Top 24 Advisor | established client relationships Jobs in New Gloucester, Me

Financial Advisor | Established Client Relationships
Cornerstone Wealth Planning —New Gloucester, ME
- $75,000 - $115,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid training
- Health savings account
Quick Apply
11d
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
Region 1 - Vocational Support Advisor
Goodwill Industries of Northern New Engl —Portland, ME
- $22.37 - $25.00 an hour
- Full-time
- Clean driving record
- Experience working with individuals with disabilities
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
11d
Client Service Associate-Portland, ME
Raymond James Financial, Inc. —Portland, ME
- $45,000 - $75,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Financial Advisor - Auburn, Maine
TD Bank —Auburn, ME
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Paid time off
Premier Banker- Yarmouth
TD Bank —Yarmouth, ME
- $25.75 - $38.50 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
Director of Market Strategy, Northeast
Toole Design Group LLC —Portland, ME
- $150,000 - $180,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Mentoring
- Paid holidays
- Paid time off
Quick Apply
Wealth Management Client Investment Administrator
Camden National Bank —Portland, ME
- $51,600 - $75,700 a year
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Paid holidays
Financial Advisor - Portland, Maine
TD Bank —Portland, ME
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Project Manager/Broker or Agent – Maine & New Hampshire
LANDVEST INC —Portland, ME
- $70,000 - $140,000 a year
- Full-time
- 5 years
- Real Estate License
- Driver's License
Portfolio Analyst
FL Putnam Investment Management —Portland, ME
- $60,000 - $63,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Mid-level
- Health savings account
- Health insurance
Quick Apply
7h
Licensed Medicare Insurance Agent (Remote)
HEALTHPLANONE, LLC —South Portland, ME
- Weekends as needed
- Remote
- 18 years or older
- Mid-level
- High school diploma or GED
- Health insurance
Quick Apply
Client Manager – Water Services
Woodard & Curran —Portland, ME
- $130,000 - $225,000 a year
- Full-time
- Remote
- Travel
- Mentoring
- US work authorization
- Work from home
Quick Apply
Principal, Environmental Consulting
Ramboll —Portland, ME
- $162,000 - $210,500 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Mentoring
Quick Apply
Senior Tax Manager - Honeck O' Toole
Archer Lewis Services LLC —Portland, ME
- $140,000 - $150,000 a year
- CPA
- Office
- Finance
- Commuter assistance
- Paid parental leave
Quick Apply
KPB Senior/Junior Portfolio Analyst
KeyBank National Association —Portland, ME
- $57,000 - $87,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
8d
Brain Health / Longevity Registered Dietitian
BetterBrain —United States
- From $50 an hour
- Full-time
- Remote
- Clinic experience
- Mid-level
- Neurology
- Paid training
- Continuing education credits
Quick Apply

Related jobs to explore

Based on your search for advisor | established client relationships

Financial Advisor | Established Client Relationships
Cornerstone Wealth Planning —New Gloucester, ME
Life and Health Insurance license preferred or willingness to obtain shortly after hire. CFP® certification or active pursuit of the CFP® designation is…
$75,000 - $115,000 a year
Quick Apply
11d
Senior Family Law Attorney (5+ Years Experience) | Lead Turco Legal's Expansion into Maine
Turco Legal, PC —Portland, ME
We focus exclusively on divorce and family law, allowing our attorneys to develop deep subject matter expertise while handling sophisticated litigation…
$125,000 - $225,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

IT Application Manager
Nifco America, Corp. —Canal Winchester, OH
Bachelor’s degree in Information Technology, Computer Science, or related field preferred. My role requires that I build strong customer relationships and…
Quick Apply
Account Manager
ABI Document Support Services —Columbus, OH
Consistent client engagement through calls, meetings, and trainings. Experience managing multiple accounts and driving account growth.
$80,000 - $95,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for advisor | established client relationships in new gloucester, me

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

advisor | established client relationships jobs near new gloucester, me

Financial Advisor | Established Client Relationships

Cornerstone Wealth Planning
New Gloucester, ME

Quick Apply

Job Details

Full-time
$75,000 - $115,000 a year
11 days ago

Benefits

Paid training
Health savings account
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Professional development assistance
Life insurance
Retirement plan

Qualifications

Teamwork
Series 7
Bachelor's degree
Attention to detail
Experience practicing in the securities industry
Account management

Full Job Description

Job Summary

Join an established independent wealth management firm where you can focus on what matters most—building meaningful client relationships and delivering comprehensive financial planning.

At Cornerstone Wealth Planning, you'll work with an established and growing client base, receive mentorship from experienced advisors, and have a clear path to becoming a Lead Financial Advisor as our firm continues to grow.

We're an independent, planning-focused wealth management firm that believes exceptional client relationships are built through thoughtful advice, collaboration, and always putting our clients' interests first.

We're seeking an experienced, client-focused Financial Advisor – Relationship Manager to join our team. This role is ideal for a licensed advisor with several years of experience who enjoys building long-term client relationships and delivering comprehensive financial planning.

Unlike many advisor positions, this role offers the opportunity to step into and deepen existing client relationships while continuing to grow your own Client base time. If you're looking for a long-term career where you can make a meaningful impact on clients and help shape the future of a growing independent firm, we'd love to hear from you.

Key Responsibilities

Build and strengthen long-term client relationships by serving as a trusted advisor and delivering an exceptional client experience.
Partner with senior advisors to prepare for and lead client meetings, with the opportunity to progressively assume primary responsibility for client relationships.
Develop comprehensive financial plans, including retirement, investment, tax, insurance, education, and estate planning strategies tailored to each client's goals.
Monitor client portfolios and financial plans, proactively recommending updates as clients' circumstances, goals, or market conditions change.
Prepare financial analyses, investment reviews, and client presentations to support thoughtful, personalized recommendations.
Execute investment trades and oversee the implementation of planning recommendations while ensuring accuracy and timeliness.
Coordinate account openings, transfers, and other client service requests while maintaining accurate client records and documentation.
Collaborate closely with operations, compliance, and fellow advisors to deliver an exceptional client experience and contribute to the continued growth of the firm.

Qualifications

Bachelor's degree in Finance, Business, Economics, or a related field preferred.
Active Series 7 and Series 66 (or equivalent) licenses required.
Life and Health Insurance license preferred or willingness to obtain shortly after hire.
CFP® certification or active pursuit of the CFP® designation is strongly preferred.
Minimum of 2 years of experience in wealth management, financial planning, or investment advisory.
Strong understanding of investment management and comprehensive financial planning.
Excellent communication and interpersonal skills with the ability to build lasting client relationships.
Highly organized, detail-oriented, and committed to delivering an exceptional client experience.

What Makes This Opportunity Different?

Established Client Relationships: Work with an established and growing client base while gradually assuming responsibility for long-term client relationships.
Planning-First Culture: Focus on comprehensive financial planning and fiduciary advice—not cold calling, sales quotas, or proprietary product requirements.
Mentorship & Growth: Learn alongside experienced advisors who are committed to your professional development and long-term success.
Clear Career Path: Grow into a Lead Financial Advisor role as the firm continues to expand, with increasing responsibility and leadership opportunities.
Collaborative Team: Join a supportive, team-oriented environment where advisors, operations, and leadership work together to deliver exceptional service.
Competitive Compensation & Benefits: Receive a competitive salary, performance-based bonus opportunities, comprehensive benefits, and support for ongoing professional development.

Pay: $75,000.00 - $115,000.00 per year

Benefits:

Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement

Work Location: In person

Quick Apply

Refine Your Search

advisor | established client relationships jobs in new gloucester, me

Financial Advisor | Established Client Relationships

Financial Services Professional - Hybrid Remote (ME)

Region 1 - Vocational Support Advisor

Client Service Associate-Portland, ME

Financial Advisor - Auburn, Maine

Premier Banker- Yarmouth

Director of Market Strategy, Northeast

Wealth Management Client Investment Administrator

Financial Advisor - Portland, Maine

Project Manager/Broker or Agent – Maine & New Hampshire

Portfolio Analyst

Licensed Medicare Insurance Agent (Remote)

Client Manager – Water Services

Principal, Environmental Consulting

Senior Tax Manager - Honeck O' Toole

KPB Senior/Junior Portfolio Analyst

Brain Health / Longevity Registered Dietitian

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for advisor | established client relationships in new gloucester, me

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected