- KeyBank (Portland, ME)
- **Location:** 1 Monument Square - Portland, Maine 04101 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- KeyBank (Falmouth, ME)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- World Insurance Associates, LLC. (Portland, ME)
- …any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... to bring value to clients + Must be willing to become each client 's trusted risk management advisor and bring the entire World platform to each client (P&C,… more