133 senior advisor jobs at 67 companies in New Castle, DE
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3mo
Senior Relationship Advisor
Wilmington, Delaware, United States
HybridFull Time
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEExtensive fiduciary and wealth management experience; manage complex client relationships; JD or similar credential preferred; 12–15 years in trust/estate related roles.
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.
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.
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard: Global investment management and financial services provider.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
12+ YOEBachelor's degree required, 12+ years energy industry experience, strong technical/economic/regulatory knowledge, track record in transactions, client development, team leadership, and strong English communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Boyertown Area School District: Public school district serving Berks and Montgomery Counties, Pennsylvania.
Part-time co-curricular advisor at the senior high school. Requires required background clearances (child abuse, criminal, FBI) and ability to work with students; application materials include cover letter and resume.
Hartford or Exton or New York or Stamford or Chicago
$75k-$101k/yrOnsiteFull Time
AXAEuronext Paris: CS: Global provider of insurance, investment, and financial protection services.
Varied HR experience in a matrix environment, strong analytical and communication skills, proficiency in Word, Excel, MS Outlook, PowerPoint, myHR and HR databases, and ability to support HR programs and employee relations. Must be authorized to work in the U.S. without sponsorship.
Tampa or New York City or Boston or Chicago or Philadelphia or Stamford
$80k-$90k/yrOnsiteFull Time
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
Requires HR services or operations experience, employment law and local labor regulation knowledge, HRIS and Microsoft Office proficiency, stakeholder management, problem-solving, compliance, and project/change management skills.
Vanguard: Provides mutual funds, ETFs, and investment management services.
10+ YOERequires 10+ years of related experience, an undergraduate degree or equivalent training and experience, strategic thinking, and strong influencing and persuasion skills. Graduate degree preferred.
Citadel Credit Union: Provides banking, loans, and investment services to credit union members.
5+ YOERequires 5+ years in financial advisory or wealth management, active securities licensing, book-of-business growth, holistic financial planning, client relationship skills, and coaching ability.
Advisor Consultant - Sacramento Metro (All Channels)
Wayne or Sacramento
$75k-$100k/yrRemoteFull Time
The HartfordNYSE: HIG: Provides property and casualty insurance and financial products.
5+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63 licenses, willingness to travel 80%, strong advisor relationships, public speaking, sales, problem-solving, and five years of external wholesaling preferred.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA)
Washington or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or San Francisco or Rockville or Philadelphia or New York or Los Angeles
$158k-$371k/yrHybridFull Time
FINRA: Regulates brokerage firms and exchange markets in the United States.
12+ YOEBachelor's required, advanced degree (JD/MBA/master's) preferred; 12+ years in securities or market regulation; deep knowledge of FINRA/SEC rules; SIE required within 16 months; strong analytical and communication skills.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
7+ YOEManage a team of financial advisors; recruit, train, coach; licensed for Life/Health, Series 65, 7, 24; 7-10+ years experience; Bachelor's degree; travel ~75%; strong communication and leadership.
FiservNew York Stock Exchange: FI: Provides financial technology and payment processing services to institutions.
10+ YOE10+ years in large-scale engineering and architecture; 7+ years with Java/Spring Boot; experience with modernization, cloud, APIs, microservices; strong communication and analytical skills; Bachelor’s in IT preferred.
5+ YOEBachelor’s degree, Series 65, CFP or CFA completion, 5–10+ years of industry experience, wealth planning expertise, client relationship management, leadership, networking, and financial analysis skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
Life Remembered: Operates memorial parks and provides comprehensive funeral services.
5+ YOE5+ years direct-to-consumer sales, proven performance, proficient with Microsoft Office, valid driver’s license, pass background check, comfortable with phone and virtual meetings.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
7+ YOEBachelor's in Finance/Accounting/Law required; 7+ years trust and estate administration experience; fiduciary expertise; CTFA/CFP preferred; strong communication and Microsoft Office proficiency.