Associate, Client Advisor - Portsmouth

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. · ...

Help individuals and families reach their financial goals through wealth management. · Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transporta ...

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 ...

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 rel ...

Wealth management associate role at Equitable Advisors involves building client relationships and providing personalized financial strategies through portfolio management and networking events. · ...

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. · ...

Wealth Management Associate · Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. ...

+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 ...

SCS Financial seeks an Associate to join their Client Operations team in Portsmouth NH US. · Support client portfolio recordkeeping data management performance reporting. · Maintain alternative investment data at highest quality for multiple systems stakeholders clients. · ...

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 ...

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. · Serve large C&I clients in deregulated electricity and natural gas markets · Advise customers on procure ...

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.Serve large C&I clients in deregulated electricity and natural gas markets · Advise customers on procur ...

We are seeking a Financial Advisor with CFP for a full-time position offering competitive compensation and an existing book of business. · ...

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. · ...

We are seeking a driven Trust Operations Senior Analyst in New Hampshire to support the growth of our trust company. This is an opportunity to work alongside an experienced team of trust professionals, dedicated to providing the highest level of client service to the families we ...