115 client advisor jobs at 35 companies in Joppatowne, MD
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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.
2w
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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.
3mo
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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.
2w
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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)
1w
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Private Client Advisor
Annapolis, Maryland, United States
HybridFull Time
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.
Microsoft Suite, Salesforce
3mo
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Private Client Advisor II
Chevy Chase, Maryland, United States
$100k-$275k/yr OnsiteFull Time
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.
2d
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J.P. Morgan Wealth Management – Private Client Advisor - Reisterstown, Maryland
Reisterstown, Maryland, United States
$48k/yr OnsiteFull Time
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.
1mo
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Client Services Advisor (WFH)
Bowie, Maryland, United States
RemoteContract, Full Time
Coachability, strong work ethic, good communication, ability to follow training and sales system; entry-level and licensed insurance enrollment roles available.
1w
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Work From Home - Client Benefits Advisor
Silver Spring, Maryland, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
Zoom
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
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.
1mo
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Lead Advisor
North Bethesda or Reston or Rockville or Richmond
OnsiteFull Time
5+ YOE5+ years in client-facing advisory/wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff and strong financial planning and investment management skills.
CRM
1mo
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AVP, Advisor
Potomac, Maryland, United States
$100k-$125k/yr HybridFull Time
5+ YOE5+ years wealth management experience, Bachelor's degree preferred, proficiency in Microsoft Office; CRM and portfolio/financial planning software a plus. Strong communication, organization, and client management skills; supervisory experience a plus.
Microsoft Office, CRM, portfolio management software, financial planning software
1mo
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Lead Advisor
Reston or North Bethesda
OnsiteFull Time
5+ YOE5+ years in client-facing advisory or wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff; strong financial planning and investment management skills; public speaking ability; willingness to travel to Richmond area.
CRM
1mo
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Associate Client Executive, Commercial Risk - IAS Mid-Atlantic
Bethesda or Philadelphia or Leesburg
$100k/yr HybridFull Time
Consultative insurance advisor for large, complex commercial accounts; strong insurance technical knowledge, risk analysis, client relationship skills, and communication; preferred CPCU/CIC/CRM/ARM and required state insurance licenses within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Financial Advisor
Annapolis, 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
2mo
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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.
2w
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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
1d
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Sales Advisor
Newark or Newark
$23/hr OnsiteFull Time
1+ YOERequires 1–3 years of luxury retail sales experience, with jewelry or watch experience preferred, plus strong client service, communication, organizational, analytical, and relationship-management skills.
Point-of-sale system
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