Senior Wealth Manager - Client Strategy & Growth

Creative Planning; Portsmouth (NH); On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services company in Portsmouth, NH is seeking a Wealth Manager to develop and implement strategies addressing clients' financial needs. Responsibilities include serving as the main contact for clients and managing comprehensive financial plans. The ideal candidate will have 7+ years of experience in financial services and a Bachelor's degree in finance, business, or marketing. Strong communication skills and adaptability to new technology are essential. Competitive compensation offered.

Qualifications

• 7 years of experience in financial services with direct sales.
• Ability to present complex financial topics clearly.
• Attention to detail and accuracy in work.

Responsibilities

• Serve as the point of contact for wealth management clients.
• Assist in the creation and management of financial plans.
• Increase market share in local market.

Skills

client relationship management

business development

financial plan management

communication skills

adaptability

Education

Bachelor’s degree in finance, business or marketing

Graduate degree such as JD, MBA or CPA

Tools

MS Word

Excel

PowerPoint

Job description

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