Top 339 Financial Services Assistant Jobs

Assistant Vice President, Wealth Management (5-7 years of experience required)
R. M. Davis, Inc. —Portland, ME
- Up to $125,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Profit sharing
- Health savings account
Quick Apply
Loan Officer Assistant
American Home Loans —Troy, MI
- $75,000 - $250,000 a year
- Full-time
- Customer service
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Executive Assistant – Financial Services Firm
Citistaffing —New York, NY
- $100,000 - $140,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Financial Planning Assistant
Hughes Retirement Group —Cleveland, TN
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Office
- Administrative experience
- Paid time off
- Retirement plan
Quick Apply
10d
Financial Services Assistant ll
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION —San Jose, CA
- $56,656 - $70,187 a year
- Full-time
- Basic math
- Mid-level
- Office
- Paid holidays
- Life insurance
Mortgage Loan Officer Assistant
Pike Creek Mortgage Services, Inc. —Newark, DE
- $40,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
5d
Loan Officer Assistant
Village Capital and Investment —Hildale, UT
- From $15 an hour
- Full-time
- Customer service
- Office
- In-person
- Health insurance
- 401(k)
Quick Apply
Senior Loan Officer Assistant (Hybrid)
CrossCountry Mortgage, LLC —Dallas, TX
- Overtime
- Microsoft Outlook
- Office
- Windows
- Wellness program
- Disability insurance
Quick Apply
Licensed Loan Officer Assistant
Roxford Holdings Inc —Katy, TX
- $15,000 - $85,000 a year
- Part-time
- Hybrid work
- Background check
- Basic math
- Mid-level
Quick Apply
3d
Assistant Loan Officer Manager
TEXELL CREDIT UNION —Temple, TX
- Full-time
- Mid-level
- Office
- Supervising experience
- Health insurance
- Dental insurance
8d
Trust Assistant
Simmons Bank —Springfield, MO
- Full-time
- Computer literacy
- Writing skills
- Mid-level
- Retirement plan
Quick Apply
Loan Officer Assistant
Newrez —Fort Washington, PA
- $15,080 - $60,000 a year
- Overtime
- Computer literacy
- English
- Office
- Paid parental leave
- Health savings account
Quick Apply
12d
Loan Officer Assistant
CrossCountry Mortgage, LLC —Phoenix, AZ
- Full-time
- Office
- High school diploma or GED
- In-person
- Wellness program
- Disability insurance
Quick Apply
Bilingual Loan Officer Assistant (Chicago)
Neighborhood Loans —Chicago, IL
- From $60,000 a year
- Full-time
- Spanish
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Loan Officer Assistant
CrossCountry Mortgage, LLC —Portland, OR
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Windows
- Wellness program
- Disability insurance
Quick Apply
Senior Wealth Specialist/Trust Assistant
Simmons Bank —Little Rock, AR
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Quick Apply
3d
Mortgage Loan Officer/ Loan Officer Assistant - $75K - $150K Once Licensed | LEADS PROVIDED
Swift Home Loans —Southfield, MI
- $51,200 - $150,000 a year
- Full-time
- Sales
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Loan Officer Assistant
Neighborhood Loans —Downers Grove, IL
- $24 - $29 an hour
- Full-time
- Sales
- Office
- Data entry
- Health insurance
- Dental insurance
Quick Apply
2d
Mortgage Loan Officer Assistant
Skyline Mortgage —Houston, TX
- $48,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Quick Apply
1d
Managed Care Financial Services Assistant
Penn Medicine —Philadelphia, PA
- Monday to Friday
- Remote
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Tuition reimbursement
Quick Apply
12d

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Assistant Vice President, Wealth Management (5-7 years of experience required)

R. M. Davis, Inc.
Portland, ME

Quick Apply

Job Details

Full-time
Up to $125,000 a year

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Life insurance
Referral program
Retirement plan

Qualifications

CFP
CPA
Bachelor's degree
Client services experience
Newsletters (communication methods)
Financial services
Business Administration
Tax experience

Full Job Description

Assistant Vice President, Wealth Management

____________________________________________________________________________

Company Overview

R.M. Davis is a leading provider of wealth management and investment advisory services to clients in more than forty states and five countries. The firm has approximately $8 billion in assets under management, and seventy employees across offices in Portland, ME and Portsmouth, NH. We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment.

Position Overview

The Assistant Vice President, Wealth Management is a key contributor and trusted resource for clients, Client Advisors, and Client Relationship Associates. This role supports a wide range of wealth management services, with a strong emphasis on tax planning, financial planning, and client service.

KEY RESPONSIBILITIES

Client & Advisor Support

Lead monthly client work meetings with Client Advisors and Client Relationship Associates. Attend meetings with clients, as requested by Advisors
Develop internal presentations and materials on financial planning, tax, and risk management topics. Participate in educational presentations in client forums and with third parties
Provide support to annual Medicare open enrollment process

Tax-Related Support & Planning

Serve as a resource and counsel for clients on basic tax-related questions and inquiries
Participate in meetings with clients’ accountants and trust & estate attorneys to identify tax and financial planning opportunities
Contribute to the creation of client content, including newsletters on timely tax topics
Support clients and Advisors with tax-planning strategies (i.e., Roth conversions), executive compensation, stock option planning, business succession planning, and real estate tax considerations

Operational & Team Support

Assist with maintaining the Wealth Management resource library, departmental templates, email inbox, and SharePoint content
Document, save and organize all materials related to client(s) correspondence

Qualifications

Bachelor’s degree in Business Administration, Finance, or a related field
5 - 7 years of experience in the wealth management or accounting/tax industry
CPA designation preferred
Willingness to obtain the CFP designation within two years of hire
Interest in developing expertise in tax planning, insurance analysis, Social Security, Medicare, retirement planning, annuities, charitable giving, and education planning
Strong interpersonal, written and verbal communication skills. Prior client-facing experience preferred
Familiarity with financial planning concepts and software programs, such as MoneyGuide Pro

Benefits

Competitive compensation and bonus opportunity, 401(k) with employer contribution, 100% company‑paid health insurance, generous paid time off, parental leave, education reimbursement, disability insurance, and a collaborative office culture.

Additional Information

FLSA Status: Exempt
R.M. Davis is an Equal Opportunity Employer

To apply, please submit a cover letter and resume to Human Resources at [email protected].

Job Type: Full-time

Pay: Up to $125,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Referral program
Retirement plan
Tuition reimbursement

Compensation Package:

Bonus opportunities
Profit sharing

Application Question(s):

Do you have the CFP designation?
Do you have the CPA designation?

Education:

Bachelor's (Required)

Experience:

Client services: 5 years (Required)

Ability to Commute:

Portland, ME 04101 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Financial Services Assistant jobs

Assistant Vice President, Wealth Management (5-7 years of experience required)

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Mortgage Loan Officer Assistant

Loan Officer Assistant

Senior Loan Officer Assistant (Hybrid)

Licensed Loan Officer Assistant

Assistant Loan Officer Manager

Trust Assistant

Loan Officer Assistant

Loan Officer Assistant

Bilingual Loan Officer Assistant (Chicago)

Loan Officer Assistant

Senior Wealth Specialist/Trust Assistant

Mortgage Loan Officer/ Loan Officer Assistant - $75K - $150K Once Licensed | LEADS PROVIDED

Loan Officer Assistant

Mortgage Loan Officer Assistant

Managed Care Financial Services Assistant

I want to receive the latest job alert for Financial Services Assistant

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