Financial Advisor
3 days ago
We are seeking an experienced Financial Advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now Responsibilities: • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Customize financial plans for each client based on potential life changes and changing financial needs Qualifications: • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Requires a Bachelor’s degree in finance, business administration, or related field • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Compensation: $75,000+ at plan
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Compensation:
$75,000 per year
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Financial Advisor
6 days ago
Portsmouth, United States Cetera Investment Services LLC Full timeCetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Lighthouse Wealth Advisors at Lighthouse Credit Union in Portsmouth, NH. For more information, and to apply online, please scroll down.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to...
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Financial Advisor
7 days ago
Portsmouth, United States Cetera Investment Services LLC Full timeCetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Lighthouse Wealth Advisors at Lighthouse Credit Union in Portsmouth, NH. For more information, and to apply online, please scroll down.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to...
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Financial Advisor, Hooksett, NH
3 days ago
Portsmouth, United States Lighthouse Credit Union Full timeVoted Forbes list of America's Best In-State Credit Unions 7 years in a row! Position: Financial Advisor Location:Hooksett, NH (Hybrid) OUR LEADERSHIP PHILOSOPHY At Lighthouse Credit Union, we believe all individuals, regardless of position level, are considered leaders. By providing a framework that balances clarity with adaptability, our Leadership...
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Financial Advisor, Hooksett, NH
3 days ago
Portsmouth, United States Northeast Credit Union Full timeVoted Forbes list of America's Best In-State Credit Unions 7 years in a row!Position: Financial Advisor Location: Hooksett, NH (Hybrid) OUR LEADERSHIP PHILOSOPHY At Lighthouse Credit Union, we believe all individuals, regardless of position level, are considered leaders. By providing a framework that balances clarity with adaptability, our Leadership...
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Financial Services Advisor
3 weeks ago
Portsmouth, Virginia, United States H&R Block Full timeH&R Block is dedicated to providing exceptional tax services and support to our clients. As a seasoned Tax Professional, you will play a crucial role in helping individuals navigate their complex tax needs.Job SummaryWe are seeking an experienced Tax Professional to join our team as a Financial Services Advisor. This role involves conducting tax interviews...
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Wealth Management Advisor
6 days ago
Portsmouth, United States JCW Full timeAre you a driven Financial Advisor looking to elevate your career? Join a prestigious wealth management firm known for working with high-net-worth individuals and providing unparalleled growth opportunities.What We Offer:No Existing Book of Clients Required: Focus on growing your book of business with resources and support.Robust Support System: Access to...
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Wealth Management Advisor
6 days ago
Portsmouth, United States JCW Full timeAre you a driven Financial Advisor looking to elevate your career? Join a prestigious wealth management firm known for working with high-net-worth individuals and providing unparalleled growth opportunities.What We Offer:No Existing Book of Clients Required: Focus on growing your book of business with resources and support.Robust Support System: Access to...
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Wealth Management Advisor
1 week ago
Portsmouth, New Hampshire, United States Lighthouse Credit Union Full timeWe are looking for a Wealth Management Advisor to join our team at Lighthouse Credit Union. As a Wealth Management Advisor, you will be responsible for developing value-added relationships with clients and prospects and providing exceptional customer service.Job OverviewThe Wealth Management Advisor position is a key role in our organization, responsible for...
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Financial Planning Expert
1 week ago
Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full timeWe are seeking a highly skilled Financial Planning Expert to join our team at Equitable Advisors - Southern New Hampshire. This is a fantastic opportunity for a motivated professional to develop and implement effective financial strategies that help clients achieve their goals.About the RoleThe ideal candidate will have a deep understanding of personal...
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Senior Financial Planner
1 week ago
Portsmouth, New Hampshire, United States FL Putnam Investment Management Full timeJob DescriptionWe are seeking a skilled Senior Financial Planner to join our team in Portsmouth, New Hampshire. This role will serve as the financial planning lead on client teams for new and existing relationships. The successful candidate will have a demonstrated passion for financial planning and providing direct advice to clients.The ideal candidate will...
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Financial Services Specialist
1 month ago
Portsmouth, New Hampshire, United States Lake Street Advisors Full timeWe are seeking a highly motivated and experienced Financial Services Specialist to join our team at Lake Street Advisors. Based on industry standards and the job requirements, the estimated salary for this position is around $60,000-$80,000 per year.Job SummaryThis role involves providing bookkeeping services to assigned clients in conjunction with our...
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Senior Financial Analyst
3 days ago
Portsmouth, United States Optima Dermatology Full timeMulti-site Dermatology Group Seeks Senior Financial Analyst Optima Dermatology is recruiting a Senior Financial Analyst to join our Practice Support Center, based in Portsmouth, NH. Position Details: We are seeking a highly skilled and motivated Senior Financial Analyst to join our finance team. In this role, you will play a key part in supporting strategic...
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Wealth Management Specialist
1 week ago
Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full timeJob Title: Wealth Management SpecialistAbout the OpportunityWe are seeking an experienced Wealth Management Specialist to join our team. The ideal candidate will have a proven track record of creating successful and long-term advising relationships, excellent communication skills, and relevant knowledge of the financial industry.Key ResponsibilitiesGather...
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Investment Advisory Professional
1 week ago
Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full timeJob Title: Investment Advisory ProfessionalAbout the PositionWe are seeking a seasoned Investment Advisory Professional to join our team. The ideal candidate will have a deep understanding of the financial industry, excellent communication skills, and a proven track record of creating successful and long-term advising relationships.Key...
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Professional Wealth Manager
1 week ago
Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full timeEquitable Advisors - Southern New Hampshire is seeking a talented Professional Wealth Manager to lead our team in delivering exceptional client service and driving business growth. As a key member of our team, you will play a critical role in building strong relationships with clients, identifying their financial needs, and developing customized solutions to...
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Private Client Relationship Manager
3 weeks ago
Portsmouth, United States Citizens Full timeJob Description: Description 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 capabilities. ?Citizens Private Client?provides personalized, world class financial planning and...
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Tax Manager
7 hours ago
Portsmouth, United States SigSauer Full timeJob DescriptionJob DescriptionTax Manager – GlobalSIG SAUER, Inc. is a leading provider and manufacturer of firearms, electro-optics, ammunition, air guns, suppressors, remote controlled weapons stations, and training. For over 250 years SIG SAUER, Inc. has evolved, and thrived, by blending American ingenuity, German engineering, and Swiss precision....
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Human Resources Manager
1 month ago
Portsmouth, New Hampshire, United States U.S. Army Full timeCompany OverviewThe U.S. Army is a prestigious organization that offers a wide range of opportunities for individuals to develop their skills and advance in their careers.SalaryThe estimated salary for this position ranges from $40,000 to $115,000 per year, depending on experience and qualifications.Job DescriptionAs a Human Resources Specialist, you will...
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Human Resources Specialist
7 months ago
Portsmouth, United States U.S. Army Part timeAs a Human Resources Specialist, you’ll play a crucial role in assisting your fellow Soldier's progress in their Army careers, providing promotion and future training information. You’ll ensure the necessary support is also provided to commanders across all branches. You’ll be trained in document preparation, drafting requests, and overseeing...