63689 Automotive Service Advisor/Writer Floyd MeGee Motor Company63689 Automotive Service Advisor/WriterSalisbury, MDFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
BMW Service Advisor Passport AutoBMW Service AdvisorCamp Springs, MD$50,000–$200,000 / yearFull timestrong>Full Time Positions at Passport Automotive group are eligible for the following benefits: . One of the largest and most successful automotive groups in the DC area.
Mortgage Advisor Weichert, RealtorsMortgage AdvisorGermantown, MDEstablished in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.
GENESIS Automotive Service Advisor Passport Auto GroupGENESIS Automotive Service Advisormarlow heights, MD$85,000–$120,000 / yearFull timeOur service department is growing, and we’re seeking a skilled, motivated Automotive Service Advisor who takes pride in high‑quality workmanship and wants to grow with a premium brand. Genesis Corporate has a goal of 22 different models in our showroom by the year 2030, just 4 short years!
NISSAN Automotive Service Advisor Passport Auto GroupNISSAN Automotive Service AdvisorSuitland, MDFull timeCome Join Team Passport Auto: one of the largest and most successful privately held automotive groups in the DC area where We value each team members and treat you like family. Career Advancement Opportunities within Passport; Example – Team leader, Service manager, Service Director.
POWER SYSTEMS DIVISION (PSD) RENTAL SERVICE ADVISOR Carter Machinery Company, IncPOWER SYSTEMS DIVISION (PSD) RENTAL SERVICE ADVISORElkridge, MD$64,000–$83,000 / yearThe PSD Rental Service Advisor is responsible for communicating with internal and external customers to gather information regarding PSD rental equipment issues and providing repair status updates while repairs are in progress; opening/processing work orders in an efficient and timely manner using thorough details on customer requests/complaints to ensure technician understanding and customer satisfaction. In addition to base pay, the compensation package may include participation in performance-based incentive programs (e.g., discretionary or non-discretionary plans), as well as overtime eligibility depending on the role.
HYDRAULICS RECON SERVICE ADVISOR Carter Machinery Company, IncHYDRAULICS RECON SERVICE ADVISORBaltimore, MD$64,000–$83,000 / yearThe Hydraulics Recon Service Advisor is responsible for communicating with internal and external customers to gather information regarding equipment issues and providing repair status updates while repairs are in progress; opening/processing work orders in an efficient and timely manner using thorough details on customer requests/complaints to ensure technician understanding and customer satisfaction. In addition to base pay, the compensation package may include participation in performance-based incentive programs (e.g., discretionary or non-discretionary plans), as well as overtime eligibility depending on the role.
NewPatient Accounting Solution Advisor AxelonPatient Accounting Solution AdvisorArnold, MDThis role ensures VA-assigned solution experts gain a comprehensive understanding of Oracle Cerner capabilities and nomenclature, assists with workflow analysis and future state design, and supports testing, training, and post-go-live activities. The Solution Advisor will provide Oracle Cerner expertise, guidance, and knowledge transfer sessions to National/VISN Councils, local workshops, and VA solution experts.
Associate Insurance Advisor Athlon Advisors LlcAssociate Insurance AdvisorColumbia, MD$55,000–$60,000 / yearYou will learn to approach insurance through broader planning mindset — working alongside professionals who integrate personal insurance, commercial risk management, and life protection planning into client conversations. This role is designed for an early-career professional who wants to build a long-term career in insurance and risk planning through hands-on mentorship, structured training, and real client experience.
Senior Insurance Advisor Johnson Insurance Group, Inc - Allstate InsuranceSenior Insurance AdvisorWaldorf, MDRemote$70,000–$120,000 / yearAre you ready to build a rewarding career where your success directly impacts your earnings and helps protect families in the Waldorf, Maryland community? This is a fantastic opportunity to leverage your sales skills in a supportive environment where you can truly make a difference and earn an income exceeding $100k.
Commercial Insurance Advisor PCF Insurance ServicesCommercial Insurance AdvisorCockeysville, MDRanked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Employee Benefits Advisor (Producer) - Insurance Advisory Solutions Baldwin Group ColleagueEmployee Benefits Advisor (Producer) - Insurance Advisory SolutionsBethesda, MarylandLicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Employee Benefits Advisor (Producer) - Insurance Advisory Solutions The Baldwin Group Insurance Holdings, LLCEmployee Benefits Advisor (Producer) - Insurance Advisory SolutionsBethesda, MDLicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. • Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Commercial Insurance Construction Advisor PCF Insurance ServicesCommercial Insurance Construction AdvisorBaltimore, MDRanked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Bilingual Employer Benefits & Business Development Advisor (English/Spanish) DiscoverU HealthBilingual Employer Benefits & Business Development Advisor (English/Spanish)Laurel, MarylandThis individual will focus on developing relationships with Hispanic-owned businesses, employers, community organizations, and independent insurance professionals while helping employers strengthen their employee healthcare benefits through DiscoverU Health's concierge healthcare services and other insurance products. Position Summary: DiscoverU Health is seeking a highly motivated, bilingual (English/Spanish) Employer Benefits & Business Development Advisor to help expand our presence within the Hispanic and Latino business community throughout Maryland .
Financial Advisor Northwestern MutualFinancial AdvisorBethesda, Maryland$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Employer Benefits & Business Development Advisor DiscoverU HealthEmployer Benefits & Business Development AdvisorLaurel, MarylandDiscoverU Health is seeking a highly motivated Employer Benefits & Business Development Advisor to help expand our presence throughout Maryland by developing employer partnerships, introducing concierge healthcare memberships, and helping businesses strengthen their employee health benefits. We believe every person deserves compassionate, personalized, high-quality care, and we strive to serve our patients, partners, and communities with excellence, integrity, kindness, and respect.
Service Advisor Ourisman MazdaService AdvisorLaurel, MDFull timeAs a Service Advisor, you'll connect guests with our service team so vehicle maintenance and repairs are explained clearly, approved confidently, and completed accurately. As the shop progresses, you touch base with technicians, relay updates in plain language, and adjust promised times when needed.
Service Advisor Ourisman Volkswagen of WaldorfService AdvisorWaldorf, MDFull timeThe Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
Top Sales Professionals: Elevate Your Income with Flexible, Remote Insurance Roles Griffin AgencyTop Sales Professionals: Elevate Your Income with Flexible, Remote Insurance RolesMyersville, MDRemoteFull timeAs a client advisor you will have access to our technology driven CRM to connect with clients who have requested a consultation, the automation will set a virtual appointment from home or anywhere to help them apply for the best plan for their needs. Our client advisors earn income 24/7 by driving traffic from social media, your warm market, and clients who prefer to get coverage on their own time, while still meeting with other clients virtually!
Senior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Wealth Advisor - The Baldwin Group Financial ServicesBethesda, MarylandAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
Licensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteMDRemote$55,000–$100,000 / yearAs a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementMarylandIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
TOYOTA SERVICE ADVISOR Pohanka Toyota of Salisbury Salisbury, Maryland National Automotive Training AcademyTOYOTA SERVICE ADVISOR Pohanka Toyota of Salisbury Salisbury, MarylandSalisbury, MD$75,000–$120,000Increasing the range by approximately 10% as requested results in a competitive advertised range of $45,000 $120,000+ depending on experience, production, CSI, and bonus opportunities. As the link between our customers and our factory-trained technicians, you'll help deliver an outstanding ownership experience while maximizing customer satisfaction and service department performance.
Financial Solutions Advisor - Chesapeake Market area -Bilingual Korean speaker required Bank of America CorpFinancial Solutions Advisor - Chesapeake Market area -Bilingual Korean speaker requiredEllicott City, MD$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Fiduciary Advisor I PNC BankFiduciary Advisor IFrederick, District of ColumbiaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Automotive Sales Client Advisor Ourisman Honda of FrederickAutomotive Sales Client AdvisorFrederick, MDFull timeYou will be responsible for assisting customers with their vehicle purchases, providing product information, presenting financial products, and ensuring a positive buying experience. Ability to maximize penetration rates while ensuring each deal is profitable, customer-focused, and contributes to dealership performance and revenue growth.
Service Advisor Ourisman Honda of BethesdaService AdvisorBethesda, MDFull timeThe Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
NewService Advisor - Group 1 College Park Hyundai Group 1 Automotive IncService Advisor - Group 1 College Park HyundaiCollege Park, MDThis role is perfect for someone who enjoys engaging with customers throughout the day, providing clear communication, and ensuring a seamless service experience from start to finish. Our ideal Service Advisor is passionate about delivering exceptional customer experiences and thrives on building relationships.
Financial Wealth Advisor - Baltimore, MD Corebridge Financial IncFinancial Wealth Advisor - Baltimore, MDMD$80,000–$200,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Automotive Service Advisor - College Park Hyundai Group 1 Automotive IncAutomotive Service Advisor - College Park HyundaiCollege Park, MD$3,500–$9,100Group 1 Automotive, a Fortune 250 company, is a leading operator of automotive dealerships and collision centers across the United States and the United Kingdom. To support our growth, we are looking for a Quality Automotive Service Advisor with our Quality Dealership representing a Quality Product!
Financial Advisor - Securities Administration WesBanco IncFinancial Advisor - Securities AdministrationMDWesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. INTERPERSONAL SKILLS: Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
Service Advisor Fort Washington ChevroletService AdvisorFort Washington, MarylandThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. Past experience as a service advisor, assistant lane manager or service consultant.
Senior Retirement Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueSenior Retirement Advisor - The Baldwin Group Financial ServicesBethesda, MarylandFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Financial Advisor SECUFinancial AdvisorLinthicum, MDThe Financial Advisor assists members identify financial goals and objectives by collecting and analyzing the member’s financial information, advise the member about the risks, advantages and disadvantages of various investment opportunities in light of the member’s individual financial circumstances, and recommend to the client only those investment solutions that are suitable for that member’s particular financial status, objectives, risk tolerance, tax exposure, and other investment needs. The Financial Advisor adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
Automotive Service Advisor Far East Motors Auto RepairAutomotive Service AdvisorSilver Spring, Maryland$70,000–$120,000We are searching for an automotive service advisor, with experience in an independent auto repair shop, that can provide amazing customer service and help our customers feel comfortable that the money they are spending is an investment in their vehicle. We do things a little differently at our shop and want someone who is open to learning processes that have proven to create an environment that is free from chaos.
Service Advisor Volvo Cars of FrederickService AdvisorFrederick, MDFull timeThe Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesMDAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Financial Advisor - Annapolis Navy Federal Credit UnionFinancial Advisor - AnnapolisAnnapolis, MD$55,000–$75,000 / yearRecommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
Automotive Automotive Service Advisor / Assistant Service Manager - Easton Kia HERTRICH Family of Automobile DealershipsAutomotive Automotive Service Advisor / Assistant Service Manager - Easton KiaEaston, MD$50,000–$85,000 / yearFull timeThe Hertrich Family of Dealerships is hiring an experienced Automotive Service Advisor / Assistant Service Manager to join our growing team at Hertrich Kia of Easton . 2-3+ years Service Advisor / Writer experience (or 1+ year Assistant Service Manager experience) .
Experienced Automotive Service Advisor / Assistant Service Manager - Elkton CDJR HERTRICH Family of Automobile DealershipsExperienced Automotive Service Advisor / Assistant Service Manager - Elkton CDJRElkton, MD$50,000–$85,000 / yearFull timeThe Hertrich Family of Automobile Dealerships is hiring a motivated, customer-focused Automotive Service Advisor / Service Writer to join our high-performing service team. If you enjoy helping customers, staying busy, and working in a fast-paced, team-driven environment, this is a great opportunity to grow your career.
Experienced Automotive Service Advisor / Assistant Service Manager - Easton Chevy GMC HERTRICH Family of Automobile DealershipsExperienced Automotive Service Advisor / Assistant Service Manager - Easton Chevy GMCEaston, MD$50,000–$85,000 / yearFull timeThe Hertrich Family of Automobile Dealerships is looking for an experienced, customer-driven Automotive Service Advisor / Assistant Service Manager ready to take the next step in their automotive service career. Experienced Automotive Service Advisor / Assistant Service Manager Full-Time | Hertrich Family of Automobile Dealerships .
Body Shop Service Advisor Transteck, IncBody Shop Service AdvisorSalisbury, MDFull timeThe Service Advisor is responsible for selling our services to our customers, conducting a visual safety inspection of customer's vehicles and ensuring all of our customers' needs are correctly addressed. Our large size means that we have the resources to provide the best in class facilities, training and equipment while working with the industry leader in large heavy duty trucks.
Experienced Auto Parts Advisor / Counter Person - Salisbury Chevrolet Cadillac HERTRICH Family of Automobile DealershipsExperienced Auto Parts Advisor / Counter Person - Salisbury Chevrolet CadillacSalisbury, MDFull timeHertrich Family of Dealerships is seeking an enthusiastic, experienced Auto Parts Advisor / Parts Counter Person to join our team and play a key role in supporting our growing service department and retail parts business. At Hertrich, you'll find a company culture driven by integrity, excellence, and innovation, and we're looking for individuals who share our passion for great customer service and teamwork.
Service Advisor Jim Coleman CadillacService AdvisorBethesda, MDFull timeEmployee Polygraph Protection Act (EPPA): https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf . Using your knowledge of our products and services to sell or provide in-depth information about available parts and service options to customers.
Service Advisor Ourisman SubaruService AdvisorWaldorf, MDFull timeThe Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
Service Advisor Ourisman HyundaiService AdvisorLaurel, MDFull timeThe Service Advisor is responsible for serving as a liaison between customers and our service technicians, ensuring that our clients receive timely and accurate vehicle maintenance and repair services. Schedule appointments, and communicate work orders to technicians, ensuring that repairs and maintenance are performed accurately and on time.
Automotive Parts Manager/Assistant Manager/ Experienced Parts Advisor - SOUTHERN CAMPAIGN HERTRICH Family of Automobile DealershipsAutomotive Parts Manager/Assistant Manager/ Experienced Parts Advisor - SOUTHERN CAMPAIGNPocomoke City, MDFull timeAddress: 1618 Ocean Highway Pocomoke, MD 21851 / Contact 302-648-JOBS (5627) with any questions. We're building a strong bench of talent and looking for: Parts Managers (Leadership Roles) .
J.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, MD JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, MDMDThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Baltimore, Luther Timonium, Pikesville, and Reistertown, MD JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Baltimore, Luther Timonium, Pikesville, and Reistertown, MDMDThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.