Junior Wealth Advisor - Client-Facing Growth & Planning

Benson Wealth Management; Amherst (NH); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Mentorship from senior advisor

Job summary

Benson Wealth Management, a boutique wealth advisory firm in Southern New Hampshire, seeks an Associate Advisor to support portfolio management, investment analysis, and financial planning while developing into a client-facing advisor.

Ideal candidates are early in their advisory career with a finance or economics background, strong quantitative and interpersonal skills, and a desire to build long-term relationships with entrepreneurial and family clients.

Qualifications

• Bachelor’s degree in Finance or Economics required.
• Strong quantitative and analytical skills grounded in financial markets and portfolio theory.
• High proficiency in Excel and financial analysis.
• Strong interpersonal and communication skills with the ability to explain complex concepts clearly.
• Demonstrated professionalism, integrity, and emotional intelligence.

Responsibilities

• Assist with portfolio construction, asset allocation, and rebalancing.
• Analyze portfolio risk, performance, and diversification.
• Prepare portfolio analytics, scenario modeling, and investment exhibits for client meetings.
• Support implementation of investment strategies across taxable and tax-advantaged accounts.
• Monitor markets and assist with investment research and internal commentary.

Skills

Quantitative skills

Analytical skills

Excel proficiency

Interpersonal skills

Attention to detail

Education

Bachelor’s degree in Finance or Economics

Tools

Financial planning software

Portfolio management software

Job description

Benson Wealth Management, a boutique wealth advisory firm in Southern New Hampshire, seeks an Associate Advisor to support portfolio management, investment analysis, and financial planning while developing into a client-facing advisor.

Ideal candidates are early in their advisory career with a finance or economics background, strong quantitative and interpersonal skills, and a desire to build long-term relationships with entrepreneurial and family clients.