5 wealth planner jobs found

Job Description Schedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM  Location: This role will travel to branch locations within Sussex County, DE. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with teller transactions and will be...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

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...

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 Senior Software Developer .NET is responsible for complex analysis, design, design review, development, code review, and unit testing from user requirements of custom software applications for existing business and new lines of business. This position will provide detailed technical design and development of applications, process...

Company Details   Company URL: https://www.berkleytechnologyservices.com/                                          Berkley Technology Services (BTS) is a dynamic company committed to providing world class IT services. We offer a unique culture, enabling our team members to be at the forefront of technology while delivering high quality solutions. We are looking for outstanding individuals who will bring unique perspectives, insight, and innovation to our teams. BTS, a member company of W. R. Berkley Corporation, has facilities in Des Moines, Iowa and Wilmington, Delaware. Our functions include working with various third parties to develop, integrate, and support insurance systems of WRBC's operating units. BTS strives to provide these functions in a holistic manner including helpdesk support, system connectivity, and operational support. Additional responsibilities include coordinating communications regarding best practices for our supported...