75 client advisor jobs at 31 companies in Aberdeen, MD
5d
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
5d
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
2mo
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Private Client Advisor II
Baltimore, Maryland, United States
$100k-$275k/yr OnsiteFull Time
12+ YOE10+ years private banking/complex financial services experience, Series 7/63/65 or 7/66 (or willingness to obtain), SAFE Act registration for mortgage origination, ability to drive new business for high-net-worth clients.
1d
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Luxury Automotive Client Advisor
Clarksville or Columbia
$90k-$200k/yr OnsiteFull Time
Automotive, luxury retail, or commissioned sales experience preferred; strong communication, presentation, organization, CRM skills, and a valid driver's license with clean driving record required.
Customer Relationship Management (CRM)
1mo
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Private Client Advisor
Annapolis, Maryland, United States
HybridFull Time
2+ YOERequires state-issued Property & Casualty or Life & Health producer license, 4-year degree in business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, and strong analytics and communication skills.
Microsoft Suite, Salesforce
2w
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Client Advisor - BMW of Catonsville
Baltimore, Maryland, United States
$43k-$100k/yr OnsiteFull Time
Sales or commission-based experience preferred, strong customer service and multitasking, tech savvy with CRM, valid driver’s license with limited violations, excellent communication and negotiation skills.
CRM, Inventory management, Internet resources
1mo
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Work From Home - Client Benefits Advisor
Bear, Delaware, United States
RemoteFull Time
Self-starter, competitive and coachable individual able to guide and educate interested clients remotely and take ownership of income and growth.
Zoom
1mo
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Client Services Advisor (WFH)
Bowie, Maryland, United States
RemoteContract, Full Time
Coachability, strong work ethic, good communication, ability to follow training and sales system; entry-level and licensed insurance enrollment roles available.
2mo
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Private Client Advisor II
Baltimore, Maryland, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7, 63 and 65 (or 7 and 66); 12+ years private banking/financial services; ability to develop new business ($3M+ investable assets); strong communication and negotiation skills.
1w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
3w
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3w
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Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
Develop and manage commercial P&C book of business, analyze client exposures, prepare submissions, negotiate terms, and meet revenue quotas; P&C producer licensure required; associate degree or equivalent preferred.
1mo
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Financial Advisor - Hunt Valley
Hunt Valley, Maryland, United States
$100k-$1000k/yr HybridFull Time
3+ YOEMinimum 3 years as a financial advisor with a bachelor's degree; required licenses: Maryland Life, Health & Accident, Series 7, and Series 65 or 66; strong client relationship, investment, insurance, and retirement knowledge.
1d
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Financial Advisor
West Chester, Pennsylvania, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
1mo
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Fiduciary Advisor
Wilmington, Delaware, United States
$58k-$96k/yr OnsiteFull Time
2+ YOEAdminister fiduciary accounts, ensure legal/regulatory compliance, manage assets and risk, communicate with clients; typically requires a bachelor\u0002s degree and 2+ years of relevant experience.
3d
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Wealth Advisor
Columbia, Maryland, United States
$125k-$175k/yr OnsiteFull Time
4+ YOEBachelor's degree preferred, 4+ years industry experience, CFP/CFA/MBA preferred, RIA license, proficiency in Excel/PowerPoint/Outlook, strong communication and client relationship skills.
Microsoft Excel, PowerPoint, Microsoft Outlook
4w
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Resident Advisor
Lancaster, Pennsylvania, United States
$18-$22/hr OnsiteFull Time
Provide on-site supervision, engage clients using trauma-informed practices, plan activities, maintain site compliance, and complete required training; high school diploma/GED and valid driver's license preferred.
Microsoft Windows, Google Suite
1mo
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Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
1w
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Beauty Advisor - Flex
Newark, Delaware, United States
$20-$23/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, product knowledge, ability to lift 50 lbs, availability for nights/weekends/holidays.
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