Financial Advisor

2 weeks ago

Manchester, New Hampshire, United States Masis Professional Group Full time $80,000 - $150,000 per year

Financial Advisor – Manchester, NH Area

A growing, well-established wealth management firm is seeking an experienced Financial Advisor to join its collaborative, client-focused team. The firm provides comprehensive financial planning, investment management, and retirement strategies for individuals, families, and business owners, empowering advisors to focus on building meaningful, long-term client relationships.

About the Role:

The Financial Advisor will manage and expand an existing book of business while developing new client relationships through referrals and proactive outreach. This client-facing role is ideal for a motivated professional who values holistic planning and takes pride in delivering personalized, high-quality advice. Advisors are supported by dedicated operations and client service teams, enabling them to focus on strategy, planning, and client engagement.

Key Responsibilities:

  • Serve as a trusted advisor, building and maintaining long-term client relationships.
  • Develop comprehensive financial plans covering investment, retirement, tax, and estate strategies.
  • Recommend diversified investment portfolios aligned with client objectives and risk tolerance.
  • Collaborate with tax, legal, and estate planning partners to deliver integrated, tax-efficient solutions.
  • Engage in business development through networking and referrals to grow your client base.

Qualifications:

  • Bachelor's degree in Finance, Business, or related field.
  • Series 65 (or 7 & 66)
    required; insurance license preferred.
  • CFP designation
    or progress toward CFP strongly preferred.
  • 5+ years of experience
    in financial advising, wealth management, or a similar client-facing role.
  • Proven track record in client retention and new business growth.

What's Offered:

  • Competitive base salary plus commission.
  • Full operations and client service support.
  • Professional development and credentialing opportunities.
  • A collaborative, high-performance culture with room for long-term growth.

If you're an experienced advisor seeking a supportive environment where you can deliver holistic financial guidance and deepen client relationships, we invite you to apply.

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