21 Wealth Management jobs in Philadelphia.

Hiring now: Trust Client Service Asso @ Citizens, Dir Market Leaderexternal @ Blackrock, Regional Registered Princ @ Ameriprise, Delaware Trust Officer Ii @ Bank Of Am, Financial Advisor @ Horace Man, Retirement Advocate I @ Horace Man, Financial Solutions Advis @ Merrill, Private Wealth Associate @ Bernstein , Retirement Plan Document @ Lincoln Fi, Relationship Mgr @ Lincoln Fi.Explore more at jobswithgpt.com.

🔥 Skills

financial services (7) financial goals (4) wealth management (3) communication skills (3) risk management (3) compliance (3) client relationships (3) Trust (2) Client Service (2) Financial Institution (2)

đź“Ť Locations

Wilmington (6) Philadelphia (4) Radnor (4) Newark (3) Cherry Hill (2) Mount Laurel (1) Wayne (1)
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Citizens

Trust Client Service Associate Newark
Skills & Focus: Trust, Client Service, Corporate, Administrative, Financial Institution, Diversity, Inclusion, Well-being, Career Growth, Professional Development
About the Company: Citizens is a leading financial institution committed to providing a diverse, inclusive, and high-performing culture where everyone feels valued, respected, an…
Type: Full Time
Benefits: We’re committed to providing benefits, resources, and programming to support healthy habits and the well-being of all a…
Trust Client Service Associate Newark
Skills & Focus: Client Service, Trust, Financial Services, Community Support, Professional Growth, Diversity, Inclusion, Development, Well-being, Career Opportunities
About the Company: Citizens is a leading financial institution with a commitment to community service and diversity, offering various banking services and support for personal an…
Type: Full Time
Benefits: Comprehensive health benefits, educational assistance, and wellness programs.
Trust Client Service Associate Newark
Skills & Focus: wealth management, client service, fiduciary, high net worth, training, team leadership, performance evaluations, relationship management, sales techniques, CRM
About the Company: Citizens Private Bank manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research.
Experience: 2+ years in Banking and/or Investments
Type: Full Time
Benefits: Competitive pay, medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arr…

Blackrock

Director, Market Leader/External Wholesaler Wilmington
Skills & Focus: financial advisors, sales, client relationship, portfolio construction, collaboration, investment insights, wholesaler, territory management, BlackRock products, consultative approach
About the Company: At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients save for retirement, pay for their…
Experience: Minimum 5+ years as an experienced mutual fund or ETF wholesaler
Salary: USD$0.00 - USD$0.00
Type: Full-time
Benefits: Employees are eligible for an annual discretionary bonus, and benefits including health care, leave benefits, and retir…
Associate, Fee Onboarding & Calculation Oversight Wilmington
Skills & Focus: fee calculation, management fees, performance fees, financial services, alternative investments, legal agreements, project management, technology requirements, risk assessment, client communication
About the Company: BlackRock is the world's largest asset manager, aiming to help people experience financial well-being through trusted financial services.
Experience: 3-5 years of work experience in financial services, 2+ years alternative investments preferred
Salary: USD$85,000.00 - USD$117,500.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, support for working parents, and Flexible Time…

Ameriprise Financial

Regional Registered Principal Wilmington
Skills & Focus: supervision, financial services, investment advisor, regulatory policies, conflict management, communication skills, problem-solving, supervisory reviews, risk management, team practices
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 5 - 7 years relevant experience required.
Salary: $77,100 - $133,100 / year
Type: Full-time
Benefits: Vacation time, sick time, 401(k), health, dental and life insurances.

Blackrock

Associate, Financial Benefits Wilmington
Skills & Focus: financial wellness, benefits administration, 401(k) plans, employee stock purchase plan, Health Savings Accounts, Spending Accounts, compliance, research, stakeholder collaboration, benefits communication
About the Company: At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are sa…
Experience: 2-3 years of experience in benefits administration or a related HR role
Salary: USD$82,000.00 - USD$110,000.00
Type: Full-time
Benefits: comprehensive healthcare, strong retirement plan, tuition reimbursement, support for working parents, Flexible Time Off…
Vice President, Investment Guidelines Compliance Wilmington
Skills & Focus: investment management, compliance, programming, Aladdin, coding, finance, regulatory, guidelines, interpersonal skills, time management
About the Company: BlackRock is a leading provider of financial technology and investment management services, dedicated to helping clients achieve financial well-being.
Salary: USD$108,000.00 - USD$153,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, support for working parents, Flexible Time Off…

Bank Of America

Delaware Trust Officer II Wilmington
Skills & Focus: Account Management, Analytical Thinking, Attention to Detail, Client Management, Customer and Client Focus, Active Listening, Collaboration, Critical Thinking, Prioritization, Relationship Building
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…
Type: Full time

Horace Mann Financial Advisor

Financial Advisor Cherry Hill
Skills & Focus: financial plans, investment recommendations, client portfolios, annual reviews, life insurance, annuities, financial goals, business owners, client relationship management, securities licenses
About the Company: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (RIA), has been dedicated to its clients for over 50 yea…
Experience: At least 3 years related experience in the Financial Advisor role
Type: Hybrid
Benefits: Health Benefits, Company matched 401(k), Internal support staff, Hands-on training and development program

Horace Mann

Retirement Advocate I Cherry Hill
Skills & Focus: Annuity, insurance, customer service, service standards, workflow efficiencies, communication, operations, financial goals, retirement products, collaboration
About the Company: Horace Mann is a purpose-driven company that is passionate about educators. Founded in 1945 by two Springfield, Illinois teachers, the company has broadened it…
Experience: 1-2 Years' experience in insurance or retirement service operations.
Salary: $17.16 - $25.38
Type: Hybrid

Ameriprise Financial

Regional Registered Principal Mount Laurel
Skills & Focus: supervision, financial services, investment advisor, regulatory policies, conflict management, communication skills, problem-solving, supervisory reviews, risk management, team practices
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 5 - 7 years relevant experience required.
Salary: $77,100 - $133,100 / year
Type: Full-time
Benefits: Vacation time, sick time, 401(k), health, dental and life insurances.

Merrill

Financial Solutions Advisor Philadelphia
Skills & Focus: investment strategies, client relationships, financial goals, high-net worth, financial services, business growth, network building, investment products, advisory services, career development
About the Company: A financial services company dedicated to helping individual and institutional clients achieve their financial goals.
Experience: Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Type: Full-time

Citizens

Business Banking Relationship Manager I Philadelphia
Skills & Focus: Business Banking, Client Relationship, Financial Institution, Career Growth, Diversity and Inclusion, Professional Development, Customer Experience, Wealth Management, Community Support, Innovation
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Type: Full Time

Bank Of America

Private Client Advisor II Philadelphia
Skills & Focus: client management, business development, wealth management, financial services, advisory sales, client relationships, trust advisor, negotiation, asset management, team collaboration
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
Type: Full-time
Benefits: competitive benefits to support their physical, emotional, and financial well-being

Bernstein Private Wealth Management

Private Wealth Associate Philadelphia
Skills & Focus: client service, wealth management, portfolio analysis, investment management, customer service, analytical skills, communication skills, multi-tasking, financial services, training program
About the Company: Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Experience: 1-2 years client service experience, financial services industry experience a plus
Type: Full-time

Lincoln Financial

Retirement Plan Document Consultant Radnor
Skills & Focus: retirement plan documents, compliance, IRS, DOL, ERISA, plan design, financial professionals, client satisfaction, quality standards, change management
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Experience: 3 - 5+ years of experience in retirement plan document consultation and preparation
Salary: $69,000 - $124,600
Type: Hybrid/Flexible
Benefits: PTO/parental leave, Competitive 401K and employee benefits, Free financial counseling, health coaching and employee ass…
AVP, Actuarial (Retirement Plan Services) Radnor
Skills & Focus: actuarial science, leadership, profit enhancement, risk management, strategic projects, analytical opportunities, actuarial models, performance monitoring, team development, business strategy
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence.
Experience: 10+ Years of experience in actuarial science including 3+ years of managerial experience
Salary: $146,501 - $264,700
Type: Remote
Benefits: Competitive 401K and employee benefits, free financial counseling, health coaching and employee assistance program, tui…
AVP & Actuary - Life Product Development Radnor
Skills & Focus: actuarial analysis, product development, strategic recommendations, risk, profitability, competitive constraints, stakeholders, feasibility analysis, innovation, client management
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Experience: 10+ years of increasing actuarial experience, including 5+ years of demonstrated leadership experience
Salary: $125,800 - $229,100
Type: Hybrid/Common
Benefits: Competitive 401K and employee benefits, Free financial counseling, health coaching and employee assistance program, Tui…

Lincoln Financial Group

Relationship Manager Radnor
Skills & Focus: Relationship Management, Retirement Plan, Client Satisfaction, Plan Design, Leadership Skills, Industry Knowledge, Education Strategies, Issue Resolution, Proactive Management, Compliance with ERISA
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Experience: 5+ years of experience in the Retirement Industry in a client facing role
Salary: $94,500 - $200,000
Type: Remote
Benefits: PTO/parental leave, Competitive 401K and employee benefits, Free financial counseling, health coaching and employee ass…

Merrill

Financial Solutions Advisor Wayne
Skills & Focus: investment strategies, client relationships, financial goals, high-net worth, financial services, business growth, network building, investment products, advisory services, career development
About the Company: A financial services company dedicated to helping individual and institutional clients achieve their financial goals.
Experience: Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Type: Full-time