35 client advisor jobs at 17 companies in Clayton, DE
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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.
1w
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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
Stone Harbor, New Jersey, United States
HybridFull Time
2+ YOEState-issued Property & Casualty or Life & Health Insurance Producer License; 4-year degree; 2–5 years sales experience; proficiency with Microsoft Office and Salesforce.
Microsoft Office, Salesforce
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
4w
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Client Advisor, Commercial Lines Small Business
Rio Grande or Mount Laurel
$65k-$120k/yr HybridFull Time
Active Property & Casualty license, experience managing commercial small business accounts, knowledge of coverages/renewals, strong communication, analytical and organizational skills, and proficiency with Microsoft Office and agency systems.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, web browser, agency management system
1mo
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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
5d
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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.
3w
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Residential Advisor
Newtown Square, Pennsylvania, United States
OnsiteFull Time
1+ YOEA.A. degree or equivalent experience, 1 year relevant MH/MR experience, crisis intervention/de-escalation skills, valid driver's license, ability to perform physical tasks and document client progress.
2w
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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.
2w
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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.
1mo
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Sr. Relationship Advisor
Wilmington, Delaware, United States
OnsiteFull Time
12+ YOEExtensive fiduciary and trust expertise with 12+ years as a relationship manager or attorney; college degree or equivalent experience required; JD preferred; strong advisory, leadership, and client relationship skills; must be authorized to work in the U.S. without sponsorship.
3mo
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Wealth Advisor (Radnor, PA)
Radnor, Pennsylvania, United States
$85k-$145k/yr HybridFull Time
7+ YOEBachelor's degree; CFP required; 7-10 years in related roles; Series 65; able to travel up to 20%; strong client relations and financial planning skills.
6d
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Product Solutions Advisor
Omaha or Wilmington or New York City
$73k-$116k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, technology, or related field; 5 years in FinTech product management or advisory roles; 3 years in client consultation; unrestricted U.S. work authorization.
Optis Issuing System
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Part-Time Beauty Advisor - Sephora
Millville, New Jersey, United States
$17-$22/hr OnsitePart Time
Passion for beauty, client-facing retail experience, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs.
1mo
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Financial Advisor - Dover Federal Credit Union
Dover, Delaware, United States
$50k-$80k/yr OnsiteFull Time
3+ YOERequires Series 7 and a securities registration (Series 66 or 63/65), insurance license, and a minimum of three years of investment sales experience; strong communication and client-development skills.
1mo
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Financial Advisor - Dover Federal Credit Union
Dover, Delaware, United States
$50k-$80k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (or 63/65), insurance license, 3+ years investment sales experience; ability to service and build a client book; securities/insurance licenses will be held by LPL.
3mo
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Financial Solutions Advisor - Southern NJ Market
Absecon or Toms River or Voorhees or Sewell
$65k-$80k/yr OnsiteFull Time
1+ YOESeries 7 and 66 (63/65 acceptable) required; 1+ year investments/sales experience; strong client advisory and relationship skills; schedule includes weekdays and rotating Saturdays; NJ locations.
Brokerage platforms, Microsoft Office, CRM tools
3w
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Financial Advisor - Wilmington, DE - Market 34, Region 266
Wilmington, Delaware, United States
$45k-$100k/yr OnsiteFull Time
Develop a client-focused advisory practice; obtain SIE, Series 7 and Series 66 registrations and state insurance licenses; bachelor’s degree preferred or equivalent experience; strong relationship-building and critical thinking skills.
1mo
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Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Severna Park or Annapolis or Salisbury or Easton
$29-$34/hr OnsiteFull Time
1+ YOEObtain required industry licenses including SAFE Act registration; high school diploma or GED; ~1 year financial services or sales experience preferred; strong client relationship, communication, and time-management skills.
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