3w
Save
Mark Applied
Hide
Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1mo
Save
Mark Applied
Hide
Associate Client Advisor
Seattle or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Stuart or Washington, D.C.
$80k-$100k/yr HybridFull Time
Bachelor's degree required; 1+ years related business experience preferred; knowledge of trust administration and fiduciary laws preferred; proficiency with Microsoft Office and Salesforce; strong analytical, communication, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1mo
Save
Mark Applied
Hide
Private Client Advisor
Bethany Beach, Delaware, United States
HybridFull Time
2+ YOEState-issued Property & Casualty or Life & Health producer license, 4-year bachelor\u0002s degree, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills.
Microsoft Suite, Salesforce
1mo
Save
Mark Applied
Hide
Private Client Advisor
Rehoboth Beach or United States
HybridFull Time
2+ YOELicense: State-issued P&C or Life/Health; 2-5 years insurance sales; 4-year degree in Business/Sales/Marketing; proficient in Microsoft Suite and Salesforce; strong analytics and communication.
Microsoft Office, Salesforce
3w
Save
Mark Applied
Hide
Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
Fiduciary Advisor III
Wilmington, Delaware, United States
$72k-$139k/yr OnsiteFull Time
5+ YOE5+ years fiduciary/wealth management experience; bachelor's degree; knowledge of trusts; strong client service and relationship skills; in-office and field work.
1mo
Save
Mark Applied
Hide
Senior Relationship Advisor
Wilmington, Delaware, United States
HybridFull Time
12+ YOEExtensive fiduciary and wealth management experience; manage complex client relationships; JD or similar credential preferred; 12–15 years in trust/estate related roles.
1mo
Save
Mark Applied
Hide
Energy Advisor- Commercial Sales
New York or Pennsylvania or Massachusetts or New Jersey or Maryland or Connecticut or Delaware or Rhode Island or Illinois or Texas or Ohio or New Hampshire or California or Houston
$75k-$175k/yr RemoteFull Time
3+ YOE3+ years in the energy industry and 3+ years B2B outside sales; proven prospecting, negotiation, and client relationship skills; self-starter with sales hunting experience; BA/BS preferred.
HubSpot
3mo
Save
Mark Applied
Hide
Financial Advisor - Lewes, DE
Lewes, Delaware, United States
$80k-$100k/yr OnsiteFull Time
2+ YOE2-5 years advisory support experience; Bachelor's, MBA (preferred); CFP preferred; clean U4; proficient in MS Office and planning software; strong communication and client-relations skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, financial planning software, securities software
1mo
Save
Mark Applied
Hide
Energy Advisor- Commercial Sales
Chicago or New York or Pennsylvania or Massachusetts or New Jersey or Maryland or Connecticut or Delaware or Rhode Island or Illinois or Texas or Ohio or New Hampshire
$75k-$175k/yr RemoteFull Time
3+ YOE3+ years energy industry and 3+ years B2B outside sales experience; strong prospecting, negotiation, and client relationship skills; BA/BS preferred; experience with HubSpot/CRM; self-starter and entrepreneurial mindset.
HubSpot, CRM
1mo
Save
Mark Applied
Hide
Wealth Advisor - PNC Wealth Management
Virginia or District of Columbia or Maryland or Delaware
$75k-$125k/yr OnsiteFull Time
3+ YOE3+ years wealth advisory experience; bachelor’s degree; FINRA Series 7 and 66 (or 63/65); Life and Health Insurance; strong client relationships and financial planning skills.
3mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Wilmington, Delaware, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, and completion of required training.
3w
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
Full-Time Beauty Lead Advisor - Sephora
Wilmington, Delaware, United States
$16/hr OnsiteFull Time
Retail client-facing experience, passion for beauty, excellent communication, ability to lift up to 50 lbs, complete training, basic math and computer skills, and open availability including days, nights, weekends and holidays.
handheld scanners, multiple frequency devices
Explore Jobs
Expand Your Job Search
Top Cities in Delaware for Client Advisor
- Client Advisor jobs in Wilmington, DE
- Client Advisor jobs in Dover, DE
- Client Advisor jobs in Newark, DE
- Client Advisor jobs in Middletown, DE
- Client Advisor jobs in Smyrna, DE
- Client Advisor jobs in Milford, DE
- Client Advisor jobs in Seaford, DE
- Client Advisor jobs in Georgetown, DE
- Client Advisor jobs in Elsmere, DE
- Client Advisor jobs in New Castle, DE
- Client Advisor jobs in Millsboro, DE
- Client Advisor jobs in Laurel, DE
- Client Advisor jobs in Harrington, DE
- Client Advisor jobs in Camden, DE
- Client Advisor jobs in Clayton, DE
- Client Advisor jobs in Lewes, DE
- Client Advisor jobs in Milton, DE
- Client Advisor jobs in Selbyville, DE
- Client Advisor jobs in Bridgeville, DE
- Client Advisor jobs in Townsend, DE