiple teams and projects, including large-scale IT and enterprise transformation programs. Experience with Salesforce implementations (e.g., requirements gathering, UAT coordination, go-live support) or strong familiarity with Salesforce platforms and processes; ability to coordinate across business stakeholders, system integrators, and technical teams.
Planning Consultant - Greenville, DE FidelityPlanning Consultant - Greenville, DEGreenville, DelawareRemoteRelationship Management Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
Workday Adaptive Planning Senior Manager Baker Tilly Advisory Group, LPWorkday Adaptive Planning Senior ManagerDover, DelawareBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Workday Adaptive Planning Senior Manager Baker Tilly Virchow KrauseLLPWorkday Adaptive Planning Senior ManagerDE$178,310–$338,030 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Sr Dir Operations Planning - 90404146 - Washington National Railroad Passenger CorpSr Dir Operations Planning - 90404146 - WashingtonDE$187,500–$242,892 / hourDelivers strategic high-fidelity written assessments of operational capacity and constraints relative to service planning proposals that meet the deadlines of the service planning process, identifying the resources that would be needed to operate the proposal (fleet, workforce, maintenance facility capacity, terminal capacity, etc.). Works closely with SD&O departmental leadership to maximize asset availability efficiently and is responsible for developing and executing decommissioning plans to retire legacy fleets as new fleets are acquired to minimize maintenance costs without jeopardizing continuity of service.
Business Planning Manager-Ops OracleBusiness Planning Manager-OpsDover, DE$79,100–$158,200 / yearOracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.
NewFinancial Analysis - Marketing - Senior Associate JPMorgan Chase & CoFinancial Analysis - Marketing - Senior AssociateWilmington, DEChase 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. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementWilmington, DelawareIn 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. PNC 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.
Financial Analysis - Senior Associate JPMorgan Chase & CoFinancial Analysis - Senior AssociateWilmington, DEOur Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of regular management reporting, development of new reporting capabilities, and advising the line of business CFOs on how to increase profitability and efficiencies. Manage annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
Financial Consultant - Finance Systems, Services & Automation Elevance Health IncFinancial Consultant - Finance Systems, Services & AutomationWilmington, DEMinimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Financial Analysis - Card & Connected Commerce - Senior Associate JPMorgan Chase Bank, N.A.Financial Analysis - Card & Connected Commerce - Senior AssociateWilmington, DEFull timeManage annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports. As a Senior Associate in Card Finance Analytics, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement.
Sr Dir DT Financial Business Systems (SAP) - Washington DC / Wilmington / Chicago / Philadelphia National Railroad Passenger CorpSr Dir DT Financial Business Systems (SAP) - Washington DC / Wilmington / Chicago / PhiladelphiaDE$206,200–$267,192 / hourOur values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.
Financial Analysis Associate - Card Finance Analytics JPMorgan Chase & CoFinancial Analysis Associate - Card Finance AnalyticsWilmington, DEAs an Associate on the Card Finance Analytics team, you will support the P&L forecasting framework and perform financial analysis that directly influences the Card Existing Customer Marketing decision engine. You will partner with key finance teams, Card Controls/Risk, and business stakeholders to drive critical business decisions and deliver financially optimal and effective customer usage programs.
Sr Financial Analyst, FP&A (CIO/Technology) DLA Piper LLP (US)Sr Financial Analyst, FP&A (CIO/Technology)DE$89,991–$143,088 / yearYou will partner directly with the CIO, Technology leadership, executive leadership, and operational business owners to drive budgeting, forecasting, variance analysis, business case development, and investment decision support across infrastructure, applications, cybersecurity, digital transformation, and AI-enabled initiatives. While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
Sr. Financial Analyst - Consumer Banking WSFS BankSr. Financial Analyst - Consumer BankingWilmington, DE$77,390–$127,139.75 / yearThis 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.
Sr. Financial Analyst - Consumer Banking Wsfs FinancialSr. Financial Analyst - Consumer BankingWilmington, Delaware$77,390–$127,139.75This 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.
Financial Analysis Vice President - Card Finance Analytics JPMorgan Chase & CoFinancial Analysis Vice President - Card Finance AnalyticsWilmington, DEAs a Vice President on the Portfolio Marketing Valuation team, you will own the financial evaluation framework for our key Card‑based installment lending products, lead analytical initiatives that directly influence investment decisions, and serve as a trusted advisor to senior stakeholders across the organization. Advanced analytical problem solving with experience managing complex, large-scale datasets and end-to-end analytical projects in fast-paced environments; fluency in financial forecasting for multi‑year horizons.
Financial Coach - Social Security Administration Benefits Counselor SERVICE SOURCE INCFinancial Coach - Social Security Administration Benefits CounselorNew Castle, DEWork one-on-one with consumers, providing services to help them set financial goals, understand their social security disability benefits (if applicable), develop skills in asset building, banking, repairing or establishing credit, managing and decreasing debt, benefits screening/access, financial and (Social Security Administration) SSA work incentives counseling and planning. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Financial Reporting Analyst WSFS BankFinancial Reporting AnalystWilmington, DE$53,744–$88,290.50 / yearOur mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. $53,744.00 - $88,290.50Individual 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.
Senior Associate, Existing Customer Journey & Planning JPMorgan Chase & CoSenior Associate, Existing Customer Journey & PlanningWilmington, DEAs a Senior Associate, Customer Journey Strategy & Planning, you will play a key role in advancing integrated, customer-centric omnichannel experiences that deepen engagement and build long-term customer value. You will partner across Marketing and cross-functional teams-including Brand, Content, Digital, and Channel partners-to connect product, benefit, and channel strategies into coordinated customer experiences.
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.
Strategic Planning Business Credit Card Risk - Vice President JPMorgan Chase & CoStrategic Planning Business Credit Card Risk - Vice PresidentWilmington, DEAs a Strategic Planning Business Credit Card Risk - Vice President, you will be the Strategic Planning lead for Business Credit Card Risk, you will play a pivotal role in ensuring JPMorganChase remains strong, resilient, and compliant. Guide core business planning activities and strategic initiatives, ensuring tight coordination, proactive management, and on-time delivery of key risk and business deliverables.
Senior Financial Modeling Analyst Continental Finance Company LLCSenior Financial Modeling AnalystWilmington, DEPrior financial modeling experience required Prior experience in evaluating acquisition opportunities is preferred Strong organizational skills and ability to prioritize workload to meet deadlines in a fast-paced environment. With a state-of-the-art consumer marketing and servicing platform, we provide a variety of services to consumers when other financial institutions will not accommodate them.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementWilmington, DEIn 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. PNC 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.
NewPrincipal Financial Analyst Becton Dickinson and CoPrincipal Financial AnalystDE$104,700–$167,500 / yearWaters collaborates with analytical laboratories around the world to advance the release of effective, high-quality medicines, assure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combatting growing antibiotic resistance. Responsibilities: Responsible for creating and preparing all Global reporting for monthly performance, forecasts, and annual budgets, including Revenue to Gross Profit by Product line, P&L statements, and management dashboards with advanced Excel capabilities to manage complex datasets.
Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group LtdAviation Financial Consultant (Future Opportunities)DEServing airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
Sr. Director, Financial Information Systems DustPhotonics LtdSr. Director, Financial Information SystemsWilmington, DE$230,000–$280,000 / yearOur product portfolio includes ZeroFlap (ZF) Active Electrical Cables (AECs) and ZF optical transceivers, OmniConnect memory solutions, and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, all leveraging the PILOT diagnostic and analytics software platform. Build and maintain strong trusted relationships with Finance and Operation leadership teams and collaborate closely with Senior business leaders to understand strategic goals, translate them into application initiatives, and deliver measurable results.
Financial Advisor - Bear, DE The Toronto-Dominion BankFinancial Advisor - Bear, DEBear, DE$72,280–$108,160 / yearTotal 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. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Financial Coach - Social Security Administration Benefits Counselor ServiceSourceFinancial Coach - Social Security Administration Benefits CounselorNew Castle, DEp>Work one-on-one with consumers, providing services to help them set financial goals, understand their social security disability benefits (if applicable), develop skills in asset building, banking, repairing or establishing credit, managing and decreasing debt, benefits screening/access, financial and (Social Security Administration) SSA work incentives counseling and planning. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Financial Analyst Waters CorpFinancial AnalystNew Castle, DEWe collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. The Financial Analyst I supports the Materials Sciences Division (MSD) Finance team in delivering financial planning, analysis and business insights that enable informed decision-making across the organization.
Financial Analyst TA Instruments IncFinancial AnalystNew Castle, DEWe collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. The Financial Analyst I supports the Materials Sciences Division (MSD) Finance team in delivering financial planning, analysis and business insights that enable informed decision-making across the organization.
LAND USE & PLANNING OFFICE MANAGER City of WilmingtonLAND USE & PLANNING OFFICE MANAGERWilmington, DEBachelor degree in public administration, political science, human resources, business management, or a closely related field, and four years of related experience or any equivalent combination of education and progressively responsible experience with additional work experience substituting for required education. Live Near Your Work Program: Homebuyer Assistance program to provide up to $4,000 in homebuyers assistance for newly hired employees, first time homebuyers, and those employees choosing to purchase a residence in one of the City's unique and culture-blended neighborhoods.
NewLead Sales Strategy & Planning Analyst UKGLead Sales Strategy & Planning AnalystDover, DEPartner with members of the GTM function to provide program support for growth initiatives (i.e. Sales Plays, pipeline hygiene).Provide guidance on best practices for Salesforce and facilitate training sessions for sales partners to promote consistent adoption of Salesforce tools. Serve as a trusted advisor and primary point of contact for the Group Vice President, Sales Vice President, and sales representatives, addressing inquiries related to Salesforce and sales tools and managing ad‑hoc data requests.
FP&A Sr Financial Operations Analyst T&W Solenis LLCFP&A Sr Financial Operations Analyst T&WWilmington, DE$93,530–$137,181 / yearYou will be a key business partner closely working with manufacturing sites, supply chain leadership, logistics, and distribution teams, building strong relationships and collaborating across functions while providing visibility into cost drivers, production performance, freight spend, warehouse operations, and inventory trends. Playing a critical role in strengthening financial discipline across plant and supply chain operations, improving cost control, identifying cost savings opportunities across manufacturing, logistics, and warehousing, and enhancing decision making through data driven analysis, while supporting operational teams in achieving business objectives.
Engineering/Planning/Surveying (EPS) Technician II State of DelawareEngineering/Planning/Surveying (EPS) Technician IIDover, DEThis position is a classification organized under an exclusive bargaining representative (labor organization) that has been elected by employees as their representative for collective bargaining and other applicable terms and conditions of employment, in accordance with Title 29, Chapter 59 and Title 19, Chapter 13 and 16. This position is covered by a collective bargaining agreement based on its individual terms. This position will be responsible for supporting construction administration; managing employee timekeeping; all electronic and paper filing and documentation, GIS data entry, drafting correspondence, assisting with book-keeping; and facilitating public inquiries both over the phone and in person.
Financial Analysis Senior Associate - Card Pricing JPMorgan Chase & CoFinancial Analysis Senior Associate - Card PricingWilmington, DEChase 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. As a Senior Associate on the Card Pricing Finance team, you will be responsible for valuing the financial impact of various pricing tactics presented and managed by the Centralized Pricing team.
FP&A Sr Financial Operations Analyst T&W DiverseyFP&A Sr Financial Operations Analyst T&WWilmington, DelawareYou will be a key business partner closely working with manufacturing sites, supply chain leadership, logistics, and distribution teams, building strong relationships and collaborating across functions while providing visibility into cost drivers, production performance, freight spend, warehouse operations, and inventory trends. Playing a critical role in strengthening financial discipline across plant and supply chain operations, improving cost control, identifying cost savings opportunities across manufacturing, logistics, and warehousing, and enhancing decision making through data driven analysis, while supporting operational teams in achieving business objectives.
Chief Financial Officer YEAR UP CORPORATIONChief Financial OfficerDE$300,000–$350,000 / yearYear Up United's nationwide presence includes Arizona, Austin, Bay Area, Charlotte, Chicago, Dallas/Fort Worth, Greater Atlanta, Greater Boston, Greater Philadelphia, Jacksonville, Los Angeles, the National Capital Region, New York City/Jersey City, Pittsburgh, Puget Sound, Rhode Island, South Florida, Tampa Bay, and Wilmington. These inequities only further perpetuate the opportunity gap that exists in our country-a gap that Year Up United is determined and positioned to close through three interconnected strategies: providing targeted skills training and connections to livable-wage employment for students and alumni; empowering others to serve and support young adults, and changing systems that perpetuate the opportunity gap.
Product Portfolio & Operations Manager - LoB Planning and Prioritization (Digital Communications) JPMorgan Chase & CoProduct Portfolio & Operations Manager - LoB Planning and Prioritization (Digital Communications)DEStakeholder management, alignment, and LoB relationship management: Maintain alignment between Digital Communications and ~10 LoB and Product stakeholders on priorities, sequencing, and delivery expectations; connect regularly with LoB partners to maintain a current read on each group's evolving areas of focus so Digital Communications is positioned early as initiatives and priorities are being defined; represent Digital Communications priorities and constraints in partner conversations with clarity and maturity, shaping shared expectations before work is committed. Increase transparency across Digital Communications through consistent portfolio reporting, clear decision logs, and proactive communication of changes; elevate important LoB/Product partner updates that may impact deliverables and/or affect how Digital Communications operates with those groups, with an emphasis on early signal capture and preventing late-breaking surprises.
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.
Senior Financial Analyst, Commercial (REMOTE) Revvity IncSenior Financial Analyst, Commercial (REMOTE)DERemote$79,000–$100,000 / yearAs a trusted advisor to commercial leaders, youll own the full commercial income statement-from forecasting and reporting to deep-dive analysis-while partnering closely with cross-functional teams to shape strategic decisions. Overview: Join Revvity as a USCAN Commercial Senior Financial Analyst and become the strategic finance partner driving commercial success across our Platform and Reagents Segments in North America.
Planning & Portfolio Manager EKC Advanced Electronics USAPlanning & Portfolio ManagerWimington, DelawareOwn and manage overall portfolio health, including product vitality, lifecycle balance, profitability, and growth alignment Ensure the portfolio is balanced across market cycles, innovation stages, and strategic priorities Lead portfolio prioritization discussions to align resources with highest-value opportunities Establish and drive a disciplined product management review process. Oversee planning and tracking of test trials and validation activities supporting new product development and sustaining engineering Ensure projects are executed within budget, timeline, and performance targets Drive visibility and accountability across cross-functional teams (R&D, engineering, operations).
Senior Manager, Strategic Planning & Governance - Value-Based Services (VBS) CVS Health CorpSenior Manager, Strategic Planning & Governance - Value-Based Services (VBS)DE$67,900–$199,144 / yearDrive execution of VBC initiatives from problem identification through implementation and performance tracking; Coordinate across VBC Analytics, Network/Contracting, Clinical, Finance, and Market teams to drive aligned execution. This role partners closely with VBS leadership, National and Local market VBS teams, VBC Analytics, and operational stakeholders to drive the end-to-end execution of VBC initiatives.
Financial Consultant - Greenville, DE FidelityFinancial Consultant - Greenville, DEGreenville, DelawareRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Financial Strategy Associate Traction Forge FinancialFinancial Strategy AssociateWilmington, DERemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future. Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.
Financial Advisor Associate - Bear, DE The Toronto-Dominion BankFinancial Advisor Associate - Bear, DEBear, DEOCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) • Ensures all Continuing Education requirements are attained • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures • Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures • Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team • Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm • Represents TD Wealth to the general public in a professional manner • Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: • Bachelors degree strongly preferred • 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program • SIE & Series 7 required • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule • Self-directed, with strong ability to plan own activities to achieve sales and referral goals • Comprehensive understanding of wealth products and services • Strong verbal and written communication skills • Strong organizational and time management skills • Ability to travel within assigned market to meet prospects, clients and partners five days a week • Ability to commute within assigned territory • Understanding of wealth management business development techniques • Understanding and experience interacting with retail and small business banking clients • Consultative sales experience required • Ability to establish relationships and partner effectively with other departments OCC: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The 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.
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.
Financial Analysis Senior Associate - Card Pricing JPMorgan Chase Bank, N.A.Financial Analysis Senior Associate - Card PricingWilmington, DEFull timeChase 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. As a Senior Associate on the Card Pricing Finance team, you will be responsible for valuing the financial impact of various pricing tactics presented and managed by the Centralized Pricing team.
Financial Analysis Associate - Card Acquisitions Investments JPMorgan Chase Bank, N.A.Financial Analysis Associate - Card Acquisitions InvestmentsWilmington, DEFull timePerform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies. As an Associate in the Card Finance Analytics team, you will be responsible for analytics of acquisitions investment strategies, offer tracking, performance, and profitability to drive forward investment strategies and growth.