Financial Planner

2 weeks ago


Concord, New Hampshire, United States Davis Wealth Management, LLC Full time
About Davis Wealth Management, LLC

Davis Wealth Management, LLC is a reputable firm located in Concord, NH, dedicated to providing expert financial guidance to retirees and pre-retirees. Our team focuses on delivering tailored financial solutions to secure our clients' long-term financial success.

Job Description

We are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for offering comprehensive financial planning, retirement planning, investment advice, and financial advisory services to clients in Concord, NH.

Key Responsibilities
  • Develop and implement personalized financial plans for clients
  • Provide expert advice on investment strategies and retirement planning
  • Conduct thorough financial analyses to identify areas for improvement
  • Collaborate with clients to set and achieve their financial goals
  • Stay up-to-date with industry developments and best practices
Requirements
  • Strong background in finance and investments
  • Excellent analytical and problem-solving skills
  • Effective communication and interpersonal skills
  • Ability to work collaboratively in a team environment
  • Series 63 or 65 certification
  • Certifications such as CFP are a plus
  • Bachelor's or Master's degree in Finance, Economics, or related field


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