- Fidelity TalentSource LLC (Portland, ME)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- Edward Jones (Biddeford, ME)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner… more
- Edward Jones (Brunswick, ME)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner… more
- Edward Jones (Portland, ME)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (Portland, ME)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Portland, ME)
- Financial Solutions Advisor - Consumer Investments - Maine/New Hampshire Market Portsmouth, New Hampshire;South Portland, Maine; Portland, Maine; Dover, New ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- WTW (Portland, ME)
- …candidate slate has been identified. **The Role** + Act as a key strategic financial advisor to the North America EX and W&R business leaders in ... and Work & Rewards (W&R) Global Finance Partners. The Senior Financial Analyst will serve as a trusted advisor to the North American Leadership Teams for EX and… more
- University of Southern Maine (Portland, ME)
- Position Title: Business Advisor - Small Business Development Center (Two Positions) Campus: Multiple Locations Department: Small Business Development Ctr - PSBDC ... Maine (file: C:/Users/skwoodoldmac/Downloads/usm.maine.edu) is excited to announce two Business Advisor opportunities with Maine Small Business Development Centers (Maine… more
- TD Bank (Falmouth, ME)
- …framework, reporting, notification and escalation of material and significant events The Senior Advisor , Business Insights acts as a top advisor to business ... experience from a business administration, statistical, mathematical, scientific or financial background + Proficient PC skills including a strong competency… more
- M&T Bank (Portland, ME)
- …Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- TD Bank (Falmouth, ME)
- …with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as appropriate + Strong ... successful onboarding and orientation to new hires Preferred Experience: Financial Crimes or AML audit experience. CAMS, CFE or...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- TD Bank (Gray, ME)
- …legendary which is in line with TD's brand promise + Understands Customer financial needs to identify opportunities to promote and educate on products, services, ... or on the platform for Customers while uncovering their financial needs and educating on products, services and tools...services to be able act as an educator and advisor to Customers and non-Customers by engaging in benefit… more
- TD Bank (Falmouth, ME)
- …the business while conducting audits + Consults assigned lines of business (trusted advisor ) + May manage a team of professional resources indirectly and actively ... Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in...banking experience or are just starting your career in financial services, we can help you realize your potential.… more
- Wipfli LLP (South Portland, ME)
- …and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed ... matters in a timely manner + Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs + Develop… more
- Stryker (Portland, ME)
- …people, and committed to building strong relationships as a trusted advisor to our clients. Required Skills + **Integrity:** Reliable, dependable, trustworthy, ... healthcare support, wellbeing program and tobacco cessation program. + Financial benefits include Health Savings Account (HSA), Flexible Spending Accounts… more
- Envista Holdings Corporation (Portland, ME)
- …orthodontic solutions- world-class products that bring value to the clinical, technical, financial needs of our customers. Ormco's 60 years of distinguished history ... capacity environment. + Handle and overcome objections. + Develop a trusted advisor and resource-based relationship with customers. + Monitor and analyze customer's… more
- WSP USA (Portland, ME)
- …Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise responsible and ... vision, disability, life, and retirement savings focused on providing health and financial stability throughout the employee's career. At WSP, we want to give… more
- Burns & McDonnell (Portland, ME)
- …profitable and sound growth. Achieve stated targets and standards for financial performance. + Evaluate project opportunities and facilitate go/no-go decisions in ... of proposal efforts including hour estimates. + Serve as the technical advisor , provide senior-level input and evaluation on transmission engineering projects. +… more
- Wipfli LLP (South Portland, ME)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... accounting software applications + Research tax related issues and other related financial reports Qualifications: + Bachelors degree in accounting or an equivalent… more
