Wealth Management Advisor

job
  • JCW
Job Summary
Location
Portsmouth ,NH 00215
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
23 Jan 2025
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Job Description

Our client is a prestigious wealth management firm seeking experienced Financial Advisors to join their team. Specializing in serving high-net-worth individuals, their firm focuses on delivering tailored wealth management strategies to clients with an average net worth of $2 million.


Responsibilities

  • Focus on growing your business with the full support of our resources and tools.
  • Manage a portion of an existing book of business based on your experience
  • Join a team of accomplished advisors who work together to deliver exceptional service.
  • Robust Support System - Access a dedicated team to help you connect with prospects and expand your clientele.
  • Stay informed about financial trends and ensure compliance with all relevant regulations.

Qualifications

  • Licenses/Certifications
  • No existing book of clients required (preferred but not mandatory)
  • Experience: Minimum 5 years in financial advisory roles, with demonstrated success managing or growing portfolios.
  • Skills: Strong interpersonal abilities and a passion for building relationships and delivering results.

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