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Strategic Wealth Advisor – Trust & Investments

Job in Portland, Cumberland County, Maine, 04122, USA
Listing for: Kennebec Savings Bank
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Services, Banking & Finance
Job Description & How to Apply Below
A community-focused bank in Portland, Maine is seeking a Financial Consultant for Investment Management and Trust services. The role requires developing new business, managing client relationships, and ensuring fiduciary standards are met. Ideal candidates will have a Bachelor's degree, over 5 years of relevant experience, and strong communication skills. Responsibilities include monitoring accounts, facilitating client requests, and collaborating with team members.

Join us to aid clients in achieving their financial goals.
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