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.
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
2+ YOEProspecting and closing payroll/HCM sales to small and mid-sized businesses; 2+ years relevant experience; valid driver’s license and insurance; successful background check; strong communication, presentation, and networking skills; ability to be in the field ~50%.
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
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.
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
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.
Danvers or San Francisco or Los Angeles or Los Angeles County or United States or California or Connecticut or Colorado or Hawaii or Illinois or Maine or Maryland or Massachusetts or Minnesota or New Jersey or New Mexico or Oregon or Rhode Island or Vermont or Washington
$80k-$90k/yrHybridFull Time
OneDigital: Provides insurance, employee benefits, and human resources consulting services.
Bachelor's degree required; experience with high-net-worth clients preferred. Strong analytical, communication, presentation, and interpersonal skills. Ability to develop client relationships and meet sales goals. Must be authorized to work in the U.S. without sponsorship.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, authentic passion for beauty, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills.
Financial Solutions Advisor Registration Candidate - Maine Market
South Portland, Maine, United States
$29-$34/hrOnsiteFull Time
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.
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.
Financial Solutions Advisor - Maine / New Hampshire Markets
South Portland or Scarborough or Concord
OnsiteFull Time
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.
Hybrid Wealth Banking Advisor - Charlotte, North Carolina, United States
Charlotte or Cleveland or Los Angeles County or California or Colorado or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington
$29-$50/hrHybridContract, Full Time
AccentureNYSE: ACN: Consulting, technology, and operations services for global businesses.
2+ YOEAssociate's in business/accounting/finance/banking (or equivalent), 2+ years client service experience in banking, SAFE/NMLS compliance within 30 days, proficiency with Microsoft Office and CRM, U.S. work authorization required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Client Central
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.