- Wipfli LLP (South Portland, ME)
- …and leads the technical accounting team to support accurate and compliant financial reporting. This role serves as a strategic partner to senior leadership, ... of new GAAP accounting standards. + Provide authoritative guidance on the financial impact of accounting developments and complex transactions. + Review and approve… more
- Edward Jones (Biddeford, ME)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Portland, ME)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (Scarborough, ME)
- Financial Solutions Advisor - Maine / New Hampshire Markets South Portland, Maine;Concord, New Hampshire; Scarborough, Maine; Hanover, New Hampshire; South ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/South-Portland/ Financial -Solutions- Advisor Maine New-Hampshire-Markets\_25033161) **Job Description:** At Bank… more
- Edward Jones (Gorham, ME)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Sedgwick (Portland, ME)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Unum Group (Portland, ME)
- …Unum today! **General Summary:** Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a three-level career path. A CBA ... **Principal Duties and Responsibilities** + Be the customers' first line of sight ( advisor ) by being available to assist via multiple avenues of communication with… more
- Walmart (Scarborough, ME)
- …and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid ... time off benefits include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job… more
- KeyBank (Saco, ME)
- …be scheduled during any branch hours **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a ... issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our… more
- KeyBank (Portland, ME)
- …Forest Avenue - Portland, Maine 04101 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- Citizens (Portland, ME)
- …adoption communications, training, workshops, and feedback mechanisms. + Serves as an advisor on RCSA and controls testing industry best practices, processes, and ... systems, and process changes. + Act as a trusted advisor and central point of contact across the three...of relevant experience within the Banking Industry, Risk Consulting, Financial Services, compliance, Front Line Risk, Internal Audit, and/or… more
- KeyBank (Portland, ME)
- …work at any Southern Maine branches **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- World Insurance Associates, LLC. (Portland, ME)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- HNTB (South Portland, ME)
- …technical or management role. It is an opportunity to grow as a trusted advisor , leverage leadership skills, and make a lasting impact on the transportation network ... area or area(s) assigned. + Resolves issues of moderate financial impact, seeks guidance from Program Manager for issues...seeks guidance from Program Manager for issues of greater financial or business risk to the client. + Identifies… more
- Sodexo (Portland, ME)
- …collaborative relationships with campus and client leadership, serving as a trusted advisor and strategic partner. + Drive operational excellence in areas such as ... to meet client expectations and Sodexo business objectives. + Manage financial performance, including budgeting, forecasting, and reporting, to ensure profitability… more
- KeyBank (Portland, ME)
- …Understands and can discuss the KPB Value Proposition + Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset ... alternative investments. + Anticipates and advises clients on their evolving financial goals and objectives. **Technical** + Reviews, monitors and modifies… more
- Wipfli LLP (South Portland, ME)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree in… more
- Veterans Affairs, Veterans Health Administration (Portland, ME)
- …the development of a detailed treatment plan for veterans. Serves as an advisor , consultant and/or resource person to the staff within the outpatient clinic. Teaches ... Functional Statement #: 000000 Permanent Change of Station (PCS): Not Authorized Financial Disclosure Report: Not required NOTIFICATIONS: This position is in the… more
