Wealth Management Advisor

Jobtailor; Hanover (NH); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking an experienced financial advisor to partner with affluent clients, identify financial goals, analyze portfolios, and communicate complex solutions. The role emphasizes relationship-building and delivering tailored financial strategies.

Candidates should hold FINRA licenses (Series 7/63/65/66) and Life/Health insurance licenses; CFP or CFA is preferred, with a strong track record in managing a book of business.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience.
• 5+ years building long lasting relationships with affluent clients or equivalent experience.
• FINRA Registrations: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications.
• Life and Health Insurance License (Resident State) - Multiple Issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst preferred.

Responsibilities

• Partner with affluent clients to identify their financial goals
• Analyze their financial landscape and develop recommendations
• Communicate complex financial solutions to clients
• Build meaningful relationships and implement appropriate financial solutions

Skills

Relationship management

Financial analysis

Client communication

Affluent client focus

Tools

FINRA Licenses

Life & Health Insurance License

CFP

CFA

Job description

Responsibilities

• Partner with affluent clients to identify their financial goals
• Analyze their financial landscape and develop recommendations
• Communicate complex financial solutions to clients
• Build meaningful relationships and implement appropriate financial solutions

Requirements

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience
• 5+ years building long lasting relationships with affluent clients or equivalent experience
• FINRA Registrations: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Certified Financial Planner (CFP) or Chartered Financial Analyst preferred

Core Competencies

Demonstrates expertise in financial analysis and client relationship management, with a strong focus on developing tailored financial solutions for affluent clients. Holds necessary financial licenses and certifications to provide comprehensive financial planning and investment advice.

Certifications & Qualifications

• FINRA Series 63 License
• FINRA Series 65 License
• FINRA Series 66 License
• Certified Financial Planner (CFP)
• Life and Health Insurance License