Top 33 financial advisor Jobs in lewes de

Wealth Advisor - Lewes, DE
Citizens Financial Group —Lewes, DE
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Financial Advisor - Lewes, DE
Savant —Lewes, DE
- $80,000 - $100,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Financial Advisor
Dedicated Financial Services —Lewes, DE
- From $65,000 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
3d
Financial Advisor Recruiter
Sourced. —United States
- From $100,000 a year
- Full-time
- Remote
- Bachelor's degree
- Financial services
- Senior level
- Disability insurance
- Health insurance
Quick Apply
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Upper Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (South Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (North Central)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Pacific)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Rust Belt)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Lower Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Director of Planned Giving
The Christian Broadcasting Network —United States
- Full-time
- Remote
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Health insurance
Senior Wealth Advisor
Mariner Finance —United States
- Office
- Bachelor's degree
- Mentoring
Senior Wealth Analyst
Mariner Finance —United States
- Remote
- CPA
- Writing skills
- Data analysis skills
4d

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Wealth Advisor - Lewes, DE

Citizens Financial Group -
Lewes, DE

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Job Details

Full-time
$105,000 - $250,000 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Opportunities for advancement
Retirement plan

Qualifications

Business development management
Life Insurance License
Financial sales
Retail banking experience
Life insurance knowledge
Series 7
Business development
Investment client management
Client acquisition
Practicing in the securities industry
Series 63

Full Job Description

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary responsibilities include

Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: M-F (Branch Hours)

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

Awards We've Received

Glassdoor Best Place to Work in Consulting, Finance & Insurance

Human Rights Campaign Corporate Equality Index 100 Award

Newsweek America's Most Charitable Company

The Banker's
US Bank of the Year

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

Disability:IN Best Places to Work for Disability Inclusion

Apply Now

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financial advisor jobs in lewes de

Wealth Advisor - Lewes, DE

Financial Advisor - Lewes, DE

Financial Advisor

Financial Advisor Recruiter

Regional Vice President of Sales (Southeast)

Regional Vice President of Sales (Great Lakes)

Regional Vice President of Sales (Upper Midwest)

Regional Vice President of Sales (South Atlantic)

Regional Vice President of Sales (North Central)

Regional Vice President of Sales (Pacific)

Regional Vice President of Sales (Northeast)

Regional Vice President of Sales

Regional Vice President of Sales (Rust Belt)

Regional Vice President of Sales (Lower Midwest)

Regional Vice President of Sales (Mid-Atlantic)

Regional Vice President of Sales (Central Gulf)

Director of Planned Giving

Senior Wealth Advisor

Senior Wealth Analyst

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