Financial Advisor

Granite Bay Wealth Management; Portsmouth (NH); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Generous cash transition bonuses

Job summary

A financial advisory firm is seeking an experienced Financial Advisor to join their team in Portsmouth, NH. The ideal candidate will have an existing client base and experience in financial planning, investments, and advisory services. This role offers the potential for both on-site and remote work, generous cash transition bonuses, and resources to enhance client experience. Join a fast-growing firm that values partnership and support while helping clients navigate their financial journey.

Qualifications

• Must have an existing client base.
• Significant experience in Financial Planning required.
• Knowledge of Investments and Financial Advisory necessary.
• Excellent analytical and quantitative skills
• Strong interpersonal and communication skills
• CFP certification preferred

Responsibilities

• Provide financial advisory services to clients.
• Collaborate on solutions that meet client needs.
• Utilize technology to enhance client experience.
• Collaborate with the team to deliver superior service to clients.

Skills

Existing client base

Experience in Financial Planning

Knowledge of Investments and Financial Advisory

Excellent analytical and quantitative skills

Strong interpersonal and communication skills

CFP certification

Education

CFP certification preferred

Job description

At Granite Bay Wealth Management, we strive to make complex financial scenarios understandable. We believe that when clients have a greater understanding of our work, it fosters a better partnership over their lifetime. Wealth management goes beyond investing and requires a deep understanding of our clients' lives, concerns, and dreams. We collaborate with our clients to develop solutions that meet their needs and ensure they are comfortable.

Role Description

This is a full‑time experienced Financial Advisor with an existing client base. Job can be located either on site in our Portsmouth office or remote for the right candidate.

We are a fast growing firm with some of the best organic growth in the industry and on the cutting edge of technology and AI implementation. We are looking to add some experienced advisors who have a loyal client base that would likely follow them on a firm move. Ideal candidate would be a wire house or independent BD advisor who wants to make a move to working with a fast growing RIA and provide better client outcomes and better service experience.

We can offer the right candidate technology and support to double their capacity with out sacrificing the client experience. Our organic marketing will provide prospects for future growth, and we have the resources to pay generous cash transition bonuses.

Qualifications

• Existing client base
• Experience in Financial Planning
• Knowledge of Investments and Financial Advisory
• Excellent analytical and quantitative skills
• Strong interpersonal and communication skills
• Relevant certifications such as CFP (Certified Financial Planner) preferred