4 client advisor jobs at 4 companies in Augusta, ME
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Work From Home - Client Benefits Advisor
Augusta, Maine, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role for competitive, self-starting, coachable individuals to guide and educate interested clients; no cold outreach and ownership of income and growth expected.
Client Service Associate- Simmons Investment Advisors
New Gloucester, Maine, United States
$70k-$90k/yrOnsiteFull Time
Hightower: Provides independent wealth management and financial planning services.
Client service experience with strong attention to detail, proficiency in MS Office and Salesforce, ability to handle sensitive financial information, and comfort with phone and email client interactions.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Salesforce, Black Diamond, DocuSign
Financial Advisor - South Paris, ME - Market 25, Region 121
South Paris, Maine, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Build and grow a client practice; obtain FINRA registrations (SIE, Series 7, Series 66) and state insurance licenses; strong relationship-building, sales or financial services background, and willingness to complete firm training.
5+ YOEServe as strategic HR advisor for multiple client accounts, manage full employee lifecycle, handle employee relations and investigations, 5+ years progressive HR experience, bachelor’s degree required, HR certifications preferred, must reside in southern Maine and be commutable to Portland.