Wealth Management Specialist jobs in New Hampshire
Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist jobs
- Lowenberg Wealth Management
-
Manchester, NH
FULL_TIME
-
Associate Financial Advisor:
Firm Description: Successful financial advisor associated with a Fortune 500 company providing financial security for over 150 years. My practice offers flexibility, a team philosophy and opportunities for growth.
http://randy.lowenberg@nm.com
Open to work on-site, remote, or hybrid. Offices in Manchester, Portsmouth, and Keene, NH
Qualifications: Understanding of and experience in investment markets and trades, with the ability to process personal securities transactions. Customer service experience, including excellent oral and written communication skills and demonstrated ability to maintain effective working relationships with clients. Familiarity with Microsoft applications, data entry and information retrieval software. Strong attention to detail with the ability to work with a high degree of accuracy. Able to work in a fast-paced environment. Willing to obtain FINRA Series 6, 63 and life, accident, and health insurance licensing. Preferred, one year in securities industry with experience required. Background check is required.
Job Description: Act on behalf of the employing financial advisor to develop and prepare needs-based analysis or financial plans, recommend fund portfolio options, monitor funding of advisory accounts and communicate with clients on advisory-related services and products. Monitor industry trends.
Job Type: Full-time
Pay: $40,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
Work Location: Hybrid remote in Manchester, NH 03101
- 10 Days Ago
- Brophy Wealth Management, LLC
-
Bedford, NH
FULL_TIME
- Client Relationship Representative - A growing Wealth Management Firm based in Bedford, NH that provides holistic financial planning services, asset allocation recommendations, and investment implemen...
- 2 Months Ago
- Mariner Wealth Advisors
-
Concord, NH
FULL_TIME
- Overview If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively n...
- 1 Month Ago
- Center for Life Management Career Center
-
Derry, NH
FULL_TIME
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- 17 Days Ago
- Abode Energy Management
-
Concord, NH
FULL_TIME
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- 13 Days Ago
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-
Hooksett, NH
FULL_TIME
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