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Financial Advisor at Bill Good Marketing
Wilmington, Delaware, United States - Full Time
Skills Needed
Financial Planning, Client Relationship Management, Behavioral Finance, Portfolio Management, Investment Management, Trade Execution, Cash Management, Detail Orientation, Financial Analysis, Emoney, Series 7, Series 66
Specialization
Candidates must hold active Series 7 and Series 66 licenses and possess at least 7 years of experience in the financial services industry. Strong attention to detail, a positive attitude, and a genuine interest in behavioral finance are essential for this role.
Experience Required
Minimum 5 year(s)
Sales Executive at REL Field Marketing
Garston, England, United Kingdom - Full Time
Skills Needed
Sales, Relationship Building, Negotiation, Customer Service, Data Analysis, Stock Management, Brand Awareness, Retail Merchandising, Communication, Time Management
Specialization
Candidates must hold a full manual UK driving license for at least 12 months and possess exceptional negotiation and relationship-building skills. You should also be comfortable working independently and utilizing data to inform your sales strategy.
Field Sales Executive at REL Field Marketing
St Albans, England, United Kingdom - Full Time
Skills Needed
Field Sales, Relationship Building, Territory Management, Prospecting, Fmcg Sales, Account Management, Face To Face Selling, Distribution Growth
Specialization
Requires a full UK driving licence held for at least 12 months and previous experience in field sales or convenience retail. Candidates must be confident in face-to-face selling and capable of working independently to manage a call file.
Experience Required
Minimum 2 year(s)
Sales Executive at REL Field Marketing
Salford, England, United Kingdom - Full Time
Skills Needed
Retail Merchandising, Stock Replenishment, Planogram Compliance, Fmcg, Shelf Presentation, Stock Rotation, Display Execution, Store Liaison, Time Management, Detail Focused, Organised
Specialization
Candidates must have experience in retail merchandising, stock replenishment, or planogram compliance, and must possess their own car and a full UK driving license for this field-based role. The position is part-time, permanent, requiring 24 hours per week, typically Tuesday through Thursday.
BOOKKEEPER & ACCOUNTS SPECIALIST at Boomerang Marketing
, Western Cape, South Africa - Full Time
Skills Needed
Bookkeeping, Accounts Payable, Accounts Receivable, Multi Currency Accounting, Xero, Microsoft Excel, Financial Reporting, Bank Reconciliation, Statutory Compliance, Cipc Filings, Payroll Reconciliation, Billing Cycles, Data Integrity, Company Secretarial, Financial Modeling
Specialization
Candidates must possess a diploma or degree in accounting or finance with 3-5 years of relevant experience. Proficiency in Xero, advanced Excel skills, and experience with multi-currency accounting and statutory compliance are essential.
Experience Required
Minimum 2 year(s)
Merchandiser at REL Field Marketing
Winterton, England, United Kingdom - Full Time
Skills Needed
Merchandising, Retail Experience, Field Marketing, Relationship Building, Reporting, Smartphone Proficiency, Tablet Proficiency, Detail Oriented, Reliability, Proactiveness, People Skills
Specialization
Candidates must have previous experience in merchandising or retail and possess their own reliable vehicle for travel between store locations. You are also required to have a smartphone or tablet for reporting and the ability to store marketing materials.
Brand Ambassador at REL Field Marketing
Southend-on-Sea, England, United Kingdom - Full Time
Skills Needed
Customer Engagement, Product Promotion, Sales Driving, Communication Skills, Professionalism, Sampling, Retail Experience, Hospitality Experience
Specialization
Seeking confident, well-presented communicators who are comfortable promoting alcohol and are customer-focused. Previous experience in retail, hospitality, or promotions is advantageous but not essential.
Sales Executive at REL Field Marketing
Dacre, England, United Kingdom - Full Time
Skills Needed
Field Sales, Relationship Building, Stock Management, Merchandising, Sales Reporting, Time Management, Communication, Self Motivation, Mobile App Proficiency, Territory Management
Specialization
No prior sales experience is required, but you must be confident, self-motivated, and comfortable working independently in a field-based role. You should also possess basic proficiency in using mobile applications.
Brand Ambassador at REL Field Marketing
Exning, England, United Kingdom - Full Time
Skills Needed
Customer Engagement, Product Knowledge, Sales Promotion, Communication, Professionalism, Food Safety, Retail Experience, Hospitality, Interpersonal Skills
Specialization
Candidates should be confident, personable, and professional communicators who are comfortable promoting alcohol. Previous experience in retail, hospitality, or customer service is considered advantageous but not essential.
Field Merchandiser at REL Field Marketing
London, England, United Kingdom - Full Time
Skills Needed
Retail Merchandising, Stock Replenishment, Planogram Compliance, Fmcg, Brand Guidelines Adherence, Stock Rotation, Date Checking, Display Execution, Store Liaison, Territory Management, Time Management, Organised, Detail Focused, Driving
Specialization
Candidates must have experience in retail merchandising, stock replenishment, or planogram compliance, and must possess their own car along with a full UK driving license for field-based travel. The position requires an organized, detail-focused professional capable of managing time effectively across multiple retail locations.
Junior Account Executive at REL Field Marketing
Wokingham, England, United Kingdom - Full Time
Skills Needed
Collaboration, Relationship Building, Operational Administration, Communication Skills, Organizational Skills, It Skills, Report Writing, Time Management
Specialization
Candidates should possess basic IT skills and strong communication and organizational abilities. A positive 'can-do' attitude and the ability to work under pressure in a fast-paced environment are essential.
Field Team Leader at REL Field Marketing
, , United Kingdom - Full Time
Skills Needed
People Management, Hands On Leadership, Coaching, People Development, Relationship Cultivation, Quality Control, Performance Drive, Mentorship, Field Experience, Enthusiastic Mindset, Reliability, Sampling, Brand Activation, Retail, Customer Service
Specialization
The ideal candidate is an experienced people manager who leads by example, possessing strong mentorship skills for training and development, and hands-on field experience in retail or customer service environments. A reliable, enthusiastic mindset capable of managing a flexible schedule, primarily over weekends, is essential.
Experience Required
Minimum 2 year(s)
Merchandiser at REL Field Marketing
May Township, Minnesota, United States - Full Time
Skills Needed
Merchandising, Retail Experience, Field Marketing, Relationship Building, Reporting, Detail Oriented, Reliability, Proactiveness, Communication Skills
Specialization
Candidates must have previous experience in merchandising or retail and possess their own reliable vehicle for travel. You should be enthusiastic, detail-oriented, and capable of managing your own schedule effectively.
Merchandiser at REL Field Marketing
Paisley, Scotland, United Kingdom - Full Time
Skills Needed
Merchandising, Retail Experience, Field Marketing, Relationship Building, Detail Oriented, Proactiveness, Reliability, Communication Skills, Smartphone Proficiency, Tablet Proficiency
Specialization
Candidates must have previous experience in merchandising or retail and possess their own reliable vehicle for travel between store locations. You must also be enthusiastic, reliable, and have access to a smartphone or tablet for reporting purposes.
Business Development Executive at REL Field Marketing
Croydon, England, United Kingdom - Full Time
Skills Needed
Relationship Building, Target Achievement, Brand Ambassadorship, Account Management, Sales Introduction, Data Analysis, Problem Solving, Communication, Tech Savvy, Self Starter, Growth Mindset, Driving License, Wholesale Knowledge, Fmcg Experience
Specialization
The ideal candidate is a people person who excels at nurturing long-term business relationships and is comfortable using technology like Google Workspace. Applicants must be self-starters, eager to learn and hit targets, and possess a full UK Driving License held for at least 12 months.
Sales Executive at REL Field Marketing
Colchester, England, United Kingdom - Full Time
Skills Needed
Relationship Building, Sales, Business Development, Target Achievement, Objection Handling, Closing Deals, Commercial Acumen, Volume Transfer, Distribution Drive, Territory Ownership
Specialization
Candidates must have experience selling into convenience retailers, ideally directly for a wholesaler or strong van sales experience in the independent retail sector, and possess a proven track record of hitting targets. A full UK driving license held for at least 12 months is also required.
Experience Required
Minimum 2 year(s)
In store Promoter - Weekends at REL Field Marketing
, , United Kingdom - Full Time
Skills Needed
Retail Sales, Customer Service, Product Demonstration, Communication, Sales Targets, Relationship Building, Consumer Electronics Knowledge, Tech Advocacy, Reporting, Adaptability, Professionalism, Motivation
Specialization
The ideal candidate has previous retail sales experience and a genuine passion for consumer electronics and technology. You must be comfortable working in a competitive environment, hitting sales targets, and delivering excellent customer service.
Sales Executive at REL Field Marketing
, England, United Kingdom - Full Time
Skills Needed
Business Development, Relationship Building, Volume Transfer Deals, Sales Closing, Objection Handling, Territory Management, Account Management, Commercial Awareness
Specialization
Candidates must have a proven track record in wholesale or van sales within the convenience retail or food service sector. A full UK driving licence held for at least 12 months is required.
Experience Required
Minimum 2 year(s)
Merchandiser at REL Field Marketing
, , United Kingdom - Full Time
Skills Needed
Merchandising, Retail Experience, Field Marketing, Relationship Building, Communication Skills, Detail Oriented, Proactiveness, Reliability, Smartphone Proficiency, Tablet Proficiency
Specialization
Candidates must have previous experience in merchandising or retail and possess their own reliable vehicle for travel. You must also have storage space for marketing materials and be comfortable using a smartphone or tablet for reporting.
Field Sales Executive at REL Field Marketing
St Albans, England, United Kingdom - Full Time
Skills Needed
Sales, Relationship Building, Negotiation, Customer Service, Data Analysis, Field Sales, Brand Awareness, Stock Management, Merchandising, Communication, Time Management, Driving
Specialization
Candidates must hold a full manual UK driving license for at least 12 months and possess exceptional negotiation and relationship-building skills. You should also be comfortable working independently and using data to generate sales insights.
Financial Advisor at Bill Good Marketing
Wilmington, Delaware, United States -
Full Time

Start Date

Immediate

Expiry Date

02 Jul, 26

Salary

110000.0

Posted On

03 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial planning, Client relationship management, Behavioral finance, Portfolio management, Investment management, Trade execution, Cash management, Detail orientation, Financial analysis, eMoney, Series 7, Series 66

Industry

Advertising Services

Description
You’re good at this work. You know how to talk to clients, build a financial plan, and catch the details that other people miss. But somewhere along the way, you realized you don’t want to spend your career chasing new business. You want to do the work that actually matters: helping real people make smart decisions about their money. That’s exactly what this role is. Wheeler Financial is a growing, second-generation wealth management firm in Wilmington, Delaware. We do things differently. Our president, Jay Wheeler, wrote the book Un-Surprise Me! and delivered a TEDx talk on behavioral finance. We use values-based planning to help clients understand not just what to do with their money, but why. If you’re tired of firms that treat financial planning like a sales exercise, you’ll feel at home here. The culture here is simple: we care about each other, we grind when we need to, and we take care of our clients before chasing new business. The people who thrive here are the ones who give to the team and trust that the team gives back. We’re in a great spot operationally, and this hire is the missing piece that lets us keep building. What you’ll actually do You’ll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office admin role. You’ll be in the room, in the conversation, and deeply involved in client outcomes. • Sit in on client meetings and take detailed notes, including documenting the reasoning behind planning decisions (not just the what, but the why) • Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency across all client data • Serve as a second set of eyes on every plan (because two reviews are always better than one, and our clients deserve that level of care) • Participate in our Investment Management Committee from day one, bringing a portfolio management perspective and challenging ideas through productive, respectful debate • Over time, manage some client relationships • Support annual strategy meeting prep, client follow-ups, and pre-meeting data confirmation • Serve as backup for trade execution, including rebalancing and cash management requests What we’re looking for Must-haves: • Active Series 7 and Series 66 (or equivalent) • 7+ years of experience in financial services. You know how this industry works and you’ve seen enough market cycles to stay calm when clients get nervous. • The kind of detail orientation where you notice when something is off in a plan before anyone else does. If you’re the person your friends call “a lot” because you triple-check dinner reservations, you might be our person. • A genuine interest in the work, the firm, and the team. We want someone who shows up curious, asks good questions, and actually wants to know how we do things and why. • A positive attitude. We believe that attitude is everything. Nice-to-haves: • eMoney experience • CFP or other professional credentials • Experience at Fidelity, Vanguard, or a similar firm where you learned the business but outgrew the role • Familiarity with Raymond James systems and processes A word about what this role is not This is a career service advisor position. It’s not a stepping stone to building your own book, and it’s not a junior role waiting for a promotion to lead advisor. We want someone who finds deep satisfaction in managing client relationships, building excellent financial plans, and being a trusted part of a small, tight-knit team. If that sounds like exactly what you’ve been looking for, let’s talk. What you get • Base salary: $96,000 – $110,000 (depending on experience) • Performance bonus: team-based, paid quarterly and annually (eligible after 90-day probationary period) • 10 floating remote days per year (contractor at the house? Doctor’s appointment? Work from home.) • Paid time off • Flexible lunch policy (we’re all adults here) • Investment Management Committee participation from day one, with the opportunity to eventually lead it • Direct mentorship from Jay Wheeler in a behavioral finance practice that’s genuinely differentiated from the rest of the industry • A clear path to managing meaningful client relationships Note: We do not offer employer-sponsored health insurance. Our salary range reflects this, and we’re happy to discuss how the total compensation package compares to roles that include benefits. How to apply Apply through this posting. Please do not call the office or send hard-copy resumes. Our hiring process is thorough. You’ll start with a phone interview, then complete two assessments (a personality evaluation tailored to this role, and a basic skills test). If you pass those, you’ll meet with Jay and Chris. We move quickly, but we’re selective. We’d rather take the time to find the right person than rush it.
Responsibilities
The primary support advisor will work directly with the president to manage client relationships, build financial plans, and participate in the Investment Management Committee. Responsibilities include documenting client meetings, ensuring plan accuracy, and supporting trade execution and strategy meeting preparation.
Financial Advisor at Bill Good Marketing
Wilmington, Delaware, United States - Full Time
Skills Needed
Financial Planning, Client Relationship Management, Behavioral Finance, Portfolio Management, Investment Management, Trade Execution, Cash Management, Detail Orientation, Financial Analysis, Emoney, Series 7, Series 66
Specialization
Candidates must hold active Series 7 and Series 66 licenses and possess at least 7 years of experience in the financial services industry. Strong attention to detail, a positive attitude, and a genuine interest in behavioral finance are essential for this role.
Experience Required
Minimum 5 year(s)
Sales Executive at REL Field Marketing
Garston, England, United Kingdom - Full Time
Skills Needed
Sales, Relationship Building, Negotiation, Customer Service, Data Analysis, Stock Management, Brand Awareness, Retail Merchandising, Communication, Time Management
Specialization
Candidates must hold a full manual UK driving license for at least 12 months and possess exceptional negotiation and relationship-building skills. You should also be comfortable working independently and utilizing data to inform your sales strategy.
Field Sales Executive at REL Field Marketing
St Albans, England, United Kingdom - Full Time
Skills Needed
Field Sales, Relationship Building, Territory Management, Prospecting, Fmcg Sales, Account Management, Face To Face Selling, Distribution Growth
Specialization
Requires a full UK driving licence held for at least 12 months and previous experience in field sales or convenience retail. Candidates must be confident in face-to-face selling and capable of working independently to manage a call file.
Experience Required
Minimum 2 year(s)
Sales Executive at REL Field Marketing
Salford, England, United Kingdom - Full Time
Skills Needed
Retail Merchandising, Stock Replenishment, Planogram Compliance, Fmcg, Shelf Presentation, Stock Rotation, Display Execution, Store Liaison, Time Management, Detail Focused, Organised
Specialization
Candidates must have experience in retail merchandising, stock replenishment, or planogram compliance, and must possess their own car and a full UK driving license for this field-based role. The position is part-time, permanent, requiring 24 hours per week, typically Tuesday through Thursday.
BOOKKEEPER & ACCOUNTS SPECIALIST at Boomerang Marketing
, Western Cape, South Africa - Full Time
Skills Needed
Bookkeeping, Accounts Payable, Accounts Receivable, Multi Currency Accounting, Xero, Microsoft Excel, Financial Reporting, Bank Reconciliation, Statutory Compliance, Cipc Filings, Payroll Reconciliation, Billing Cycles, Data Integrity, Company Secretarial, Financial Modeling
Specialization
Candidates must possess a diploma or degree in accounting or finance with 3-5 years of relevant experience. Proficiency in Xero, advanced Excel skills, and experience with multi-currency accounting and statutory compliance are essential.
Experience Required
Minimum 2 year(s)
Merchandiser at REL Field Marketing
Winterton, England, United Kingdom - Full Time
Skills Needed
Merchandising, Retail Experience, Field Marketing, Relationship Building, Reporting, Smartphone Proficiency, Tablet Proficiency, Detail Oriented, Reliability, Proactiveness, People Skills
Specialization
Candidates must have previous experience in merchandising or retail and possess their own reliable vehicle for travel between store locations. You are also required to have a smartphone or tablet for reporting and the ability to store marketing materials.
Brand Ambassador at REL Field Marketing
Southend-on-Sea, England, United Kingdom - Full Time
Skills Needed
Customer Engagement, Product Promotion, Sales Driving, Communication Skills, Professionalism, Sampling, Retail Experience, Hospitality Experience
Specialization
Seeking confident, well-presented communicators who are comfortable promoting alcohol and are customer-focused. Previous experience in retail, hospitality, or promotions is advantageous but not essential.
Sales Executive at REL Field Marketing
Dacre, England, United Kingdom - Full Time
Skills Needed
Field Sales, Relationship Building, Stock Management, Merchandising, Sales Reporting, Time Management, Communication, Self Motivation, Mobile App Proficiency, Territory Management
Specialization
No prior sales experience is required, but you must be confident, self-motivated, and comfortable working independently in a field-based role. You should also possess basic proficiency in using mobile applications.
Brand Ambassador at REL Field Marketing
Exning, England, United Kingdom - Full Time
Skills Needed
Customer Engagement, Product Knowledge, Sales Promotion, Communication, Professionalism, Food Safety, Retail Experience, Hospitality, Interpersonal Skills
Specialization
Candidates should be confident, personable, and professional communicators who are comfortable promoting alcohol. Previous experience in retail, hospitality, or customer service is considered advantageous but not essential.
Field Merchandiser at REL Field Marketing
London, England, United Kingdom - Full Time
Skills Needed
Retail Merchandising, Stock Replenishment, Planogram Compliance, Fmcg, Brand Guidelines Adherence, Stock Rotation, Date Checking, Display Execution, Store Liaison, Territory Management, Time Management, Organised, Detail Focused, Driving
Specialization
Candidates must have experience in retail merchandising, stock replenishment, or planogram compliance, and must possess their own car along with a full UK driving license for field-based travel. The position requires an organized, detail-focused professional capable of managing time effectively across multiple retail locations.
Junior Account Executive at REL Field Marketing
Wokingham, England, United Kingdom - Full Time
Skills Needed
Collaboration, Relationship Building, Operational Administration, Communication Skills, Organizational Skills, It Skills, Report Writing, Time Management
Specialization
Candidates should possess basic IT skills and strong communication and organizational abilities. A positive 'can-do' attitude and the ability to work under pressure in a fast-paced environment are essential.
Field Team Leader at REL Field Marketing
, , United Kingdom - Full Time
Skills Needed
People Management, Hands On Leadership, Coaching, People Development, Relationship Cultivation, Quality Control, Performance Drive, Mentorship, Field Experience, Enthusiastic Mindset, Reliability, Sampling, Brand Activation, Retail, Customer Service
Specialization
The ideal candidate is an experienced people manager who leads by example, possessing strong mentorship skills for training and development, and hands-on field experience in retail or customer service environments. A reliable, enthusiastic mindset capable of managing a flexible schedule, primarily over weekends, is essential.
Experience Required
Minimum 2 year(s)
Merchandiser at REL Field Marketing
May Township, Minnesota, United States - Full Time
Skills Needed
Merchandising, Retail Experience, Field Marketing, Relationship Building, Reporting, Detail Oriented, Reliability, Proactiveness, Communication Skills
Specialization
Candidates must have previous experience in merchandising or retail and possess their own reliable vehicle for travel. You should be enthusiastic, detail-oriented, and capable of managing your own schedule effectively.
Merchandiser at REL Field Marketing
Paisley, Scotland, United Kingdom - Full Time
Skills Needed
Merchandising, Retail Experience, Field Marketing, Relationship Building, Detail Oriented, Proactiveness, Reliability, Communication Skills, Smartphone Proficiency, Tablet Proficiency
Specialization
Candidates must have previous experience in merchandising or retail and possess their own reliable vehicle for travel between store locations. You must also be enthusiastic, reliable, and have access to a smartphone or tablet for reporting purposes.
Business Development Executive at REL Field Marketing
Croydon, England, United Kingdom - Full Time
Skills Needed
Relationship Building, Target Achievement, Brand Ambassadorship, Account Management, Sales Introduction, Data Analysis, Problem Solving, Communication, Tech Savvy, Self Starter, Growth Mindset, Driving License, Wholesale Knowledge, Fmcg Experience
Specialization
The ideal candidate is a people person who excels at nurturing long-term business relationships and is comfortable using technology like Google Workspace. Applicants must be self-starters, eager to learn and hit targets, and possess a full UK Driving License held for at least 12 months.
Sales Executive at REL Field Marketing
Colchester, England, United Kingdom - Full Time
Skills Needed
Relationship Building, Sales, Business Development, Target Achievement, Objection Handling, Closing Deals, Commercial Acumen, Volume Transfer, Distribution Drive, Territory Ownership
Specialization
Candidates must have experience selling into convenience retailers, ideally directly for a wholesaler or strong van sales experience in the independent retail sector, and possess a proven track record of hitting targets. A full UK driving license held for at least 12 months is also required.
Experience Required
Minimum 2 year(s)
In store Promoter - Weekends at REL Field Marketing
, , United Kingdom - Full Time
Skills Needed
Retail Sales, Customer Service, Product Demonstration, Communication, Sales Targets, Relationship Building, Consumer Electronics Knowledge, Tech Advocacy, Reporting, Adaptability, Professionalism, Motivation
Specialization
The ideal candidate has previous retail sales experience and a genuine passion for consumer electronics and technology. You must be comfortable working in a competitive environment, hitting sales targets, and delivering excellent customer service.
Sales Executive at REL Field Marketing
, England, United Kingdom - Full Time
Skills Needed
Business Development, Relationship Building, Volume Transfer Deals, Sales Closing, Objection Handling, Territory Management, Account Management, Commercial Awareness
Specialization
Candidates must have a proven track record in wholesale or van sales within the convenience retail or food service sector. A full UK driving licence held for at least 12 months is required.
Experience Required
Minimum 2 year(s)
Merchandiser at REL Field Marketing
, , United Kingdom - Full Time
Skills Needed
Merchandising, Retail Experience, Field Marketing, Relationship Building, Communication Skills, Detail Oriented, Proactiveness, Reliability, Smartphone Proficiency, Tablet Proficiency
Specialization
Candidates must have previous experience in merchandising or retail and possess their own reliable vehicle for travel. You must also have storage space for marketing materials and be comfortable using a smartphone or tablet for reporting.
Field Sales Executive at REL Field Marketing
St Albans, England, United Kingdom - Full Time
Skills Needed
Sales, Relationship Building, Negotiation, Customer Service, Data Analysis, Field Sales, Brand Awareness, Stock Management, Merchandising, Communication, Time Management, Driving
Specialization
Candidates must hold a full manual UK driving license for at least 12 months and possess exceptional negotiation and relationship-building skills. You should also be comfortable working independently and using data to generate sales insights.