Penobscot Financial Advisors · 1 day ago
Associate Financial Advisor
Portland, ME
Full-time
Hybrid
Senior Level
5+ years expPenobscot Financial Advisors is a growing, Maine-based, fee-only Registered Investment Advisory firm committed to enriching the lives of clients and stakeholders. They are seeking a full-time Associate Advisor to manage and grow low- and medium-complexity client relationships while delivering high-quality financial advice.
AdviceAsset ManagementFinancial ServicesWealth Management
Responsibilities
Serve as the primary advisor for assigned low- and medium-complexity clients
Lead client review meetings and oversee advice strategy development
Review financial plans and recommendations for accuracy, clarity, and compliance
Identify additional planning or investment opportunities to ensure clients are fully advised
Partner with the advice team to support plan preparation and implementation
Mentor and support Client Service Associates and paraplanners
Act as a “second chair” on select high-value client cases
Support referral generation and client retention efforts
Contribute to improving advice processes and client experience
Participate in ongoing training, continuing education, and compliance initiatives
Uphold firm-wide ethical standards and cultural values
Qualification
Required
Bachelor's degree in Finance or related field
5+ years of experience in financial services
Experience managing client relationships; paraplanning experience a plus
Strong communication, relationship-building, and organizational skills
Detail-oriented with a high standard for quality and accuracy
Accountable, collaborative, and growth-minded
Passion for helping clients achieve their financial goals
Preferred
CFP® certification preferred (or actively pursuing)
Benefits
401(k) with company match and profit-sharing (10% of annual profits)
Medical, dental, and vision insurance
HSA and FSA options
Employer-paid disability and life insurance
Hybrid work environment
Unlimited PTO and 11 paid holidays
4-week paid sabbatical every 5 years
12-week paid parental leave
Charitable giving match and financial planning reimbursement
Company
Penobscot Financial Advisors
Penobscot Financial Advisors renders financial planning, asset management, wealth management, and portfolio evaluation services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
James Bradley, CFP®, CFA, CAIA
Founder and Chief Investment Officer
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