4 wealth planner jobs found in Portland

Sierra At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external customer...

Café Ambassador - Pioneer Courthouse Square The Role Do you find your purpose in empowering others? As a Café Ambassador , you are the face of Capital One’s mission to change banking for good. We’ve broken the mold of traditional banking—you won’t be found behind a teller line or a glass window. Instead, you’ll move throughout the Café, bridging the gap between digital innovation and human connection. In this role, you’ll act as a high-end service specialist and a guide to digital banking. You aren't just serving a community; you’re building one by bringing Capital One’s mission to life within a vibrant, modern community hub. What You’ll Actually Do Be a Natural Connector: Proactively engage with guests in a high-energy environment that serves as both a community space and a local coffee shop. ( Note: You are a banking guide, not a barista—you won’t be serving coffee!) Serve as a Brand Advocate: You’ll share the value of Capital One’s products and...

Location: 200 Middle Street, Suite 301, Portland Maine Job Summary ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. Responsibilities Reviews, monitors and modifies investment portfolio construction in accordance with client...

Location: 200 Middle Street, Suite 301, Portland Maine Job Summary ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. Responsibilities Reviews, monitors and modifies investment portfolio construction in accordance with client...