Investment Advisor jobs in Sanford, ME

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Advisor
  • Optical Express
  • Salisbury, MA FULL_TIME
  • Job Title Patient Advisor

    Hours : Full Time

    Salary : £24, bonus

    Location : Travel between both Bournemouth & Salisbury

    Optical Express is focused on delivering exceptional patient care, outstanding clinical outcomes and continued investment in our people and technology.

    The Optical Express team work together, collectively and consistently striving for excellence. We support each other, respect each other and are committed to a culture of care, trust and integrity.

    The culture extends to our local communities, through our range of charitable and environmental projects. We focus on doing what is right for our patients, our colleagues, our local communities and our planet.

    A career at Optical Express is fulfilling, fun and rewarding. As an employee, you can benefit from the following :

    • An industry leading salary plus excellent bonus potential
    • State of the art, modern working environments
    • 29 days annual leave
    • Free Laser Eye Surgery and Intraocular Lens Surgery
    • Free eye tests
    • Generous Optical Express friends and family discount scheme
    • Ongoing training and development opportunities
    • Pension scheme

    It’s our Patient Advisor’s role to make our patients feel like a superstar from the moment they enter our clinics. Our Patient Advisors are often the first person our patient interacts with.

    Every day will bring something new, but your day to day role will involve :

    • Building relationships with patients and ensuring regular communication prior to and following their treatment
    • Assisting in patient consultations
    • Scanning patients eyes using state of the art equipment as part of a full health check
    • Assisting patients to complete health questionnaires
    • Introducing patients to their optometrist
    • Scheduling treatment dates
    • Discussing finance options
    • Accurately maintaining patient records

    Are you our ideal candidate? The answer is yes if you :

    • Have a passion for providing world-class customer service
    • Possess strong organisational skills
    • Can communicate clearly and articulately with a diverse range of people
    • Are motivated and driven to succeed

    If you believe you have the right skills and attributes for this role, we would love to hear from you.

    Last updated : 2024-05-31

  • 5 Days Ago

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Travel advisor
  • AAA Northern New England
  • Somersworth, NH FULL_TIME
  • Travel Advisor Discovering the World- One Member at a Time! A love of travel attracts many people to the field, but to succeed a Travel Agent must be passionate about travel and the endless opportunit...
  • 1 Day Ago

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Beauty Advisor
  • KOHLS
  • Seabrook, NH FULL_TIME
  • Drive sales through an authentic passion for beauty. Engaging Clients through identifying their needs with a consultative approach, top beauty brands and best in class merchandise sets. Key Accountabi...
  • 1 Day Ago

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Style advisor
  • TFG London
  • Portsmouth, NH FULL_TIME
  • About The Role A first-class shopping experience starts with our in-store Style Advisors. Natural promoters of customer service excellence, they go out of their way to provide an outstanding in-store ...
  • 1 Day Ago

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Student-2-Student Advisor
  • Traip Academy
  • Kittery, ME OTHER
  • Position Title: Student 2 Student Advisor Classification: Stipend Reports To: Traip Building Administration General Purpose: Oversee the Students in the program during the school year Main Job Tasks a...
  • 2 Days Ago

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Wealth Advisor
  • CNI Consulting Inc.
  • Portsmouth, NH FULL_TIME
  • Overview The Wealth Advisor will be the principal point of contact with clients and handles maintaining the ongoing relationships. This individual will have a broad understanding of wealth management ...
  • 3 Days Ago

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0 Investment Advisor jobs found in Sanford, ME area

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Employment Specialist IV - Vocational Services
  • Maine Medical Center
  • Biddeford, ME
  • Summary Position Summary The Employment Specialist assists individuals with behavioral health diagnoses to find and keep...
  • 6/6/2024 12:00:00 AM

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Substance Use Treatment Clinical Manager
  • Maine Health
  • Springvale, ME
  • Full Time 474 Springvale St Management/Leadership Day Shift For a limited time MaineHealth is offering a $10,000 Sign on...
  • 6/6/2024 12:00:00 AM

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Administrative Specialist
  • SWCA Environmental Consultants
  • Scarborough, ME
  • About the opportunity: SWCA Environmental Consultants is seeking an Administrative Specialist for our Portland, Maine of...
  • 6/6/2024 12:00:00 AM

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Outside Sales Representative
  • Thryv
  • Scarborough, ME
  • Outside Sales Business Advisor This is a very exciting time for Thryv as we are making waves in becoming an internationa...
  • 6/5/2024 12:00:00 AM

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Flexible Customer Service Associate
  • Hertz
  • Portland, ME
  • Job Description The Flexible Customer Service Associate consults with customers on their rental. Maximizing revenue oppo...
  • 6/5/2024 12:00:00 AM

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Financial Advisor
  • Northeast Credit Union
  • Biddeford, ME
  • Job Description Job Description Voted Forbes list of America’s Best In-State Credit Unions 6 years in a row! At Northeas...
  • 6/3/2024 12:00:00 AM

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Psychiatric Nurse Practitioner - Integrated Services - Primary Care
  • Maine Medical Center
  • Sanford, ME
  • Summary Great things happen for Psychiatric Mental Health Nurse Practitioners like yourself who seek to put clients firs...
  • 6/3/2024 12:00:00 AM

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Group Universal Life (GUL) Business Specialist - NON IT
  • Clark Insurance
  • South Portland, ME
  • Company: Mercer Description: At Mercer, we make a difference in the lives of more than 110 million people every day by a...
  • 6/3/2024 12:00:00 AM

Sanford is a city in York County, Maine, United States. The population was 20,798 in the 2010 census, making it the seventh largest municipality in the state. Situated on the Mousam River, Sanford includes the village of Springvale. The city features many lakes in wooded areas which attract campers. Sanford is part of the Portland–South Portland–Biddeford, Maine metropolitan statistical area. On November 6, 2012, Sanford voters approved a new charter to re-incorporate Sanford as a city and replace the town meeting format with a city council/mayor/strong manager form of government, along with o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Advisor jobs
$84,056 to $124,618
Sanford, Maine area prices
were up 1.4% from a year ago

Investment Advisor
Participates in the analysis of lending policies and procedures, including scoring systems, strategic priorities, market share data, lending trends, external influences, current regulatory focuses, previous examination findings, and input from Audit .
December 01, 2022
Implementing the JPMorgan Asset Management sales process which includes, profiling, and uncovering sales opportunities and sharing best practices.
February 11, 2023
Manager, Community Relations & Investment with financial reporting, surveys, return on investment assessments, budget development, financial reconciliation and, tax and management reporting.
March 06, 2023
Maintains the required continuing education credits necessary and build advisory knowledge and skills by being involved in on-going training related to investment activity.
April 02, 2023
Provides practice management direction and coaching to independent investment advisor offices and financial advisors through the development of goals, education on best practices, monitoring of results, and coaching.
April 06, 2023
Develops networks with third party referral sources that enable exposure and opportunities to develop new business with target market and deepen relationships with existing clients.
April 13, 2023
Assist the portfolio manager with client relationship management responsibilities by handling routine client inquiries and requests.
April 17, 2023
Build investment skills and knowledge base through on-the-job training and participation in company and industry investment training programs.
April 17, 2023
Supporting external sales team by ensuring that desired content, capabilities, and tools are being shared in the territory as needed.
May 09, 2023