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Wealth Management Advisor
Job in
Hanover, Grafton County, New Hampshire, 03755, USA
Listed on 2026-08-22
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Responsibilities
- Partner with affluent clients to identify their financial goals
- Analyze their financial landscape and develop recommendations
- Communicate complex financial solutions to clients
- Build meaningful relationships and implement appropriate financial solutions
- 5+ years in a role with personal accountability and managing a book of business or equivalent experience
- 5+ years building long lasting relationships with affluent clients or equivalent experience
- FINRA Registrations:
Series 7;
Series 63;
Series 65;
Series 66 Licenses and Certifications - Life and Health Insurance License (Resident State) - Multiple Issuers required
- Certified Financial Planner (CFP) or Chartered Financial Analyst preferred
Demonstrates expertise in financial analysis and client relationship management, with a strong focus on developing tailored financial solutions for affluent clients. Holds necessary financial licenses and certifications to provide comprehensive financial planning and investment advice.
Certifications & Qualifications- FINRA Series 63 License
- FINRA Series 65 License
- FINRA Series 66 License
- Certified Financial Planner (CFP)
- Life and Health Insurance License
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