Wilmington, MA

Finance Jobs in Wilmington, MA

4 jobs found

Include remote jobs

19d ago

Senior Team Manager, Trust Administration

Charles Schwab Wilmington, DE Hybrid

Wilmington, DE

19d ago

$130k - $170k/yr Full time Manager Senior Administration

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Job Description

Benefits and culture

Charles Schwab offers a role that blends collaborative in-office engagement with flexible work options in a hybrid setup based in Wilmington, Delaware. The position carries a competitive salary range of USD 130,000 to USD 170,000 per year. You’ll join a culture that prioritizes trust, continuous learning, and meaningful work, with a focus on supporting your development and work‑life balance through a robust benefits program.

This opportunity centers on impactful client service, regulatory compliance, and relationship building with registered investment advisors and trust beneficiaries. The environment emphasizes teamwork, mentorship, and professional growth, with a clear path to lead a skilled Trust Administration team in serving high‑touch personal trusts.

Responsibilities

Lead, mentor, and coach a team of Trust Officers and Senior Trust Officers to administer accounts in line with laws, regulations, and internal procedures.
Personally manage an assigned book of complex or high‑touch personal trust accounts.
Interpret governing documents to ensure each trust is administered per its terms, whether in the team’s book or individual assignments.
Maintain high client service levels by researching and responding promptly to registered investment advisors and trust beneficiaries, including escalations from team members.
Prepare and present discretionary memorandums for review and approval by the Discretionary Distributions Committee, while mentoring others in the process.
Generate Distribution Memorandums and other directed distribution documentation for review by Tax, Legal, and the Managing Director, guiding the team through the process.
Issue termination notices for terminating trusts to the Trust Administration Committee and handle related processes, mentoring team members on notice requirements.
Oversee proper administration and accounting for special asset inventory within the assigned accounts, coaching peers as needed.
Coordinate with Schwab business partners for client research and service enhancements, recommending system and procedural improvements.
Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals about current and prospective trusts on assigned books or upon escalation.
Conduct Post Acceptance and Annual administrative account reviews for assigned accounts.
Participate in special projects as needed and provide training and support to the Administrative Team in coordination with the Managing Director.

Requirements

Minimum 10 years of experience in personal trust administration.
Bachelor’s degree or higher; CTFA preferred, or equivalent work experience.
Solid knowledge of trust administration principles; practical experience with Delaware‑law governed trusts is a plus.
Strong organizational abilities with the capacity to manage multiple priorities while maintaining quality and accuracy.
Excellent interpersonal and communication skills, capable of conveying information clearly to diverse stakeholders.
Highly motivated self-starter with a proactive approach to problem solving.

Benefits

401(k) with company match and an Employee Stock Purchase Plan.
Paid time off for vacation and volunteering, plus a 28‑day sabbatical after every five years of service for eligible roles.
Paid parental leave and family-building benefits.
Tutition reimbursement.
Health, dental, and vision insurance.

Position type

Regular

Your opportunity

The Senior Team Manager role centers on developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other stakeholders for a book of business that includes large family relationships and key advisor connections via the Charles Schwab Trust Company of Delaware. You will lead a Personal Trust Administrative Team and ensure compliance across accounts. Applicants must be authorized to work in the United States on a full‑time basis without employer sponsorship.

What’s in it for you

Schwab supports your career growth with meaningful work, ongoing learning, and a culture built on trust and collaboration. The hybrid work model balances flexibility and in‑person collaboration, reinforcing client service and teamwork. The benefits package is designed to address both current needs and long‑term goals, helping you build a durable foundation for your professional life.

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20d ago

Trust Officer

Charles Schwab Wilmington, DE Hybrid

Wilmington, DE

20d ago

$106k - $140k/yr Full time Advisor Client Relations Client Service

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Job Description

Charles Schwab is hiring a Trust Officer for a hybrid remote role in Wilmington, DE, offering a salary range of USD 105,500 to 140,400 per year and a focus on managing an assigned book of business while ensuring compliance with Bank policies and relevant regulations.

Responsibilities

Serve as the primary contact for the assigned book of trust accounts.
Administer each trust in accordance with applicable laws, regulations, and the terms of its governing instrument.
Maintain high client service levels by promptly researching and responding to registered investment advisors, trust beneficiaries, internal financial consultants, and other centers of influence in the account relationship.
Present discretionary memorandums for review and approval by the Discretionary Distributions Committee.
Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee.
Manage the volume of new accounts through the post acceptance administrative review process.
Ensure proper receipt of and accounting for miscellaneous assets in established trust accounts.
Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding current and future trust prospects.
Perform Post Acceptance and Annual administrative account reviews for assigned accounts.
Participate in special projects as needed.
Provide support to the Senior Trust Officer and Director.
Provide training and support to junior staff.

Requirements

5+ years of experience in personal trust administration as the primary trust professional with an assigned book of business.
Experience with directed trusts preferred.
Bachelor’s degree or higher; CTFA preferred, or equivalent work experience.
Strong knowledge of trust administration principles with practical experience in trusts governed by Delaware and Nevada law is a plus.
Excellent organizational skills and the ability to manage multiple priorities without compromising quality or accuracy.
Strong interpersonal and communication skills and the ability to work effectively with a variety of people.
Highly motivated self-starter.

Benefits

401(k) with company match and Employee Stock Purchase Plan.
Paid time off for vacation, volunteering, and a 28 day sabbatical after every 5 years of service for eligible positions.
Paid parental leave and family building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.

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28d ago

Financial Advisor/Wealth Manager - Wilmington

Florida Financial Advisors Wilmington, DE

Wilmington, DE

28d ago

$70k - $100k/yr Full time Manager Marketing Advisor

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Job Description

Overview

Tristate Financial Advisors, an FFA company, supports professionals in building their own financial success by helping clients pursue theirs. Prior finance experience is not required to join our team. We seek energetic individuals with strong interpersonal skills, a solid work ethic, and an entrepreneurial mindset. Comprehensive training, robust resources, and strong support are provided to help you exceed your own expectations.

We have reimagined the way financial guidance is delivered. Our approach offers clients greater confidence in planning for their futures by addressing a broader view of their professional and financial realities, not just personal finances. Daily activities include identifying potential clients, meeting with them to assess needs, creating tailored financial plans, maintaining ongoing client relationships, and delivering continuous guidance.

Our culture blends innovation with practical, results-driven thinking. The environment is fast paced yet relaxed, focused on serving working-class clients with full-spectrum financial planning and wealth management to help them achieve their goals.

What you'll do

Identify and set appointments with prospective clients
Meet with clients to evaluate their financial needs
Develop customized financial plans aligned with clients' goals
Maintain strong relationships and monitor client progress over time
Provide ongoing consultation and support to clients

Training and growth opportunities

One-on-one coaching from experienced leaders in the local financial planning community
A comprehensive training program covering financial planning, portfolio analysis and management, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential with first-year earnings often reaching $100,000 or more, with compensation largely tied to results
Clear career progression paths within the company, including leadership opportunities such as District Manager, Field Vice President, and other roles

Job Requirements

Associate’s degree in business or a related field
Must obtain the appropriate series licenses and qualify to become a Financial Advisor before starting in office
Must be a U.S. citizen or a permanent resident
Willing to work in the office

Compensation and Benefits

Compensation is provided after licenses and qualifications to be a Financial Advisor are met. The average first-year earnings for a Financial Advisor exceed $70,000, with top earners surpassing $100,000.

Health insurance
Life insurance
Retirement plan

Job Details

Job Type: Full-time
Work Location: In person, Wilmington, Delaware

Learn more

Website: http://www.tristatefa.com

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1mo ago

Sales Representative Entry Level

Northwestern Mutual - Wilmington Wilmington, NC

Wilmington, NC

1mo ago

$65k - $85k/yr Full time Client Relationship Management Entry Level Entry Level

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Job Description

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Our Wilmington Office and Mission

At Northwestern Mutual – Wilmington, we empower individuals and families to take control of their financial futures through personalized planning, values-based guidance, and meaningful relationships. Our culture emphasizes excellence and community, and we actively support local organizations including the North Carolina Food Bank, Welcome Home Angels, and Alex’s Lemonade Stand. We maintain strong ties to the University of North Carolina Wilmington, with leadership serving on the Board of Visitors and involvement in the Center for Sales Excellence & Customer Delight. Whether building financial strategies or giving back to the community, we are committed to making a lasting impact in everything we do.

Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: A Day in the Life

Northwestern Mutual at a Glance

Northwestern Mutual is a Fortune 500® company delivering a broad range of financial services to more than 5 million people. As a mutual company, we prioritize the interests of policyowners over Wall Street. Founded in 1857 in Wisconsin, we are recognized by Fortune® as one of the World’s Most Admired life insurance companies in 2024, and we maintain a culture focused on helping clients achieve lasting financial security.

Office Location

1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405

Meet Some of Our Local Leaders, the Heartbeat of Our Business

Brian M. Cox, CFP® – Managing Director; 22 years with Northwestern Mutual. Prior experience in financial services leadership. Enthusiastic about traveling with family, golf, and following soccer.
Lyndsey Stainback – Financial Advisor; 18 years with Northwestern Mutual. Previously Chief Recruiting Officer, focusing on talent development. Passionate about family life, travel, tennis, and kids’ sports.
Ryan Nally – Financial Advisor; 7 years with Northwestern Mutual. Joined NM as a college intern while competing in Division I soccer at UNCW. Enjoys time with family, soccer, golf, and surfing.
Sean Carano – Financial Advisor; 1 year with Northwestern Mutual. Former Lieutenant Colonel with Marine Special Operations Command (MARSOC). Committed to family, travel, fitness, and helping veterans transition to civilian life and careers.

About the Financial Representative Role

As a Financial Representative, you will join a collaborative team that helps individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive planning. The role centers on building long-term client relationships, understanding unique needs, and delivering tailored financial strategies.

Key Responsibilities

Client Consultation: Conduct discussions to understand clients’ financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive plans that cover investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients’ assets and income.
Ongoing Support: Monitor clients’ financial plans and provide regular updates, adjusting strategies as circumstances change.

This is an entry-level sales position offering training, development, and opportunities for advancement within the organization.

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Finance Jobs in Wilmington, MA

Senior Team Manager, Trust Administration

Trust Officer

Financial Advisor/Wealth Manager - Wilmington

Sales Representative Entry Level

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