Private Wealth Advisor for Affluent Clients
Job in
Hanover, Grafton County, New Hampshire, 03755, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor is seeking an experienced financial advisor to partner with affluent clients, identify financial goals, analyze portfolios, and communicate complex solutions. The role emphasizes relationship-building and delivering tailored financial strategies.
Candidates should hold FINRA licenses (Series 7/63/65/66) and Life/Health insurance licenses; CFP or CFA is preferred, with a strong track record in managing a book of business.
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