Financial Consultant: Retirement Planning & Client Growth
Soteria Reinsurance Ltd.
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, FINRA Series 7 & 63 licenses, and a degree or professional certification. The role offers a stable base salary, comprehensive training, and benefits designed for a balanced life. Join us in making a positive impact on clients' futures. #J-18808-Ljbffr Soteria Reinsurance Ltd.
- TD is looking for a Financial Advisor to join its team in Windham, Maine... ...involves providing financial planning guidance and selling investment management solutions to clients. As a Financial Advisor, you... ...environment and opportunities for growth within the company. #J-18808-...Suggested
- Financial Consultant - Portland, ME page is loaded## Financial... ...time on sourcing new clients and would rather have... ...create complex financial plans, then join a team... ...empower professional growth, flexibility and support... ...look to reach their retirement goals* Supporting our...Retirement
- ...moins utilisés et pour consulter vos préférences,... ...opportunities to all colleagues. Growth opportunities and... ...Description:**The Financial Advisor Trainee (FA... ...to attract and retain clients by addressing their... ...financial advice, long-term retirement planning, and annual reviews...RetirementTemporary workTraineeshipWork experience placementWork at officeLocal area
$80k - $90k
...management, including planning for retirement, education, legacy, and... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...to promote portfolio growth. The Merrill Advisor Development... ...by using a defined consultative approach to...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift$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.... ...including health insurance and retirement plans. Apply now for a rewarding opportunity...Retirement$60k - $65k
...applications for a Finance and Client Technology Coordinator. The... ...deadline-driven environment, financial acumen, and a commitment to supporting... ...duties, including strategic planning support, financial analysis,... ...dependent children) ~403(b) retirement plan with employer...RetirementTemporary workWork at officeImmediate startVisa sponsorshipMonday to Friday$62.38k
...and replication of their best clients and makes appropriate... ...deeper relationships through financial planning with a focus on retention and... ...senior leadership role, your growth and development are our priority... ...critical illness coverage. Retirement Plans: Benefit from a 401(k)...RetirementBase plus commissionFull timeTemporary workPart timeLocal areaWork visaMonday to FridayFlexible 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... ...income opportunities and bonus programs Retirement savings program and more #J-18808-...RetirementWork at officeFlexible hours
$70k - $80k
Hightower Advisors, located in Falmouth, Maine, seeks a financial services professional to support client relationships and financial planning processes. Responsibilities include assisting with account management, client interactions, and ensuring compliance. Ideal candidates...- 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...Retirement
- 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 financial plans. You will engage directly with customers, providing guidance and...Retirement
$45k - $100k
...of applicants. Join a financial services firm where... .... With over 9 million clients and 20,000 financial advisors... ...term financial goals: retirement, building wealth,... ...earning potential and growth, and your compensation... ...adjust the branch business plan to increase branch...RetirementTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k
...Client Service Associate White Pine Wealth Management... ...to handle sensitive financial information with... ...caregiver) 401k matching plan HSA employer... ...investment, financial and retirement planning services to individuals... ..., as well as 401(k) consulting and cash management...RetirementPermanent employmentWork at officeLocal area- ...providing therapy, assessment, care planning, and behavioral health... ...caseload Professional Growth ASWB-accredited CEUs at... ...clinical support, mentorship, and consultation Access to geriatric-... ...life insurance ~401(k) retirement plan ~ Generous PTO and paid...RetirementFull timePart timeLocal areaMonday to FridayFlexible hoursWeekend workAfternoon shift
- ...providing therapy, assessment, care planning, and behavioral health... ...caseload Professional Growth APA-accredited CEUs at... ...clinical support, mentorship, and consultation Access to geriatric-... ...and life insurance ~401(k) retirement plan ~ Generous PTO and...RetirementFull timePart timeLocal areaMonday to FridayFlexible hoursWeekend workAfternoon shift
- ...selling investments and providing financial plans* Demonstrates a commitment to being... ...to maximize retention and growth* Ensures all NEW clients receive the complete on-boarding experience... ...small business banking clients* Consultative sales experience required* Demonstrated...Work at office
$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$72.28k - $108.16k
...experience) Job Summary The Financial Advisor (FA) role is a... ...provides financial planning guidance and sells... ...solutions to TD Wealth clients. The FA serves as the... ...accumulation, preservation, growth, and protection goals.... ...banking clients. Consultative sales experience...Work at officeLocal area$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... ...through techniques such as tele‑consulting, outside calling, prospecting... ...health through education, planning, and tailored financial strategies...Hourly payWork experience placementWork at officeDay shift- ...regulations. Ideal candidates are detail-oriented and passionate about assisting members. The position offers competitive wages, bonuses, and a comprehensive benefits package including health insurance, retirement plans, and paid time off. #J-18808-Ljbffr cPort Credit UnionRetirementFull time
$180k - $200k
...biotechnology company is looking for a Director, Portfolio Strategy & Planning based in Westbrook, Maine. This role involves strategic... ...with top executives to enhance portfolio effectiveness and drive growth. Candidates should possess a Master's degree, over 10 years of...Relocation package- ...assessments and care planning, provides direct patient... ...and thoroughly; # Consults and seeks guidance from... ...State Nurse Practice Act, client policy, and staff... ...skills and long term growth. Backed by precision... ..., dental, vision, and retirement options. TalentBurst...RetirementPermanent employmentContract workShift work
$70k - $80k
...Falmouth, Maine. What You’ll Do Help with multiple aspects of preparation, development, and implementation of financial plans Establish and nurture excellent client relationships through personalized interactions through in-person, telephone, and email communication...Permanent employmentLocal area- ...opportunities to all colleagues. Growth opportunities and skill... ...; offering financial & digital solutions, and... ...committed to being a leader in client experience, that is why... ...in an incentive plan) and several other key... ...benefits, savings and retirement programs, paid time off...RetirementWork at officeFlexible hoursNight shiftAfternoon shift
$95k - $110k
...to a broad spectrum of clients, focusing heavily on... ...engagement within a stable, growth-focused practice.... ...mitigating legal and financial risks. What You'll... ...Handle occasional estate planning and probate matters to... ..., comprehensive retirement plan w/ matching, and...RetirementPermanent employmentFull timeCurrently hiringLocal area- ...Maine. As part of the team, you will participate in daily branch activities including enhancing customer relationships and achieving growth initiatives. The ideal candidate will have a high school diploma, a year of experience in customer service or cash handling, and...
- Bank of America in South Portland seeks a motivated individual for client interactions and assisting transactions. The role involves engaging clients, managing financial center traffic, and building strong relationships to meet financial needs. The ideal candidate is a...Full time
- Bank of America in Westbrook, Maine, is seeking a Client Engagement Specialist to assist clients with transactions and provide exceptional... ...skills, be a motivated self-starter, and have knowledge of financial services. Responsibilities include managing client...Full time
- A regional financial institution located in Portland, ME is seeking a dedicated individual to join their retail team. The role involves... ...one year in a customer service position. You will support branch growth and uphold the bank's service standards while potentially...
- Bank of America is seeking a client engagement specialist in South Portland, Maine. The role involves engaging with clients, assisting... ...should have a strong background in customer service, financial services knowledge, and effective communication skills. A high...
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