Financial Consultant - Portland, ME
AZ MetroScapes, Inc.
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales #J-18808-Ljbffr AZ MetroScapes, Inc.
- ...savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les... ...l’identification.**Work Location:**Portland, Maine, États-Unis d'Amérique**Hours:**4... ...de patrimoine TD**Job Description:**The Financial Advisor Trainee (FA Trainee) role is intended...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal area
- 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...Suggested
- Teller Supervisor - Portland and Lewiston cPort Credit Union is currently accepting applications for a Teller Supervisor at our Riverside branch (Portland)and Lewiston branch. The Teller Supervisor oversees daily teller line operations to ensure exceptional member service...SuggestedFull time
- Galderma is seeking an Aesthetic Business Manager in Portland, ME to drive sales and direct‑sales plans for technical and non-technical products. The role involves maximizing sales opportunities, tracking lead generation, and collaborating with customers on new products...Suggested
$60k - $80k
...Senior Living Advisor, focused on Cumberland County/Portland ME to our growing team. Oasis Senior Advisors,... ..., chamber of commerce, senior centers, financial advisors, elder law/estate planners, etc. Extensive consults in person and via phone with seniors and their...SuggestedFull timeLive inLocal areaFlexible hours$19.23 - $28.37 per hour
Location: 400 Forest Avenue - Portland, Maine 04101 Job Summary Be a problem solver, trusted... ...and solutions to assist in client's financial wellness, both in person and through proactive... ...- through techniques such as tele‑consulting, outside calling, prospecting and networking...Hourly payWork experience placementWork at officeDay shift$20 per hour
Automotive Parts Counter Trainee Associate 191 Riverside St, Portland, ME 04103 Berlin City Auto Group is a ctively hiring a Parts Counter... ...training with a career path that offers an opportunity for financial growth Flexible schedule with paid time off that accrues from...Hourly payTraineeshipLocal areaFlexible hours- Une banque de premier plan à Portland, Maine, recherche un agent de services à la clientèle pour traiter les transactions, éduquer les clients sur les produits financiers et établir des relations solides. Le candidat doit avoir un diplôme de secondaire, une expérience en...
- 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...
$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- 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...
- ...is loaded## Cash Management Solutions Sales Officerlocations: Portland, ME: Bangor, MEtime type: Full timeposted on: Posted 3 Days Agojob... ...other business lines* Prepares written proposals and conducts financial analysis as required for presentation to clients/prospects*...Bank staffInternshipWork at officeLocal area
- ...of America is seeking a client engagement specialist in South Portland, Maine. The role involves engaging with clients, assisting with... ...should have a strong background in customer service, financial services knowledge, and effective communication skills. A high...
- 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 sales solutions. Applicants should have a high school diploma and at least 2 years of...Hourly pay
- 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
- A regional financial institution located in Portland, ME is seeking a dedicated individual to join their retail team. The role involves participating in daily branch activities, providing exceptional customer service, and conducting teller functions. Ideal candidates will...
- Maine Community Bank is seeking a team member for retail services in Portland, Maine. The role involves participating in daily branch activities, performing teller duties, and ensuring compliance with banking regulations. The ideal candidate will have a high school diploma...
- A regional banking institution is looking for a Full-time Retail Banking Associate in South Portland, Maine. This role involves engaging in daily branch activities, performing teller duties, and providing exceptional customer service while adhering to banking regulations...Full time
$20.55 - $34.25 per hour
M&T Bank is seeking a Retail Sales Associate in Portland, Maine to identify customer 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...Hourly pay- The Home Depot is seeking Kitchen Designers in Portland, Maine to assist customers in creating their ideal kitchen and bath spaces. This role involves engaging with clients, offering tailored design solutions, and maintaining a clean and welcoming showroom environment....
$24 - $28 per hour
...top-notch patient experience? We are seeking two full-time Patient Care Financial Representatives to join our healthcare client, an established cosmetic and esthetic practice located in Portland, ME. The Patient Care Financial Representative plays a vital role in ensuring...Full timeTemporary workWork at officeImmediate startMonday to FridayRotating shift$20.67 - $31.25 per hour
...Banker Location: 400 Forest Avenue - Portland, Maine 04101 This is a Hire Ahead position... ...and solutions to assist in client's financial wellness both in person and through proactive... ...techniques with clients, including tele-consulting, outside calling, prospecting, and...Hourly payWork experience placementDay shift- Camden National Bank is looking for a motivated Relationship Banker Swing to provide exceptional customer service at our Portland location. This role involves handling transactions on the teller line and building meaningful customer relationships. The ideal candidate should...
- THIS ROLE IS ON-SITE IN EITHER PORTLAND OR AUGUSTA, ME POSITION SUMMARY This position will be responsible for assisting with the analysis of financial statements on all commercial and commercial real estate loans; for assisting in the Bank's loan review and rating functions...Work experience placementBank staffLocal area
- A regional financial institution is seeking an Associate Credit & Appraisal Analyst to assist in financial analysis and documentation for commercial loans in Portland, ME. This position requires maintaining compliance with regulations and supporting the residential appraisal...
$50k - $125k
Job Description As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by branch associates, a home‑office team and other regional financial advisors. With over 100 years of history, Edward Jones offers a legacy of experience and...Work at officeWork from homeHome officeFlexible hours- Hedge Fund and Private Equity Accountant Regular Full-Time Portland, ME, US 3 days ago Requisition ID: 1872 We’ve founded a company... ...equity funds and their investors Prepare private equity‑specific financial statements, adhering to regulatory and industry standards...Full timeWork at officeImmediate startRemote work2 days per week
$19.23 - $28.37 per hour
KeyBank is hiring a Financial Wellness Associate in Portland, Maine. The role involves client servicing, financial transactions, and relationship building. We seek individuals with a strong client experience background, sales skills, and an ability to recommend suitable...Hourly pay- ...seeking a Regulatory and Rates Analyst to join their team in Portland, Maine, with a hybrid work option. This role involves preparing... ...Degree in Accounting or Finance, with a strong background in financial systems and analytical skills. The company offers competitive...Remote job
$18 - $26.21 per hour
...processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float... ...experience will inform their specific compensation. Location Portland, Maine, United States of America M&T Bank Corporation is an...Immediate start
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