Financial Advisor

Davis Wealth Management, LLC; Concord (NH); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Competitive base

Commission structure

Retirement savings plan

Paid time off

Continuing education support

Warm leads

Job summary

Davis Wealth Management, LLC in Concord, NH is seeking a financial advisor who focuses on building lasting client relationships rather than selling products. You bring the license, sound judgment, and drive, while the firm provides warm leads and a proven process to grow your book.

In this role you meet with clients to map income, expenses, insurance, taxes, and risk; explain complex strategies like sequence of returns risk; and rebalance portfolios as life changes.

Qualifications

• 5+ years in financial services with a tangible client-focused track record.
• Bachelor's degree in Finance or related field.
• Series 66 (or 63 + 65) required or to be obtained within the onboarding period.
• NH Life and Health license or ability to obtain state licensure.

Responsibilities

• Meet with clients to map income, expenses, insurance, tax situation, and risk tolerance and translate into understandable plans.
• Answer complex questions about retirement timing, mortgage vs. investing, and estate considerations.
• Analyze client financial data to adjust strategies as life changes.
• Manage and rebalance client portfolios as markets shift.
• Grow your own book of business using provided leads and your network.

Skills

Client relationship management

Strong communication

Analytical thinking

Self-motivated

Education

Bachelor's degree in Finance or related field

Job description

Most “financial advisor” postings ask you to sell products. This one asks you to build relationships that last decades. Our firm has spent years refining a proven blend of strategies to bring clients through the door — you bring the license, the judgment, and the follow-through. What you build here is yours: your book, your reputation, your client relationships.

If you've ever sat across from someone at a kitchen table and watched the moment they finally understood their retirement was actually going to be okay — that's the job. Every day.

What Your Week Actually Looks Like

• Always checking in on clients whose life circumstances shifted (new baby, new job, a parent who needs care) and adjusting their plan accordingly.
• Most days include 3–5 client conversations, ranging from a 25-year-old opening their first Roth IRA to a couple 18 months from retirement recalculating their risk tolerance.
• Ongoing, you're the person clients call when the market drops 4% in a day and they want to know if they should panic. (They shouldn't. You'll tell them why.)

Responsibilities

• Meet with clients to map out income, expenses, insurance coverage, tax situation, and risk tolerance — then translate that into a plan they actually understand, not just one that's technically correct.
• Answer the hard questions: “Can I retire at 60?” “Should I pay off the house or invest?” “What happens to this if I die first?”
• Analyze client financial data to build and adjust strategies as life changes.
• Manage and rebalance client portfolios as markets shift and circumstances evolve.
• Grow your own book of business using the leads and referral pipeline we provide, plus your own network.

What You Bring

• 5+ years in financial services, with a track record you can talk through in specifics — not just “increased client satisfaction.”
• Bachelor's degree in Finance or related field, or equivalent hands‑on experience.
• The ability to explain a sophisticated strategy to someone who's never heard the term “sequence of returns risk” — and make them feel smarter, not smaller.
• Sharp analytical instincts paired with genuine curiosity about what actually matters to each client.
• Strong written and verbal communication.
• A self-starter mindset — we provide the leads and the process, you provide the drive.

Required Licenses

• Series 66 (or Series 63 + 65) — required, or must be obtained within [X months] of hire.
• NH Life and Health license.

What We Offer

• Competitive base + commission structure.
• Employer-matched retirement savings plan.
• Paid time off and holidays.
• Ongoing support for continuing education and additional certifications (CFP, ChFC, etc.).
• Warm leads and a proprietary sales process — you're not starting from zero.
• A team that treats your growth as part of the business plan, not an afterthought.

Ready to build a practice, not just fill a seat? We'd like to hear from you.