Wealth Advisor (Kennebunk, ME and Portsmouth, NH)
Core
Deepen relationships with an established base of affluent clients and organically grow the practice through referrals while leveraging an in-house team of experts to achieve financial goals.
Role type
Senior Wealth Advisor (Fiduciary)
Builds
Comprehensive financial solutions including investment management, tax, estate, and insurance planning
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, Investment management, Tax planning, Estate planning, Insurance planning, Client relationship management, Compliance knowledge, Financial analysis, Portfolio review, Sales aptitude
Preferred skills
Master's degree, CFA, ChFC, PFS, CIC designations, Series 65 license, Entrepreneurial spirit, Travel flexibility
Technologies
Financial planning software
Responsibilities
Identify client financial goals and develop recommendations, Communicate complex financial solutions, Ensure client retention, Leverage broad solutions (tax, estate, insurance), Ensure adherence to compliance policies, Act as a fiduciary
Seniority
Senior, hands-on IC