Finance representative jobs in Delaware

The best and the brightest always have choices in the accounting & finance industries. We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain. No two paths at Siegfried look the same. Apply now to start working with many of the nation's largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more. Our Firm is interested in hiring accounting and finance professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers. Take advantage of Siegfried's lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more! Professional Attributes High energy and enthusiasm, with a strong commitment to exceeding client expectations. Flexibility and openness to work on a variety of assignments, industries, and roles. Ability to learn quickly, make an immediate impact, and provide value-added service to our clients. Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers. Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get involved in other professional experiences such as Business Development and Recruiting. Skills, Knowledge, and Qualifications Undergraduate degree in accounting or finance External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered CPA or progression towards, preferred Corporate accounting and/or finance experience at a large public corporation is a plus but not required Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable Demonstrated career progression and job stability

Financial Planner / Wealth Manager At Vista Wealth Solutions , we're excited to welcome a few passionate individuals to join our team! • Did you know that half of our advisors are making fantastic strides, earning over $200,000? • Here, you'll have full ownership of your clients and data. • We're all about helping you build, manage, and market your own brand with the support of our amazing team! • Our award-winning practice management technology and training will set you up for success. • You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products. • Plus, there are opportunities to join established teams that match your skills and background! What Makes You a Great Fit with Us? • You have an entrepreneurial spirit • You strive to be better than your peers • You're passionate about helping and educating others • You're willing to work hard now for long-term success Why Work with Vista Wealth Solutions? · Enjoy highly competitive, performance-based compensation, plus a full benefits package Receive personalized, comprehensive training and ongoing support Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies Collaborate with our in-house Financial Planning Department and Business Valuation experts Discover opportunities for advancement and management roles Experience a work-life balance that many financial careers lack Benefits of working with Vista Wealth Solutions • Extremely competitive performance-based compensation and a complete benefits package • Personalized and comprehensive training and support • In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies) • In-house Financial Planning Department and Business Valuation experts • Advancement and management opportunities • A work-life balance most financial careers don't offer You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Contact: Erica Ng, vistawealthsolutions.com Erica Ng | Recruiting Director Vista Wealth Solutions Website: vistawealthsolutions.com

Job Details Lewes DE - Lewes, DE Dover DE - Dover, DE Full Time DayDescription Financial Advisor in Lewes, DE Are you ready to build lasting relationships, deliver holistic financial guidance, and make a real impact in the lives of clients in Delaware? Savant Wealth Management is looking to add to the advisory team with the unique opportunity to work across teams in Lewes and Dover, though the primary location is Lewes. As a Financial Advisor, you'll step into a dynamic advisory role that blends relationship management, planning, and business growth. You'll partner as a co-advisor to service and deepen existing client relationships-backed by the strength of our firm's technical specialists-while also shaping customized financial strategies that help clients achieve their Ideal Future. You will contribute to the growth of our practice by supporting senior advisors in new business development and cultivating your own network in the thriving Lewes and Dover communities. This role offers a unique balance: the security of a strong client base and the excitement of expanding your own. Here, you won't just be giving advice-you'll be building trust, advancing your career, and making a difference in one of the most vibrant coastal communities on the East Coast. For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning-one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values - Savant is right for you. The Financial Advisor can expect to focus in the following areas: Servicing and managing existing client relationships: Serves as a co-advisor to other senior/lead advisors by formulating and implementing planning advice that is also supported by the firm's technical specialists. Document meetings and contacts, co-lead meetings, and host standalone meetings with existing clients. Take lead on routine and follow-up contact with clients Coordinate comprehensive financial planning process from start-to-finish for new client updates, portfolio changes and reviews, and returns and new opportunity identification. Take lead on routine and follow-up contacts with clients. Participate in new client relationship development, including management of current client contact and communications. Participate in planning meetings regarding new prospects/new clients Coordinate follow-up workflow on new clients Business Development: Focus on client retention, while growing wallet share, earning referrals, and begin to build your personal network. Minimum production expectations of $15,000-60,000 in annual new client revenue from existing and/or prior client relationships or new prospects to Savant. Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence at typical Savant fee schedule. Develop knowledge and familiarity with Savant's Processes such that you can communicate and sell our services to prospective clients and centers of influence. Qualifications This Financial Advisor position typically requires the following qualifications: Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage plans and manage client relationships Bachelor's Degree from an accredited college or university; MBA (ideal) Clean U4 with no disclosures for those who are registered Certified Financial Planner™ certification highly preferred upon hire, or obtained within one year of date of hire Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and securities balancing software Financial planning/wealth management acumen, judgment and experience Excellent communication and listening skills Client first attitude A team player, collaborative, able to work with and through others Why Join Savant? We are a team with distinct backgrounds and diverse views. We believe in collaboration, innovation, excellence, doing what's right, and helping our team to provide world class service. Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities. Our Vision: Transform personal and financial dreams into goals and goals into reality. Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve. The Perks: At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $72,000 - 90,000. Final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. This role is also eligible for our advisory incentive program which is in addition to the base salary - typically an additional 10-20% of base salary, depending upon performance. Details of that program will be discussed at the time of interview. Additionally, this role may be eligible for other forms of compensation and benefits. In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process. Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment. Choice of Medical Plans: Select from two medical plans tailored to fit your needs. Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses. Dental Coverage: Choose between two dental plan options for optimal oral health. Vision Insurance: Keep your eyes healthy with our vision insurance plan. Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans. 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours. Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments. Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule. Employee Recognition: Enjoy monetary awards through our recognition program. Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities. Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it. Exclusive Discounts: Take advantage of various discount programs for additional savings. Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy. Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag. Take your career to new heights, apply today! All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Savant Capital LLC, is an Equal Opportunity Employer.

Apply now Work Type: Office Working Employment Type: Graduates Job Description: Global Banking Graduate Programme - 2026 Our Global Banking team provides credit and advisory solutions to Corporate and Financial Institutions clients across the world. Global Banking's comprehensive product capabilities span across loans, bonds, structured credit and advisory solutions. The solutions offered by Global Banking are catered to address a diverse set of client needs and sectors - with expertise across financing for investment clients, leveraged finance, infrastructure finance, fund finance, transportation finance and sustainable finance. About the Graduate Programme - how you'll learn and grow Join a skills-first organisation where your potential matters more than your background. From day one, you'll build the skills that matter - through real-world projects, mentoring, and tailored learning journeys. Our 12-month graduate programme is designed to accelerate your development and set you up for long-term success. You'll benefit from * Structured learning: Classroom training combined with hands-on experience * Global collaboration: Work with diverse teams and experienced leaders * Skill development: Build technical expertise and professional capabilities Where you could work As part of our programme, you'll be matched with one of our specialist teams based on your skills, interests, and strengths. You'll gain hands-on experience and play a meaningful role from day one. Explore opportunities across the following areas * Capital Markets * Commercial Real Estate * Financing Solutions * Fund Finance * Infrastructure Development & Finance Group * Leveraged & Acquisition Finance * Transportation Finance German speaking is mandatory for this role. Bring the skills and we'll help you build your career We believe that diverse skills drive innovation, which is why we welcome students from all degree disciplines and encourage applicants from diverse backgrounds. You'll be: * A final-year student, graduating by July 2026 * Legally eligible to work full-time in the country you're applying to * A team player with strong academic performance and extracurricular achievements * Analytical, numerate, and detail-oriented * Adaptable and resilient in fast-paced environments * Curious about global markets and driven to make an impact. Key Dates * Assessment Centres: November 2025. * Start Date: July 2026. Exception * UK & UAE: Candidates requiring visa sponsorship will be considered. * UAE: Priority is given to UAE nationals. * US: We will only accept applications from individuals who have the permanent right to work in the USA. About Corporate & Investment Banking (CIB) We support a wide range of clients - from local businesses to global corporations, governments, banks, and institutional investors - with their transaction banking, financial markets, and financing needs * Serving over 20,000 clients across 54 markets, we operate in some of the world's fastest-growing economies and most active trade corridors. * Our deep local presence enables us to co-create tailored solutions and connect clients to investors, suppliers, buyers, and sellers. * Our products and services help clients move capital, manage risk, and invest to create wealth. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing: * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Recruitment Assessments Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process Visit our careers website ****************** Apply now Information at a Glance * * * * *

Job Description Corporate/Finance Associate Attorney -| $175k-$300k| Wilmington, DE; Miami, FL; Palm Beach, FL; Baltimore, MD; New York, NY; Dallas, TX A nationally recognized Am Law 200 law firm with offices across the United States is seeking experienced attorneys to join its expanding Corporate, Securities, Mergers & Acquisitions, and Finance practice. The firm represents public and private companies, investors, and financial institutions in complex domestic and cross-border transactions. The environment is collaborative and growth-oriented, with a strong commitment to professional development, client service, and maintaining a balanced work culture. Responsibilities Represent clients in a wide range of corporate and transactional matters, including mergers and acquisitions, securities offerings, joint ventures, financing transactions, and general corporate governance. Draft, review, and negotiate complex agreements and related documentation. Conduct due diligence, manage deal processes, and coordinate with cross-practice teams. Provide strategic legal advice to clients across diverse industries such as real estate, private equity, technology, and energy. Qualifications Juris Doctor (JD) from an accredited law school. Active membership in good standing with the bar of at least one state where the firm maintains an office (or eligibility for reciprocity). 3-7 years of experience in one or more of the following: Mergers & Acquisitions Corporate governance or general corporate advisory work Securities or private offerings Commercial lending or finance transactions Strong academic credentials and excellent drafting, analytical, and communication skills. Compensation and Benefits Competitive base salary commensurate with experience and market. Comprehensive benefits package, including medical, dental, vision, 401(k), and paid time off. Hybrid work flexibility depending on office and practice group. How to Apply: Ready to explore your options? Submit your resume or reach out directly to Devney to start a confidential conversation. Application Materials After applying, please submit the following via EMAIL: Generic Cover Letter Law school transcript Deal Sheet Contact Us *********************************** ************** alignedtalentacquisition.com *****************************************

Job DescriptionAdvance Your Legal Career with a supportive firm.Finance & Restructuring Associate Benefits: - Bonus- Hybrid remote flexibility- Flexible work schedule - 401K Retirement Plan - Bar Association Fees - CLE tuition and travel cost - Well-being programs and activities - Domestic Partner Benefits - Employee Assistance Program - Flexible Spending Account/Pre-Tax Option - Life, AD&D, Short-term Disability Insurance - Long-term Disability Insurance - Medical, Dental, Vision Insurance - Health Savings Account - Parking/Transportation - Sabbatical Program - Sick Leave - Technology (Laptop, PDA, etc.) - Vacation - Family/Dependent Care Leave - Pre-tax Reimbursement Accounts for Dependent Care, Health Care, and Transportation - Back-Up Childcare and Eldercare - Parking reimbursement account Finance & Restructuring Associate Qualifications: - 1-5 years of experience in corporate finance transactions with a large firm.- Experience with commercial litigation and bankruptcy- Excellent academic credentials and bar admission in jurisdiction of practice

Job Description A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent analytical and writing skills, and strong academic backgrounds from nationally recognized law schools. Candidates should have a minimum of 3 years of relevant experience in leveraged finance, debt capital markets, structured finance, or project finance. Big law experience preferred. Must be admitted to practice in the jurisdiction in which you are applying.

LEWIS & ASSOCIATES is a leader in providing Legal and Administrative staffing services. We are a sole source staffing firm giving you convenient ways of working with us. We make every effort to ensure the highest degree of professionalism and integrity in the staffing process. We understand the demanding role of recruiting to source the highest level of legal professionals while incorporating proven, innovative, and successful recruiting techniques. Job Description Job Number 0219 National law firm that has been voted 2014 Best Places to Work has an opening for a Corporate Associate. The firm has twice been a recipient of the SAGE Best Practices award, given by the Legal Profession Committee of the Minnesota State Bar Association, which recognizes the efforts of law firms in the recruiting, hiring and development of women attorneys. The firm is committed to providing value to thier clients as trusted advisers and legal counsel and to contributing to their clients' success through superior legal services. Recognized as an AmLaw 100 firm by The American Lawyer Magazine and for nine consecutive years, a Vault Law 100 by Vault . Recognized as a "Leading Firm” by Chambers USA , an organization that surveys clients and peers. Chambers USA also recognized 52 attorneys and 21 practices in its 2013 edition. In the 2014 edition of The Best Lawyers in America , 105 the firms lawyers were recognized in 57 practice areas. In the 2013-2014 U.S. News- Best Lawyers rankings of the Best Law Firms, the firm earned 109 metropolitan practice area rankings, as well as 9 national Tier 1 rankings. For the eighth consecutive year, the firm has received a perfect score from the Human Rights Campaign in recognition of policies and practices that promote a fair and open workplace for LGBT lawyers and staff. The firm understands the value of a diverse work environment and believes that this environment adds to the success of thier attorneys, staff, and clients. For the sixth consecutive year, Working Mother magazine has recognized the firm as one of the "Best Law Firms for Women." The firm received Gold Standard Certification from the Women in Law Empowerment Forum in 2011 and 2012. Qualifications An Am Law 100 firm with offices across the U.S. and internationally, is seeking an associate attorney with four or more years of experience to join the Finance & Restructuring Department in its Wilmington, Delaware office. This associate will have the opportunity to work on corporate transactional, lending, and opinion matters. Qualified candidates will have: · Four or more years of experience in corporate transactional, lending, and/or opinion matters; · Excellent analytical, research and writing skills; and · Strong academic performance. Delaware bar admission is required. Additional Information Only candidates that meet the requirements will be contacted.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Job DescriptionBenefits: Retirement Bonus based on performance Competitive salary Health insurance ROLE DESCRIPTION: As an Insurance Account Representative for Catie Walther Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate records of client interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.

Shore United Bank is seeking a full-time Financial Advisor to join our team. A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. They are responsible for working with clients, prospects and staff to meet client objectives and achieving revenue production goals assigned as part of the division's annual operating plan. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability to execute investment transactions. Essential Functions Include: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools Securing stocks and bonds and establishing progressive savings accounts Moving money from accounts per industry and federal regulations Performing market research to stay current with financial trends Preparing financial documents, such as income projections and investment reports Maintaining compliance with all rules and regulations in the financial industry Identifying and pursuing potential clients to maintain a strong client base Develops and maintains a high level of knowledge of investment disciplines Develops and maintains new client files with the support of the administrative team Adheres to all Compliance Rules and Regulations set forth by NASD, Broker-Dealer and Bank Compliance Departments Attends various community functions to promote services provided Achieves goals assigned as part of the Department's annual operating plan: Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis Solicits new business from present and prospective customers Promotes an environment and culture to support and improve sales and referral activities to meet overall defined goals Responds to referrals within a reasonable timeframe not to exceed two (2) business days Coordinates specific work tasks with other personnel within the division as well as with other branches/departments to ensure the smooth and efficient flow of information Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace Communicates with management and staff personnel to integrate goals and activities Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy Maintains appropriate records and provides assigned reports Location: Dover Branch - 800 S Governors Ave, Dover, DE 19904 Position Type/Expected Hours of Work: Full-time. Exempt. Days of Work: Monday-Friday Required Education and Experience: High school diploma/GED equivalent required. A BS or BA degree in Finance or related field preferred. Active status required: Series 7 Licensing; Series 63 and 65 (or 66) Licensing; Insurance Licensing in Life, Health, and Variable Annuities. Minimum experience within a wealth management role: 1-5 years (Financial Advisor I) or 5-10 years (Financial Advisor II) Must have the ability to travel to meet with various clients and attend community events as needed. Experience on LPL Financial ClientWorks platform and/or Fi-Tek GWES Platform preferred Certified Financial Planner (CFP ); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Financial Consultant (ChFC) preferred Compensation: The pay range for this position is: Financial Advisor I (1-5 years experience) - $60K base plus production commission Financial Advisor II (5-10 years experience) - $65K base plus production commission Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. Company Benefits: Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work. Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more! Paid parental leave 401k savings plan with up to a 4% company match Employee Stock Purchase Plan Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives. Opportunity for growth and advancement Paid training program and continuous training sessions throughout the year on various topics Generous paid time off and paid sick time Community involvement opportunities Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

Join our Events team, where you'll play a pivotal role in enhancing event planning and execution processes for Business Banking's top-tier client and prospect events. As an Operations and Program Manager within Business Banking Events, you will be at the heart of our event planning and execution, ensuring seamless program delivery. You will be crucial in fostering strong internal partnerships, managing financial oversight, and driving strategic program evaluation to optimize our event initiatives. Job responsibilities: Cultivate and manage strong relationships with key internal partners to ensure alignment and support for event initiatives Oversee budgets, invoices, and business cases to ensure financial efficiency and accountability Negotiate and manage event-related contracts, ensuring compliance and alignment with organizational goals Onboard and utilize project management tools like Monday.com to track progress and manage tasks, and use shared drives and SharePoint for efficient document access and storage Maintain procedures and controls in partnership with Business Banking controls for compliance and efficiency Manage vendor relationships, including our registration site partner, Stova, and oversee website enhancements Oversee event assets, managing retention and retirement processes Provide backup and onsite support for event leads, ensuring seamless execution Evaluate event programs strategically to enhance staffing efficiency and optimize budget management Required qualifications, capabilities, and skills: 4 years of experience in project management, events strategy & execution, or experiential marketing Strong organizational and communication skills, with the ability to manage multiple tasks in a dynamic environment Ability to work independently with high energy and integrity, adaptable in matrixed environments Strong collaborative skills, managing feedback from multiple stakeholders Keen attention to detail and a commitment to high standards of quality Proficient in Monday.com, Microsoft Office applications, and SharePoint Experience in budget management, financial oversight, and vendor relationship management Willingness to travel within the U.S. for onsite event support, with a minimum of 25 travel days Preferred qualifications, capabilities, and skills: Degree in communications, hospitality, marketing, business, or a related field Understanding of the financial services industry.

Job DescriptionBenefits: Simple IRA License reimbursement Paid time off Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Training & development Company parties ROLE DESCRIPTION: As an Insurance Account Representative for Heather Broujos- State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred but not required. How to Apply: Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you! ********************** Heather Broujos - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Bill Burris - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. Monday Friday 9am to 5pm. RESPONSIBILITIES: Provide information about insurance products and services. Assist clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate records of client interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred. Salary can be $70+ your first year with Base + Commissions and Bonuses

JobID: 210690838 JobSchedule: Full time JobShift: Day : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities * Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. * Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. * Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. * Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. * Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. * Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills * 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. * Ability to create memorable experiences for our clients - elevate the client experience. * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. * Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. * High school degree, GED, or foreign equivalent. * The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. * Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills * College degree or military equivalent. * Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed 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: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position is not eligible for Visa sponsorship 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 (************************************************* 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 Locations: 100 N DuPont Hwy Dover, DE 19901 2450 Glasgow Rd. Newark, DE 19702 1601 Governors Place Bear, DE 19701 2624 Capital Trail Newark, DE 19711 622 College Ave Newark, DE 19713 18489 Coastal Highway Rehoboth, DE 19971 310 Dove Run Center Blvd Middletown, DE 19709 38011 Town Center Drive Millville, DE 19967 Pay Range: This job profile is eligible for a 10% pay differential. Posting End Date: 16 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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 Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The best and the brightest always have choices in the accounting & finance industries. We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain. No two paths at Siegfried look the same. Apply now to start working with many of the nation's largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more. Our Firm is interested in hiring accounting and finance professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers. Take advantage of Siegfried's lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more! Professional Attributes High energy and enthusiasm, with a strong commitment to exceeding client expectations. Flexibility and openness to work on a variety of assignments, industries, and roles. Ability to learn quickly, make an immediate impact, and provide value-added service to our clients. Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers. Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get involved in other professional experiences such as Business Development and Recruiting. Skills, Knowledge, and Qualifications Undergraduate degree in accounting or finance External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered CPA or progression towards, preferred Corporate accounting and/or finance experience at a large public corporation is a plus but not required Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable Demonstrated career progression and job stability

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************