Financial Planner

2 weeks ago

Wilmington, Delaware, United States RiversEdge Advisors Full time
Job Description

RiversEdge Advisors, a financial planning firm in Wilmington, DE, is seeking a skilled Financial Planner to support our continued growth and manage existing client relationships. Our fee-based firm is located on the Christina River, offering a unique and dynamic work environment.

Responsibilities include:

  • Providing advice-based financial solutions to clients, leveraging a deep understanding of their individual needs and goals.
  • Developing and implementing customized financial plans, incorporating a range of investment and advice-based solutions.
  • Collaborating with the Financial Advisory team to create recommendations for clients, ensuring their financial needs are met.
  • Profiling clients and delivering tailored recommendations to ensure their individualized needs are met.
  • Utilizing sales tools and modules to conduct analysis and offer the best advice and products to clients.
  • Delivering a diversified set of investment and advice-based solutions to meet the individualized investment needs of clients.
  • Increasing assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
  • Providing financial planning services by advising clients on the advantages and disadvantages of different product decisions in alignment with their individual needs.
  • Following firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.
  • Meeting or exceeding established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
  • Maintaining and building referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
  • Understanding and adhering to the company's risk and regulatory standards, policies, and controls. Maintaining internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Completing other related duties as assigned.

Position Requirements:

  • Bachelor's degree; preferably in business
  • Prior business development experience necessary (5+ years)
  • Must have or obtain appropriate investment licenses (within 90 days of hire)
  • Vast networking skills
  • Good written and verbal communication skills
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment
  • Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion

Benefits:

  • The salary range for this position will be competitive with the market depending on experience and credentials
  • Competitive healthcare with company match to HSA
  • Ability to work remotely on an as-needed basis with manager approval
  • 401(k) after one year of employment
  • Personal and bereavement leave
  • Upbeat and lively working environment

A background and credit check will be required. We are an Equal Opportunity Employer.

  • Financial Advisor

    6 days ago

    Wilmington, Delaware, United States gpac Full time

    gpac, a recruitment company with over 30 years of experience, is partnered with a rapidly growing RIA in the Delaware area. We are seeking a skilled wealth management professional to join their team.This company is known for providing exceptional client experience, achieving outstanding results, and fostering the collective growth of our team and company.As...

  • Financial Advisor

    1 week ago

    Wilmington, Delaware, United States gpac Full time

    gpac, a recruitment company with over 30 years of experience, is partnered with a rapidly growing RIA in the Delaware area. We are seeking a skilled wealth management professional to join their team.This company is known for providing exceptional client experiences, achieving outstanding results, and fostering the collective growth of their team and...

  • Wealth Management Professional

    1 week ago

    Wilmington, Delaware, United States gpac Full time

    Seeking Experienced Wealth Management Professionalgpac, a leading recruitment company, is partnering with a rapidly growing RIA to find an exceptional wealth management professional to join their team.This is a great opportunity for an experienced wealth planner/advisor looking to leverage their existing book while getting support on back-office functions...

  • Wealth Management Professional

    4 weeks ago

    Wilmington, Delaware, United States Gpac Full time

    {"h1": "Wealth Advisor Opportunity", "p": "At GPAC, we are seeking a skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing financial planning and investment solutions to clients.Responsibilities:* Develop and implement financial plans for clients* Provide investment advice and recommendations* Build and maintain...

  • Institutional Trust Officer

    2 weeks ago

    Wilmington, Delaware, United States Piper Companies Full time

    Piper Companies is seeking a highly skilled Institutional Trust Officer to join their team in Wilmington, Delaware. This is a Full Time, Hybrid position that offers a comprehensive benefit package and a competitive salary range of $90K-$140K based on experience.About the RoleThe successful candidate will be responsible for all aspects of trust...

  • Institutional Trust Officer

    3 weeks ago

    Wilmington, Delaware, United States Piper Companies Full time

    Piper Companies is seeking a skilled Trust Administration Specialist to join their team in Wilmington, Delaware. This Full Time, Hybrid position offers a comprehensive benefit package and a competitive salary range of $90K-$140K based on experience.About the RoleThe successful candidate will be responsible for all aspects of trust administration, including...

  • Senior SEO Specialist

    3 weeks ago

    Wilmington, Delaware, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a seasoned Senior SEO Specialist to drive the organic growth of our business amidst the rise of Gen AI and evolving search landscape.Key ResponsibilitiesDevelop and implement SEO strategies that align with Marketing goals and Product roadmaps.Lead and own the SEO scorecard KPIs that Citi will use to define end-state...

  • Senior SEO Specialist

    3 weeks ago

    Wilmington, Delaware, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a seasoned Senior SEO Specialist to drive the company's organic growth and take the business into the future amidst the rise of Gen AI and a continuously evolving search landscape.Key ResponsibilitiesDevelop and implement SEO strategies that align with Marketing goals and Product roadmaps.Lead and own the SEO scorecard...

  • Lead Civil Engineer

    3 weeks ago

    Wilmington, Delaware, United States WSP Full time

    About the RoleWe are seeking a highly skilled and experienced Lead Civil Engineer to join our team in Wilmington, NC. As a key member of our Civil Engineering Team, you will be responsible for providing technical expertise and oversight on site development, permitting, and construction projects in the public and private sectors.Key ResponsibilitiesProvide...

  • Senior Technical Manager, Civil Engineering

    2 weeks ago

    Wilmington, Delaware, United States WSP Full time

    About the RoleWe are seeking a highly skilled Senior Technical Manager to join our Civil Engineering team in Wilmington, NC. As a key member of our team, you will be responsible for providing oversight and project management coordination for site development and construction projects in the public and private sectors.Key ResponsibilitiesLead site...

  • Senior Geotechnical Engineer

    6 days ago

    Wilmington, Delaware, United States WSP Full time

    About the RoleWe are seeking a highly skilled Senior Geotechnical Engineer to join our team at WSP. As a key member of our Geotechnical Engineering Team, you will be responsible for providing technical expertise and leadership on geotechnical projects across the United States, with a focus on the Appalachian Basin.Key ResponsibilitiesDesign and manage...

  • Lead Civil Engineer

    1 week ago

    Wilmington, Delaware, United States WSP Full time

    About the RoleWe are seeking a highly skilled Lead Civil Engineer to join our team in Wilmington, NC. As a key member of our Civil Engineering Team, you will be responsible for providing technical expertise and oversight on site development, permitting, and construction projects in the public and private sectors.Key ResponsibilitiesProvide technical...

  • Client Services Associate

    1 month ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job SummaryThe Wilmington Savings Fund Society is seeking a highly skilled Client Services Associate to join our Wealth Management team. As a Client Services Associate, you will be responsible for providing exceptional client service and administrative support to our trust and agency clients, Wealth Advisors, Investment Advisors, and other qualified referral...

  • Client Services Associate

    2 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job DescriptionBryn 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...

  • Client Services Associate

    3 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job DescriptionBryn 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...

  • Senior Geotechnical Engineer

    4 weeks ago

    Wilmington, Delaware, United States WSP Full time

    About the RoleWe are seeking a highly skilled Senior Geotechnical Engineer to join our team at WSP. As a key member of our Geotechnical Engineering Team, you will be responsible for delivering high-quality geotechnical engineering services to our clients.Key ResponsibilitiesAct as a design engineer and manage projects, with a focus on geotechnical...

  • Financial Counselor

    3 days ago

    Wilmington, North Carolina, United States Magellan Health Full time

    Job SummaryMagellan Health is seeking a highly skilled Personal Financial Counselor to join our team in Wilmington, NC. As a key member of our team, you will provide expert financial guidance and support to military service members and their families at assigned installations.Key ResponsibilitiesDeliver comprehensive personal financial counseling services,...

  • Financial Counselor

    3 weeks ago

    Wilmington, North Carolina, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive personal financial counseling services to military service members and their families. The ideal candidate will possess excellent communication skills, a strong understanding of personal finance, and...

  • Personal Financial Counselor

    5 months ago

    Wilmington, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...

  • Agency Director

    3 weeks ago

    Wilmington, North Carolina, United States Western & Southern Financial Group Full time

    Unlock Your Potential as an Agency ManagerAre you a results-driven leader with a passion for developing high-performing sales teams? Do you have a strong sense of culture and a desire to succeed in a dynamic, community-focused environment? If so, you may be an ideal candidate for a career at Western & Southern Financial Group, a Fortune 500 Company.As an...

  • Institutional Trust Officer

    3 weeks ago

    Wilmington, United States Piper Companies Full time

    Piper Companies is looking for a Institutional Trust Officer  for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware.Responsibilities for the InstitutionalTrust Officer·Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship...

  • Senior Personal Trust Officer

    3 days ago

    Wilmington, United States Piper Companies Full time

    Piper Companies is looking for a Senior Personal Trust Officer  for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware.Responsibilities for the Senior Personal Trust Officer·Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship...

  • Licensed Practical Nurse

    3 days ago

    Wilmington, United States Christiana Care Health System Full time

    Job Details ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care. We want to partner with you to help change the future of Home Health. ChristianaCare Benefits: Incredible Work/Life benefits including...

  • Licensed Practical Nurse

    1 month ago

    Wilmington, United States ChristianaCare Full time

    ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care.  We want to partner with you to help change the future of Home Health.  ChristianaCare Benefits: Incredible Work/Life benefits including annual...

  • Licensed Practical Nurse

    2 months ago

    Wilmington, United States Christiana Care Health System Full time

    Job Details ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care. We want to partner with you to help change the future of Home Health. ChristianaCare Benefits: Incredible Work/Life benefits including...

  • Licensed Practical Nurse

    3 weeks ago

    Wilmington, United States Christiana Care Health System Full time

    Job Details ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care. We want to partner with you to help change the future of Home Health. ChristianaCare Benefits: Incredible Work/Life benefits including...

  • Nurse Liaison | HomeHealth

    2 months ago

    Wilmington, United States ChristianaCare Full time

    ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care.  We want to partner with you to help change the future of Home Health. ChristianaCare Benefits:Incredible Work/Life benefits including annual membership...

  • Licensed Practical Nurse

    2 months ago

    Wilmington, United States ChristianaCare Full time

    ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care.  We want to partner with you to help change the future of Home Health. ChristianaCare Benefits:Incredible Work/Life benefits including annual membership...

  • Licensed Practical Nurse

    3 weeks ago

    Wilmington, United States ChristianaCare Full time

    ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care.  We want to partner with you to help change the future of Home Health. ChristianaCare Benefits:Incredible Work/Life benefits including annual membership...

  • Licensed Practical Nurse

    2 months ago

    Wilmington, United States ChristianaCare Full time

    ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care.  We want to partner with you to help change the future of Home Health. ChristianaCare Benefits:Incredible Work/Life benefits including annual membership...

  • Licensed Practical Nurse

    2 weeks ago

    Wilmington, United States ChristianaCare Full time

    ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care.  We want to partner with you to help change the future of Home Health. ChristianaCare Benefits:Incredible Work/Life benefits including annual membership...

  • Licensed Practical Nurse

    4 days ago

    Wilmington, United States ChristianaCare Full time

    ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care.  We want to partner with you to help change the future of Home Health. ChristianaCare Benefits:Incredible Work/Life benefits including annual membership...

  • Senior Technical Project Manager

    4 weeks ago

    Wilmington, North Carolina, United States WSP Full time

    About the RoleWe are seeking a highly skilled Senior Technical Project Manager to join our Wilmington, NC office. As a key member of our Earth & Environment Group, you will be responsible for providing oversight and project management coordination for site development and construction projects in the public and private sectors.Key ResponsibilitiesLead site...

  • Licensed Practical Nurse

    2 days ago

    Wilmington, United States Christiana Care Full time

    Job Details ChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care. We want to partner with you to help change the future of Home Health. ChristianaCare Benefits: Incredible Work/Life benefits including annual...

  • Licensed Practical Nurse

    2 days ago

    Wilmington, United States ChristianaCare Full time

    Job DetailsChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care. We want to partner with you to help change the future of Home Health. ChristianaCare Benefits:Incredible Work/Life benefits including annual...

  • Licensed Practical Nurse

    2 months ago

    Wilmington, United States ChristianaCare Full time

    Job DetailsChristianaCare HomeHealth provides great work life balance, and time to spend treating your patients. Since 1922, Delawareans have chosen the ChristianaCare HomeHealth for truly excellent home health care. We want to partner with you to help change the future of Home Health. ChristianaCare Benefits:Incredible Work/Life benefits including annual...