3 private client insurance associate jobs found in Wilmington

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 Financial Advisor will support the Wealth Investments. The Financial Advisor will have responsibility for all functions relating to the company’s investments sales and customer servicing within Wealth Investments’ structure. The incumbent will be responsible for providing advice to customers on personal investment products by informing them of current market trends and recommending appropriate investment strategies, as well as maintaining a high level of profitable sales. The incumbent will be responsible for maintaining up-to-date familiarity with the current personal investments product portfolio to ensure optimum...

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 Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio. These duties will include completing annual reviews, renewing maturing loan facilities, monitoring covenant compliance, and underwriting new lending...

About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 750 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for a Senior Manager, Select Business – Employee Benefits ....