Wealth Management Specialist

5 days ago


Portsmouth, New Hampshire, United States FL Putnam Investment Management Full time
About Us

FL Putnam Investment Management is an equal opportunity employer, committed to promoting an inclusive environment that values diversity and fosters a culture of kindness, empathy, and respect.


Job Requirements

The ideal candidate will possess strong communication and interpersonal skills, with the ability to build trust with clients and collaborate effectively with colleagues.


Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to individual client needs
  • Maintain accurate records and update client files regularly
  • Foster strong relationships with clients, establishing trust and confidence through expert guidance and support
  • Collaborate with internal teams to achieve business objectives and drive growth
  • Participate in ongoing professional development, staying up-to-date with industry trends and best practices

Requirements:

  • CFP certification and a bachelor's degree required
  • Minimum 10 years of experience in financial planning and client relationship management
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively as part of a team
  • Strong organizational and time management skills, with attention to detail

What We Offer: A competitive salary range of $120,000 - $180,000 per year, a dynamic work environment, and opportunities for professional growth and development.



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