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2 results for Credit Analyst in Portland, ME

Financial Advisor

Portsmouth, NH
onsite
Permanent / Full Time
80000 - 180000 USD / Yearly
We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships. Responsibilities:<ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
2026-04-10T00:00:00Z

Financial and Advisor Specialist

New Gloucester, ME
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Financial and Advisor Specialist to join a Contract team supporting students in New Gloucester, Maine. In this role, you will serve as a key point of contact for learners who need help understanding academic pathways, planning course schedules, and navigating financial aid-related questions. This position is well suited for someone who combines strong customer service instincts with confidence in advising conversations and administrative follow-through. The assignment offers the opportunity to contribute in a fast-paced office setting while delivering a positive student experience. Responsibilities: • Guide students through course planning and registration decisions by providing clear, timely advising support. • Respond to questions related to financial aid processes, payment matters, and available student support resources. • Discuss academic programs and potential career paths so students can make informed enrollment decisions. • Handle high-volume phone and in-person interactions with professionalism, empathy, and accuracy. • Complete account-related administrative tasks, maintain records, and support day-to-day office operations. • Assist with payment-related inquiries and help ensure student information is processed correctly. • Partner with the advising team to deliver consistent service and escalate complex student concerns when needed. • Support on-site operations by contributing to an organized, responsive, and student-focused office environment.
2026-04-28T00:00:00Z