Wealth Advisor - Falmouth

Wealth Advisor with Athletic BackgroundJoin New England Financial – Prudential Advisors and help clients achieve financial success while leveraging your athletic background. · ...

The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. · ...

Job Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...

Wealth Strategist. · Designing and leading custom estate and wealth transfer plans based on each client's unique goals · Identifying tax and fiduciary planning opportunities and collaborating with client advisory teams to execute strategies · Preparing detailed estate schematics ...

Are you a trusted advisor who thrives on helping clients protect and grow their legacy? Do you love translating complex tax and estate law into real, meaningful strategies for individuals and families? · On behalf of our confidential client, ProSearch is seeking an experienced We ...

Are you a trusted advisor who thrives on helping clients protect and grow their legacy? Do you love translating complex tax and estate law into real, meaningful strategies for individuals and families? · On behalf of our confidential client, ProSearch is seeking an experienced We ...

· ...

Are you a trusted advisor who thrives on helping clients protect and grow their legacy? Do you love translating complex tax and estate law into real, meaningful strategies for individuals and families? · On behalf of our confidential client, ProSearch is seeking an experienced We ...

+Job summary · Wealth Strategist needed for confidential client seeking expert trusts and estate planning services.ProSearch is partnering with a highly respected wealth management firm to find an experienced Wealth Strategist based in Portland, Maine. · +Designing and leading cu ...

H.M. Payson is seeking a dedicated Wealth Strategist. · 401(k) · 401(k) matching · Dental insurance · Employee assistance program · ...

POSITION SUMMARY: · Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individu ...

Northern Alliance Financial is dedicated to helping clients achieve financial confidence and security in retirement. We specialize in crafting financial strategies tailored to preserving wealth, optimizing investments, and ensuring a secure financial future. · Conduct in-office a ...

+Job summary · Take the next step in your investment career at New England's largest wealth management firm. · +ResponsibilitiesPartner with Client AdvisorsServe as primary client contactCollaborate with attorneys and accountantsWork hands-on with financial plans,l account admin ...

· ...

The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. · T ...

Varney Financial seeks a motivated Client Services Manager to support financial advisors and employer retirement plan clients. · ...

· Varney Financial is seeking a motivated Client Services Manager to support our Financial Advisors and employer retirement plan clients. This role is ideal for someone who enjoys client service, problem-solving, and working in a fast-paced, detail-oriented environment. · Respon ...

POSITION SUMMARY: · Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individu ...

The Client Relationship Associate supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. · The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive out ...

We are looking for an advisor who thrives in client-facing meetings, · Firm-provided appointments: · No cold calling, · Meaningful base plus upside: · ,Firm-provided appointments · No cold calling door-knocking or personal seminar spend every first appointment comes from our mark ...