- Jobleads-US (Westbrook, ME)
- …mindset-comfortable being hands-on and creating structure in ambiguity.* Trusted advisor with executive presence, sound judgment, resiliency, and ability to ... Day-One* 5% matching 401k* Additional benefits including but not limited to financial support, pet insurance, mental health resources, volunteer paid days off,… 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
- 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 ... software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree in… more
- Edward Jones (Biddeford, ME)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… 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 (Scarborough, ME)
- Financial Solutions Advisor - Maine / New Hampshire Markets South Portland, Maine;Concord, New Hampshire; Scarborough, Maine; Hanover, New Hampshire; South ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/South-Portland/ Financial -Solutions- Advisor Maine New-Hampshire-Markets\_25033161) **Job Description:** At Bank… more
- Edward Jones (Gorham, ME)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Sedgwick (Portland, ME)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more
- JPMorgan Chase (Portland, ME)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- UNUM (Portland, ME)
- …Summary:** Location: Portland, Maine Minimum starting hourly rate is $20.00 The Customer Benefit Advisor (CBA) I is the entry level in a three-level career path. A ... **Principal Duties and Responsibilities** + Be the customers' first line of sight ( advisor ) by being available to assist via multiple avenues of communication with… more
- Walmart (Scarborough, ME)
- …and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid ... time off benefits include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job… more
- Indeed (Portland, ME)
- …accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation. ... mentorship. **Responsibilities** + **Strategic Business Partnering:** Serve as a credible advisor to business leaders in Sales, Product, Marketing, and Operations.… more
- KeyBank (Portland, ME)
- …Forest Avenue - Portland, Maine 04101 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- KeyBank (Portland, ME)
- …Forest Avenue - Portland, Maine 04101 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- TD Bank (Portland, ME)
- …activities and initiatives with regulatory impact. + Serve as a compliance advisor to business partners through regular meetings and process reviews. + Manage ... 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
- TD Bank (Portland, ME)
- …Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of Currency (OCC) ... 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
- World Insurance Associates, LLC. (Portland, ME)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- KeyBank (Portland, ME)
- …Understands and can discuss the KPB Value Proposition + Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset ... alternative investments. + Anticipates and advises clients on their evolving financial goals and objectives. **Technical** + Reviews, monitors and modifies… more
- Ricoh Americas Corporation (Portland, ME)
- …finishing, software, and professional services. This individual will be a trusted advisor and subject matter expert (SME) to clients in the Graphic Communications ... end-to-end print production workflow in commercial environments + Ability to model financial value (ROI, TCO, investment payback) to support business cases +… more
- Elevance Health (South Portland, ME)
- …and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities. ... benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a… more
