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Weekend Wealth Management Jobs in Delaware (NOW HIRING)

GCM Relationship Manager

Wilmington, DE · On-site

$92K - $152K/yr

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 ...

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 ...

GCM Relationship Manager

Wilmington, DE · On-site

$92K - $152K/yr

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 ...

We are the region's locally headquartered bank and wealth management company. We are honored to ... Hours are 10am-7pm M-F (evenings and weekends as needed) * Must have flexibility with scheduling ...

We are the region's locally headquartered bank and wealth management company. We are honored to ... Hours are 10am-7pm M-F (evenings and weekends as needed) * Must have flexibility with scheduling ...

We are the region's locally headquartered bank and wealth management company. We are honored to ... Hours are 10am-7pm M-F (evenings and weekends as needed) * Must have flexibility with scheduling ...

Investments/wealth management * Insurance/risk management Training and licensing support: * First Command offers a comprehensive training and licensing program designed for veterans, transitioning ...

Bryn 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 ...

New

Bryn 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 ...

New

Bryn 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 ...

New

May be assigned to day or evening shifts as necessary and participate in weekend rotation ... Wealth: Matching 403(b), Healthcare FSAs, & Dependent Care FSAs * Growth: $5,000 Tuition Assistance ...

May be assigned to day or evening shifts as necessary and participate in weekend rotation ... Wealth: Matching 403(b), Healthcare FSAs, & Dependent Care FSAs * Growth: $5,000 Tuition Assistance ...

Financial Advisor - Bear, DE

Bear, DE · On-site

$72K - $108K/yr

Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as ...

Showing results 41-60

Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

What are the most commonly searched types of Wealth Management jobs in Delaware?

The most popular types of Wealth Management jobs in Delaware are:

What are popular job titles related to Weekend Wealth Management jobs in Delaware?

For Weekend Wealth Management jobs in Delaware, the most frequently searched job titles are:

What cities in Delaware are hiring for Weekend Wealth Management jobs?

Cities in Delaware with the most Weekend Wealth Management job openings:

Relationship Manager II

First Citizens Community Bank

Wilmington, DE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago


First Citizens Community Bank rating

3.8

Company rating: 3.8 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

171st of 171 rated banks


Job description

Description

  • Utilize relationship management skills and techniques to service and expand current business relationships by proactive, ongoing contact with the customers to determine their financial needs and developing appropriate solutions by offering a broad spectrum of financial products and services (including, but not limited to, loans, deposits, cash management, merchant and wealth management services) in order to enhance existing business relationships and contribute to the bank's profit and growth objectives.
  • Develop and administer a portfolio of commercial loans that meet or exceed the bank's credit quality and profitability by demonstrating sound credit analysis, loan structuring and conducting annual reviews in compliance with established internal and regulatory policies and procedures while providing excellent customer service in order to contribute to the bank's profit and growth objectives.
  • Identify and proactively contact non-customers individually or jointly with other financial service specialists in order to determine needs and provide solutions to new customers while maintaining a proactive new business development program in order to develop new business relationships and contribute to the bank's profit and growth objectives.
  • Submit reports including reports on business development activities (such as pipeline report and weekly action plans) and report on emerging or potential problem loans in an accurate and timely manner in order to keep management informed of business development activities, problem loans and other information.
  • Develop and maintain a personal program for maintaining an adequate level of knowledge in lending, asset management and other banking matters, and demonstrate personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance.

Requirements

  • General knowledge and understanding of lending laws and regulations.
  • Specific knowledge of the bank's lending policies and procedures.
  • Ability to determine payments, insurance costs, ratios, et cetera.
  • Proficient in Microsoft Office Suite and related program software.
  • Proficient with or the ability to quickly learn position-related software.
  • Good communication and interpersonal skills and an ability to make presentations.
  • Excellent customer service skills.
  • Bachelor's degree in business or banking, or equivalent educational experience.
  • Three-plus years of commercial lending experience.
  • Successful business development experience.
  • Experience in community and civic activities.

BENEFITS: Comprehensive benefit package to include:

  • Health, dental, and vision benefits
  • 401k w/ company match
  • Paid time off; paid holidays
  • Group and voluntary life insurance and disability insurance
  • Aflac supplemental plans
  • Employee Assistance Program


Our goal is to support the growth of the communities we serve. First Citizens has a knack for hiring the finest and brightest employees; we understand how fostering their growth builds loyalty and impacts customer service. Our employees are our strongest asset. So, we accommodate families, invest in our employees' future, and recognize hard work.


First Citizens Community Bank is committed to equal employment opportunity and does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply.


What First Citizens Community Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

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