Senior Wealth Manager - Client Strategy & Growth
Creative Planning
A financial services company in Portsmouth, NH is seeking a Wealth Manager to develop and implement strategies addressing clients' financial needs. Responsibilities include serving as the main contact for clients and managing comprehensive financial plans. The ideal candidate will have 7+ years of experience in financial services and a Bachelor's degree in finance, business, or marketing. Strong communication skills and adaptability to new technology are essential. Competitive compensation offered. #J-18808-Ljbffr
Vacancy posted 6 hours ago
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