13 client advisor jobs at 11 companies in Bath, ME

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Private Client Advisor
Saco, Maine, United States
HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Experience in selling investment solutions; FINRA licenses required; strong client-focused sales with relationship building.
FINRA Systems, Office Software, Customer Relationship Management (CRM)
1mo
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Work From Home - Client Benefits Advisor
Augusta, Maine, United States
RemoteFull Time
AO Garcia Agency
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.
Zoom
3w
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Client Service Associate-Portland, ME
Portland, Maine, United States
HybridFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
0.5+ YOEProvides administrative support to Financial Advisors, services client inquiries, processes client transactions, opens accounts, and uses CRM and Microsoft Excel. High school diploma and prior securities/related experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
1mo
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Wealth Advisor
Portland, Maine, United States
$116k-$194k/yr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
7+ YOEBachelor's degree (or equivalent experience), minimum 7 years sales experience in financial services (3+ years in HNW preferred), proven wealth management track record, SAFE Act registration, and ability to lead client relationship teams.
1w
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Client Service Associate- Simmons Investment Advisors
New Gloucester, Maine, United States
$70k-$90k/yr OnsiteFull Time
Hightower
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
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Senior Advisor - GeoTechnical
South Portland, Maine, United States
OnsitePart Time
HNTB
HNTB: Infrastructure design and engineering for transportation and public works
12+ YOEProvide geotechnical engineering guidance, perform reviews, mentor staff, assist in proposals, and coordinate with clients and partners.
1w
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Beauty Advisor - Part Time
South Portland, Maine, United States
$18-$21/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience preferred, ability to lift up to 50 lbs, excellent communication and teamwork, passion for beauty and trends.
1w
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Beauty Advisor - Part Time
South Portland, Maine, United States
$18-$21/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Provide excellent client service in retail, strong communication, ability to lift up to 50 lbs, retail or hospitality experience preferred, passion for beauty and product knowledge.
1mo
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Part-Time Beauty Advisor - Sephora
Westbrook, Maine, United States
$16/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic computer and handheld scanner use, completing required training.
handheld scanner
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Financial Solutions Advisor Registration Candidate - Maine Market
South Portland, Maine, United States
$29-$34/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEAbility to obtain required industry licenses and SAFE Act registration; experience building client relationships and recommending financial and investment solutions; strong communication and time management skills.
4d
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Financial Advisor - South Paris, ME - Market 25, Region 121
South Paris, Maine, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
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.
1mo
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Financial Solutions Advisor - Maine / New Hampshire Markets
South Portland or Scarborough or Concord
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOERequires Series 7 and 66 (63 or 65 acceptable in lieu of 66), SAFE Act registration for mortgage origination, 1+ year investments industry experience, 1+ year financial services or sales experience, and strong client communication and advisory skills.
2mo
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HR Business Partner / Southern Maine
Brunswick or Portland or Maine
$80k-$106k/yr HybridFull Time
TCV Trust & Wealth Management
TCV Trust & Wealth Management: Independent firm providing trust, estate, and wealth management services.
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.
Lattice, Salary.com, Nectar, Service Cloud