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Wealth Management

Wealth Manager: Client Strategy & Financial Planning

Job in Portsmouth, Rockingham County, New Hampshire, 00215, USA
Listing for: Creative Planning
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Director of Talent Acquisition in Portsmouth, NH. This role involves working directly with clients to develop and implement financial strategies. Responsibilities include serving as the primary point of contact for wealth management clients and assisting in the execution of complex financial plans. Ideal candidates have over 7 years of direct sales experience in the financial services industry and the ability to present complex information clearly.

A bachelor's degree in a related field is required.
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