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Financial Planner Jobs in Portland, ME (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Portland, ME · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

eNett

Financial Analyst

Portland, ME · Hybrid

$82K - $97K/yr

About Team / Role We are seeking a self-driven Financial Analyst to join our FP&A Technology team. In this role, you will be the dedicated financial partner for the Technology & Digital organization ...

WEX

Financial Analyst

Portland, ME · Hybrid

$82K - $97K/yr

About Team / Role We are seeking a self-driven Financial Analyst to join our FP&A Technology team. In this role, you will be the dedicated financial partner for the Technology & Digital organization ...

ViziRecruiter,LLC.

Analyst Finance

Scarborough, ME · On-site

$63.44 - $95.16/hr

Overview This position supports financial planning, forecasting, reporting, and business decision‑making for ADUSA's Chief Administrative Service Officer (CASO) organization, specifically the ...

ViziRecruiter,LLC.

Analyst III Finance

Scarborough, ME · On-site

$86.32 - $129.48/hr

Overview This position provides end-to-end financial planning, analysis, and reporting support across ADUSA, with accountability for key budgeting, forecasting, and long-term planning activities. The ...

Robert Half

Sr. Financial Analyst

Falmouth, ME · On-site

$36.41 - $42.16/hr

We are looking for an experienced Sr. Financial Analyst to support financial planning and analytical initiatives for a Contract position based in Falmouth, Maine. This role will focus on interpreting ...

Baystate Financial

Senior Financial Advisor

Portland, ME · On-site

$80K - $100K/yr

Guidance, Insight, Results We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms ...

Chadwick-BaRoss

Financial Controller

Westbrook, ME · On-site

$120K - $144K/yr

Support budgeting, forecasting, and strategic financial planning initiatives * Ensure compliance with federal, state, provincial, and local tax regulations * Collaborate with operations, sales, and ...

InterMed, P.A.

Financial Controller

South Portland, ME · On-site

Oversees the FP&A function through the provision of reliable historical data and reconciled results. * Treasury & Banking: Oversees banking operations, cash positioning, and reconciliations. Manages ...

Intermed

Financial Controller

Portland, ME · On-site

$127 - $183/hr

Oversees the FP&A function through the provision of reliable historical data and reconciled results. * Treasury & Banking: Oversees banking operations, cash positioning, and reconciliations. Manages ...

InterMed

Financial Controller

South Portland, ME · On-site

$60.82 - $88.15/hr

Oversees the FP&A function through the provision of reliable historical data and reconciled results. * Treasury & Banking: Oversees banking operations, cash positioning, and reconciliations. Manages ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Portland, ME

Financial Planner information

See Portland, ME salary details

$51.7K

$98.9K

$142.7K

How much do financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial planner in Portland, ME is $98,916.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,800.00 and $104,400.00 per year, depending on experience, location, and employer.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Portland, ME?

The most popular types of Financial Planner jobs in Portland, ME are:

What are popular job titles related to Financial Planner jobs in Portland, ME?

For Financial Planner jobs in Portland, ME, the most frequently searched job titles are:

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The top searched job categories for Financial Planner jobs in Portland, ME are:

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Portland, ME as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $98,916 per year, or $47.6 per hour.

Sr. Financial Planning Strategist

Osaic

Portland, ME • On-site

$140K - $160K/yr

Other

Medical, Dental, Vision, Retirement

Posted 18 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Senior Advanced Financial Planning Opportunity in Financial Services

Senior Financial Planning Specialist, High Net Worth Planning Services

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remoteapplicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.

Role Type: Full-time

Salary: $140,000 - $160,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.

Education Requirements:

Bachelor's degree required.

Responsibilities:

  • Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.

  • Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.

  • Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).

  • Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.

  • Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)

  • Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.

  • Serve as a mentor to colleagues to develop their financial planning skills.

  • All other duties as assigned.

Basic Requirements:

  • 10+ years of financial planning experience in a client- or advisor-facing capacity

  • CFP Designation

  • Experience delivering educational content and presenting to diverse audiences

  • Demonstrated ability to influence and collaborate across organizational levels

  • Strong communication skills, both written and verbal

  • Ability to manage multiple complex cases simultaneously

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Preferred Requirements:

  • Proficiency in financial planning software (e.g., eMoney)

  • CPA

  • FINRA Series 7, 63, and 65 licenses

  • J.D.

  • LL.M

#LI-Remote

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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