First National Investment Services Program Manager (Damariscotta or Bangor) The First Bancorp, Inc.First National Investment Services Program Manager (Damariscotta or Bangor)MEEnsure that sales staff maintain network of outside and internal referrals sources, including individuals and organizations likely to produce investment referrals such as attorneys, accountants, real estate brokers and other business professionals; ensure that strong business relationships are maintained with these referral sources and that they have current information on investment planning products and services. Sell investment planning products and services (when appropriate licenses are active) personally only up to a set maximum number of existing clients, with a written service plan and with approval as reasonable and justifiable as determined by regional/group management according to established policies, procedures and applicable legal and regulatory guidelines.
Wealth Management Client Investment Administrator Camden National CorpWealth Management Client Investment AdministratorPortland, MEEnsure that accounts have proper documentation and/or coding for existing or new clients (i.e., non-guidance holdings, concentration holdings, IPS forms, address changes, statement addresses, investment guidelines, fees, etc.). The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements.
Investment Consultant - Portland, ME FidelityInvestment Consultant - Portland, MEMaineRemotePlease 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. 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.
Administrative Assistant - Investment Firm Springborn StaffingAdministrative Assistant - Investment FirmPortland, MEOther duties: receive mail/packages, make copies, all phone reception and transfer, and may provide light support for meeting prep for the administrative team. Old Port Investment Firm has a need for a temporary support at the administrative reception desk of Portland branch.