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Camden National Bank

Full-service community bank offering digital banking

Associate Consultant

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-time$59.4k - $88.3kIn-person

About the Job

Requirements

  • Bachelor's degree from a four-year college or university, one to two years of related experience and/or training, or an equivalent combination of education and experience.
  • Five to seven years of financial sales experience.
  • Thorough knowledge of financial management, investments, and retirement plans.
  • Outstanding sales skills and a proven history of profitably attracting new clients.
  • Strong computer skills.
  • NASD Series 7 and 63 licenses and a State of New Hampshire Life and Health license; candidates able to obtain the licenses will be considered.
  • Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to present information and respond to questions from managers, clients, customers, and the public.
  • Ability to occasionally lift and/or move up to 25 pounds.

Responsibilities

  • Sell investment management and other company products and services to prospects in a designated region under an assigned sales goal, emphasizing development of outside referral sources.
  • Develop new investment management and financial planning business through internal referrals and by developing and following up on outside referral sources.
  • Visit prospects, develop knowledge of their financial situations, propose solutions, and close sales.
  • Provide information addressing estate, tax, and retirement-planning questions using knowledge of financial advisory, portfolio management, retirement plans, tax, and related areas.
  • Maintain a network of internal and external referral sources for new business.
  • Ensure work complies with applicable laws, regulations, and company policies, including Fair Lending, Know Your Customer, Bank Secrecy Act, and anti-money-laundering policies.

About the Company

Camden National Bank

Full-service community bank offering digital banking

Camden National Bank is a full-service community bank with a network of 73 banking centers in New Hampshire and Maine, offering modern digital banking alongside personalized, local service. It provides standard banking products such as checking and savings, loans, and business banking, accessible through online, mobile, and in-branch interactions, with all deposits insured by the FDIC. The bank differentiates itself through its emphasis on friendly, individualized service and strong local presence, aiming to support individuals, families, and businesses in thriving communities. Its goal is to help customers succeed financially while keeping local communities vibrant and connected.

Company size
501-1,000
Company stage
IPO
Headquarters
Camden, ME
Founded
1975

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