J.P. Morgan Wealth Management - Private Client Advisor - Dover and Middletown, DE JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Dover and Middletown, DEDover, DEThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Wilmington, DE JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wilmington, DEWilmington, DEThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice President JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Owner - Vice PresidentDEAcross 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. 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.
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.
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.
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 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.
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 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.
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 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.
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.
Closely Held Business Advisor III The PNC Financial Services Group IncClosely Held Business Advisor IIIWilmington, DE$65,000–$172,250 / yearIn 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
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.
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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMiddletown, DE$45,000–$100,000 / yearYou can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
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.
Wealth 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 OptivSr. Cybersecurity Advisor - Security Operations | 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.
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.
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.
Energy Efficiency Advisor ICF International IncEnergy Efficiency AdvisorWilmington, DE$73,738–$125,354 / yearPay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. We're seeking Energy Advisors to support residential home performance programs in Delaware by ensuring high‑quality audits, strong contractor performance, and exceptional customer experience.
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.
Senior Team Manager, Trust Administration The Charles Schwab CorpSenior Team Manager, Trust AdministrationWilmington, DEThe Senior Team Manager is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business consisting of large family relationships and key investment advisor relationships utilizing the Charles Schwab Trust Company of Delaware. Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding both current and future trust prospects on their assigned book of accounts or upon escalation from their team members.
Senior Trust Officer The Charles Schwab CorpSenior Trust OfficerWilmington, DEMaintain high client service levels through prompt research and response to registered investment advisors, trust beneficiaries, internal financial consultants, and various centers of influence in the account relationship. The Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business.
Delaware Trust Officer II (DE TO II) Bank of America CorpDelaware Trust Officer II (DE TO II)Wilmington, DEDelaware Trust Officer II DE TO II Wilmington DE - The Delaware Trust Officer is an expert in the administration of Investment Management and Trust accounts and responsible for faithfully executing our fiduciary duties as well as complying with all laws, regulations, policies, and procedures. Must be able to effectively coordinate with the Banks Tax Team, various fund managers, and the clients personal tax preparers to ensure information is shared with the appropriate parties for timely completion of the applicable tax returns.
Senior Trust Officer TPG StaffingSenior Trust OfficerWilmington, DEThe selected candidate will administer Personal Trust Accounts including Revocable, Irrevocable, Life Insurance, Charitable Trusts, Special Needs Trusts, Agency and Custody accounts and develop and maintain relationships with both internal and external partners such as Financial Advisors, Attorneys and Accountants. Review, analyze, and seek guidance when needed regarding new account documents and client distribution requests ensuring the company is aware of all requirements prior to presentation to New Business and Discretionary Distribution Committee and final acceptance.
Vice President of Finance Gage Talent & Business SolutionsVice President of FinanceWilmington, DEThe 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. Responsible for maintaining the financial health and assessing the future needs of the agency, anticipating changes in the operating environment, and implementing changes, in collaboration with senior management team.
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.
Trust Officer City National BankTrust OfficerWilmington, DelawareRemote$111,408–$189,738 / yearFull timeGather data for account reconciliation's, 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.
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.
NewSenior 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.
NewSenior Trust Tax Accountant WSFS BankSenior Trust Tax AccountantWilmington, DelawareBryn 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.
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.
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.
NewSenior 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.
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateWilmington, DEAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
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.