Remote Wealth Advisor | Portable Book

Job Juncture; Portsmouth (NH); Hybrid; USD 100,000 - 220,000; Full time

Benefits offered by this job

Full benefit program

Job summary

Job Juncture is representing wealth firms seeking experienced Financial Advisors with a portable client book. The role offers remote or hybrid work options within the Greater Boston and Southern NH markets, focusing on business development and client growth.

Ideal candidates bring CFP certification and Series 7/6/63 licenses, with 5–30+ years of experience and a track record of expanding local presence. A full benefits package and supportive staff are highlighted.

Qualifications

• CFP certification and standard licenses (Series 7/6/63) are required.
• 5+ to 30+ years of experience with a portable client book.
• Business development oriented with ability to expand local presence.
• Strong communication and client relationship skills.

Responsibilities

• Develop and nurture relationships with high-net-worth clients.
• Grow assets through the portable book and new client referrals.
• Collaborate with support staff to deliver comprehensive wealth management services.

Skills

Portable book

Business development

Client relationship

5-30+ years experience

Education

CFP

Series 7

Series 6

Series 63

Job description

Job Juncture is representing wealth firms seeking experienced Financial Advisors with a portable client book. The role offers remote or hybrid work options within the Greater Boston and Southern NH markets, focusing on business development and client growth.

Ideal candidates bring CFP certification and Series 7/6/63 licenses, with 5–30+ years of experience and a track record of expanding local presence. A full benefits package and supportive staff are highlighted.