19 client advisor jobs at 13 companies in Portland, ME
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Private Client Advisor
Saco, Maine, United States
HybridFull Time
Experience in selling investment solutions; FINRA licenses required; strong client-focused sales with relationship building.
FINRA Systems, Office Software, Customer Relationship Management (CRM)
11h
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Work From Home - Client Benefits Advisor
Scarborough, Maine, United States
RemoteRemote
Seeking competitive self-starters willing to be coached who want to guide and educate interested clients; compensation is performance-based rather than guaranteed hourly pay.
Zoom
5d
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Work From Home - Client Benefits Advisor
Sanford, Maine, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth and work-life balance.
Zoom
3d
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J.P. Morgan Wealth Management – Private Client Advisor – Seacoast Region, NH
Dover or North Hampton
OnsiteFull Time
2+ YOERequires 2+ years in financial advising or equivalent financial services experience, client relationship and acquisition success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
1mo
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Client Service Associate-Portland, ME
Portland, Maine, United States
HybridFull Time
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
1w
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Financial Advisor
Newington, New Hampshire, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
1mo
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Wealth Advisor
Portland, Maine, United States
$116k-$194k/yr OnsiteFull Time
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.
2mo
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Senior Advisor - GeoTechnical
South Portland, Maine, United States
OnsitePart Time
12+ YOEProvide geotechnical engineering guidance, perform reviews, mentor staff, assist in proposals, and coordinate with clients and partners.
3w
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Beauty Advisor - Part Time
South Portland, Maine, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience preferred, ability to lift up to 50 lbs, excellent communication and teamwork, passion for beauty and trends.
3w
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Beauty Advisor - Part Time
South Portland, Maine, United States
$18-$21/hr OnsitePart Time
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.
2d
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Financial Advisor Associate
Portsmouth, New Hampshire, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience. Requires communication, presentation, networking, organizational, and client advisory skills, background check, and U.S. work authorization.
Securities Industry Essential (SIE) Exam, Series 7, Series 66
1w
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Part-Time Beauty Advisor - Sephora
Biddeford, Maine, United States
$16-$20/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong communication, flexible availability, basic math and computer skills, and ability to lift 50 pounds and stand for shifts.
handheld scanners
2mo
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Part-Time Beauty Advisor - Sephora
Westbrook, Maine, United States
$16/hr OnsitePart Time
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
1w
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Region 1 - Vocational Support Advisor
York County or Cumberland County or Biddeford or Sanford or Portland or Gorham
$22-$25/hr FieldFull Time
High school diploma or equivalent plus disability-services, business-development, or job-development experience; strong computer, communication, organizational, and client-support skills; ACRE certification and driver's license required.
Microsoft Office Suite, iPhone
1w
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Cybersecurity Advisor - Threat Management | Remote, North East, NYC
New York City or Providence or Hartford or Boston or Burlington or Portland or Manchester or Minneapolis or Illinois or Wisconsin
$170k-$230k/yr RemoteFull Time
5+ YOEBachelor's degree or equivalent experience; 5+ years in information security focused on threat management; cybersecurity expertise, strong sales, communication, presentation, and client advisory skills; travel around 25%.
RFI, RFP, SOC, SIEM, SOAR, UEBA
1mo
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Financial Solutions Advisor Registration Candidate - Maine Market
South Portland, Maine, United States
$29-$34/hr OnsiteFull Time
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.
1mo
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Financial Solutions Advisor Registration Candidate - Maine Market
South Portland, Maine, United States
$29-$34/hr OnsiteFull Time
1+ YOEAbility to build financial plans, obtain required industry licenses (SAFE Act registration), cultivate client relationships, and complete trainings; SIE desirable; high school diploma and 1 year financial services experience preferred.
1mo
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Financial Solutions Advisor - Maine / New Hampshire Markets
South Portland or Scarborough or Concord
OnsiteFull Time
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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Wealth Management Associate
Portland, Maine, United States
$68k-$120k/yr OnsiteFull Time
Client-facing support for financial advisors, knowledge of financial products, strong interpersonal and leadership skills, Microsoft Office (Excel) proficiency, and ability to manage client service tasks.
Microsoft Excel, Microsoft Office, MS Online
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