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
03 Jan 2025
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Job Description

Are you a driven Financial Advisor looking to elevate your career? Join a prestigious wealth management firm known for working with high-net-worth individuals and providing unparalleled growth opportunities.


What We Offer:

  • No Existing Book of Clients Required: Focus on growing your book of business with resources and support.
  • Robust Support System: Access to tools and a team to help you connect with prospects and expand your clientele.
  • AUM Management: Manage a portion of an established book of business based on your experience (minimum 5 years).
  • High-Net-Worth Clientele: Firm specializes in clients with a minimum portfolio of $500,000, averaging $2 million.
  • Collaboration: Join a team of accomplished advisors who work together to deliver exceptional client service.


What We’re Looking For:

  • Licenses or Certifications
  • Experience: Minimum 5 years in financial advisory roles, with demonstrated success managing or growing portfolios.
  • Strong interpersonal skills with a passion for building relationships and delivering results.

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