Associate Financial Advisor - Wealth Management

Globally recognized Wealth Management firm is hiring for a Associate Financial Advisor as an add-to-staff, growth position in their Manchester, NH office. This team has experienced tremendous growth in recent years, and is adding this role to keep up with new clients and to broaden bandwidth for continued growth.

This role will be hybrid in the Boston office, 2-3 days / week on-site (flexible).

• Strong base pay
• + Bonus
• + Strong benefits package
• + Opportunities for growth, promotion, & professional development
• + Fantastic team / dynamic environment

• Financial Advisory services to new clients
• Investigate and uncover clients’ wealth planning needs, goals, and issues through detailed data and information gathering process
• Build relationships with clients through authentic support and guidance
• Complete financial plans, investment reports, tax and estate analysis
• Research and respond to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients
• Promote client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establish and maintain strong relationships with customers and team members while providing quality service and support
• Manage phone and transactional responsibilities while adhering to confidentiality, privacy, and compliance standards
• Adapt to shifting work priorities to meet changing business and customer demands.
• Analyze client data to develop tailored recommendations
• Perform scenario modeling, stress testing, and asset allocation analysis
• Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients’ goals and any changes in their circumstances
• Prepare and organize client-facing presentation materials
• Monitor industry trends and regulatory changes to support compliant advice

• 2-10 years of experience in Wealth Management, FS Clients Services, or related
• Series 7, 63, 65 / 66
• Life, Accident, Health Insurance Licenses
• Bachelors Degree in Finance, Accounting, or related
• CFP is a plus, but not required
• Interest in growth, and professional development within the firm