Financial Advisor- Manchester, New Hampshire
Core
Provide financial planning, investment sales, and wealth management advice to retail and small business clients while ensuring regulatory compliance.
Role type
Financial Advisor (Wealth Management)
Builds
Client financial plans, investment portfolios, and referral networks
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, financial planning, client relationship management, regulatory compliance, consultative selling, business development
Preferred skills
Bachelor's degree, wealth management business development techniques, mentoring
Technologies
SIE, Series 7, Series 63, Series 66, L&H
Responsibilities
Conduct client discovery and financial needs analysis, execute Annual Client Reviews, meet quarterly and annual sales goals, refer clients to HNW partners, ensure regulatory compliance and continuing education, mentor new Financial Advisors
Seniority
Mid-level, individual contributor