Wealth Management Specialist, Sr. jobs in New Hampshire
Wealth Management Specialist, Sr. 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, Sr. 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, Sr. 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. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist, Sr. 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
- 7 Days Ago
- Brophy Wealth Management, LLC
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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
- Bank of America
-
Hanover, NH
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 2 Months Ago
- Savvy Wealth
-
Lyme, NH
FULL_TIME
- The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
- 15 Days Ago
- Mariner Wealth Advisors
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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
- Fulfill your purpose at CLM: https://www.youtube.com/channel/UC8bCS3JufXrPyr7SgiLrusQ CLM provides the area's most comprehensive array of mental health services for children and their families. The Ca...
- 14 Days Ago
Wealth Management Specialist, Sr. jobs at Popular Companies
- Bankers Life
-
Franklin, TN
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/19/2024 12:00:00 AM
- Victory Capital Management Inc.
-
San Antonio, TX
- Wealth Specialist Victory Capital | San Antonio, TX About Victory Capital: Victory Capital is a diversified global asset...
- 4/19/2024 12:00:00 AM
- First Busey Corp
-
Urbana, IL
- ** Wealth Advisory Support Specialist** **Job Category****:** Wealth Management **Requisition Number****:** WEALT004463 ...
- 4/19/2024 12:00:00 AM
- Bankers Life
-
Brentwood, TN
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/19/2024 12:00:00 AM
- Bankers Life
-
Clarksville, TN
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/19/2024 12:00:00 AM
- Bankers Life
-
Bowling Green, KY
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/19/2024 12:00:00 AM
- First Recruiting, LLC
-
Chicago, IL
- The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administ...
- 4/17/2024 12:00:00 AM
- Carnegie Investment Counsel
-
Indianapolis, IN
- Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
- 4/15/2024 12:00:00 AM