Senior Financial Advisor - Inherit Large HNW Client Book

The Rogan Group, Inc; Portsmouth (NH); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Performance-based bonus

Structured career path

Hands-on experience with senior advisors

Job summary

A prominent financial services firm seeks a driven Financial Advisor to inherit a substantial client base while providing personalized financial planning. Ideal candidates will have 5-10 years of advisory experience and possess Series 7/66 or 65 certifications. This role includes significant growth potential, direct collaboration with senior leaders, and opportunities for mentorship. The position offers a competitive salary along with performance-based bonuses, set within a supportive team environment focused on client success.

Qualifications

• 5–10 years of client-facing advisory experience within an RIA or wealth management environment.
• Series 7/66 or Series 65 required.
• Strong technical background in financial planning and portfolio implementation.

Responsibilities

• Serve as the primary point of contact for high-net-worth clients.
• Lead client meetings and develop planning materials.
• Engage referrals and new leads to expand the client base.

Skills

Client-facing advisory experience

Strong communication skills

Organizational skills

Proficiency with CRM systems

Education

Bachelor's degree

Advanced degree preferred

Tools

Investment platforms

Planning software

Job description

A prominent financial services firm seeks a driven Financial Advisor to inherit a substantial client base while providing personalized financial planning. Ideal candidates will have 5-10 years of advisory experience and possess Series 7/66 or 65 certifications. This role includes significant growth potential, direct collaboration with senior leaders, and opportunities for mentorship. The position offers a competitive salary along with performance-based bonuses, set within a supportive team environment focused on client success.