Junior Wealth Advisor & Planning Analyst
Hightower Advisors
Vigilant Wealth Management, a Hightower advisory practice, is hiring an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This hybrid role focuses on financial planning, client advisory work, and relationship building for recent graduates. You will learn from experienced Wealth Advisors, support planning activities, and gain exposure to custodial platforms like Schwab and Fidelity while developing a foundation for growth into a broader advisory role. #J-18808-Ljbffr Hightower Advisors
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Junior Wealth Advisor & Planning Analyst in Portland, ME vacancy
- Stone Coast Fund Services in Portland, Maine is seeking motivated candidates to join our fund operations team. You will learn to calculate net asset values, reconcile transactions, and prepare reports for investors, with training and mentoring from a dedicated team. This...JuniorWork at office2 days per week
- Change the world. Love your job. Texas Instruments (TI) is looking for an experienced Financial Planning Analyst to join our team. At TI, the role of the Financial Planning Analyst is to drive financial excellence for the business. This individual ensures the financial...SuggestedInternshipLocal area
Texas Instruments
South Portland, ME4 days ago - BaseCamp Design Workshop in Portland, Maine seeks a driven, design-focused Entry-Level Architectural Designer to join our collaborative studio. You will work in a hybrid remote capacity alongside our leadership on custom residential and commercial projects, contributing...JuniorRemote work
- Novogradac & Company LLP in Portland, OR is seeking a Junior Property Compliance Analyst to support tenant file reviews under Section 42 with focus on 24 CFR Part 5 income eligibility. The role requires attention to detail, good Excel skills, and the ability to work under...JuniorRemote work
$1,000 per month
...framework for building an integrated financial planning practice from the ground up. Our college... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite... ...this internship? Full-time student; juniors and seniors preferred Entrepreneurial...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
South Portland, ME2 days ago- Synergent is seeking a curious, detail-oriented Business Analyst I to join our Information Systems team in Westbrook, ME. You will gather requirements, investigate issues, test solutions, and manage projects from concept to implementation. This role offers opportunities...Junior
- Synergent in Westbrook, ME is seeking a curious, detail-oriented Business Analyst I to work with credit union clients. You will gather requirements, investigate issues, test solutions, and manage projects from concept to implementation. This role provides a strong opportunity...Junior
$10 - $19.5 per hour
...approximately 7 million animals through in-store adoption events. Your Petco Grooming Career: Begin your Petco journey as a Junior Pet Stylist in Grooming! During this ten-week training period as a Junior Pet Stylist, you will learn fundamental grooming tasks...JuniorHourly payMinimum wageLocal areaNight shiftWeekend workAfternoon shiftPetco
South Portland, ME3 days ago- Jobvite, Inc. in Maine is seeking an Associate Software Support Specialist to provide basic-level software support to Tyler clients, focusing on use, functionality, and understanding of our products and databases. This entry-level role emphasizes timely resolution through...Junior
$83.96k - $111.96k
...customers.In-depth credit skills.Broad knowledge of Consumer, Mortgage, Wealth, & Commercial related products/services.Ability to work... ...downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At...Full timeTemporary workPart timeWork experience placementWork visaFlexible hoursNBT
Portland, ME1 day ago- Tyler Technologies, Inc. is seeking an Associate Software Support Specialist to provide basic-level software support for clients in the use and understanding of our products and databases. This entry-level role focuses on learning through data analysis and troubleshooting...Junior
- ...skills. You will work with a team of seven, contribute to client-facing engagements, and earn a competitive base salary plus monthly commissions and an annual bonus, with comprehensive benefits including health insurance and a 401k plan. #J-18808-Ljbffr Smith & WilkinsonBase plus commission
$77.2k - $96.5k
...Onsite Health Centers, Employee Assistance Program, Wellness program Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching, Life and Disability Insurance, Tuition Reimbursement Paid Time Off: PTO and Sick Leave (starting at 20 days...Full timeShift workWorld Wide Technology
Portland, ME11 hours ago$70k - $95k
...We have an exciting opportunity within Diodes for a Financial Analyst. Location South Portland, ME Compensation Pay range $70,000 to... ...available. About the Role The Financial Analyst supports the financial planning, analysis, reporting, and operational decision-making...Local area$26 - $28 per hour
...a patient may owe, including deductibles, copayments, coinsurance, and self-pay amounts. Set up payment arrangements and payment plans within practice guidelines. Share financial assistance or payment options when they apply. Complete Financial Clearance Before...Hourly payWork at officePortland Gastro
Portland, ME2 days ago- Cengage Group is seeking a Senior Financial Analyst to join the Finance team in the United States. You will own core FP&A processes, forecast, analyze variances, and deliver actionable insights to senior leadership. The role emphasizes automation, AI-assisted workflows,...
- Diodes Incorporated in South Portland, ME is seeking a Financial Analyst to support FP&A, costing, and manufacturing finance for a semiconductor fab. You will collaborate with Manufacturing, Engineering, Supply Chain, and Operations to drive cost efficiency and capital...
- About the Role: We are seeking motivated individuals to join our growing remote team as an Employee Benefits Specialist. This is an entry-level opportunity designed for candidates who are eager to learn the fundamentals of protecting employees, work directly with members...Remote jobFull time
Zuzick Organization of Globe Life
Portland, ME11 hours ago $53k - $71k
...opportunity with us. Position Summary Under close supervision, the Junior Property Compliance Analyst will complete a variety of assignments related to tenant... ...annual bonuses for eligible positions & CPA bonus plan Strong emphasis on quality work‑life integration Dress...JuniorWork experience placementWork at officeRemote workFlexible hoursWeekend workAfternoon shift- No prior industry experience required Meet with clients on Zoom to help them enroll in benefit programs Explain options in a clear, simple, and relatable way Help clients complete online enrollment forms accurately Schedule and manage virtual appointments ...Full time
Zuzick Organization of Globe Life
Portland, ME4 days ago $65k - $80k
...partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- Portland Gastroenterology Associates (PGA) is seeking a Patient Financial Counselor to help patients understand insurance benefits and what they may owe before and after care. You will prepare cost estimates, explain deductibles and coinsurance, and set up payment options...
- Federal Guardian, LLC is seeking Personal Financial Counselors to provide comprehensive financial counseling to military members and their families on base. Responsibilities include one-on-one counseling, briefings, and developing educational materials, with a focus on ...
$65k - $78k
...financial counseling and assistance to service members and families. Assist service members in establishing an extended absence financial plan. Develop and makes available informational financial materials to service members and families. Coordinate, publicize, and provide a...Contract workWork at officeFlexible hours- Financial Assistance Counselor Full Time 180/295 Park Avenue, Portland, ME, US Salary Range: $22.50 To $25.00 Annually The Financial Assistance Counselor provides eligibility assistance to families and individuals regarding health insurance and affordable care programs;...Full timeTemporary workRemote workFlexible hoursShift work
$20.55 - $34.25 per hour
...assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention,...Hourly payM&T Bank
Portland, ME2 days ago$19 - $21 per hour
Description Department: Retail Reports to: Branch Manager or Assistant Branch Manager FLSA: Non-Exempt Last Modified: 11.22.24 Job Summary: Responsible for participating in daily branch activities including growth initiatives and goals, the ability...Maine Community Bank
Portland, ME3 days ago- Atlantic Federal Credit Union in Maine is seeking a Commercial Credit Analyst to join our growing Commercial Lending team. You will analyze financial statements, cash flows, and collateral to assess creditworthiness and support sound lending decisions across CRE and C&I...
- ...other team members in accordance with Bank strategy* Embraces and utilizes the Bank’s sales and coaching process, completes action plans in an effort to meet goals* Understands the Bank’s products and services and how they benefit customers, promoting as appropriate **...Hourly payPart timeInternshipWork at officeLocal area
Bangor Savings Bank
Portland, ME5 days ago - ...Help Shape Smart Lending Decisions Across Maine's Largest Credit Union Atlantic Federal Credit Union is seeking a Commercial Credit Analyst to join our growing Commercial Lending team. In this role, you'll evaluate a diverse range of commercial borrowing opportunities,...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Junior Wealth Advisor & Planning Analyst. Be the first to apply!
Related searches
- financial advisor associate Portland, ME
- financial planning associate Portland, ME
- financial consultant Portland, ME
- finance associate Portland, ME
- financial planning administrator Portland, ME
- associate corporate finance Portland, ME
- financial planner Portland, ME
- financial planning assistant Portland, ME
- financial counselor Portland, ME
- estate planning consultant Portland, ME