4 client advisor jobs found in Wilmington

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Compliance Officer serves as a second line of defense oversight leader responsible for providing independent governance, effective challenge, and compliance risk advisory across Wealth Division products, services, and client-facing activities. This role ensures that first line Wealth business units have appropriately identified,...

Are you ready to launch your career in insurance brokerage? Join HUB International’s Internship Program this summer! This part-time, paid internship offers exposure to the vast career opportunities within the growing insurance brokerage industry. You will work with our Commercial Lines, Personal Lines, Employee Benefits, or Retirement & Private Wealth teams, gaining hands-on experience in client service, sales, and more, while learning the ins and outs of our business. Program Highlights Full-Time Pathway: Our program is strategically designed to identify and nurture exceptional talent. Top-performing interns will have the opportunity to transition into full-time roles after graduation. Network with Industry Leaders : Work alongside seasoned professionals eager to share their knowledge and expertise with you. Participate in our Speaker Series to learn from industry leaders and connect with interns from across North America for a rich, hands-on...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Commercial Loan Documentation Specialist is an integral member of the customer engagement team, whose role is to represent the interests of the bank in each transaction within the assigned portfolio. The incumbent will pursue and obtain information relating to each transaction and identify and advise the other team members on risks...

Job Description Bryn 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. The Wealth Director will lead an advice driven cross functional group of Wealth professionals aligned to support new and existing clients.  The Director is responsible for the overall performance of the team with ultimate accountability for Sales, Client Experience and People Development for the Team. Job Responsibilities: Provides key leadership to an integrated group of Wealth Professionals (Wealth Advisors, Portfolio Manager, Relationship Managers, et al), which includes training, skill development, work allocation, problem resolution, performance evaluation and management and hiring recommendations. Manages overall...