Portfolio Growth Expert

4 days ago


Bideford, Devon, United Kingdom Meeder Investment Management Inc Full time

We are looking for a Portfolio Growth Expert to join our team at Meeder Investment Management Inc. As a Portfolio Growth Expert, you will play a critical role in driving business growth through strategic partnerships and exceptional customer service.

Your key responsibilities will include developing and executing customized investment strategies for Registered Investment Advisors (RIAs) and Registered Representatives, building and maintaining strong advisor relationships, and presenting at client seminars and training sessions.

To succeed in this role, you must have a strong understanding of the investment services industry, excellent communication and consultative skills, and a proven track record of driving business growth.

A successful candidate will have 3+ years of experience as an Internal or Hybrid Consultant in the investment services industry. Relevant certifications such as CIMA, CFP, CPWA, BFA, or CFA are preferred, along with a Bachelor's Degree and FINRA Series 6 or 7 licensure. Series 65 licensure is also a plus.

This is a salaried position offering a salary range of $95,000 - $120,000 per annum, based on experience. We offer a dynamic and supportive work environment where you can grow your career and make a meaningful impact.



  • Bideford, Devon, United Kingdom Michael Page Full time

    **Role Description**This is a fantastic opportunity to join a well-established and respected chartered accountancy firm as an Accounts Manager. You will be responsible for managing a portfolio of clients, providing expert advice on accounts, tax, and other financial matters, and contributing to the growth and development of the business.**Responsibilities...


  • Bideford, Devon, United Kingdom Independent Resourcing Consultancy Full time

    We are seeking a seasoned Private Wealth Manager to join our team at Independent Resourcing Consultancy in the UAE or EU. For this role, you will need a strong client book, relevant qualifications, and residency in the required region. As a competitive package is offered, including leads, support, and high commission splits, you will be well-compensated for...


  • Bideford, Devon, United Kingdom Michael Page Full time

    **Job Summary**We are looking for a highly skilled ACA/ACCA qualified individual to take on full management and client portfolio responsibility for the delivery of accounts, tax, and wider services to sole traders, partnerships, and limited company clients. The ideal candidate will have developed their career to the managerial levels within a background...


  • Bideford, Devon, United Kingdom Michael Page (UK) Full time

    About the RoleThis is an exciting opportunity for a Senior Accountant to take their career to the next level in a dynamic and growing accountancy practice. Based in Holsworthy, you will work closely with our clients to deliver high-quality services and provide expert advice on financial matters.Your duties will include preparing and reviewing year-end...


  • Bideford, Devon, United Kingdom Royal Devon and Exeter NHS Foundation Trust Full time

    About the RoleThe Royal Devon and Exeter NHS Foundation Trust is seeking an experienced Occupational Therapist to join our Integrated Community Stroke and Neuro Service. As a Clinical Specialist Occupational Therapist, you will play a vital role in providing high-quality, patient-focused rehabilitation to individuals with neurological conditions.Key...


  • Bideford, Devon, United Kingdom Meeder Investment Management Inc Full time

    About the RoleWe are seeking an Asset Development Consultant to drive business growth through strategic partnerships and exceptional customer service. As an Asset Development Consultant, you will work closely with Registered Investment Advisors (RIAs) and Registered Representatives to deliver tailored investment solutions that meet their unique needs.Your...


  • Bideford, Devon, United Kingdom Medmatch Full time

    An exciting opportunity has arisen for an experienced Dental Implant Specialist to join our well-established dental clinic near the picturesque town of Bideford.Our clinic boasts high patient demand and dedicated support teams, offering a rewarding role with extensive clinical guidance, access to a hygienist and therapist, and a generous revenue split on...


  • Bideford, Devon, United Kingdom ASDA Full time

    Job SummaryJob Title: Pharmacist SpecialistLocation: BidefordWork Type: Part time, Permanent Hours per Week: 36 hoursSalary Range: Competitive salary plus benefits ($80,000 - $100,000 per annum)About the Role:In this rewarding role as a pharmacist specialist with our team at ASDA pharmacies, you will have the opportunity to make a real difference in the...

  • Head of Marketing

    6 months ago


    Bideford, United Kingdom The Travel Chapter Full time

    **Lead the Marketing team of one of the UK’s largest collections of travel brands.** **What will I be doing?** - Leading a high-performing marketing team, fostering collaboration across regional marketing managers and cross-functional planners. - Developing and implementing data-driven marketing strategies to propel brand awareness and drive growth across...

  • Property Advisor

    5 months ago


    Bideford, United Kingdom Travel Chapter Full time

    What will I be doing? You’ll be responsible for qualifying inbound enquiries and scheduling appointments for the New Business Team, with the core objective being to drive organic property growth. There will be a keen focus on the quality of service from the first point of contact with new enquiries. During the day you could be involved in: Being...

  • Dispensing Optician

    6 months ago


    Bideford, United Kingdom Specsavers Full time

    **Dispensing Optician** **Location**:Bideford **Salary**:up to £30,000 depending on experience + bonus + team incentives **Working Hours**:Full-time or part time hours considered **Experience Level**:Must have previous experience working in an opticians. Specsavers in **Bideford** are looking for a new **Dispensing Optician**. On the back of substantial...


  • Bideford, United Kingdom Howdens Joinery Co. Full time

    As a Lead Kitchen Sales Designer, you will have the unique opportunity to manage your own designs and leads while coaching and developing our dedicated Kitchen Sales Designer team to ensure the delivery of high-quality designs and excellent customer service. You will closely monitor the depot's lead bank to identify and nurture sales opportunities, ensuring...

  • Property Advisor

    5 months ago


    Bideford, United Kingdom The Travel Chapter Full time

    **Employment type**:Permanent **Work hours**:37.5 hours per week - pattern to be discussed **Location**: Based in our HQ in Bideford, Devon **What will I be doing?** You’ll be responsible for qualifying inbound enquiries and scheduling appointments for the New Business Team, with the core objective being to drive organic property growth. There will be...


  • Bideford, United Kingdom Howdens Full time

    As a Lead Kitchen Sales Designer, you will have the unique opportunity to manage your own designs and leads while coaching and developing our dedicated Kitchen Sales Designer team to ensure the delivery of high-quality designs and excellent customer service. You will closely monitor the depot's lead bank to identify and nurture sales opportunities, ensuring...

  • Property Advisor

    6 months ago


    Bideford, United Kingdom The Travel Chapter Full time

    **Employment type**: Permanent **Work hours**: You'll be assigned to help the wider team on a rota basis where you're shifts will be: Monday to Thursday 11am-7pm, Friday 9am-5.30pm. On a rota basis Saturday 9am - 5.30pm with the Monday prior as a day off. **Location**: Based in our HQ in Bideford, Devon. **What will I be doing?** You’ll be responsible...