68 client advisor jobs at 22 companies in Centreville, MD
3mo
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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.
2w
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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)
1w
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Private Client Advisor
Annapolis, Maryland, United States
HybridFull Time
2+ YOERequires a state-issued property and casualty or life and health producer license, four-year business-related degree, 2–5 years of insurance sales experience, Microsoft Suite and Salesforce proficiency, and communication and analytics skills.
Microsoft Suite, Salesforce
1d
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J.P. Morgan Wealth Management – Private Client Advisor - Reisterstown, Maryland
Reisterstown, Maryland, United States
$48k/yr OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, client acquisition and relationship management success, Series 7, Series 66 or 63/65, and life, health and long-term care insurance licenses.
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.
3mo
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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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Work From Home - Client Benefits Advisor
Brookside, Delaware, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and desire for professional growth and development.
Zoom
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
2mo
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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.
2w
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Financial Advisor
Annapolis, Maryland, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal authorization to work in the US without sponsorship.
proprietary planning software
2w
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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
2mo
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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
3w
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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.
3w
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Beauty Advisor - Flex
Newark, Delaware, United States
$20-$23/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, strong communication, ability to lift 50 lb, availability for nights/weekends/holidays, punctual and reliable.
3w
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Beauty Advisor - Flex
Newark, Delaware, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires strong communication, product-learning ability, teamwork, reliability, and capacity to lift up to 50 pounds.
2mo
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Financial Advisor - PNC Wealth Management
Prince Frederick or Chesapeake Beach
$75k/yr OnsiteFull Time
2+ YOEBachelor's degree typical, 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65) and life & health insurance required, strong client prospecting and relationship skills.
1w
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Part-Time Beauty Advisor - Sephora
Annapolis, Maryland, United States
$16-$20/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math and computer skills, and ability to lift 50 pounds and stand for shifts.
handheld scanners
1mo
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Senior Financial Advisor – Experienced Professionals
Camp Springs, Maryland, United States
OnsiteFull Time, Contract
5+ YOE5+ years financial services experience, Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio/wealth management and client relationship skills.
3mo
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Part-Time Beauty Advisor (Rehire/Referral)
Ellicott City, Maryland, United States
$17-$22/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, excellent communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, complete training, basic math and computer skills, operate handheld scanners.
handheld scanners, multiple frequency devices
4w
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Financial Advisor - Hanover, MD - Market 34, Region 250
Hanover or Linthicum
$45k-$100k/yr OnsiteFull Time
Bachelor's degree preferred or equivalent experience; must obtain SIE, Series 7 and Series 66 and state insurance licenses; FINRA registrations within three months; sales or financial services experience and commitment to client relationship building.
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