Financial Services Professional

THE WELL Linked In Post Wealth Management & Client Relationship Associate – Independent RIA

Our client is a well-established, independent wealth management firm in Portsmouth, NH—and they're hiring a Wealth Management & Client Relationship Associate to grow into a senior advisory role over time. This firm has spent over 50 years building deep, trust-based relationships with high and ultra-high-net-worth families, and today manages $700M+ in AUM.

Location:

Portsmouth, NH (Onsite)

Compensation: $250,000–$300,000 total comp (Base + Bonus, with long-term equity potential)

If you're a relationship-first advisor who'd rather deepen a client relationship than chase the next one, we want to talk.

Why this role?

• Own a focused book of 50 or fewer client relationships in a true high-touch, high-trust model
• Work directly alongside firm partners in a collaborative, consultative team approach—not a siloed book
• Sit in on quarterly investment meetings and contribute to real portfolio decisions
• Join a boutique, tenured team with a genuine path toward senior advisor—and eventually partnership

• 5–10 years of experience in an RIA or wealth management setting
• CFP® designation preferred, or actively in progress

• A relationship-driven, consultative style with high-net-worth clients
• Strong investment acumen and a collaborative, team-first mindset

• CFP® designation preferred, or actively in progress

• $250,000–$300,000 total comp (Base + Bonus, with long-term equity potential)
• Long-term equity partnership potential
• Health, dental, and vision coverage
• 401(k) plan
• Support for continuing education and professional designations