Wealth Management Client Associate — Client-Centric Support

Jobtailor; Portland (ME); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Portland, ME is seeking a client‑focused financial services professional to educate clients on the bank's offerings and manage portfolios with a risk‑aware approach.

The role emphasizes timely documentation, compliance with policies, and proactive support for Financial Advisors. A self‑starter with strong product knowledge and adaptability is essential to success in this client‑centric environment.

Qualifications

• FINRA SIE, Series 7 and Series 66 certifications; 63/65 accepted in lieu of 66
• Advanced knowledge of investment products and markets
• Self-motivated with strong work ethic and results focus
• Client-centric mindset, acts in best interest of clients
• Able to learn and adapt to new information and technology platforms

Responsibilities

• Educate clients on the bank's services and offerings to support informed decisions
• Ensure timely, accurate client materials and follow up on requests from clients and Financial Advisors
• Align practices with bank policies to support risk management and operational excellence
• Identify and deepen client relationships while communicating outputs to Financial Advisors
• Cover team needs and support operations with a client-first mindset when needed

Skills

Client service

Relationship management

Self-starter

Tech-savvy

Education

FINRA SIE

Series 7

Series 66 (63/65 accepted)

Job description

Jobtailor in Portland, ME is seeking a client‑focused financial services professional to educate clients on the bank's offerings and manage portfolios with a risk‑aware approach.

The role emphasizes timely documentation, compliance with policies, and proactive support for Financial Advisors. A self‑starter with strong product knowledge and adaptability is essential to success in this client‑centric environment.