Wealth Management Specialist jobs in Delaware

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Lead Wealth Management Banker (SAFE)
  • B10 Wells Fargo Bank, N. A.
  • Houston, DE FULL_TIME
  • At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Lead Wealth Management Banker (SAFE)... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Lead complex initiatives to develop new and manage existing High Net Worth client relationships with broad impact and act as key participant in large scale planning for Wealth Management Banking Work as part of a Wealth team that utilizes and integrated planning approached to recommend strategies that utilize Wells Fargo's individual and institutional capabilities to create, enhance, and maintain client wealth Review and analyze complex custom credit and deposit strategies and solutions to clients that require in depth evaluation of multiple factors including intangibles or unprecedented factors Utilize solid banking practices to strategize and advise clients on appropriate credit and deposit strategies and products and to manage complex customized credit portfolios Make decisions in banking practices to strategize and advise clients on appropriate credit and deposit strategies and products Manage complex customized credit portfolios requiring solid understanding of the function, policies, procedures and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives Collaborate and consult with peers, colleagues and more experienced managers to resolve issues and achieve goals Interact with internal and external customers This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications, US: 5 years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Experience working with UHNW clients Excellent sales and relationship management skills Strong knowledge of credit and cash management services Excellent sales advisory and discovery skills Knowledge of wealth management products and referral partnerships Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range $133,300.00 - $237,100.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 4 Apr 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
  • 4 Days Ago

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Principal Wealth Manager, Bethany Beach
  • Savvy Wealth
  • Bethany, DE FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • 25 Days Ago

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Control Director, Wealth and Investment Management (WIM) Testing
  • Wells Fargo
  • Wilmington, DE FULL_TIME
  • About this role: Wells Fargo is seeking a Control Management Director in Central Control Programs to lead the front-line testing for the Wealth and Investment Management (WIM) line of business. This r...
  • 18 Days Ago

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JPMorgan Wealth Management Control Manager - Vice President
  • JPMC Candidate Experience page
  • Newark, DE FULL_TIME
  • Are you passionate about building relationships across organizations, maintaining controls and oversight to ensure compliance, mitigating risks, solving problems, identifying solutions and driving res...
  • 1 Month Ago

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Floating Property Management Specialist
  • Ingerman Management Company
  • Wilmington, DE FULL_TIME
  • DescriptionHere, job satisfaction is part of every job description.It’s not just the chance to go as far as your talent and determination can take you. It’s knowing that what you do makes a real diffe...
  • 1 Month Ago

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J.P. Morgan Wealth Management – Private Client Advisor - Wilmington, DE
  • JPMorgan Chase
  • Wilmington, DE FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
  • 3 Days Ago

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Financial Professional - Houston
  • New York Life Insurance Company
  • Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-discip...
  • 3/28/2024 12:00:00 AM

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Procurement Specialist
  • Jefferies
  • New York, NY
  • Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. foc...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Prevail Strategies
  • Leawood, KS
  • Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
  • 3/28/2024 12:00:00 AM

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Lead Data Scientist
  • Nucleix Ltd.
  • San Diego, CA
  • About Nucleix: Nucleix is a leader in the field of next-generation sequencing and its application in medical diagnostics...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • New York, NY
  • Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York ...
  • 3/28/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/24/2024 12:00:00 AM

Delaware is 96 miles (154 km) long and ranges from 9 miles (14 km) to 35 miles (56 km) across, totaling 1,954 square miles (5,060 km2), making it the second-smallest state in the United States after Rhode Island. Delaware is bounded to the north by Pennsylvania; to the east by the Delaware River, Delaware Bay, New Jersey and the Atlantic Ocean; and to the west and south by Maryland. Small portions of Delaware are also situated on the eastern side of the Delaware River sharing land boundaries with New Jersey. The state of Delaware, together with the Eastern Shore counties of Maryland and two co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$75,956 to $121,337

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019