Top 11 Cfp Jobs in Portland Me

Planning Consultant - Portland, ME
Fidelity Investments —Portland, ME
- $66,000 - $125,000 a year
- Full-time
- Mid-level
- Mentoring
- Organizational skills
- Loan repayment program
- Tuition reimbursement
Wealth Advisor
M&T Bank —Portland, ME
- $116,400 - $194,000 a year
- Full-time
- CPA
- Office
- 3 years
Investment Consultant - Portland, ME
Fidelity Investments —Portland, ME
- $59,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
- Loan repayment program
- Tuition reimbursement
Assistant Vice President, Wealth Management
R. M. Davis —Portland, ME
- $90,000 - $140,000 a year
- CPA
- 5 years
- Office
- Disability insurance
- Health insurance
Financial Consultant - Portland, ME
Fidelity Investments —Portland, ME
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Tuition reimbursement
Financial Solutions Advisor - Maine / New Hampshire Markets
Bank of America —South Portland, ME
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Solutions Advisor - Portland-Millcreek Financial Center
Bank of America —South Portland, ME
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Private Client Advisor
Key Investment Services, LLC —Saco, ME
- Urgently hiring
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Benefits Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- 3 years
- Finance
- Paid parental leave
- Paid holidays
5h

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Finance Specialist
Cumberland County Government —Portland, ME
Works with staff on compliance of local, state and federal grant funding and reporting. JOB PURPOSE: Assists with the County’s account receivables, credit card…
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TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
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Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
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Planning Consultant - Portland, ME

Fidelity Investments -
Portland, ME

Apply Now

Job Details

Full-time
$66,000 - $125,000 a year

Benefits

Loan repayment program
Tuition reimbursement
Paid time off
Parental leave

Qualifications

Series 66
Series 7
FINRA License
Financial services

Full Job Description

Job Description:

Planning Consultant

Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.

The Expertise We’re Looking For

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

Minimum 2 years of financial services or relevant experience
Attainment of CFP® Certification is highly encouraged

The Purpose of Your Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!

The Skills You Bring

Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
Ability to profile to understand planning needs and identify appropriate solutions
You have a vested interest in building relationships and being an advocate for clients
You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfort making outbound calls to further educate clients and uncover opportunities

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

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)

The Value You Deliver

Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
Educating and planning with clients to uncover opportunities that will lead to the client’s success
Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
Building long-lasting, meaningful relationships with clients
Mentoring and supporting the success of your peers

How Your Work Impacts the Organization

Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!

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 $66,000-125,000 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:

Series 07 - FINRA, Series 66 - FINRA

Refine Your Search

cfp jobs in portland me

Planning Consultant - Portland, ME

Wealth Advisor

Investment Consultant - Portland, ME

Assistant Vice President, Wealth Management

Financial Consultant - Portland, ME

Financial Solutions Advisor - Maine / New Hampshire Markets

Financial Solutions Advisor - Portland-Millcreek Financial Center

Private Client Advisor

Benefits Planner

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