19 client advisor jobs at 10 companies in Dover, DE
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Private Client Advisor
Stone Harbor, New Jersey, United States
HybridFull Time
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
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.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOE5+ years fiduciary/wealth management experience; bachelor's degree; knowledge of trusts; strong client service and relationship skills; in-office and field work.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEExtensive fiduciary and wealth management experience; manage complex client relationships; JD or similar credential preferred; 12–15 years in trust/estate related roles.
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
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail/service experience, passion for beauty, strong communication, flexible availability including evenings/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, complete company training.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
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.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
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.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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.
Financial Solutions Advisor - Eastern Shore/ Salisbury area Market
Annapolis or Salisbury or Easton
$70k-$80k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESeries 7 and 66 (or 63/65), 1+ year investments experience, 1+ year financial services or sales experience, high school diploma/GED, SAFE Act registration when originating mortgages, strong client communication and regulatory diligence.
Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Annapolis or Salisbury or Severna Park or Easton
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Ability to obtain required industry licenses and SAFE Act registration, experience building client relationships, sales aptitude, strong communication and time management.