Senior Living Advisor - Portland

Oasis Senior Advisors is looking to add a full-time · Senior Living Advisor, focused on Cumberland County/Portland ME · to our growing team. · Oasis Senior Advisors, a part of SilverAssist, is recognized as a national leader in the senior placement and senior care advisement, res ...

A sales advisor is needed to help older adults discover a vibrant next chapter at Ackerly at Reeds Crossing. · Connect with prospective residents and families to understand their needs · Host tours and highlight the incredible lifestyle our community offers · ...

Wealth Management Associate · Our mission is simple: · to make a difference in the lives of others.If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing ...

We are looking for an experienced Financial Advisor in the Portland Metro area to join the team. We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares · Develop a client base by building lasting, meaningful relat ...

We are hiring an experienced Associate Advisor to serve as the primary relationship manager for client households at Infinite Heights Wealth Management in Portland., OR.This role is designed for an advisor who is confident managing client relationships independently and who value ...

+Job summary · The Market Leader, Senior Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Executive Managing Directors to support the team's region-wide business development and client service efforts. · +Responsibilitie ...

We are hiring an experienced Associate Advisor to serve as the primary relationship manager for client households. · Serve as the primary relationship manager and first point of contact for assigned client households · Build and maintain deep, trusted relationships with clients t ...

We are looking for an experienced Financial Advisor in the Portland Metro area to join the team. · $200,000+ per year total compensation which includes base salary, bonus and commission income. · ...

We are hiring an experienced Associate Advisor to serve as the primary relationship manager for client households. This is not an entry level role and requires ownership, accountability and day-to-day client interaction. · This position is best suited for someone who enjoys build ...

Waverly Advisors' primary goal is to serve our clients. · ...

We are hiring an Investment Strategist to lead investment strategy, implementation, and communication across the firm. · The Investment Strategist plays a central role in both client experience and firm visibility. · Serves as a trusted voice on markets, portfolio strategy, and l ...

This is a fantastic opportunity to grow your career in a dynamic and rewarding environment as a Branch Office Administrator at Edward Jones. You will provide seamless support to clients by facilitating communication and ensuring an exceptional experience. · Provide exceptional se ...

· Why Work at Mercer Advisors? · For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today w ...

This job posting is for a Branch Office Administrator (BOA) role at Edward Jones. The BOA will provide administrative support to financial advisors or teams of advisors. · Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. · ...

The Partner Sr. Wealth Advisor works in a client-focused team-centered environment to support regional business development and client service efforts.The role focuses on an established base of clients organically growing their practice through referrals while leveraging in-house ...

We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. · ...

+Job summary · Infinite Heights Wealth Management is a boutique financial planning firm with a focus on holistic planning for women leaders. We are seeking a Tax and Accounting Strategist to build and lead our bookkeeping and tax strategy offering. · +ResponsibilitiesServe as the ...

We are hiring an Investment Manager to lead investment strategy, implementation and communication across the firm. The Investment Manager plays a central role in both client experience and firm visibility. · Lead investment strategy development and portfolio construction in partn ...

We are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. · Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. · ...

The Advisor serves in a client facing role as part of a three-person client service team playing an integral part of both leading and advising on our investment philosophy and financial planning strategies.We are looking for an individual that works well in a team environment and ...

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. · Engage with potential wealth management clients over Zoom, phone, and/or ...