21 banking advisor jobs at 10 companies in Bear, DE
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Banking Advisor III - PNC Private Bank
Philadelphia, Pennsylvania, United States
OnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEManage and grow a book of private bank clients, provide credit and cash management advice, support high-net-worth clients, and mentor junior team members; typically requires a bachelor\u000and 5+ years of relevant experience.
Bachelor’s degree in business or related field; prior sales and customer service experience; ability to travel; NMLS registration; residential mortgage originations experience preferred.
Citadel Credit Union: Provides banking, loans, and investment services to credit union members.
3+ YOE3+ years wealth management experience (or 7 years bank/CU), high school required (college preferred); Series 7, Series 63, state insurance license required; Series 65 within 90 days; clear CRD; strong client service and regulatory compliance skills.
Redtail, Microsoft Excel, Microsoft Word, EMoney, Money Guide Pro, RegEd
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
Trumark Credit Union: Provides banking, lending, and financial services to members.
Active FINRA Series 7, 63, and 65/66 licenses; experience in financial advisory, banking, insurance, or investment sales preferred; strong relationship-building and consultative sales skills.
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
Business Solutions Advisor - Lionville Crossroads Square Financial Center - Exton, PA
Exton, Pennsylvania, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client-facing advisor with B2B/small business sales experience, proven sales track record, strong communication and customer service skills, outbound phone sales experience, and ability to analyze client needs and recommend banking solutions.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEManage mass affluent relationships; provide financial planning and advisory services; knowledge of banking, investments, and insurance; requires active FINRA licenses and relevant degree.
Business Solutions Advisor - New Jersey/Philly Market
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOE1+ year sales or banking experience, strong communication and customer service skills, proven sales track record, ability to analyze client needs and recommend banking solutions.
The BancorpNasdaq: TBBK: Provides specialized banking and payment solutions for institutional clients.
8+ YOE3+ Mgmt8+ years BSA/AML and Sanctions experience, 3+ years in a senior compliance role in banking/payments, undergraduate degree or equivalent, APRP/CAMS/CRCM preferred, strong documentation, regulatory liaison, and communication skills.
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
Technology Support Specialist - Fulton Financial Advisors
Lancaster, Pennsylvania, United States
$25-$41/hrHybridFull Time
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
3+ YOEBachelor's in business/finance/technology or equivalent; 3+ years supporting banking and trust systems (required); 5+ years with financial systems preferred.
Technology Support Specialist - Fulton Financial Advisors
Lancaster, Pennsylvania, United States
$25-$41/hrHybridFull Time
Fulton BankNASDAQ: FULT: Provides retail and commercial banking and wealth management services.
3+ YOEBachelor's or equivalent in business/finance/technology; 3+ years supporting banking/trust systems (5+ preferred); experience with vendor management, RFPs, and system implementations; authorized to work in the US without sponsorship.