Top 224 Financial Jobs in Maine

Executive Planning Consultant I - Remote
Fidelity Investments —Maine
- $79,000 - $153,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Loan repayment program
- Tuition reimbursement
4d
Public Finance Attorney
Drummond Woodsum —Portland, ME
- $106,000 - $142,000 a year
- Full-time
- 5 years
- Senior level
- Profit sharing
- Disability insurance
Quick Apply
2d
Finance Director
York Sewer District —York Beach, ME
- $100,000 - $110,000 a year
- Full-time
- Background check
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
Bankers & Tellers
M&T Bank —Falmouth, ME
- $21 - $28 an hour
- Full-time
- Mid-level
- Office
- In-person
- Paid parental leave
- Employee stock purchase plan
10d
Top Performing Sales / Finance Manager
Hyundai of Saco —Saco, ME
- $120,000 - $170,000 a year
- Full-time
- Dealership
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8h
Director of Finance
SMRT (BerryDunn Client) —Portland, ME
- $180,000 - $190,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Mentoring
- Relocation assistance
- Health insurance
Quick Apply
10d
Fractional CFO for technology mature startup
Sunox —Freeport, ME
- $64,229.29 - $77,351.40 a year
- Contract
- Hybrid work
- Senior level
Quick Apply
Compliance Consultant
M&M Consulting LLC —Augusta, ME
- $80,000 - $105,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
4d
Commercial Lines Underwriter
WAHVE —Portland, ME
- Part-time
- Remote
- Senior level
- Commercial
- Health insurance
- 401(k)
10d
Commercial Portfolio Manager- Rumford
Franklin Savings Bank —Rumford, ME
- $65,000 - $80,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Paid holidays
- Disability insurance
Personal Banker
Norway Savings Bank —Naples, ME
- From $22 an hour
- Full-time
- CRM software
- Customer service
- Mid-level
- Paid training
- Wellness program
Quick Apply
Wealth Management Trainee (ME)
Bankers Life —Portland, ME
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Controller/Accounting manager
Gammon's Heating & Cooling —Saco, ME
- $80,000 - $100,000 a year
- Full-time
- Background check
- English
- Office
- Paid holidays
- Health insurance
Quick Apply
Financial Services Professional - Hybrid Remote (ME)
Bankers Life —Portland, ME
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Management Trainee (ME)
Bankers Life —Bangor, ME
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (ME)
Bankers Life —Augusta, ME
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Data Analyst
New England Life Care —Scarborough, ME
- $90,000 - $104,000 a year
- Full-time
- Remote
- HIPAA
- Mid-level
- Finance
- Disability insurance
- Health insurance
Quick Apply
Senior Manager Finance - REMOTE
Ryder System —Augusta, ME
- $130,000 - $140,000 a year
- Remote
- Finance
- Bachelor's degree
- Travel
- Disability insurance
- Health insurance
7d
Vice President, Executive Planning Consultant - Northeast Market
Fidelity Investments —Maine
- $96,000 - $210,000 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Travel
- Loan repayment program
- Tuition reimbursement
3d
Finance Segment Manager - REMOTE
Ryder System —Augusta, ME
- $100,000 - $105,000 a year
- Full-time
- Remote
- Microsoft Word
- Inventory management
- 5 years
- Disability insurance
- Health insurance

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Executive Planning Consultant I - Remote

Fidelity Investments -
Maine

Apply Now

Job Details

Full-time
$79,000 - $153,000 a year
4 days ago

Benefits

Loan repayment program
Tuition reimbursement
Paid time off
Parental leave

Qualifications

Series 66
Series 7
Experience practicing in the securities industry

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Executive Planning Consultant I (EPC I) provides financial planning and guidance to Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit. In this role, you will leverage your planning expertise and relationship management skills to deliver comprehensive wealth planning solutions tailored to executive clients’ needs.

The EPC I is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. Serving as a primary financial planning resource, you will support executives who typically have $3 million or less in combined workplace and retail assets, focusing on less complex planning needs such as college funding, savings strategies, and early retirement planning.

As an integral member of a collaborative team that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Expertise and Skills You Bring

Series 7 and 66 licenses required.
Insurance license required or ability to obtain within 6 months of hire.
Bachelor’s degree or equivalent experience preferred
CFP (Certified Financial Planner) designation encouraged.
CEP (Certified Equity Professional) designation encouraged.
Experience working with executives and employee benefit plans.
Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions.
Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning.
Ability to integrate Fidelity’s planning, guidance, and service technology while navigating complex regulatory and licensing requirements.
Excellent written, verbal, and interpersonal communication skills.
Exceptional presentation skills in both one-on-one and group settings.
Strategic thinking with the ability to influence executive decision-making.
Strong practice, territory, and project management skills with a track record of effective execution.
Manage and deepen relationships with executives, providing ongoing guidance and mentorship.
Deliver sophisticated financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients.
Incorporate executive benefits and plan provisions into comprehensive financial plans.
Build and grow a book of business through referrals, seminars, and workplace-sponsored events.
Identify, pursue, and follow up on opportunities to gather additional client assets.
Demonstrate Fidelity products and services to meet executive needs and drive client engagement and conversion.
Develop an understanding of client companies’ cultures, executive populations, and benefit plans to help clients understand the financial impact of benefit changes.
Meet the immediate and long-term needs of executives through client-centered advice, planning, and guidance.
Travel up to 25% as needed

The Team

We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $79,000-153,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Refine Your Search

financial jobs in maine

Executive Planning Consultant I - Remote

Public Finance Attorney

Finance Director

Bankers & Tellers

Top Performing Sales / Finance Manager

Director of Finance

Fractional CFO for technology mature startup

Compliance Consultant

Commercial Lines Underwriter

Commercial Portfolio Manager- Rumford

Personal Banker

Wealth Management Trainee (ME)

Financial Controller/Accounting manager

Financial Services Professional - Hybrid Remote (ME)

Wealth Management Trainee (ME)

Wealth Management Trainee (ME)

Financial Data Analyst

Senior Manager Finance - REMOTE

Vice President, Executive Planning Consultant - Northeast Market

Finance Segment Manager - REMOTE

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