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Weekend Wealth Management Jobs in Portland, ME (NOW HIRING)

M&T Bank

Wealth Advisor

Portland, ME · On-site

$116K - $194K/yr

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ...

Wilmington Trust

Wealth Advisor

Portland, ME · On-site

$116K - $194K/yr

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ...

M&T Bank

Wealth Advisor

Portland, ME · On-site

$116K - $194K/yr

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ...

M&T Bank Corporation

Wealth Advisor

Portland, ME · On-site

$116.40 - $194/hr

Works closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client's current financial situation, goals and objectives to determine solutions through the ...

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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 ...

First Command

Financial Advisor

Scarborough, ME

Investments/wealth management * Insurance/risk management Training and licensing support: * First Command offers a comprehensive training and licensing program designed for veterans, transitioning ...

TD Bank Group

Financial Advisor - Auburn, Maine

Auburn, ME · On-site

$72K - $108K/yr

TD Wealth for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the ...

Td

Financial Advisor - Auburn, Maine

Auburn, ME · On-site

$72K - $108K/yr

TD Wealth for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the ...

Td

Financial Advisor - Portland, Maine

Portland, ME · On-site

$72K - $108K/yr

Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as ...

TD Bank

Financial Advisor - Portland, Maine

Windham, ME · On-site

$72.28 - $108.16/hr

Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as ...

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All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Portland, ME

Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

How many hours a week do you work in weekend wealth management?

Weekend wealth management professionals typically work around 20 to 30 hours per week, primarily during weekends and occasional weekday meetings. The schedule depends on client needs and firm policies, and some roles may require flexibility or additional hours for client consultations and financial planning tasks.

What are the most commonly searched types of Wealth Management jobs in Portland, ME?

The most popular types of Wealth Management jobs in Portland, ME are:

What job categories do people searching Weekend Wealth Management jobs in Portland, ME look for?

The top searched job categories for Weekend Wealth Management jobs in Portland, ME are:

What cities near Portland, ME are hiring for Weekend Wealth Management jobs?

Cities near Portland, ME with the most Weekend Wealth Management job openings:

Weekend Wealth Management jobs near you

Wealth Advisor

M&T Bank

Portland, ME • On-site

$116K - $194K/yr

Full-time

Re-posted 9 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

79th of 174 rated banks

Job description

Overview:
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.
Primary Responsibilities:
  • Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.
  • Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of financial services distributed by the Company to current and new clients.
  • Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
  • Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions.
  • Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
  • Complete other related duties as assigned.

Scope of Responsibilities:
This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.
Education and Experience Required:
Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment
Proven track record of implementing wealth management strategies
Education and Experience Preferred:
Securities licensing, CFP, CTFA, CPA designation
MBA (Master's degree in Business Administration) or JD (Juris Doctor)
#LI-LA1
#WT
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $116,400.00 - $194,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Portland, Maine, United States of America

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