Associate, Client Advisor - Portsmouth

We are seeking a highly motivated Associate, Client Advisor to join our growing team. In this role you will support the financial and investment needs of ultra-high-net-worth clients by implementing and managing strategic and investment plans. · ...

SCS Financial seeks an Associate Client Advisor to join its growing team. · Coordinate account openings and portfolio administration. · Prepare client presentations. · Serve as a point of contact for client inquiries. · ...

We are seeking a highly motivated Associate, Client Advisor to join our growing team.This role involves supporting the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. · ...

About Kb3 Advisors is a tech-enabled energy brokerage and consulting firm serving large commercial and industrial customers in deregulated markets. · ...

We strive to make complex financial scenarios understandable. We believe that when clients have a greater understanding of our work, it fosters a better partnership over their lifetime. · We collaborate with our clients to develop solutions that meet their needs and ensure they a ...

Company Overview: · Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our client's and their families. · Steward Par ...

This is a full-time on-site role for a Client Administrator located in any of our locations but initially training out of our primary location in Portsmouth. The Client Administrator will manage client interactions, assist with scheduling, support administrative tasks and maintai ...

We're hiring experienced Senior Energy Advisors in Portsmouth, NH who have strong relationships with energy decision makers and a proven track record in deregulated markets.You'll serve large C&I clients in deregulated electricity and natural gas markets, advise customers on proc ...

The Rogan Group has partnered with a rapidly growing, nationally recognized independent RIA in the search for a driven and relationship-oriented Financial Advisor. · ...

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 relatio ...

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 rel ...

We strive to make complex financial scenarios understandable. Wealth management goes beyond investing and requires a deep understanding of our clients' lives, concerns and dreams. · Existing client baseExperience in Financial PlanningKnowledge of Investments and Financial Advisor ...

+Job summary · We are seeking an eager financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. · +ResponsibilitiesHelp clients identify and achieve their financial goals through planning services. · ...

Company Overview: · Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our client's and their families. · Steward Par ...

Position Summary · SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics ("O&A") department, the Client Operations team is responsible for operations related to supporting our clients and advisors. Th ...

We are seeking a highly motivated Associate to join our Client Operations team. The role will assist in various functions necessary to support the business, including security and client setup and data intake. · Exude SCS's core values and focus on healthy organization best pract ...

Position Summary · SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics ("O&A") department, the Client Operations team is responsible for operations related to supporting our clients and advisors. Th ...

+Job summary · Top Registered Investment Advisor in the Seacoast Region of NH is hiring a Relationship Manager to help drives sales and current relationships.ResponsibilitiesServe as the primary financial planning advisor for a portfolio of high-net-worth clients. · Deliver compr ...

· Financial Advisor with CFP needed for full-time position offering 100% employer paid and generous benefits package, competitive compensation, and an existing book of business This is an excellent opportunity for those with 5+yrs of experience in Financial Services, Wealth Mana ...

This is an entry-level full-time position as Client Administrator responsible for managing client interactions, scheduling appointments and maintaining accurate records. · Strong written communication skills. · Excellent analytical skills. · Bachelor's degree or equivalent experi ...