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Financial Advisor Sales Jobs in Delaware (NOW HIRING)

M&T Bank

Junior Financial Advisor

Long Neck, DE

Financial Advisor - Long Neck, DE Launch your advisory career with M&T Bank. We're seeking a ... Banking, sales, or client-facing experience (licensed preferred) * Strong relationship-building ...

WSFS Bank

Associate Financial Advisor

Wilmington, DE

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive ... Must have 1 to 3years of experiencein a supportrole, orclient facing role, or sales in a financial ...

Wsfsbank

Associate Financial Advisor

Wilmington, DE

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive ... Must have 1 to 3years of experiencein a supportrole, orclient facing role, or sales in a financial ...

Wsfsbank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive ... Must have 1 to 3years of experiencein a supportrole, orclient facing role, or sales in a financial ...

WSFS Bank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive ... Must have 1 to 3 years of experience in a support role, or client facing role, or sales in a ...

TD Bank Group

Financial Advisor - Bear, DE

Bear, DE · On-site

$72K - $108K/yr

TD Wealth The Financial Advisor (FA) role is a three-year program with a forgivable draw, for ... Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and ...

Td

Financial Advisor - Bear, DE

Bear, DE

$72K - $108K/yr

TD Wealth The Financial Advisor (FA) role is a three-year program with a forgivable draw, for ... Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and ...

Paul Mitchell Schools

Financial Aid Advisor

Newark, DE · On-site

$42K/yr

Paid holidays The Financial Aid Advisor will work a full-time schedule, Monday through Friday, with ... A friendly, approachable personality Some sales experience is ideal! This role is not about selling ...

Paul Mitchell Schools

Financial Aid Advisor

Newark, DE · On-site

$42K/yr

This role is not about selling but having those tough conversations about payments and financing is similar to someone who has been in sales before.WHAT WILL YOU DO AS A FINANCIAL AID ADVISOR?In this ...

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Financial Advisor Sales information

What is a financial advisor sales?

Financial Advisor Sales professionals are specialists who help clients make informed decisions about their financial future by selling financial products and services, such as investment plans, insurance, and retirement accounts. They combine financial planning expertise with sales skills to identify client needs, recommend suitable products, and build long-term client relationships. Their role often involves prospecting for new clients, explaining financial concepts, and meeting sales targets set by their firms.

What are some common challenges financial advisor sales professionals face when building a client base, and how are they typically addressed?

One of the main challenges for Financial Advisor Sales professionals is establishing trust and credibility with new clients, especially when starting out or entering a new market. Building a client base often requires consistent networking, personalized outreach, and leveraging referrals from satisfied clients. Many advisors overcome these hurdles by developing strong interpersonal skills, staying up-to-date on financial products, and working closely with experienced team members or mentors. Firms often provide training, marketing support, and access to lead generation tools to help advisors succeed in growing their book of business.

What are the key skills and qualifications needed to thrive as a financial advisor sales, and why are they important?

To thrive as a Financial Advisor in sales, you need strong financial knowledge, analytical skills, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as FINRA Series 7 and 66. Proficiency with CRM software, financial planning tools, and investment platforms is commonly required. Outstanding interpersonal skills, active listening, and persuasive communication help build trust and effectively guide clients. These capabilities are crucial for understanding clients' needs, providing tailored advice, and achieving sales targets in a competitive environment.

What is the difference between Financial Advisor Sales vs Financial Advisor?

AspectFinancial Advisor SalesFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)Series 7, Series 66, CFP (often required)
Primary FocusGenerating sales, client acquisitionProviding financial planning, investment advice
Work EnvironmentSales-focused, commission-basedAdvisory, client-centered
Employer & Industry UsageFinancial firms, brokeragesWealth management firms, banks

Financial Advisor Sales roles primarily focus on selling financial products and acquiring clients, often with a commission-based structure. In contrast, Financial Advisors concentrate on providing comprehensive financial planning and investment advice, typically earning fees or salary. While both roles require similar certifications, their core responsibilities and work environments differ significantly.

What are popular job titles related to Financial Advisor Sales jobs in Delaware?

For Financial Advisor Sales jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Sales jobs in Delaware look for?

The top searched job categories for Financial Advisor Sales jobs in Delaware are:

What cities in Delaware are hiring for Financial Advisor Sales jobs?

Cities in Delaware with the most Financial Advisor Sales job openings:

Financial Advisor Sales jobs near you

Junior Financial Advisor

M&T Bank

Long Neck, DE

Full-time

Re-posted 17 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

79th of 172 rated banks

Job description

Financial Advisor - Long Neck, DE

Launch your advisory career with M&T Bank. We're seeking a licensed banker or early-career advisor to grow within the Western Sussex County market-partnering with a top-producing Senior Advisor while building your own book through a strong referral network.

What You'll Do:

  • Build client relationships through referrals and branch partnerships

  • Deliver investment and insurance solutions

  • Support portfolio reviews and client lifecycle management

  • Partner across Retail, Business Banking, and Wealth teams

What You Bring:

  • Banking, sales, or client-facing experience (licensed preferred)

  • Strong relationship-building skills and growth mindset

Licenses (or willing to obtain):

  • Series 7, 63, and 65/66

  • Life/Variable Insurance

Experience Required:

  • Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a 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

  • FINRA Series 7, 63 and 65 or 66 licenses

  • Pertinent state Life/Variable Insurance (LAH) licenses

Why M&T:

  • Hands-on mentorship from a senior producer

  • Established referral network

  • Clear path to grow your own practice

About Wilmington Advisors @ M&T

Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationLong Neck, Delaware, United States of America

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