Financial Advisor (Multiple Levels) - Manchester, New Hampshire
Core
Provide financial planning, investment sales, and wealth management advice to retail and small business clients while ensuring regulatory compliance and driving sales goals.
Role type
Financial Advisor (IC)
Builds
Wealth management solutions and client financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
investment sales, financial planning, client relationship management, regulatory compliance, consultative selling, business development, portfolio management, client onboarding, annual review execution
Preferred skills
Bachelor's degree, wealth product knowledge, mentoring, community engagement
Technologies
CRM systems, financial planning software, compliance tools
Responsibilities
Conduct client discovery and financial needs analysis; execute annual client reviews; sell investment products and wealth solutions; refer clients to specialized wealth partners; ensure regulatory compliance and continuing education; coach and mentor retail staff; achieve quarterly and annual sales goals.
Seniority
Entry to Mid-level, self-directed IC