Junior Financial Advisor
On-siteLong Neck, Delaware, United States
Long Neck, Delaware, United StatesOn-siteFull TimeEntry LevelBachelors DegreeBANKINGEnterprise
Full TimeEntry LevelBachelors DegreeEnterpriseBANKING
Job Summary
Build client relationships through referrals and branch partnerships while delivering investment and insurance solutions. Support portfolio reviews and manage client lifecycle activities across Retail, Business Banking, and Wealth teams. Partner with a top-producing Senior Advisor to grow your own book within the Western Sussex County market. This role offers hands-on mentorship and a clear path to establish a practice, supported by an established referral network.
Required Qualifications
- Banking, sales, or client-facing experience
- Strong relationship-building skills
- Growth mindset
- Bachelor's degree
- Minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience
- Combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience (in lieu of a degree)
- FINRA Series 7 license
- FINRA Series 63 license
- FINRA Series 65 or 66 license
- Pertinent state Life/Variable Insurance (LAH) licenses
- Licensed banker
- Early-career advisor
Desired Qualifications
- Licensed preferred
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