Senior Wealth Manager

Lead Financial AdvisorWilmington, DEOverviewIndependent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice.Leverage recently acquired accounting firm for wealth management referralsAdvise high net worth clientele with regards to comprehensive wealth planning and investment management including cash...

About the RoleWe are seeking an experienced Senior Trust Officer to join our team at Citizens. As a key member of our Private Wealth division, this individual will be responsible for managing trust accounts, advising high net worth clients, and working closely with CCPW partners to deliver exceptional service to our clients.Responsibilities include:Managing...

Work Locations acceptable: Wilmington, NCPosition Summary:Human Capital Solutions is an executive recruiting firm that has been retained by a highly respected investment advisory company to fill the new position of Wealth Advisor at their Wilmington N.C. office.The ideal candidate desires to work in a team environment, has a proven track record of success in...

Job OverviewWe are seeking a highly skilled Tax Manager to join our team at International Search Consultants. As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers.Estimated Salary: $120,000 - $180,000 per yearKey ResponsibilitiesOur ideal candidate will be responsible...

Unlock Your PotentialNew York Life offers a dynamic career path for ambitious professionals seeking to grow their practice and build a successful wealth management business. With our comprehensive training and support programs, you'll gain the expertise to deliver exceptional client service and drive revenue growth. Our competitive compensation structure...

Join us at New York Life, where you'll have the opportunity to transform lives through career advancement opportunities. As a professional wealth advisor, you'll be on a path to become a financial advisor, focusing on wealth accumulation strategies using a goals-based planning approach. Our wealth advisory curriculum is designed to develop your expertise in...

Estimated Annual Salary: $120,000 - $180,000About the OpportunityWe are seeking an experienced Senior Tax Professional to join our team at International Search Consultants. The ideal candidate will possess a strong background in taxation and a proven track record of managing tax processes, ensuring compliance, and providing strategic advice.Key...

About the RoleWe are seeking a highly skilled Senior Tax Specialist to join our team at International Search Consultants. The successful candidate will be responsible for managing tax processes, ensuring compliance, and providing strategic advice to our clients.Key ResponsibilitiesOversee all tax reporting of Fiduciary accounts, ensuring accuracy and timely...

Senior Trust OfficerWilmington, DE ISC’s team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington.The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning....

Senior Trust OfficerWilmington, DE ISC’s team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington.The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning....

About the Role:Sunrise Senior Living is seeking a compassionate and dedicated Caregiver to join our team. As a Caregiver, you will play a vital role in providing high-quality care and services to our residents, ensuring their physical, emotional, and social needs are met.Responsibilities:Build meaningful relationships with residents and their families,...

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...

About the RoleThis is an exciting opportunity to lead our operations and sales efforts in the East Coast region. The successful candidate will be responsible for managing a team of Executive Directors, driving revenue growth, and ensuring seamless day-to-day operations. With a strong focus on resident satisfaction and community success, you will play a key...

Elevate the lives of seniors as a compassionate caregiver with Caring Senior Service!We're looking for reliable and empathetic individuals who can provide non-medical one-on-one care to our elderly clients. As a member of our team, you'll have the flexibility to create your own schedule and choose the number of hours you work.Your day may involve anything...

DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

Senior Trust Officer Job DescriptionWe are seeking a Senior Trust Officer to join our team at Citizens Private Wealth. This role is responsible for advising high net worth clients on their trust and estate administration needs.About the RoleThis position involves leading the day-to-day management and administration of trust accounts, as well as working with...

Affinity Wealth Management (Wilmington, DE) Seeking Director of Operations October 3, 2024 Job Summary: We are seeking an experienced and dynamic Director of Operations to join our team. The ideal candidate will be responsible for overseeing the day-to-day operations of the firm, ensuring efficiency, quality, service, and cost-effective management of...

We are seeking a Senior Fiduciary Professional to join our team in Wilmington, Delaware. As a Senior Fiduciary Professional, you will be responsible for the administration of complex trusts, including preparing and reviewing documents related to trust transfers, coaching client advisory teams on account structure and fees, and serving as an in-house resource...

DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...