Financial Wellness Advisor
Keybank, National Association
KeyCorp in South Portland, ME, seeks a Personal Banker to engage clients, uncover needs, and guide financial solutions in person and by phone. You’ll attract new clients and deepen existing relationships to support their financial wellness, while delivering high-quality service and teamwork. Ideal candidates have proven sales experience, strong communication, and the ability to educate clients on digital banking and products. Notary license preferred. #J-18808-Ljbffr
- Aogarciaagency in Portland, Maine, is seeking passionate individuals for a virtual role focused on securing families’ financial well-being. Enjoy the benefits of flexibility and a supportive environment while conducting consultations with clients. You will advance based...SuggestedRemote jobFlexible hours
- ...guided by a common purpose to help make financial lives better through the power of every... ...teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance,... .... Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...SuggestedFull timeWork at officeImmediate startShift workDay shift
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to... ...the firm and regulatory authorities, as well as required training to maintain registrations...SuggestedWork at officeWork from homeHome officeFlexible hours- ...the requisite set of skills to qualify an Advisor role within our advisor job family in the... ...service issues, and identify customer financial needs Utilizes a financial needs assessment... ...annuity and insurance sales opportunities as well as referral opportunities to TD Wealth...SuggestedTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ...Securities, based in Portland, ME, is seeking highly motivated advisors to join their rapidly growing team. The role offers a... ...Join a dynamic organization and leverage your existing network to drive success in the financial services industry. #J-18808-Ljbffr...SuggestedRemote work
$20.54 - $27.78 per hour
...a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support through our On the Job Training Program and have opportunity...Hourly payWork at officeRemote workShift workAfternoon shift- ...Financial AdvisorWork Location: Portland, Maine, United States of AmericaHours: 40Pay Details... ...this role.Job DescriptionThe Financial Advisor (FA) role is a three-year program with a... ...on the client's overall wealth needs, as well as pro-active contactsServes as the primary...Work at office
$20.54 - $29.42 per hour
...Herzing University in Portland, Maine, is looking for a Customer Service position to assist students with the financial aid process and funding options. This role involves guiding students through their financial needs and offers opportunities for growth through our Career...Hourly payWork at officeRemote work$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators... ...'s Pension We're a national leader in K-12 financial wellness, focused on supporting educators and administrators through...Full timePart timeWork at office$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits....Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities... ...training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses...Work at officeHome officeFlexible hours- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$104.6k - $119.6k
...Team / RoleWEX is currently seeking a self-driven and motivated Financial Analyst to join the Over-The-Road and Factoring FP&A Team. This... ...organization, the general manager of OTR & Factoring, as well as the Director, Finance.Ensure that all financial reports are...Full timeRemote workFlexible hours$146.7k - $161.5k
...seeking a highly analytical, strategic, and proactive Principal Financial Reporting Analyst to join the Corporate Finance team. This role... ...are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement...Full timeWork at officeFlexible hoursShift work$97.96k - $125.96k
...support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive... ...way. Business StabilityNBT has built a reputation as a stable financial institution by growing our people and our business, evolving our...Full timeTemporary workPart timeWork visaFlexible hours$116.4k - $194k
...all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize...Temporary workWork experience placement- ...Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 3 out of 4 of our Financial Advisors are veterans or military spouses. With 165+ offices nationwide, many are located near military installations. First Command Financial Advisors...Hourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
- ## Financial Advisor - North Windham, MainePostulerremote type: Sur placelocations: Windham, Mainetime type: Temps pleinposted on: Publié il... ...enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts* Serves as the primary point of...Temporary workWork at officeLocal areaWork from homeFlexible hours
- ...requests for information and briefs on a timely basis and ensures compliance with all regulatory requirements Gathers and analyzes financial information and operating statistics and their impacts for the development of regulatory strategies Supports the preparation of...Work experience placementWork at officeRemote workWork from home
- ...Job Description Job Description Career Advisor Location: South Portland, Maine APPLY NOW, OR COME IN PERSON TO OUR HIRING EVENT IN SOUTH PORTLAND ON THURSDAY, SEPTEMBER 4th! 10am -2pm and 4pm - 6pm (Please remember to show up so that there is time to meet...Immediate startFlexible hoursWeekday work
- Loan OfficerThis position is responsible for originating all types of residential and/or consumer loans; for acting as a loan product specialist; for the ongoing management of a portfolio of loans; and for supporting Bank products and services.Key responsibilities include...Work experience placementLocal area
$185k - $215k
...now by clicking the Apply button and sending us your resume. Salary: $185,000 - $215,000 per year A bit about us: We are a well established law practice in need of a talented Senior Litigation Attorney who is adept at handling a large caseload and familiar with...Local area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings...Permanent employment$19 - $20 per hour
...workplace where your work truly matters, you'll feel right at home.Why You'll Love Working HerePurpose-driven work at a not-for-profit financial cooperativeA culture built on empowerment, collaboration, and growthCareer development opportunities and hands-on experience...Work at office$18 - $23.08 per hour
...6 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in... ...with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payPart timeWork experience placementShift workDay shift$21 - $29.93 per hour
...to the overall sales growth of the Bank by exploring customers' financial needs and goals. Recommends solutions as appropriate or engages... ...the Bank's operational and risk management policies as well as the Bank's security policies and procedures. Assists in ensuring...InternshipWork at officeLocal area$18 - $23.08 per hour
...hours Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payPart timeWork experience placementFlexible hoursShift workDay shift$18 - $26.21 per hour
...processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers... ...Proven ability to demonstrated exceptional customer service Well-organizedProven time management skillsProven prioritization...Immediate start- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
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