Private Wealth Advisor for Affluent Clients

Jobtailor; Hanover (NH); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking an experienced financial advisor to partner with affluent clients, identify financial goals, analyze portfolios, and communicate complex solutions. The role emphasizes relationship-building and delivering tailored financial strategies.

Candidates should hold FINRA licenses (Series 7/63/65/66) and Life/Health insurance licenses; CFP or CFA is preferred, with a strong track record in managing a book of business.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience.
• 5+ years building long lasting relationships with affluent clients or equivalent experience.
• FINRA Registrations: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications.
• Life and Health Insurance License (Resident State) - Multiple Issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst preferred.

Responsibilities

• Partner with affluent clients to identify their financial goals
• Analyze their financial landscape and develop recommendations
• Communicate complex financial solutions to clients
• Build meaningful relationships and implement appropriate financial solutions

Skills

Relationship management

Financial analysis

Client communication

Affluent client focus

Tools

FINRA Licenses

Life & Health Insurance License

CFP

CFA

Job description

Jobtailor is seeking an experienced financial advisor to partner with affluent clients, identify financial goals, analyze portfolios, and communicate complex solutions. The role emphasizes relationship-building and delivering tailored financial strategies.

Candidates should hold FINRA licenses (Series 7/63/65/66) and Life/Health insurance licenses; CFP or CFA is preferred, with a strong track record in managing a book of business.