Wealth Advisor

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

We are currently representing several well-established wealth firms who are looking for experienced Financial Advisors with a client following (portable book). The role can work remote or hybrid in office with locations in Greater Boston and Southern NH market areas. Our Clients are seeking business development-oriented Wealth Advisors with $500k+ in revenues to further expand their presence locally. Mid-career and experienced Financial Advisors will benefit from a competitive payout structure and a lucrative on-boarding comp plan for top producers. Full benefit program offered. Candidate qualifications may include the CFP and all other standard licensing: Series 7, 6, 63 with 5-30+ years of experience. Excellent work life balance collaborating with supportive administrative staff and other professional colleagues.