Senior Wealth Advisor

Mascoma Bank; Portland (ME); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to enhance their wealth management presence in Portland. This role involves applying a financial planning approach to develop client relationships and implement investment strategies. The ideal candidate will have over five years of experience, strong business development skills, and professional designations such as CFP, CFA, or CTFA. Join a company recognized as a 'Best Places to Work' and contribute to a mission focused on positive change and community responsibility.

Qualifications

• 5+ years of industry experience in financial planning and investment services.
• Professional designations such as CFP, CFA, and/or CTFA are required.

Responsibilities

• Develop new business and provide comprehensive relationship management services.
• Implement investment management strategies in client portfolios.

Skills

Financial Planning

Business Development

Investment Management

Education

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Certified Trust and Fiduciary Advisor (CTFA)

Job description

Mascoma Wealth Management, LLC - Senior Wealth Advisor

Mascoma Wealth Management, LLC, is an SEC-registered investment advisor and a wholly owned subsidiary of Mascoma Bank, a mutually owned bank and a Certified B Corporation. Recognized as a 'Best Places to Work' institution and ranked among the top ten percent of B Corporations worldwide, Mascoma is committed to positive change, emphasizing the importance of people, place, and responsibility to current and future generations.

Position Overview:

The Senior Wealth Advisor will collaborate closely with the Portland team to establish and grow our wealth management presence in the market. The role involves developing new business and providing comprehensive relationship management services.

Responsibilities:

• Apply a financial planning approach to working with clients and prospects, leveraging 5+ years of industry experience.
• Operate in a fiduciary capacity to understand clients' complete financial situations and recommend strategies to improve their financial well-being.
• Implement appropriate investment management strategies in client portfolios.
• Work with internal partners and external centers of influence to promote Mascoma Wealth Management and Trust services, develop new business, and maintain client relationships.

Qualifications:

• Professional designations such as CFP, CFA, and/or CTFA are required.
• Strong track record in business development and extensive background in financial planning and investment services.

Work Environment:

This role can be either full-time in the office or hybrid, based in Portland, ME.