Private Wealth Service Advisor

2 weeks ago


Manchester, New Hampshire, United States Claire Myers Consulting Full time

Our client is a mature, dynamic Wealth Management Advisory firm in New Hampshire providing high-end investment & financial planning services seeking an energetic, detail-minded, and business-oriented investment associate who thrives in a collaborative setting.

The ideal candidate has a strong investment analysis/management background with an emphasis in financial planning. This individual is self-motivated, possesses exceptional problem solving and analytical skills. This individual will work within the existing infrastructure in investment analysis and planning.

Responsibilities

  • Service and maintain book of business
  • Trading of assets in accounts to include portfolio rebalancing, distributions and tax loss harvesting
  • Coordination with the Wealth Management Company, Private Client Services & fund companies to prepare and execute recommendations across portfolios and individual holdings
  • Monitor asset/security level variance including fixed income maturity and credit ratings
  • Coordination of multiple transactions from various accounts and sources to achieve specific results (Account Opening and Account maintenance)
  • Understanding of various types of distribution strategies with ability to provide recommendations/options
  • Execute high quality written and verbal correspondence with clients as well as within the firm
  • Conduct research on recent economic and market developments related to portfolio construction and financial planning
  • Look for emerging trends related to the planning process and client planning model
  • Provide guidance around portfolio construction, security, and asset class changes
  • Prepare client quarterly reviews, including attribution analysis and portfolio recommendations.
  • Research and solve client questions and inquiries
  • Assist with internal workflow system upgrades and development

Required Qualifications

  • Professional designations (minimum of one)
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Certified Investment Management Analyst (CIMA)
  • Preferred Portfolio Management (PPM)
  • Accredited Portfolio Manager Advisor (APMA)
  • Bachelor's degree
  • Series 7/63, 65 or 66
  • 5+ years of Investment Analysis, Operations and Planning experience
  • 5+ years Trading, Tax Loss Harvesting
  • Committed professional career within the financial industry.
  • Demonstrated organizational skills, ability to multitask, and time management skills
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to work in a fast-paced environment
  • Excellent oral and written communication skills

Compensation

  • $110-130k base with incentive comp included


  • Manchester, New Hampshire, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at NBT Bank in Manchester, NH would allow you to join the Investment Program at NBT Bank as a Private Wealth Advisor associated with LPL Financial. Under this model Financial Advisors...

  • Service Advisor

    1 week ago


    Manchester, New Hampshire, United States Loves Travel Stops and Country Store Full time

    Req ID: 433765Address: 201 Love's Crossing Hampshire, IL, 60140Welcome to Love'sOBJECTIVE: Service Advisors drive sales success in our Truck Care facilities through salesmanship, leadership, and customer service. They are key team members, combining technical and managerial skills to lead service centers and progress towards becoming a Truck Care General...

  • Roofing Advisor

    1 month ago


    Manchester, New Hampshire, United States Master Roofers Full time

    Master Roofers offers residential and commercial new roof installations, roof replacement, roof repairs, skylight & sun tunnel installations, as well as gutters and all metal work. Founded in 1942 our quality first commitment, honest approach, experienced team, and fast dependable friendly service have driven 80+ years of Master Roofers being Central &...

  • Roofing Advisor

    1 month ago


    Manchester, New Hampshire, United States Master Roofers Full time

    Master Roofers offers residential and commercial new roof installations, roof replacement, roof repairs, skylight & sun tunnel installations, as well as gutters and all metal work. Founded in 1942 our quality first commitment, honest approach, experienced team, and fast dependable friendly service have driven 80+ years of Master Roofers being Central &...

  • Roofing Advisor

    1 month ago


    Manchester, New Hampshire, United States Master Roofers Full time

    Master Roofers offers residential and commercial new roof installations, roof replacement, roof repairs, skylight & sun tunnel installations, as well as gutters and all metal work. Founded in 1942 our quality first commitment, honest approach, experienced team, and fast dependable friendly service have driven 80+ years of Master Roofers being Central &...

  • Residential Advisor

    2 weeks ago


    Manchester, New Hampshire, United States Adams and Associates, Inc. Full time

    Residential AdvisorJob DetailsJob LocationNew Hampshire - Manchester, NHPosition TypeFull TimeSalary Range$18.44 HourlyJob CategoryEducationDescriptionAbout New Hampshire Job Corps CenterThe New Hampshire Job Corps Center provides students with the opportunity to earn their High School Diploma or Equivalent (GED), and hands-on training in the following...

  • Trust Associate

    4 weeks ago


    Manchester, New Hampshire, United States Citizens Full time

    DescriptionThe Citizens Bank Trust Associate (TA) role is accountable for providing exceptional service to our ultra high new worth trust and estate clients and is part of our client facing trust and estate team. The Trust Associate assists the team in managing the day-to-day activities of our fiduciary clients including new client onboarding, client service...

  • Service Technician

    1 month ago


    Manchester, New Hampshire, United States AHW LLC Full time

    Service TechnicianIndependently performs complex on-site diagnostics, service repairs and maintenance work on customer agricultural and turf equipment. May require some direction or guidance from the Service Manager or Shop Foreman.Responsibilities:Performs complex on-site diagnostics and repairs on agricultural and/or turf equipment and established Ag...


  • Manchester, New Hampshire, United States NH Job Corps Full time

    Are you eager to leave a lasting mark on the lives of young adults, shaping their futures and empowering them to succeed?Would you be inspired by working for a company that is not just a company, but a mission? NH Job Corps is dedicated to improving the lives of young adults, and we are looking for individuals who share this passion.At NH Job Corps, we offer...


  • Manchester, New Hampshire, United States NH Job Corps Full time

    Job DescriptionJob DescriptionAre you eager to leave a lasting mark on the lives of young adults, shaping their futures and empowering them to succeed? Would you be inspired by working for a company that is not just a company, but a mission? NH Job Corps is dedicated to improving the lives of young adults, and we are looking for individuals who share this...


  • Manchester, New Hampshire, United States Connection Full time

    Join Our Team as a Microsoft Solution Specialist We simplify IT processes by bridging the gap between individuals and technology. At our core, we specialize in finding innovative tech solutions for various needs, whether it's enhancing warehouse management, empowering workforces, or fortifying data security. We take pride in assembling the ideal mix of tech...

  • Retirement Plan

    1 month ago


    Manchester, New Hampshire, United States Compass Retirement Consulting GroupCompass 360, LLC Full time

    Who We Are and What We DoCompass Retirement Consulting Group and Compass 360, LLC are third-party administrators (TPA) that provide client companies with retirement plan design, administration, actuarial services, and ongoing consulting services to ensure our clients' plans are in compliance with DOL, ERISA, IRS, and other regulations. Our headquarters are...


  • Manchester, New Hampshire, United States Fidelity Investments Full time

    Director, Financial Reporting Team LeaderMerrimack , NHJob Description:The RoleThe Stock Plan Services Financial Reporting Team is an integral function within the broader Equity Compensation business. You will lead a team of Financial Reporting Managers responsible for delivering an exceptional client experience through timely close period execution, proper...

  • Lube Technician- 4188

    2 weeks ago


    Manchester, New Hampshire, United States Jiffy Lube - Premium Velocity Auto Full time

    Premium Velocity dba Jiffy Lube is NOW HIRINGLube Technicians needed to provide excellent customer service through oil changes, maintenance services as well as offering brake, tire, tune ups and other light mechanical repairs for our customers.What we need:Do you like cars? Do you have a desire to learn? Are you motivated and have a good attitude? Then we...


  • Manchester, New Hampshire, United States InsideHigherEd Full time

    At MU, the Residence Hall Director performs a variety of support for individual students as well as for the Office of Residential Life as a whole. The hall director will provide this support through supervising residence hall(s) and resident assistants, serving on an on-call duty rotation, participating on various committees, and executing collateral...

  • Travel Nurse RN

    2 weeks ago


    Manchester, New Hampshire, United States Remede Consulting Group Full time

    Remede Consulting Group is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Manchester, New Hampshire.Job Description & RequirementsSpecialty: Labor and DeliveryDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelThis is a high risk L&D unit with an average delivery volume of 2100 deliveries...


  • Manchester, New Hampshire, United States Nouria Energy Full time

    Are you looking for a career opportunity that allows you the freedom to work around your school schedule, child care, family's work schedules, and other life events? Are you tired of the routine day of shuffling paperwork and feeling like the day goes on forever? Are you ready for a career opportunity that is more of a daily adventure where you're...


  • Manchester, New Hampshire, United States Johnson Controls International Full time

    Be part of the futureWe are one team, dedicated to working collaboratively to create the purposeful solutions that propel the world forward. We hope you will join our diverse team of top people – you bring your talent, and we'll give you the space and opportunities to grow and succeed. We are committed to make a difference.What we offer:Competitive...

  • Registered Nurse

    2 weeks ago


    Manchester, New Hampshire, United States Medical Solutions Full time

    27 in non-taxable per diem (amount subject to eligibility & seasonal/annual adjustment)Are you ready to choose your next adventure in care? Healthcare clinicians like you want freedom, flexibility, and plenty of job options. Our team of experienced recruiters is here to help you call your own shots, grow personally and professionally, and enjoy the fruits of...

  • Dental Receptionist

    2 weeks ago


    Manchester, New Hampshire, United States Christina Schiltz, DDS Full time

    Pay: $ $22.31 per hourBenefits: Dental insurance Paid time off Paid trainingHealthcare setting: Dental office Private practiceSchedule: No nights No weekendsExperience: Customer service: 1 year (preferred) Medical terminology: 1 year (preferred) Computer skills: 1 year (preferred)Ability to Commute: Manchester, NH required)Ability to Relocate: Manchester, NH...