197 client advisor jobs at 52 companies in Dundalk, MD
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Client Advisor
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HybridFull Time
Bessemer Trust: Wealth management and family office services for affluent clients.
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
Strider Technologies: Strategic intelligence software protecting organizations from nation-state risks.
7+ YOE7+ years in counterintelligence, insider risk, national security, intelligence analysis, consulting, or related advisory roles; experience leading client engagements, facilitation, assessments, project management, and executive communication; bachelor\u0002s degree required.
Diligent: Provides software for corporate governance, risk, and compliance management.
5+ YOE5+ years client-facing experience in legal/audit/risk/compliance; strong communication, analytical and relationship-building skills; GRC domain knowledge; ability to manage multiple clients and travel to client sites.
RichemontSIX Swiss Exchange: CFR: Designs and manufactures luxury jewelry, watches, and fashion accessories.
2+ YOEMinimum 2 years luxury retail sales experience, fluent English, strong selling and interpersonal skills, CRM and computer proficiency, luxury brand/product knowledge, results-oriented and team player.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury retail/sales experience; strong communication, commercial awareness, client service, and flexibility to work evenings, weekends, and holidays.
KeringEuronext Paris: KER: Global luxury group managing renowned fashion, jewelry, and eyewear brands.
2+ YOE2+ years luxury fashion sales experience, strong commercial awareness, excellent communication, flexibility to work evenings/weekends/holidays, product and client-relationship skills.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOEMinimum 3 years of retail sales experience, preferably in luxury. Requires computer literacy, customer focus, product passion, flexibility for evenings, weekends, and holidays; client book preferred.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
12+ YOE10+ years private banking/complex financial services experience, Series 7/63/65 (or 7/66) or willingness to obtain, ability to drive new business for $3M+ investable assets, strong client relationship and advisory skills.
Jim Coleman Automotive: Family-owned automotive dealership group selling and servicing various vehicle brands.
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.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOE12+ years private banking experience; Series 7, 63 and 65 (or 7 and 66); able to develop new business; strong client advisory and negotiation skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
Coachability, strong work ethic, good communication, ability to follow training and sales system; entry-level and licensed insurance enrollment roles available.
Ourisman Automotive Group: Automotive dealership group selling and servicing motor vehicles.
Previous sales experience preferred but not required; requires strong communication, customer service, task prioritization, Microsoft Office Suite proficiency, and a valid driver's license with a clean driving record.
Ourisman Automotive Group: Family-owned group selling, servicing, and financing automobiles.
Previous sales experience preferred but not required; strong communication, customer service, multitasking, Microsoft Office proficiency, and a valid driver's license with a clean driving record.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Assist financial advisors by servicing client accounts, executing money movements, onboarding and maintaining accounts, and supporting client communications; Series licensing required and strong Microsoft Office skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint