Top 718 Project advisor Jobs in Wilmington, De

Financial Advisor
Bruton Chisnell Advisors —Downingtown, PA
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply
Outside Sales Energy Consultant [ Commission Only upto $500K]
ecojiva —Philadelphia, PA
- Up to $500,000 a year
- Contract
- Hospital
- 11+ years
- Mid-level
Quick Apply
15h
Senior IT Project Manager Revenue Cycle
Partners Consulting, Inc. —Philadelphia, PA
- Contract
- Hybrid work
- 5 years
- Presentation skills
- Bachelor's degree
Quick Apply
Senior IT Project Manager Real Estate / Construction
Partners Consulting, Inc. —Philadelphia, PA
- Contract
- Hybrid work
- 5 years
- Presentation skills
- Bachelor's degree
Quick Apply
Senior IT Project Manager Clinical
Partners Consulting, Inc. —Philadelphia, PA
- Contract
- Hybrid work
- 5 years
- Presentation skills
- Bachelor's degree
Quick Apply
Program Manager Data & Analytics Healthcare
Partners Consulting, Inc. —Philadelphia, PA
- Contract
- Hybrid work
- Computer science
- Computer Science
- 5 years
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Human Resources Manager
Ophthalmic Partners, PC —Bala-Cynwyd, PA
- From $65,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
5d
Senior IT Project Manager Healthcare Provider / Patient
Partners Consulting, Inc. —Philadelphia, PA
- Contract
- Hybrid work
- 5 years
- Presentation skills
- Bachelor's degree
Quick Apply
Family Office Accountant/Director
Keystone Dental —Gibbstown, NJ
- $125,000 - $130,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- 401(k) matching
Quick Apply
1d
Director of Finance
Emerson Personnel Group Inc. —Philadelphia, PA
- $160,000 - $175,000 a year
- CPA
- Finance
- 8 years
- Health savings account
- Disability insurance
Quick Apply
4d
Director, SAP IS-U - Power & Utilities
KPMG —Philadelphia, PA
- $184,870 - $324,185 a year
- Full-time
- Computer Science
- Master's degree
- Bachelor's degree
- Disability insurance
- Health insurance
7d
Certified General Appraiser
Commonwealth Commercial Appraisal Group —Philadelphia, PA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Writing skills
- 401(k)
- Paid time off
Quick Apply
Lead Electrical Power Systems Engineer - MV Switchgear
Liberty Personnel Services, Inc, LP88931 —Downingtown, PA
- Weekends as needed
- Customer service
- Ability to walk for extended periods
- Office
- Paid holidays
- Dental insurance
Quick Apply
10d
Sales Arborist
SavATree LLC —Chadds Ford, PA
- $130,000 - $250,000 a year
- Mid-level
- Ability to lift 50 pounds
- Outdoor work
- Disability insurance
- Health insurance
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Digital Accessibility Specialist (Contract, Hybrid)
Cella —Wilmington, DE
- $45 - $50 an hour
- Full-time
- Writing skills
- Mid-level
- Office
- AD&D insurance
- Disability insurance
4d
Residential HVAC Field Technician
Accelera —Pittsgrove, NJ
- $24.70 - $41.80 an hour
- Full-time
- Customer service
- 5 years
- System design
Quick Apply
Attorney/Lawyer
Robert Half —Bryn Mawr, PA
- $177,000 - $210,000 a year
- US work authorization
- Senior level
- Communication skills
- Disability insurance
- Dental insurance
Quick Apply
5d
Executive Assistant
BrainWorks —Philadelphia, PA
- Full-time
- Hospital
- Mid-level
- Office
Quick Apply
13d
Fraud Product Owner
City National Bank —Newark, DE
- $92,114 - $156,880 a year
- 3 years
- Bachelor's degree
- Product management
- Health insurance
- Dental insurance
Quick Apply
Attorney/Lawyer
Robert Half —West Chester, PA
- $160,000 - $165,000 a year
- 7 years
- US work authorization
- In-person
- Disability insurance
- Dental insurance
Quick Apply
6d

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Financial Advisor

Bruton Chisnell Advisors
Downingtown, PA

Quick Apply

Job Details

Full-time

Benefits

Health insurance
401(k)
Paid time off
Employee assistance program
401(k) matching
Life insurance

Qualifications

Customer communication

Full Job Description

Who We Are

At Bruton Chisnell Advisors (BCA), our Purpose is to empower our clients and team to live more confidently. As an independent registered advisory firm, we serve both individual and business clients, providing services ranging from financial and retirement planning, investment management, retirement and 401(k) plan management, and strategic business consulting. BCA is a leader in the financial service industry and consistently ranks within the top quartile of firms based on assets under management and as an “elite” retirement plan advisor.

Leading with our Core Values, we are a strong partner with our clients and provide an exceptional yet approachable experience. We work closely with our clients to meet them where they are, understand their unique needs, and partner with them to chart a course to live more confidently. For our private client relationships, our belief is that we serve households and not accounts. Through our holistic planning approach, we strive to be a thought-leader on the team, collaborating with their entire planning team including attorneys and accountants to achieve meaningful outcomes for our clients. For our business owner clients, we uniquely consider challenges facing their planning needs and organizational objectives. Additionally, we lead their retirement plans by providing a deep level of service to the plan and participants to achieve financial wellness and retirement readiness.

With more than 50 years serving our clients, we continue to expand our footprint with offices in Chester County, PA and Akron, OH. Our goal is to continue to enhance our team environment where we work together to build long-lasting mutual success. We take our core values seriously and utilize them to make every decision - both with our team and with our clients. BCA is looking for values-aligned professionals who are excited to learn, work, and grow in a client service-first organization where they can make a big impact.

Summary

The Financial Advisor serves first as a client relationship manager with some business development responsibilities. Their role is responsible for growing and deepening client relationships while actively contributing to the firm’s growth. By leading with our core values, they foster relationships and identify opportunities that benefit the client.

Using our holistic and consultative planning process, the Advisor prioritizes ongoing client advisory support to achieve their comprehensive planning needs. The Advisor serves in a way that naturally results in client referrals, new client opportunities, and center-of-influence engagement.

This individual partners closely with senior advisors while allowing them the ability to build trusted relationships with clients and prospects. Success in this role requires a planning-first mindset, the ability to translate complex financial strategies into clear, actionable guidance, and a passion for client service and support.

Responsibilities

Client Relationship Management & Advisory Support (35-60%)

Partner with senior advisors to develop and deliver customized financial plans and investment strategies aligned with each client’s goals.
Serve as a primary or co-advisor for assigned clients, delivering ongoing financial planning, investment guidance, and proactive relationship management.
Develop, implement, and monitor comprehensive financial plans aligned with client goals, values, and life stages.
Lead and participate in client review meetings, including preparation, presentation, and follow-up. Field incoming client communications and proactively reach out to clients as necessary.
Monitor portfolios, planning assumptions, and progress toward goals; recommend adjustments as needed.
Coordinate with internal team and external partners across tax, estate planning, insurance, and retirement plan consulting to deliver holistic planning advice.
Maintain accurate client records, documentation, and communication within CRM, eMoney, and other planning systems.
Partner with operations and service teams to deliver a seamless, high-touch client experience
Stay current on market trends, regulatory updates, and industry best practices impacting financial planning and investment strategy
Contribute to process improvement initiatives that enhance efficiency, scalability, and consistency across the advisory practice
Ensure all client interactions, recommendations, and documentation meet fiduciary, compliance, and regulatory standards

Operational Excellence & Team Collaboration (10-35%)

Ensure timely and accurate completion of administrative and operational workflows.
Support internal initiatives to streamline client service processes and enhance client experience.
Assist in training team members on firm systems and process, client service protocols, and best practices.
Collaborate cross-functionally to ensure consistency, compliance, and excellence across all client touchpoints.

Business Development & Growth (10-35%)

Leading with our purpose and core values, proactively contribute to firm growth through expansion of existing client relationships, referral cultivation, and new client acquisition.
Build and maintain relationships with centers of influence (e.g., CPAs, attorneys, business owners, retirement plan sponsors) to support long-term pipeline development. Introduce COIs to BCA for ongoing partnership.
Lead and participate in prospect meetings, discovery conversations, and proposal presentations using a consultative, goals-based approach rooted in core values.
Collaborate with Senior Advisor on outreach strategies, educational events, networking opportunities, client engagement initiatives, and thought leadership efforts.
Identify opportunities to introduce additional planning, investment, or retirement solutions that align with client needs and firm capabilities.

Skills & Abilities

3+ years experience in financial advisory, private client services, or a closely related financial services role.
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or a willingness to pursue with firm support preferred.
Active FINRA Series 6, 7 and 63, 65, and/or 66 licenses, preferred.
Bachelor’s degree in Finance, Accounting, Business, or related field (or equivalent experience).
Demonstrated commitment to goals-based financial planning and fiduciary client service.
Commitment to providing strong customer service experiences for all types of individuals and households.
Strong organizational skills with ability to manage multiple client relationships, projects, and deadlines.
Excellent interpersonal, communication, and presentation skills with the ability to convey complex financial concepts clearly.
Proficiency with Microsoft Office Suite
Experience with financial planning tools (e.g., eMoney) and CRM systems

Benefits:

401(k)
401(k) matching
Employee assistance program
Health insurance
Life insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

project advisor jobs in wilmington, de

Financial Advisor

Outside Sales Energy Consultant [ Commission Only upto $500K]

Senior IT Project Manager Revenue Cycle

Senior IT Project Manager Real Estate / Construction

Senior IT Project Manager Clinical

Program Manager Data & Analytics Healthcare

Human Resources Manager

Senior IT Project Manager Healthcare Provider / Patient

Family Office Accountant/Director

Director of Finance

Director, SAP IS-U - Power & Utilities

Certified General Appraiser

Lead Electrical Power Systems Engineer - MV Switchgear

Sales Arborist

Digital Accessibility Specialist (Contract, Hybrid)

Residential HVAC Field Technician

Attorney/Lawyer

Executive Assistant

Fraud Product Owner

Attorney/Lawyer

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