Financial Services Professional

The Well; Portsmouth (NH); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401(k) plan

Continuing education support

Support for professional designations

Job summary

The Well in Portsmouth, NH is seeking a Wealth Management & Client Relationship Associate to grow into a senior advisory role within a trusted, independent RIA. This relationship-first position manages a focused book of high-net-worth clients, collaborates with firm partners, and participates in quarterly investment discussions, with long-term equity partnership potential.

The role offers base + bonus totaling $250k–$300k, plus benefits such as health, dental, vision, a 401(k), and educational

Qualifications

• 5–10 years of experience in wealth management or an RIA
• CFP designation preferred, or actively in progress
• Relationship-driven, consultative advisor skilled with high-net-worth clients

Responsibilities

• Own a focused book of 50 or fewer client relationships in a high-touch model
• Collaborate with firm partners in a consultative team approach
• Sit in on quarterly investment meetings and contribute to portfolio decisions
• Path toward senior advisor and eventual partnership in a boutique, tenured team

Skills

Relationship-driven

Consultative selling

Investment acumen

Team player

Education

CFP designation

CFP designation in progress

Job description

THE WELL LinkedIn 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.

About the Role

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.

Responsibilities

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

Qualifications

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

Required Skills

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

Preferred Skills

• CFP® designation preferred, or actively in progress

Pay range and compensation package

• $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