Senior Wealth Advisor & Client Growth Lead
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Creative Planning in Portsmouth, NH seeks a Wealth Manager to work directly with clients to develop and implement strategies across financial, investment, insurance, tax and estate planning needs. You will lead business development and client retention and serve as the primary point of contact for all client relationships.
The role requires the ability to present complex financial topics clearly, build trusted advisory relationships, and continuously expand market share in the local market while
Consider building your career as a Senior Wealth Advisor & Client Growth Lead at Creative Planning.
This posting is for the Senior Wealth Advisor & Client Growth Lead role at Creative Planning, based in Portsmouth, NH, United States.
We are looking to fill the Senior Wealth Advisor & Client Growth Lead position at Creative Planning in Portsmouth, NH, United States.
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