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Camden National Bank · 2 months ago

Camden Financial Consultants Associate Consultant

Portland, Maine Metropolitan Area

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Camden National Bank is a community bank committed to excellent customer service and community involvement. They are seeking an entry-level Associate Consultant to work under licensed Consultants, service client relationships, and achieve sales goals while gaining valuable experience in investment management and financial planning.

Banking

Growth Opportunities

Responsibilities

Service, maintain and cultivate client relationships

Work under a Consultant to sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal, with an increasing emphasis on developing outside referral sources

Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources

Partner with Consultants to conduct prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales

Establish and grow a network of inside and outside referral sources for new business

Ensure work is in compliance with applicable laws, regulations and guidelines

Qualification

FINRA SIE LicenseSeries 7 LicenseSeries 66 LicensePublic SpeakingSales ExperienceComputer SkillsFinancial KnowledgeReport Writing

Required

Bachelor's degree (B. A.) from four-year college or university

1 -6 months related experience and/or training; or equivalent combination of education and experience

Must prepare for and pass FINRA SIE Security Industry Essentials, series 7 and 66 licenses, and Maine state insurance license

Top-notch public speaking skills

Strong computer navigation and keyboarding skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations

Ability to write reports and business correspondence

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Preferred

Prior sales and/or business development

Eagerness to learn about financial sales and service, financial management, investments, and retirement plans

Benefits

Robust medical, dental, and vision insurance packages

Generous time off, including paid federal holidays and paid day off for your birthday

401(k) retirement savings plan

Tuition reimbursement, professional development, and career growth opportunities

Employee assistance program

Comprehensive wellness program

Company

Camden National Bank

Camden National Bank is a full-service community bank offering the latest digital banking, complemented by award-winning, personalized service through a network of 73 banking centers throughout New Hampshire and Maine.

Founded in 1975

Camden, Maine, USA

501-1000 employees