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Financial Services Financial Advisor

Hybrid Client Service & Wealth Ops Specialist

Remote / Online - Candidates ideally in
Portland, Cumberland County, Maine, 04122, USA
Listing for: Clearstead Advisors, LLC
Full Time, Part Time, Remote/Work from Home position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Portland, Maine seeks a Client Service Associate to manage client relationships and support Financial Advisors. This role involves facilitating account transactions, maintaining compliance, and providing exceptional service. Ideal candidates will have 2–5 years in financial services, strong organizational skills, and an ability to work independently in a fast-paced environment. This position offers flexibility to work from home 1-2 days a week after orientation.
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