- University of Delaware (Newark, DE)
- Student Financial Services Advisor Job no: 502143 College / VP Area: VP for Enroll Management Work type: Staff Location: Newark, DE/Hybrid Categories: Student ... JOB: Under the general direction of the Associate Director, the SFS (Student Financial Services) Advisor helps ensure student success by providing financial… more
- Citigroup, Inc. (Wilmington, DE)
- …map processes, plan, stand up pilots and launch. Develop deep trust-based advisor relationships with key stakeholders and ensure high rating on 'customer ... impact. Qualifications: 6-10 years of experience in Marketing and retail bank/ financial services industry experience. Requires attention to detail, advanced project… more
- Edward Jones (Wilmington, DE)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Thrivent Financial (Wilmington, DE)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- TD Bank (Wilmington, DE)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their… more
- Comerica (Wilmington, DE)
- …professional trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The ... trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners. This position's direct involvement in business… more
- M&T Bank (Bear, DE)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- JPMorgan Chase (Middletown, DE)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- M&T Bank (Wilmington, DE)
- …relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… more
- Cardinal Health (Dover, DE)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. … more
