New Business Advisor

2 weeks ago

Portsmouth, United States CNI Consulting Inc. Full time
Job Description
Overview

The New Business Advisor will be the initial point of contact with clients and is responsible for attracting and onboarding new client relationships. This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candidate having proven experience with new business and sales goals. The New Business Advisor will work in tandem with Wealth Advisors within the firm in a team relationship model.

Responsibilities

  • Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
  • Work with firm team members to identify and implement an appropriate investment strategy for each client based on their goals, objectives, and risk tolerance.
  • Work with client to develop individual investment objectives
  • Collaborate with strategic custodial partners and COIs to create and foster partnership
  • Reviews portfolio issues (i.e., taxes, liquidity events, etc.) as needed
  • Manage investment transition for new clients
  • Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure
  • Provide recommendations to individuals and families enabling them to fulfill their financial goals
  • Identify insurance needs for clients and assess proper solutions
  • Ability to discuss investment performance, economic and market trends
  • Develop a knowledge of the client's entire financial and family situation and be able to structure investment and financial plan
  • Ability to discuss estate planning and work with internal and external resources to meet the estate planning goals of the client
  • Direct consultation with attorneys and accountants on financial, tax, and estate planning
  • Client meeting planning, facilitation, and presentation
  • Seek to increase current accounts through additions to AUM
  • Compliance awareness with all industry rules and regulations and firm policies
  • Other duties as assigned
Qualifications
  • Bachelor's degree from an accredited college or university
  • Minimum 10 years relevant experience within financial services, wealth management preferred
  • Strong organization and communication skills
  • Ability to work in a team environment
  • Proven track record and sales ability to close new business
  • Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform

  • Wealth Advisor

    2 weeks ago

    Portsmouth, United States Lake Street Advisors Full time

    Portsmouth, NH or Boston, MA Hybrid We are looking for a bright, self-motivated and experienced Wealth Advisor to join our growing multi-family wealth management firm. You will work closely with clients to gain a strong understanding of what is important to them and their overall wealth planning goals. By continually monitoring their situation and staying...

  • Associate Wealth Advisor

    2 weeks ago

    Portsmouth, United States Lake Street Advisors Full time

    Job Description Lake Street Advisors Portsmouth, NH or Boston, MA (Hybrid) We are looking for a self-motivated problem solver and experienced Associate Wealth Advisor to join our growing multi-family wealth management firm. You will work internally with a team of advisors to identify planning issues and opportunities, analyze strategic options, generate...

  • Service Advisor

    2 weeks ago

    Portsmouth, United States American Fleet Service, Inc Full time $800 - $1,200

    TRUCK SHOP SERVICE ADVISOR - We are looking for a person that has great communication skills that can spot and solve problems written and verbal. This position calls for a person that conducts themselves professionally, patient with coworkers and customers, and willing to learn new things. Good reading comprehension/proofreading skills are very...

  • Associate Financial Planner

    3 weeks ago

    Portsmouth, United States Equitable Advisors - Southern New Hampshire Full time

    Job DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous...

  • Entry-Level Financial Professional

    3 weeks ago

    Portsmouth, United States Equitable Advisors - Southern New Hampshire Full time

    Job DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...

  • Business Development Associate

    Found in: Appcast Linkedin GBL C2 - 4 days ago

    Portsmouth, United States TALON Full time

    Please note: this position requires the ability to work at our office in Portsmouth, NH full-time (5 days a week).OverviewTALON is looking for a Business Development Associate to join our Broker Market Sales team. Work directly with our Chief Channel Officer to learn and be mentored into the world of healthcare and benefits. We are seeking energetic,...

  • Business Development Associate

    Found in: Appcast Linkedin GBL C2 - 3 hours ago

    Portsmouth, United States TALON Full time

    Please note: this position requires the ability to work at our office in Portsmouth, NH full-time (5 days a week).OverviewTALON is looking for a Business Development Associate to join our Broker Market Sales team. Work directly with our Chief Channel Officer to learn and be mentored into the world of healthcare and benefits. We are seeking energetic,...

  • Business Development Associate

    5 days ago

    Portsmouth, United States TALON Full time

    **Please note**: this position requires the ability to work at our office in Portsmouth, NH full-time (5 days a week). **Overview** TALON is looking for a Business Development Associate to join our Broker Market Sales team. Work directly with our Chief Channel Officer to learn and be mentored into the world of healthcare and benefits. We are seeking...

  • Human Resources Business Partner

    5 days ago

    Portsmouth, United States High Liner Foods Full time

    HR Business PartnerPosition Overview:The Human Resources Business Partner (HRBP) will execute human resources activities aligned with the business while ensuring business strategies, plans and initiatives are executed and delivered in compliance with governing legislation, regulations, internal policies and best practices.Reporting to the Director, Human...

  • Human Resources Business Partner

    6 days ago

    Portsmouth, United States High Liner Foods Full time

    HR Business Partner Position Overview: The Human Resources Business Partner (HRBP) will execute human resources activities aligned with the business while ensuring business strategies, plans and initiatives are executed and delivered in compliance with governing legislation, regulations, internal policies and best practices. Reporting to the Director, Human...

  • Human Resources Business Partner

    1 week ago

    Portsmouth, United States High Liner Foods Full time

    HR Business Partner Position Overview: The Human Resources Business Partner (HRBP) will execute human resources activities aligned with the business while ensuring business strategies, plans and initiatives are executed and delivered in compliance with governing legislation, regulations, internal policies and best practices. Reporting to the Director, Human...

  • Human Resources Business Partner

    2 days ago

    Portsmouth, United States High Liner Foods Full time

    HR Business Partner Position Overview: The Human Resources Business Partner (HRBP) will execute human resources activities aligned with the business while ensuring business strategies, plans and initiatives are executed and delivered in compliance with governing legislation, regulations, internal policies and best practices. Reporting to the Director, Human...

  • Business Development Representative

    6 days ago

    Portsmouth, United States Safe Harbor Recovery Center Full time

    Business Development Representative - Local | Safe Harbor Recovery Center | Portsmouth, VirginiaAbout the Job: PURPOSE STATEMENT: The Business Development Representative is responsible for growing the facility’s lines of service and levels of care as defined by management by developing and retaining referrals from professional referral sources across...

  • IT Manager Business Engagement

    1 week ago

    Portsmouth, United States CareerBuilder Full time

    WIN Waste Innovations is a waste management company committed to delivering essential waste management solutions to customers and communities supported by our team of 2,100 employees. We believe in preserving our environment for future generations while providing for today's needs. WIN Waste Innovations is a vertically integrated business with a platform of...

  • IT Manager Business Engagement

    2 weeks ago

    Portsmouth, United States WIN Waste Innovations Full time

    Job Description WIN Waste Innovations is a waste management company committed to delivering essential waste management solutions to customers and communities supported by our team of 2,100 employees. We believe in preserving our environment for future generations while providing for today's needs. WIN Waste Innovations is a vertically integrated business...

  • Business Development Representative

    2 weeks ago

    Portsmouth, United States CareerBuilder Full time

    Job DescriptionJob Description Position Overview: As a Business Development Representative, you will be a part of STGs Global Sales and Recruiting team. In this dual role, youll work with some of STGs largest clients across the globe as well as work to source Global Consultants. You will have the opportunity to develop your career in either Enterprise sales...

  • IT Manager Business Engagement

    Found in: beBee jobs US - 3 weeks ago

    Portsmouth, Virginia, United States WIN Waste Innovations Full time

    WIN Waste Innovations is a waste management company committed to delivering essential waste management solutions to customers and communities supported by our team of 2,100 employees. We believe in preserving our environment for future generations while providing for today's needs. WIN Waste Innovations is a vertically integrated business with a platform of...

  • Business Loan Servicing Analyst

    2 weeks ago

    Portsmouth, United States Peoples Bancorp (OH) Full time

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help...

  • Private Client Relationship Manager

    11 hours ago

    Portsmouth, United States Citizens Financial Group, Inc. Full time

    At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellentcapabilities. Cit Relationship Manager, Client Relations, Relationship, Manager, Private, Financial Advisor, Business Services

  • Reporting Analyst

    2 weeks ago

    Portsmouth, United States Lake Street Advisors Full time

    Job Description Lake Street Advisors Portsmouth, NH or Boston, MA (Hybrid) We're looking for a bright and motivated Reporting Analyst to join our growing multi-family wealth management firm. The Reporting Analyst will belong to a centralized group that primarily supports our firm's Client Advisory team and will have the primary responsibility of maintaining...