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
University System of New Hampshire: Providing public higher education and research through New Hampshire colleges.
3+ YOEBachelor's in accounting/business or related field and 3+ years relevant experience; business advising experience; strong communication, research, and data skills; willingness to travel and work with diverse clients.
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.
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 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.
Part Time Branch Office Administrator - Portsmouth, NH
Portsmouth, New Hampshire, United States
OnsitePart Time
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; strong attention to detail, analytical thinking, digital tool use, and conversational skills required.
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.