Sr. Wealth Manager

KBW Financial; Portsmouth (NH); On-site; USD 150,000 - 195,000; Full time

Job summary

KBW Financial seeks an experienced Senior Wealth Manager to serve as the lead financial planner for high-net-worth clients in Portsmouth, NH. You will oversee comprehensive planning across estate, tax, retirement, and education, while ensuring exceptional client service and long-term relationships.

The role requires 15+ years of experience, a Bachelor’s degree, and a CFP designation; CTFA is a plus. Onsite work is expected, with a strong emphasis on growth and integrity in client outcomes.

Qualifications

• Minimum of 15+ years of experience with high-net-worth clients.
• Lead financial planner and trusted advisor.
• Experience managing at least $20 million in assets under management.
• Bachelor’s degree required; CFP designation is mandatory.
• CTFA© is a plus.

Responsibilities

• Serve as the primary financial planning advisor for a portfolio of high-net-worth clients.
• Deliver comprehensive planning across estate, tax, retirement, education, insurance, and debt management.
• Collaborate with internal teams to ensure seamless portfolio management and client service.
• Maintain and grow client relationships through proactive communication and strategic guidance.
• Contribute to firm growth by bringing established clients and participating in business development.
• Support firm culture of excellence and integrity.

Skills

Client management

Portfolio management

Relationship building

Business development

Asset allocation

Education

Bachelor’s degree

CFP designation

CTFA© certification

Job description

Back Sr. Wealth Manager Financial Planner Portsmouth , New Hampshire Perm 150000 Oct 14, 2026 $150000.00 - $175000.00 Senior Wealth Manager (CFP is mandatory) Portsmouth NH 100% onsite $150K-$195K base + target bonus of 30% based on firm and individual performance

Position Overview

We are seeking an experienced and client-focused Financial Planner. This is an opportunity to become part of a firm that values independence, long-term relationships, and a team-oriented culture. The ideal candidate will bring a strong track record of working with high-net-worth clients and a commitment to delivering exceptional service.

Responsibilities

• Serve as the primary financial planning advisor for a portfolio of high-net-worth clients.
• Deliver comprehensive planning across estate, tax, retirement, education, insurance, and debt management.
• Collaborate with internal team members to ensure seamless portfolio management and client service.
• Maintain and grow client relationships through proactive communication and strategic guidance.
• Contribute to the firm’s growth by bringing an established client base and participating in business development.
• Support the firm’s long-term vision and culture of excellence and integrity.

Qualifications

• Minimum of 15+ years of experience working with high-net-worth individuals, families, and business owners.
• Proven ability to serve as the lead financial planner and trusted advisor.
• Demonstrated success managing at least $20 million in assets under management.
• Bachelor’s degree required; CFP® designation is mandatory.
• CTFA© is a plus
• Deep knowledge of estate, trust, tax, retirement, education, insurance, and debt planning.
• Familiarity with portfolio management, asset allocation strategies, and macroeconomic trends.