Wealth Management Client Associate: Growth & Licensing
RBC
RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in our Portland, ME branch. You will handle account documents, inquiries, transfers, and processing with a strong client-first mindset while ensuring compliance. You’ll grow professionally through training and development, with opportunities to advance as you gain licensing and experience in a collaborative, fast-paced environment. #J-18808-Ljbffr RBC
- Job Description Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the... ...in lieu of 66) **If these licenses are not currently held, they... ...learning and professional growth Exhibits sound judgment and...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Royal Bank of Canada (RBC) Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients at the Portland... ...skills, and the ability to obtain Series 7/66 licenses within 12 months. #J-18808-Ljbffr Royal Bank of CanadaSuggested
- Bank of America Merrill Wealth Management in Portland, ME is seeking a capable Wealth Management Client Associate to support Financial Advisors and clients with a client-first... ...in-office culture, and ongoing professional growth, with opportunities to advance within a trusted...SuggestedWork at office
$43k - $70k
...opportunity? Embrace RBC Wealth Management's core values and inclusive... ...advisors and our clients. As a Client Associate/Registered Client Associate... ...Series 7 and 66 (or 63/65) licenses or the willingness to get... ...is core to our continued growth as one of the largest and...SuggestedFull timeFlexible hours- Springborn Staffing is seeking a detail-oriented administrative professional to support wealth management teams in Portland, ME. You will assist advisors and portfolio managers with daily client service tasks, respond to routine requests, and help maintain client records. You...Suggested
- ...their financial lives investment management, financial planning, estate... ..., and multi-generational wealth governance. We are a small, high... ..., and care. Every client relationship we build is long... ...as a Full-Time Client Service Associate, with the potential to develop...Full timeInternshipWork at office
- ...Portland, Maine-based SEC-registered RIA, seeks a Full-Time Client Service Associate with potential to develop into a Financial Planner. You... ...small team. Training is provided; CFP pathway support is offered as part of career growth. #J-18808-Ljbffr Starboard AdvisorsFull time
- ...United States SPS Global is seeking a Client Services Associate who thrives in a fast-paced office... .../packages promptly to employees Manage outgoing mail and shipping transactions... ...to apply. WHAT WE OFFER Career Growth: An opportunity to enter a job that allows...Full timeTemporary workPart timeWork at office
- ...The Bennett Law Firm practices management side labor and employment law and alcohol licensing / regulation throughout the Northeastern United States from its office in Portland, Maine. We seek an attorney with five to twenty years of experience who possesses strong academic...Full timeWork at office
- WHAT YOU'LL DO Provide day-to-day administrative and client-service support to advisors and portfolio managers. Respond to routine client requests involving cash... ...-4 years of professional experience, preferably in wealth management, financial services, banking, insurance,...
$45k - $75k
...industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented... ..., as well as the ability to organize, manage, and track multiple, detailed tasks... ...of insurance and state securities licenses. For proper maintenance and to meet firm...Work experience placementWork at office$110k - $160k
...what they do best: advocating for their clients. With paralegal, administrative, and intake... ..., you'll have a team behind you to help manage the day-to-day demands of a busy practice... ...to earn additional compensation. Career Growth: Professional development, leadership opportunities...Work at officeLocal area- ...coordinate with a range of professionals to deliver high-quality, person-centered support. Join a team that promotes professional growth, mentorship, and ongoing training in a collaborative culture, with comprehensive benefits and opportunities to advance into supervisory...
$25k
...seeking seasoned litigators to manage their own caseloads, lead in... ...reputation on aggressive advocacy, client-focused results, and a... ...in shaping firm practices and growth. You’ll lead. Mentor junior attorneys... ...engagement Qualifications Licensed and in good standing to practice...Full timeRemote workFlexible hours- AO Globe Life is seeking a virtual consultant based in the United States. The role focuses on assessing needs, teaching options, and maintaining relationships after the first meeting. This is a fully remote role with full training and a clear path for advancement. The position...Remote job
$127.5k - $186.75k
...findings into practical guidance for HR and management. Monitor employment law developments for... ...policies and procedures to support the growth of the Company.Act as a trusted partner... ...and employment, education and licensing verification as a condition of employment...Full timePrivate practiceLocal areaRemote work$90k - $125k
...commitment to helping our clients succeed. Our attorneys... ...seeking a motivated Associate Attorney to join our... ...related litigation while managing meaningful legal... ...support the continued growth and development of the... ...Active Maine law license and member in good standing...Full timePart timeLocal areaRemote workShift work- Client Service AssociatePosition OverviewWe are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows, and supporting...Work experience placementWork at office
- ...Description Top Reasons To Work With Our Client : ~ No Billable-Hour Quotas – Enjoy... ...respected boutique law firm trusted by management since 1962. ~ Prestigious Primerus Distinction... ...labor and employment law and alcohol licensing and regulation , representing clients...Full timeWork at office
$115k - $150k
...Corporate / Transactional Associate Attorney Location: Maine Salary... ...and agreements. Represent clients in mergers, acquisitions, and... ...~ Must be licensed and in good standing with the... ...relationship skills. ~ Ability to manage multiple matters independently...Full timeContract work- ...a strong work ethic, and the ability to manage and work well on a team. A minimum of 5 years... ...range of services for our nationwide client base, which ranges from some of the nation... ...environment where personal and professional growth are encouraged and fostered through...Contract workTemporary workWork at office
- MaineHealth is seeking a Case Manager - Prescription Assistance to collaborate with medical providers, pharmacy staff, and pharmaceutical... ...for local/state/federal programs, and helping connect clients with community resources, while supporting a coordinated care approach...Local area
- ...assistance. Key Responsibilities Your primary focus will be on managing complex litigation and counseling on various areas of potential... ...bonuses in addition to excellent benefits and opportunities for growth and leadership. You’ll be eligible for annual raises and...Full timeRelocationRelocation package
- ...communication skills, and the ability to work collaboratively with clients and members of the Drummond Woodsum real estate team. Maine... ...created an environment where personal and professional growth are encouraged and fostered through mentorship and a respect for...Temporary workWork at officeFlexible hours
$90k - $120k
...Family Law Associate Attorney - Kennebunk, ME or Brunswick, ME Springborn... ...enjoys courtroom advocacy, client counseling, strategic... ...Brunswick, ME. What You'll Do Manage a caseload of family law cases... ...Clear path for professional growth and long‑term career development...Work at office- ...A reputable Real Estate Law Firm is looking to build their growing team with a Real Estate Attorney. This position will help manage all real estate law operations. This company has an amazing reputation and operates throughout New England. They also provide equal employment...
$80k - $120k
...permitting, and condominium associations. Grow your practice and... ...reputation through meaningful client relationships, mentorship, and... ...where teamwork, professional growth, flexibility, and long-term... ...focused approach. ~ Ability to manage competing priorities...Part timeWork at officeRemote workFlexible hours- ...a strong work ethic, and the ability to manage and work well on a team. Maine bar admission... ...a wide range of services for our clients, which range from some of the nation’s largest... ...environment where personal and professional growth are encouraged and fostered through...Full timeTemporary workWork at office
$60k - $90k
...is our default, and we'd rather win as a group than burn anyone out. We set the base at $60,000 - $90,000 and build outward with growth coaching, a mentor, benefits, and hours you genuinely control. Just updated, just confirmed, just waiting on the right applicant...Remote work$105k - $150k
...Real Estate Associate AttorneyLocation: Maine Salary: $105,000–$150... ...real estate closings.Advise clients on zoning, land use, and property... ....QualificationsMust be licensed and in good standing with the... ...relationship skills.Ability to manage multiple transactions independently...Contract work
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