Wealth Management Professional
3 weeks ago
Wealth Management Professional
ProSearch is seeking a skilled Wealth Management Professional to join their team. As a Wealth Management Professional, you will be responsible for delivering investment management and financial planning services to existing clients and prospective clients.
Key Responsibilities
- Ensures accounts are managed in accordance with investment objectives that have been developed with the client, supported by the Investment Committee and the Chief Investment Officer.
- Communicates and supports implementation of the company's investing philosophy and portfolio management strategies.
- Prepare and present market and/or portfolio updates to clients.
- Develops and presents customized and comprehensive personal financial plans.
- Responsible for meeting with and onboarding prospective clients through a consultative sales process.
- Meets regularly with clients regarding financial matters important to them and changes in their financial circumstances.
- Supports client's financial planning needs by collaborating with client's estate planning and tax advisors.
- Works closely with Relationship Administrators to implement the ideal client experience.
- Values a team-based service model and contributions from all the company's professionals.
- Supports business development goals.
Requirements
- Work experience: At least 3 years in a financial or investment advisory role.
- Education: College graduate, minimum of an undergraduate degree.
- Professional designations/certifications: CFP certification required, or progress toward achieving CFP certification.
- Desired Technological proficiency: Tamarac Reporting, Tamarac CRM, Tamarac Trading, MoneyGuide or eMoney Advisor, Microsoft Office, Schwab/custodial trading platforms and other office programs and equipment.
Compliance and Regulatory
- The wealth/investment advisor position requires individuals to take and pass state adviser and securities examinations (the Series 65 or the SIE, Series 7 and Series 66 examinations). Certain professional certifications and designations (e.g., CFP, CFA, and others) shall waive the exam requirements but must meet all other requirements.
- The position also requires adhering to all company compliance standards and expectations.
What We Offer
- Salary will be based on experience. Compensation will include eligibility for individual and team-based bonus programs.
- Competitive employee benefits package includes Medical insurance, dental, short and long-term disability, life insurance, paid time off, volunteer time, sick and family leave, employer 401(k) match, and paid parking in downtown Portland.
- This is a hybrid work environment.
ProSearch is an Equal Opportunity Employer
-
Wealth Management Professional
3 weeks ago
Portland, Maine, United States Pro Search Full timeWe are seeking a highly skilled Wealth Advisor to join our team at Pro Search. As a Wealth Advisor, you will be responsible for delivering investment management and financial planning services to our clients.Key Responsibilities:Manage client accounts in accordance with their investment objectives and provide actionable advice and guidance.Communicate and...
-
Wealth Management Professional
4 weeks ago
Portland, Maine, United States ProSearch Full timeJob Title: Wealth AdvisorProSearch, a boutique wealth management firm based in Portland, Maine, is seeking an experienced Wealth Advisor to join their team as they continue to grow and expand their services.This is a unique opportunity to join a firm with a strong support staff and a steady pipeline of new business coming in. The Wealth Advisor will be...
-
Wealth Management Specialist
3 weeks ago
Portland, Maine, United States Wilmington Trust Full timeWealth Management SpecialistAt Wilmington Trust, we are seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for developing and implementing comprehensive wealth management strategies for high net worth individuals and families.Key Responsibilities:Lead the client...
-
Senior Wealth Management Advisor
3 weeks ago
Portland, Maine, United States Pro Search Full timePro Search is seeking a highly skilled Senior Wealth Management Advisor to join their team in Portland, Maine.The ideal candidate will have at least 3 years of experience in a financial or investment advisory role and a strong understanding of investment management and financial planning services.Responsibilities include delivering investment management and...
-
Travel Nurse RN Case Manager
4 weeks ago
Portland, Maine, United States TotalMed Case Management Staffing Full timeTotalMed Case Management Staffing is seeking a travel nurse RN Case Manager for a challenging opportunity in a dynamic healthcare setting.Job Requirements:Specialty: Case ManagementDiscipline: RNEmployment Type: TravelWe are looking for a skilled and experienced Registered Nurse to join our team as a Case Manager. As a travel nurse, you will have the...
-
Nurse Case Manager Position
2 weeks ago
Portland, Maine, United States TotalMed Case Management Staffing Full timeTotalMed Case Management Staffing is a leading provider of healthcare staffing solutions, seeking a skilled RN Case Manager for a travel nursing assignment in Maine.Job Description & RequirementsSpecialty: Case ManagementDiscipline: Registered NurseEmployment Type: TravelTotalMed offers a unique opportunity for healthcare professionals to work with a dynamic...
-
RN Case Manager, Home Health Professional
4 weeks ago
Portland, Maine, United States CenterWell Full timeJob SummaryWe are seeking a skilled and compassionate RN Case Manager to join our Home Health team at CenterWell. As a key member of our care team, you will provide high-quality patient care and coordination to ensure the best possible outcomes for our patients.Key ResponsibilitiesProvide admission, case management, and follow-up skilled nursing visits for...
-
Commercial Lines Assistant Account Manager
4 weeks ago
Portland, Maine, United States Cross Insurance Full timeJob Title: Commercial Lines Assistant Account ManagerThe Cross Family of Agencies is seeking a highly skilled Commercial Lines Assistant Account Manager to join our team. As a key member of our commercial lines staff, you will provide support to our Account Managers while building strong relationships with customers, underwriters, and industry...
-
Insurance Professional
3 weeks ago
Portland, Maine, United States Maine Insurance Agents Association Full timeUnited Insurance is seeking a highly motivated and detail-oriented Insurance Professional to join their team in Portland, Maine. As a Personal Lines Account Manager, you will be responsible for maintaining a high level of customer service to retain established accounts and to help acquire new accounts.Key Responsibilities:Maintain a professional connection...
-
Insurance Sales Professional
4 weeks ago
Portland, Maine, United States Maine Insurance Agents Association Full timeAre you looking for a challenging career opportunity in sales? United Insurance is seeking an experienced Insurance Sales Professional to join their team in Portland, Maine. As an Insurance Sales Professional, you will be responsible for soliciting new business and retaining established accounts, working closely with the Account Manager. Key...
-
Healthcare Professional
4 weeks ago
Portland, Maine, United States AMN Healthcare Full time**Job Details**AMN Healthcare is seeking a skilled Case Manager RN to provide care coordination and discharge planning for patients at a 700-bed Level 1 Trauma center and Teaching hospital in Coastal Maine.**Benefits**Competitive pay ratesFree, quality, private housingMedical, Dental, Vision401(k) and Flex SpendingLife InsuranceAccident and Short-term...
-
Principal Review Analyst II
3 weeks ago
Portland, Maine, United States TD Bank Full timeJob Summary:The Principal Review Analyst II is a key role within the Central Office of Supervisory Jurisdiction (OSJ) at TD Bank. This position is responsible for providing regulatory oversight for TD Private Client Wealth (TDPCW) and TD Wealth Management Services Inc. (TDWMSI), with a focus on new account review and suitability for trades executed in the...
-
Insurance Sales Professional
3 weeks ago
Portland, Maine, United States Maine Insurance Agents Association Full timeAre you looking for a challenging opportunity to grow your career in insurance sales? United Insurance is seeking an experienced Account Executive to join their team in Portland, Maine. As an Account Executive, you will be responsible for soliciting new business and retaining established accounts, working closely with the Account Manager. You will possess...
-
Healthcare Professional Wanted
2 weeks ago
Portland, Maine, United States PennState Health Full timeJob Title: Registered Nurse Manager, Behavioral HealthWe are seeking a highly skilled and compassionate Registered Nurse Manager to join our team at Penn State Health Holy Spirit Medical Center. As a leader in the Behavioral Health Unit, you will be responsible for providing a safe, secure, and therapeutic environment for our patients, employees, and...
-
Audit Professional
4 weeks ago
Portland, Maine, United States CVS Health Full timeAt CVS Health, we're committed to delivering enhanced human-centric healthcare for a rapidly changing world. As an Audit Analyst, you'll play a key role in helping us achieve this goal by participating in the execution of internal audits. Your responsibilities will include developing audit objectives, documenting and evaluating critical controls, and...
-
Hospitality Professional
3 weeks ago
Portland, Maine, United States Clarion Hotel Full timeThe Clarion Hotel is seeking a skilled and enthusiastic Server to provide exceptional customer service and contribute to the success of our dining experience. Key Responsibilities:Guest Service: Greet guests warmly, present menus, and provide recommendations in a friendly and professional manner.Order Taking: Take food and beverage orders accurately, enter...
-
Insurance Sales Professional
3 weeks ago
Portland, Maine, United States SMART INSURED SOLUTIONS, LLC Full timeJob Title: Insurance Sales ProfessionalJob Description:We are seeking an Insurance Sales Professional to promote Insurance products including Medicare, Health, Life, Home, Auto, and Commercial Insurance.Responsibilities:* Contact existing and new customers to find their needs and introduce the right type of Insurance necessary to solve their problems.* Do...
-
Social Services Professional
3 weeks ago
Portland, Maine, United States Maryland Dept of Social Services Full timeThis is an intermediate level of professional social work providing preventive or protective services to vulnerable adults, children or families.Cases involve suspected child or adult abuse or neglect, out of home placement, guardianship or emergency protective orders, adoption or adult case management.Employees in this classification do not...
-
Licensed Professional Therapist
4 weeks ago
Portland, Maine, United States Rehab Without Walls Neuro Rehabilitation Full timeJob SummaryWe are seeking a skilled Licensed Professional Therapist to join our team at Rehab Without Walls Neuro Rehabilitation. As a key member of our rehabilitation team, you will work closely with patients and their families to develop and implement comprehensive treatment plans that promote independence and functional capabilities.Key...
-
Social Services Professional
4 weeks ago
Portland, Maine, United States Maryland Dept of Social Services Full timeJob SummaryThis is an intermediate-level social work position providing preventive or protective services to vulnerable adults, children, or families. The role involves working with cases involving suspected child or adult abuse or neglect, out-of-home placement, guardianship, or emergency protective orders, adoption, or adult case management.As a social...