Investment Advisor

F.L.Putnam Investment Management Company; Portsmouth (NH); On-site; USD 190,000 - 225,000; Full time

Job summary

A leading investment management company seeks an Investment Advisor for their new Portsmouth office. This role involves managing client relationships, providing financial support, and participating in an asset allocation committee. Candidates should possess a CFA designation and over 10 years of experience in investment advisory, with a proven ability to communicate effectively and develop client networks.

Qualifications

• 10+ years of equivalent experience as an investment advisor.
• Dynamic and credible professional with exceptional presentation skills.
• Strong community presence with an established network in Portsmouth, NH.

Responsibilities

• Meets with clients to manage portfolios and respond to inquiries.
• Develops trusted advisor roles with clients for investment objectives.
• Promotes brand and generates business opportunities.

Skills

Client Relationship Management

Investment Strategies

Financial Support

Asset Allocation

Networking

Education

CFA professional designation

Bachelor's degree

Tools

Salesforce

Orion

Job description

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Join to apply for the Investment Advisor role at F.L.Putnam Investment Management Company

We are seeking an Investment Advisor (IA) to join our soon to be opened Portsmouth, New Hampshire office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for investment guidance and asset allocation while providing sound financial support to clients. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator.

Investment Advisor Duties

• Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients' questions and concerns
• Develops & maintains role as trusted advisor for clients with specified investment objectives & policies
• Invests accordingly to asset allocation committee recommendations where appropriate for clients
• Actively participates in the asset allocation committee and stays abreast of global macro-economic environment
• Promotes F.L.Putnam brand in the market and generates new business opportunities and expands existing business relationships
• Networks & Represents firm in educational or promotional presentations
  
  

Qualifications

• CFA professional designation and bachelor's degree required
• 10+ years of equivalent experience as an investment advisor
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Highly versed with all facets of asset allocation, investment strategies and client relationship management experience
• Experience with Salesforce and Orion a plus
• Experience developing new business through referrals and marketing
• Ability to work collaboratively with others as part of a team
• Strong community presence with an established network in the Portsmouth, NH market
• Demonstrates strong organizational skills and a disciplined and organized approach throughout their business
  
  

F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

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