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Junior Client Relationship Associate

Kennison & Associates
Portland, ME Full Time
POSTED ON 3/15/2025
AVAILABLE BEFORE 6/12/2025

One of New England's most successful wealth management firms is seeking a Junior Client Relationship Associate (salary up to $65K DOE). This hybrid role is perfect if you love working in the financial services industry and want to advance your career. The Associate will liaise with clients and industry professionals, assist with financial plans, prepare statistical charts and financial analyses, and attending client meetings. Key skills for success include 2 years' experience in investment or portfolio management, strong analytical and MS Office skills, and enjoys working in a collaborative environment. This firm offers competitive benefits including 401K with employer contributions and 100% company-paid insurance. Submit your resume now!


Job Code: 18575

*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!

Salary : $55,000 - $65,000

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