Client-Focused Financial Planner for Retirement & Investments
Stryker Orthopaedics
Stryker Corporation is looking for a Financial Consultant in Yarmouth, Maine. The role involves engaging with clients face-to-face to provide personalized financial guidance, leveraging a diverse product platform, and nurturing existing client relationships. The ideal candidate will possess a solid background in relationship management, hold necessary FINRA licenses, and demonstrate a proactive approach to client needs. A competitive salary and benefits package, along with extensive training, will be provided to ensure success. #J-18808-Ljbffr Stryker Corporation
- AZ MetroScapes, Inc. is seeking a Financial Consultant to join our team in Yarmouth, Maine. This role focuses on building relationships with an existing client base and developing tailored... ...customer experience and a passion for investment solutions are essential. The...Retirement
- Soteria Reinsurance Ltd. is seeking a Financial Consultant in Portland, ME. This position involves engaging clients with personalized financial planning and investment solutions while nurturing existing relationships. Key qualifications include the ability to build rapport...Retirement
- Job Description: Financial Consultant If you no longer want to spend... ...your time on sourcing new clients and would rather have the time... ...your clients to different investment strategies and bring together... ...as they look to reach their retirement goals Supporting our...RetirementWork at office
$50k - $125k
...Description As a financial advisor with Edward... ...than eight million clients across the U.S.... ...the load so you can focus on your clients.... ...Jones offers a 401(k) retirement plan, and tax‑... ...depth knowledge of investment products and services... ...FINANCIAL PLANNER™ and/or CRPC™ or Chartered...RetirementWork at officeWork from homeHome officeFlexible hours$80k - $90k
...comprehensive wealth management and investment products and services... ...including planning for retirement, education, legacy, and... ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ..., resilient, results focused and effective. The...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift$62.38k
...prospects to determine investment and insurance needs,... ...products/solutions with a focus on retention and replication of their best clients and makes appropriate... ...relationships through financial planning with a focus... ...illness coverage. Retirement Plans: Benefit from a...RetirementBase plus commissionFull timeTemporary workPart timeLocal areaWork visaMonday to FridayFlexible hours- ...patrimoine TD**Job Description:**The Financial Advisor Trainee (FA Trainee)... ...able to attract and retain clients by addressing their wealth... ...and clients regarding investment and insurance strategies and... ...financial advice, long-term retirement planning, and annual reviews...RetirementTemporary workTraineeshipWork experience placementWork at officeLocal area
- ...Portland seeks a motivated individual for client interactions and assisting transactions.... ...involves engaging clients, managing financial center traffic, and building strong relationships... ...to grow within a supportive, client-focused company. #J-18808-Ljbffr Bank of...Full time
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...small business, lending, and investments Manages financial center traffic... ...work ethic and intense focus on results, acting in the best...Work at officeShift workWeekend workDay shift
- Bank of America is seeking a client engagement specialist in South Portland, Maine. The... ...strong background in customer service, financial services knowledge, and effective communication... ...offers a chance to join a community-focused team committed to enhancing financial...
- A large financial institution is seeking a Relationship Banker in Portland, Maine. The role focuses on understanding customers' financial needs through proactive outreach and providing... .... Key responsibilities include onboarding clients, maintaining customer relationships, and...Hourly pay
$20.67 - $31.25 per hour
...communities. Personal Bankers engage clients in deeper conversations to... ...to assist in client's financial wellness both in person and through... ...line of business partners focusing on client acquisition and... ...influence of partners such as Key Investment Services, Mortgage and...Hourly payWork experience placementDay shift$19.23 - $28.37 per hour
...FWA's split their time between client servicing and transaction... ...solutions to assist in client's financial wellness, both in person and... ...line of business partners - focusing on client acquisition and deepening... ...as loans, credit cards, and investment options, and the ability to...Hourly payWork experience placementWork at officeDay shift- ...paid community service days. We invest in our employees and our... ...and continue to grow with a focus on quality, culture, and long... ...Prepare private equity‑specific financial statements, adhering to regulatory... ...private equity fund clients’ offering documents, PPMs, commitment...Full timeWork at officeImmediate startRemote work2 days per week
$70k - $80k
...of preparation, development, and implementation of financial plans Establish and nurture excellent client relationships through personalized interactions... ...manage multiple priorities Knowledge of different investment and financial planning topics and a commitment to...Permanent employmentLocal area- ...offer **robust benefits** focused on your holistic well-being.* Senior level investment research and analysis*... ...and institutional clients, managing daily implementation... .../or training in the financial services industry and/... ...your birthday* 401(k) retirement savings plan* Tuition...Retirement
- ...providing exceptional service to aid in client retention and create a differentiated client... ...Prepares written proposals and conducts financial analysis as required for presentation to... ...and effectively with others, focusing upon the attainment of bank goals and objectives...Bank staffInternshipWork at officeLocal area
$20.55 - $34.25 per hour
...needs and provide proactive sales solutions. The successful candidate will engage in relationship management, conduct outreach to clients, and support the branch's sales goals. Minimum qualifications include a high school diploma and 2 years of sales or customer service...Hourly pay- ...Maine, and offer robust benefits focused on your holistic well‑being.... ...to join an organization that invests in its employees and offers... ...Provide friendly accurate financial transactions to customers. Receive... ...for your birthday. 401(k) retirement savings plan. Tuition...RetirementContract workLocal area
$60k - $65k
...institution in Portland, ME seeks a Finance and Client Technology Coordinator to ensure... ...hybrid position involves strategic planning, financial analysis, and technology coordination.... ...package including health insurance and retirement plans. Apply now for a rewarding...Retirement$60k - $65k
...accepting applications for a Finance and Client Technology Coordinator. The Finance and... ...demands in a deadline-driven environment, financial acumen, and a commitment to supporting... ...partner, and dependent children) ~403(b) retirement plan with employer contribution To...RetirementTemporary workWork at officeImmediate startVisa sponsorshipMonday to Friday$22.5 - $29 per hour
...promise by utilizing financial expertise and consultative... ...solutions and lead-focused outbound sales activities... ...needs and educates clients on self-service channels... ...package reflects the investments we make in our... ...benefits, savings and retirement programs, paid time off...RetirementWork at officeLocal areaWork from homeFlexible hours$60k
Une institution financière de renom recherche un Financial Advisor Trainee à Portland, Maine. Dans ce rôle, vous analyserez les informations financières des clients, recommanderez des stratégies d'investissement et construirez des relations durables. Un diplôme de niveau...Traineeship$57k - $87k
...construction, and ongoing management of investment portfolios aligned with... ...reporting rather than direct client advisory activities. Works... ...Certifications Chartered Financial Analyst (CFA) or other professional... ...) Tactical Skills Client Focus - Dedicated to meeting the...Work at officeFlexible hours$57k - $87k
...JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives.... ...functions.* Maintain deep expertise in financial markets and other related areas... ...within a fiduciary framework.* Focus on trading, rebalancing, portfolio...Work at officeFlexible hours- Maine Community Bank is looking for a dynamic individual to join their Retail department. The role involves participating in daily branch activities, supporting growth initiatives, performing teller functions, and ensuring compliance with banking regulations. Candidates...
$18.75 - $25 per hour
KeyBank is looking for a Lead Teller in Portland, Maine to enhance client relationships by providing high-quality service and resolving complex issues. This role includes managing teller functions, mentoring staff, and ensuring compliance with banking regulations. Candidates...Hourly pay- ...is one where we work collaboratively with clients and business partners to answer questions... ...new loan origination by obtaining financial and other documents to determine the general... ...products and services, supporting our community focus & commitment to being a premier employer....Interim roleWork at officeLocal areaFlexible hours
- A community-focused financial institution in Portland, Maine is looking for a Senior Investment Manager to oversee investment processes for clients, ensuring they meet their financial objectives. The role requires 15-20 years of investment management experience and strong...
$89.9k - $169.9k
Director, Group Client Engagement page is loaded## Director, Group Client Engagementlocations... ...our employer clients, with a primary focus on developing and executing strategic engagement... ...plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and...RetirementTemporary workWork at officeRemote workWorldwideHome officeFlexible hours
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