Wealth Manager
Creative Planning
The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner. Job Duties Serves as the primary point of contact for wealth management clients Assist in the creation, delivery, execution and management of complex financial plans Increases market share in their local market Maintains a positive attitude and willingness to adapt in a rapidly changing environment All other duties as assigned Required Experience / Qualifications 7 years financial services experience including direct sales with investment clients • Solid knowledge and ability to present complex financial topics to clients Ability to handle highly detailed work with a great degree of accuracy Bachelor’s degree, preferably in a related field such as finance, business or marketing Preferred Experience / Qualifications 10 or more years financial services experience to including direct sales with investment clients Graduate degree consisting of JD, MBA or CPA Technical Skills Proficiency in MS Word, Excel and PowerPoint Understanding of mobile operating systems such as Android or IOS Ability to adapt and integrate new technology quickly #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Manager in Portsmouth, NH vacancy
- ...We are currently seeking a seasoned Assistant Property Manager to oversee the daily operations of a designated portfolio of properties in the Rochester, NH area . The ideal candidate will have experience in property management , with LIHTC (Low Income Housing Tax Credit...SuggestedFlexible hours
Elm Grove Property MGT
Portsmouth, NH1 day ago $88.4k - $132.6k
...00.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...SuggestedFull timeWork at office$150k - $250k
Portsmouth Ford, the leading Ford dealer in New England is seeking an experienced top performing finance and insurance manager to join our team. We are a fast paced, high volume dealership with a strong focus on customer service. A successful finance and insurance manager...SuggestedFull timeContract workWork at officePortsmouth Ford
Portsmouth, NH2 days ago- ...Bottomline? Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management with over 35 years of experience and moving more than $16 trillion in payments annually. We’re looking for passionate individuals...SuggestedPermanent employmentFull timeWork at officeVisa sponsorship
Bottom Line
Portsmouth, NH5 days ago - Bottomline in Portsmouth NH is seeking a Financial Systems Analyst to own finance data, reporting, and system-driven process improvements. This role sits at the intersection of Accounting, Data, and Technology, driving initiatives across D365, RevPro, Snowflake, Copilot...Suggested
Bottom Line Designs
Portsmouth, NH3 days ago - ...Job Description Job Description We are looking for an Experienced Property Manager for a luxury apartment community in the Dover, NH area. Your responsibilities will include managing a large apartment community including leading a team of on site leasing representatives...
$130k - $150k
...partnering with a growing manufacturing company for an Assistant Controller opportunity in Seacoast NH! This position’s focus will be managing the daily accounting operations, preparing financial statements and reports, maintaining internal controls, and overseeing the...Beacon Hill
Portsmouth, NH4 days ago- ...preferred 4+ years of accounting experience within public accounting or a mix of public/private industry Prior leadership or team management experience Strong ERP systems experience and advanced Excel skills This is an excellent opportunity for an accounting...Local area
KBW Financial Staffing & Recruiting
Portsmouth, NH4 days ago $115k - $155k
Senior Manager, Assistant Controller, North America / Global SOX LeadHybrid / Full Time / Portsmouth, NHAt Novocure, we're working to extend the lives of patients battling some of the most aggressive cancers. As our Senior Manager, Assistant Controller, N.A. / Global SOX...Full timeWork at officeLocal area3 days per week$77.88k - $127.94k
...job posting for additional information. Responsibilities include, but are not limited to the following : Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining annual financial information for files from clients Analyzing financials...Interim roleCentury Bank
Portsmouth, NH4 days ago$75k - $95k
Inside Sales Closer - High-End Health & Wellness Remote (US-Based, Eastern Time) | $75K–$95K+ OTE CJ Physical Therapy & Pilates | Portsmouth, NH Before you read further, a few things to be upfront about: This role is open to US-based candidates only . You...Full timeRemote work$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Portsmouth, NH5 days ago$75k
...financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Support clients’...Work at officeEquitable Advisors LLC
Portsmouth, NH4 days ago$61k - $119k
...holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Portsmouth, NH2 days ago- Description 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...
Equitable Holdings
Portsmouth, NH5 days ago - ...We are looking for an Experienced Residential Property Manager for our new luxury apartment community in Southern New Hampshire. The successful candidate must have 5 Years prior market rate Property Management experience, polished communications skills, supervisory...Full time
- ...prosper, you will drive clients to action through expert influence and recommendations. 4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide...Work experience placement
Northwestern Mutual
Portsmouth, NH22 days ago - ...and an existing book of business! This is an excellent opportunity for those with 2+yrs of experience in Financial Services, Wealth Management, Investments or similar industry seeking an Account Management and Client Retention focused role vs Sales. Exciting time to join...Full time
Raven Ridge
Portsmouth, NH3 days ago - Financial Advisor Opportunity Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful...
$75k
...Portsmouth, NH . Haverhill, MA $45,000.00-$100,000.00 2 weeks ago Financial Advisor - Plaistow, New Hampshire Wealth Advisor Leader - Succession Planning Wealth Management Associate - Wellesley, MA; Portsmouth, NH; Warwick, RI (5215) Ascentium Direct Sales Account Manager (...Full timeRemote work- We're partnering with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its Portsmouth, NH office. This is an opportunity to work with high-net-worth clients while collaborating directly with engineers and technology teams...Full timeWork at office
$75k
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...- ...proactively guide client decisions. Succession Planning & Transition Management Seamlessly assume responsibility for a large, established book... ...10 years of client-facing advisory experience within an RIA or wealth management environment. Series 7/66 or Series 65 required....Immediate start
- At Granite Bay Wealth Management, 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. Wealth management goes beyond investing and requires...Full timeWork at officeRemote work
- ...product line visit: Position Summary: The Assistant Controller will support the Finance and Accounting function with a focus on managing the daily accounting operations, ensuring compliance and assisting with the preparation of financial statements and reports. They...Remote work
Sig Sauer
Newington, Strafford County, NH5 days ago - ...team that champions integrity, collaboration, and continuous progress. Journey Well! The Business Banking Officer develops and manages relationships with small to mid-sized business clients. Identifies financial needs and recommends appropriate banking products and...Local area
Newburyport Bank
Hampton, NH1 day ago $1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time‑management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Newington, Strafford County, NH4 days ago$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time‑management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal areaUnavailable
Newington, Strafford County, NH5 days ago- ...New Hampshire is seeking a Transportation & Grant Specialist to oversee the lifecycle of transportation grants. This role requires managing approximately 16 active federal grants totaling $17 million, ensuring compliance with diverse regulations. The ideal candidate...
University of New Hampshire
Durham, NH4 days ago $61k - $119k
...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage...Work at officeUnavailable
Newington, Strafford County, NH2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Manager. Be the first to apply!
