- Edward Jones (Wolfeboro, NH)
- **Job Overview** 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 (Portsmouth, NH)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- TD Bank (Rochester, NH)
- …for this role. **Line of Business:** TD Wealth **Job Description:** draw, for financial advisors or planners who will be providing financial planning guidance ... clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The… more
- Raymond James Financial, Inc. (Portland, ME)
- …and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses ... reports and client-specific reporting as needed for review by the financial advisor . Creates and maintains records and files utilizing Client Relationship… more
- Edward Jones (Cape Elizabeth, ME)
- …Office Support 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 ... 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
- Bank of America (Portland, ME)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- TIAA (Portland, ME)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- UNUM (Portland, ME)
- …Unum today! **General Summary:** Minimum starting hourly rate is $20.00 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
- Travelex (Gloucester, MA)
- **Tesco Travel Money Advisor -** **Tesco Gloucester Quedgeley - Part Time** **Job Type** : Permanent/Part Time **Hours per week** : 16 hours **Salary:** pounds 12.50 ... all aspects of wellbeing such as physical, mental and financial . * A wide range of employee discounts provided...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- Avanade Inc. (Portland, ME)
- *Candidates must be based in the Northeast region* Business Development Executive - Financial Services Avanade seeks a Business Development Manager who is a deal ... and consulting services (eg cloud implementation, business applications integration, etc.) to Financial Services accounts. Come join us Are you the one who isn't… more
- KeyBank (Portland, ME)
- **Location:** 400 Forest Avenue - Portland, Maine 04101 The Float Financial Wellness Assoicate will be working at branches across Greater Portland Area Branches ... **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling… more
- TD Bank (Portland, ME)
- …with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as appropriate + Strong ... Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in...banking experience or are just starting your career in financial services, we can help you realize your potential.… more
- HUB International (South Portland, ME)
- …will be responsible for providing operational and administrative support to the advisor /practice in regard to retirement plans and preparing paperwork for client and ... Prepare plan review reports and due diligence reports for advisor . + Attend select meetings with the advisor...or 7 and 66 registrations. + Strong understanding of financial products and 401(k) plans. + Strong understanding of… more
- KeyBank (Kennebunk, ME)
- …Office Square - Kennebunk, Maine 04043 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Kennebunk, ME)
- …Office Square - Kennebunk, Maine 04043 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... 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
- KeyBank (Windham, ME)
- …1 Landing Road - Windham, Maine 04062 **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
- 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)
- …and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed ... matters in a timely manner + Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs + Develop… more
- Elevance Health (South Portland, ME)
- …Bonus: $500** As a Customer Care Representative, you will act as a trusted advisor and educator on health care related inquires. You will guide our customers to ... benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a… more