Financial Advisor

2 weeks ago


Concord, United States Davis Wealth Management, LLC Full time

Company Description

Davis Wealth Management, LLC, located in Concord, NH, focuses on helping retirees and pre-retirees make informed financial decisions to secure their long-term financial success. The company offers investment advisory services through Brookstone Capital Management, LLC (BCM), an independent registered investment advisor.


Role Description

This is a full-time on-site role for a Financial Advisor at Davis Wealth Management, LLC. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients in Concord, NH.


Qualifications

  • Financial Planning and Retirement Planning skills
  • Experience in Finance and Investments
  • Financial Advisory expertise
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work collaboratively in a team
  • Series 63 or 65
  • Certifications such as CFP (Certified Financial Planner) are a plus
  • Bachelor's or Master's degree in Finance, Economics, or related field

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