Kennebec Savings Bank: Provides banking, lending, and investment services to Maine communities.
5+ YOEBachelor’s degree in business/finance or related field; 5+ years in Investment Management or Trust administration; familiarity with investments; CFP preferred.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
FINRA Series 7 & 63 required; Series 65 or 66 required or ability to obtain; strong relationship skills; CFP or degree helpful; tuition reimbursement program available.
Milwaukee or Madison or Green Bay or Atlanta or South Portland
HybridFull Time
Wipfli: Provides accounting, tax, and consulting services to middle-market businesses.
5+ YOE5+ years regulatory compliance in banking/financial institutions; bachelor’s in finance, accounting, business, or related field; strong communication and leadership skills.
Mount Laurel or Orlando or Greenville or Charlotte or Portland
$115k-$173k/yrOnsiteFull Time
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
8+ YOE8+ years in organizational design, governance, and HR consulting; experience in financial services; graduate degree preferred; strong facilitation and communication.
Financial Consultant Jobs market signals in Portland, ME, US
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