Wealth Management Professional

Transcend Practice Management is a leading wealth management firm in Maine, with over $500M in client assets. We pride ourselves on our client-centric approach, combining investment management, retirement planning, and legacy wealth strategies to create personalized financial plans. Our team is built on unwavering integrity, positivity, and a passion for...

About Coldstream Wealth ManagementColdstream Wealth Management is a reputable employee-owned wealth management firm with offices across the United States. Founded in 1996, our company is committed to providing exceptional client service and fostering a supportive, inclusive work environment.Job OverviewWe are seeking an organized, professional Office...

We are seeking a highly skilled Wealth Management Administrative Lead to join our team at TalentLink Solutions. As a Wealth Management Administrative Lead, you will play a key role in providing administrative support to our financial advisors and clients.You will have a minimum of 5 years of experience in wealth management administration, preferably in the...

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.Job DescriptionWe are looking for a highly motivated individual who is driven by the need to help clients identify and achieve their financial goals through various planning services.Making strategic...

About the Role: We are seeking a highly motivated Community Wealth Building Professional to join our team at NAYA Family Center. The successful candidate will have a background in social services or financial counseling and be able to connect with Native American, Latino/a, and Black communities in the Portland metro area.The ideal candidate will provide...

We are seeking a motivated and ambitious Wealth Management Advisor to join our team at Baystate Financial. As a financial advisor, you will work closely with clients to understand their financial goals and develop tailored plans to achieve them.The ideal candidate will have excellent communication skills, a strong understanding of the financial industry, and...

We are seeking a highly experienced Strategic Technology Architect to join our team at Fisher Investments. With over 10 years of experience in solution, technical, and business architecture roles, you will play a key part in shaping the technology landscape of our global wealth management firm.Job SummaryThe Strategic Technology Architect (Portfolio...

Company OverviewStoel Rives LLP is a leading law firm that provides exceptional legal services to its clients. With a strong focus on wealth management, estate planning, and non-profit law, we are committed to delivering high-quality results.Salary and BenefitsThe salary range for this position is $54,000 - $90,000, with a competitive total rewards program...

Job Summary: We are seeking a talented Client Success Lead to join our team at TalentLink Solutions. As a key member of our wealth management team, you will be responsible for delivering exceptional client experiences.Key Responsibilities:Establish and build client relationships according to client service matrix and segmentation standardsCollaborate with...

About Coldstream Wealth ManagementColdstream Wealth Management is a leading wealth management firm based in Portland, with a mission to provide exceptional client service and financial expertise. Our team is dedicated to helping individuals and families achieve their financial goals.

Coldstream Capital Management is recruiting an Office Manager/Administrator to work closely with our clients and wealth management teams in Portland. This is a fantastic opportunity to apply your administrative expertise and learn about the financial sector.The successful candidate will be responsible for:Ensuring a welcoming atmosphere for clients and...

Job OverviewWe are a Maine-based wealth management firm managing over $500M in client assets. We pride ourselves on our client-centric approach, employing a combination of investment management and legacy wealth strategies to craft truly individualized financial plans.We are seeking an experienced Financial Planning Expert to join our team. As part of a...

Key ResponsibilitiesThis role involves managing all front desk and administrative operations, including greeting visitors, answering phone calls, managing mail and deliveries, planning events, ordering supplies, and providing support to the wealth management teams.The ideal candidate will be able to communicate effectively with a wide variety of people,...

Coldstream Capital Management is seeking a highly skilled and organized Office Manager/Administrator to support our clients and teams at our Portland office. This role offers an excellent opportunity to utilize administrative skills and gain knowledge of the financial services industry.This position reports directly to the HR Director and oversees all front...

Company OverviewAlera Group is a leading broker of US business, passionate about client success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a nationwide network of offices, our commitment to collaboration offers national resources combined with local service.

Job OverviewAt Interstate Pest Management, we're passionate about delivering expert pest management services that exceed our customers' expectations. As a skilled Pest Control Technician, you'll play a crucial role in our mission to provide exceptional service and excellence.

The Management Group, Inc. is a dynamic organization dedicated to providing excellent service to our clients and communities. We are currently seeking a skilled Real Estate Management Professional to join our team.This exciting opportunity offers a challenging and rewarding work environment, with a focus on career growth and development. The estimated salary...

About the RoleTalentLink Solutions is a leading wealth management firm, seeking a highly skilled Senior Client Service professional to join our team. We offer a full benefits package and a hybrid office schedule to our team members.This role requires an administrative pro who is organized, able to work independently, and thoroughly enjoys being part of a...

About The Kind AgencyThe Kind Agency-Powered by Symmetry Financial Group is seeking a motivated and independent life insurance broker to join our team. As a top-performing agent, you will have the opportunity to work from home, build your own agency, and earn uncapped commissions. Our company culture prioritizes relationships, personal growth, and open...

About the RoleThis exciting opportunity offers a competitive salary range of $60,000 - $80,000 per annum, plus commission. As an Insurance Sales Representative, you will have the opportunity to work in a supportive environment that encourages professional growth and development.Your responsibilities will include developing new business opportunities,...