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Financial Consultant

Senior CFP Relationship Manager for High-Net-Worth Clients

Job in Portsmouth, Rockingham County, New Hampshire, 00215, USA
Listing for: KBW Financial Staffing & Recruiting
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 175000 - 225000 USD Yearly USD 175000.00 225000.00 YEAR
Job Description & How to Apply Below
A leading investment advisory firm is looking for a Relationship Manager – CFP to provide financial planning for high-net-worth clients in the Seacoast Region of NH. The role requires a CFP with over 10 years of experience and the ability to manage significant assets. Responsibilities include delivering comprehensive financial advice, maintaining client relationships, and supporting business development. Competitive salary in the range of $175,000 – $225,000 plus bonuses is offered.

The position is onsite in NH and does not sponsor visas.
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Position Requirements
10+ Years work experience
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