More jobs:
Financial Advisor & Regional Manager
Job in
Enfield, Grafton County, New Hampshire, 03748, USA
Listed on 2026-03-02
Listing for:
Goodwin Recruiting
Full Time
position Listed on 2026-03-02
Job specializations:
-
Business
Financial Advisor
Job Description & How to Apply Below
Location: Enfield
An established and growing investment management firm is looking for a SR. WEALTH ADVISOR to manage a join their team and make an immediate impact bu providing hands-on oversight and business development for the region.
The ideal SR. WEALTH ADVISOR will bring 7+ years of experience in wealth management to include advisory, planning, business development and staff mentorship.
This is a hybrid role with office presence expected.
Relocation candidates encouraged to apply.
SR. WEALTH ADVISOR RESPONSIBILITIES:
- Provide Full Oversight for Regional Book of Business
- Provide White Glove Service to HNW Clientele
- Manage & Mentor Regional Advisors
- Oversee Business Development Efforts for New Business
SR. WEALTH ADVISOR REQUIREMENTS:
- 7+ Years of Wealth Management Experience to Include Advisory & Business Development
- Series 7 & 66, CFP Preferred. Bachelors required.
- Demonstrated Success in Growth Oriented Roles
- Community, Client First Mindset
SR. WEALTH ADVISOR SALARY & BENEFITS
- Excellent OTE Potential
- Great Benefits
- Supportive Company Culture
- Opportunity to Grow Regional Business
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×