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Senior UHNW Wealth Strategy Director

Job in Portsmouth, Rockingham County, New Hampshire, 00215, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 145000 - 200000 USD Yearly USD 145000.00 200000.00 YEAR
Job Description & How to Apply Below
A leading fiduciary wealth management firm is seeking an experienced Director, Client Advisor to join their Portsmouth office. The ideal candidate will lead the development of customized wealth management solutions for ultra-high-net-worth clients, ensuring exceptional service. Responsibilities include analyzing complex financial situations, serving as a trusted advisor, and contributing to business development efforts. A Bachelor's degree and 7+ years of relevant experience in investment management or estate planning are required.

The annual pay range for this role is $145,000–200,000.
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Position Requirements
10+ Years work experience
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