62 client advisor jobs at 28 companies in Hanover, PA
2mo
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Client Advisor
Wayne or Mechanicsburg
HybridFull Time
2+ YOEMinimum 2 years in client-facing or business development roles; insurance industry experience preferred; property & casualty license preferred or obtainable upon hire.
CRM, AI
2mo
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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.
5d
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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)
2mo
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Private Client Advisor
Cockeysville, Maryland, United States
HybridFull Time
2+ YOEState-issued Property & Casualty or Life & Health producer license, 4-year degree in a business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills.
Microsoft Suite, Salesforce
2w
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Client Advisor - BMW of Catonsville
Baltimore, Maryland, United States
$43k-$100k/yr OnsiteFull Time
Sales or commission-based experience preferred, strong customer service and multitasking, tech savvy with CRM, valid driver’s license with limited violations, excellent communication and negotiation skills.
CRM, Inventory management, Internet resources
1d
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Automotive Sales Client Advisor
Frederick, Maryland, United States
$15/hr OnsiteFull Time
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.
Microsoft Office Suite
2mo
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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.
1d
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Automotive Sales Client Advisor
Frederick, Maryland, United States
$15/hr OnsiteFull Time
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.
Microsoft Office Suite
1d
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Work From Home - Client Benefits Advisor
Columbia, Maryland, United States
RemoteRemote
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Zoom
1mo
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Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
Develop and manage commercial P&C book of business, analyze client exposures, prepare submissions, negotiate terms, and meet revenue quotas; P&C producer licensure required; associate degree or equivalent preferred.
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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Wealth Advisor - Camp Hill, PA
Camp Hill, Pennsylvania, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license within 60 days, minimum 2 years financial advisor experience, new business development and client management skills.
5d
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Financial Advisor
Ellicott City, 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
1w
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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
1mo
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Resident Advisor
Lancaster, Pennsylvania, United States
$18-$22/hr OnsiteFull Time
Provide on-site supervision, engage clients using trauma-informed practices, plan activities, maintain site compliance, and complete required training; high school diploma/GED and valid driver's license preferred.
Microsoft Windows, Google Suite
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
1w
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Senior Investment Advisor
Hershey, Pennsylvania, United States
$134k-$220k/yr OnsiteFull Time
10+ YOE10+ years investment management experience, bachelor’s degree preferred; strong knowledge of portfolio theory, fiduciary and tax rules, client communication, and trust/investment systems.
Microsoft Office, SWP
2w
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Senior Wealth Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
7+ YOEBachelor's degree (MBA preferred) and 7+ years advising high-net-worth clients; CFP, FINRA Series 7 & 66, Pennsylvania insurance license (obtain within 6 months); strong relationship management and business development skills.
eMoney, Salesforce
2w
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Financial Advisor II
Lancaster, Pennsylvania, United States
$125k/yr HybridFull Time
5+ YOE5+ years investment management or financial planning experience, bachelor’s degree required (finance preferred), CFP preferred/required within two years, clean U4, strong planning and client relationship skills, proficiency with Microsoft Office and financial planning software.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3w
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Strategic Payments Advisor
Gettysburg, Pennsylvania, United States
$50k-$60k/yr FieldFull Time
5+ YOEConsultative B2B sales or relationship management experience working with business owners or commercial clients; strong relationship-building and communication skills; self-motivated and entrepreneurial.
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