1mo
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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
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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
1mo
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Private Client Advisor
Ocean City, Maryland, United States
HybridFull Time
2+ YOEState-issued Property & Casualty or Life & Health producer license, bachelor's degree in business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills.
Microsoft Suite, Salesforce
4d
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Client Advisor, Commercial Lines Small Business
Rio Grande or Mount Laurel
$65k-$120k/yr HybridFull Time
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
3mo
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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
3w
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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
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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.
1mo
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Financial Advisor - Lusby MD - Market 34, Region 250
Lusby, Maryland, United States
$45k-$100k/yr OnsiteFull Time
Develop and grow a client practice; build relationships; obtain SIE, Series 7 and Series 66 registrations and state insurance licenses (registrations may be obtained during paid study); bachelor's preferred or equivalent experience; sales/financial services experience helpful.
1w
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Financial Solutions Advisor - Eastern Shore/ Salisbury area Market
Annapolis or Salisbury or Easton
$70k-$80k/yr OnsiteFull Time
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.
1w
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Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Annapolis or Salisbury or Severna Park or Easton
$29-$34/hr OnsiteFull Time
Ability to obtain required industry licenses and SAFE Act registration, experience building client relationships, sales aptitude, strong communication and time management.