Financial Advisor
Location: Brunswick, ME; Full-time, Hybrid
Compensation: $100,000 – $120,000, based on experience with a potential path to partnership
We are a Maine-based wealth management firm managing over $500M in client assets for individuals, businesses and nonprofits. We pride ourselves on our client-centric approach, employing a combination of investment management, retirement planning, and legacy wealth strategies to craft truly individualized financial plans. Our culture is built upon unwavering integrity, positivity, and a sincere appreciation of shared success, both in how we serve our clients and how we work together as a team.
We are excited to announce a new opportunity for an experienced Financial Advisor to our practice. As part of a larger team, we would combine our experience, sound judgment, and highly personalized service with yours to provide a world class experience for our valued clients. As a Financial Advisor, you will be responsible for building on your own client base, assisting in the servicing of existing and prospective clients, building and executing financial plans, holding new client meetings and annual reviews, building and enriching client relationships, and upholding our firm’s values and commitment to client service. Successful candidates can earn a path toward partnership in our firm.
In your new role, you can expect to:
Qualifications for this opportunity include:
We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you!