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)

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Paraplanner / Client Relationship Representative
  • Brophy Wealth Management, LLC
  • Bedford, NH FULL_TIME
  • We are seeking a dynamic and motivated individual to join our team as a Paraplanner/Wealth Management Representative. In this role, you will work closely with our Wealth Managers and clients to provide comprehensive support and ensure smooth transactions and account management for our clients.

    Responsibilities:

    • Assist Wealth Managers in managing client relationships, including scheduling meetings, preparing materials, and following up on action items.
    • Utilize CRM system to maintain accurate and up-to-date client records, including contact information, investment preferences, and financial goals.
    • Prepare and process client documentation, such as account openings, transfers, and investment transactions.
    • Coordinate with internal departments to facilitate client requests and resolve inquiries in a timely manner.
    • Assist in the preparation of client reports, presentations, and other communication materials.
    • Research various financial products, market trends, and investment opportunities as needed.
    • Support Wealth Managers in executing wealth management strategies and monitoring portfolio performance.

    Requirements:

    • Bachelor's degree in finance, business administration, or a related field.
    • Finra Series 7, 63 or 66,
    • Previous experience in a financial services or wealth management firm preferred.
    • Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
    • Excellent communication and interpersonal skills, with a customer-focused mindset.
    • Proficiency in Microsoft Office Suite and familiarity with CRM systems.
    • Detail-oriented with a high level of accuracy in data entry and documentation.
    • Ability to work independently as well as part of a collaborative team environment.
    • Commitment to maintaining confidentiality and professionalism in handling sensitive client information.

    Benefits:

    • Competitive salary and performance-based bonuses.
    • Comprehensive benefits package including medical, dental, long/short-term disability, life insurance, FSA, and dependent FSA.
    • 401(k) with profit sharing.
    • Generous vacation time.
    • Professional development budget to support your growth and advancement.
    • Positive and supportive work environment fostering collaboration and personal development.

    Top of Form

    Job Type: Full-time

    Pay: $65,000.00 - $75,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off

    Schedule:

    • Monday to Friday

    Ability to Relocate:

    • Bedford, NH 03110: Relocate before starting work (Required)

    Work Location: In person

  • 27 Days Ago

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Client Relationship Representative
  • 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...
  • 27 Days Ago

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Investment Assistant
  • 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 tea...
  • 1 Month Ago

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Wealth Management Client Associate
  • 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...
  • 1 Month Ago

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Wealth Management Relationship Manager
  • Bangor Savings Bank
  • Portsmouth, NH FULL_TIME
  • FUNCTION: Working under the direction and guidelines established by the 'Director of NH Development & NH Wealth Team Lead', the Relationship Manager (RM) is primarily responsible for client relationsh...
  • 1 Month Ago

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Portfolio Manager - Vigilant Wealth Management
  • Hightower Advisors
  • Portsmouth, NH FULL_TIME
  • Your Future Team: Vigilant Wealth Management is a private wealth management firm focusing on progressive investment and wealth planning solutions that are tailored to the unique needs of each client. ...
  • 1 Month Ago

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Financial Professional - Houston
  • New York Life Insurance Company
  • Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-discip...
  • 3/28/2024 12:00:00 AM

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Procurement Specialist
  • Jefferies
  • New York, NY
  • Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. foc...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Prevail Strategies
  • Leawood, KS
  • Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
  • 3/28/2024 12:00:00 AM

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Lead Data Scientist
  • Nucleix Ltd.
  • San Diego, CA
  • About Nucleix: Nucleix is a leader in the field of next-generation sequencing and its application in medical diagnostics...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • New York, NY
  • Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York ...
  • 3/28/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/24/2024 12:00:00 AM

New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$111,964 to $160,439