Last updated: 2025-05-22

11 Wealth Management jobs in Philadelphia.

Hiring now: Trust Client Service Asso @ Citizens, Aladdin Client Transforma @ Blackrock, Financial Advisor @ Horace Man, Personal Trainer @ Equinox, Sr Trust Officer @ Bank Of Am, Merrill Financial Solutio @ Bank Of Am, Spec Client Investment St @ Lincoln Fi.Explore more at at kaamvaam.com

🔥 Skills

wealth management (4) Diversity (3) Inclusion (3) Client Service (2) Trust (2) Community Support (2) Well-being (2) relationship management (2) Career Growth (2) financial (2)

📍 Locations

Newark (3) Philadelphia (3) Wilmington (1) Cherry Hill (1) Mount Laurel (1) Radnor (1) Wayne (1)
🔍 Go to full job search

Citizens

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

Blackrock

Aladdin Client Transformation, Associate/VP Wilmington
Skills & Focus: investment management, Aladdin, eFront, client transformations, data visualization, organizational strategy, risk reporting, implementation, client objectives, consulting experience
About the Company: BlackRock is the world’s largest asset manager, investing on behalf of clients from large institutions to individual investors. They offer investment managemen…
Experience: 3-10 years of relevant experience
Salary: USD$80,000.00 - USD$150,000.00 (Atlanta), USD$70,000.00 - USD$130,000.00 (Wilmington)
Type: Full-time
Benefits: Comprehensive healthcare, retirement benefits, Flexible Time Off, tuition reimbursement, and support for working parent…

Horace Mann Financial Advisor

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

Citizens

Private Client Relationship Manager Mount Laurel
Skills & Focus: Private Client, Relationship Manager, Business Banking, Customer Service, Financial Advisor, Community Support, Diversity, Inclusion, Mentoring, Career Growth
About the Company: Citizens is a leading financial institution committed to supporting and strengthening communities, fostering a diverse and inclusive workforce, and providing a…
Type: Full-time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

Equinox

Personal Trainer Philadelphia
Skills & Focus: Personal Trainer, fitness, programming, education, business, financial planning, client base, marketing, customer service, workouts

Bank Of America

Senior Trust Officer Philadelphia
Skills & Focus: trust administration, wealth management, fiduciary law, estate planning, client management, risk management, business development, regulatory compliance, high-net-worth clients, trust accounts
About the Company: A leading financial institution providing banking, investment, and wealth management services.
Experience: Minimum 5 years of trust administration and estate planning experience
Type: Full-time

Bank Of America Merrill Lynch

Merrill Financial Solutions Advisor Philadelphia
Skills & Focus: financial, investment, wealth management, client, advisory, relationship, growth, brokerage, regulatory, professional
About the Company: A leading financial institution providing a wide range of banking and financial services.
Experience: Two years' experience in financial services and/or sales environment; minimum one year in investments industry
Type: Full-time

Lincoln Financial

Specialist, Client Investment Strategies Radnor
Skills & Focus: investments, financial services, customer experience, capital markets, Microsoft Excel, investment solutions, data analysis, relationship management, financial professionals, investment content
About the Company: Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…
Experience: 1-3 years of experience in investments or financial services
Salary: $53,500 - $96,300
Type: Hybrid
Benefits: Clearly defined career tracks and job levels, PTO/parental leave, competitive 401K and employee benefits, free financia…

Bank Of America Merrill Lynch

Merrill Financial Solutions Advisor Wayne
Skills & Focus: financial, investment, wealth management, client, advisory, relationship, growth, brokerage, regulatory, professional
About the Company: A leading financial institution providing a wide range of banking and financial services.
Experience: Two years' experience in financial services and/or sales environment; minimum one year in investments industry
Type: Full-time