Financial Planner
$75kEquitable Advisors - Southern New Hampshire
Equitable Advisors - Southern New Hampshire Portsmouth, NH, US Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Design customized financial plans suitable for each client based on potential life changes and changing financial needs Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given FINRA Series 7 and 66 Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired A Bachelor’s degree in business administration, finance, or a related field is required Compensation $75,000+ at plan Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions. We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security. #J-18808-Ljbffr Equitable Advisors - Southern New Hampshire
- ...Description Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long...SuggestedStart working today
Equitable Holdings
Portsmouth, NH1 day ago - Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account...SuggestedFull timeTemporary workPart timeWork at officeFlexible hoursDay shift
Needham Bank
Portsmouth, NH4 days ago $75k
...firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart,... ...financial products Qualifications: Success as a financial planner, personal financial advisor, financial analyst, or financial consultant...SuggestedStart working today$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Portsmouth, NH3 days ago- ...Job Description Job Description Financial Representatives at Northwestern Mutual Northern New England help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele...SuggestedWork experience placement
Northwestern Mutual
Portsmouth, NH5 days ago - ...has partnered with a rapidly growing, nationally recognized independent RIA in the search for a driven and relationship-oriented Financial Advisor . This is an exceptional opportunity for an experienced advisor to step into a client-facing role with significant growth...Immediate start
- At Granite Bay Wealth Management, we strive to make complex financial scenarios understandable. We believe that when clients have a greater... ...skills Relevant certifications such as CFP (Certified Financial Planner) preferred #J-18808-Ljbffr Granite Bay Wealth ManagementFull timeWork at officeRemote work
$150k
...Location: Portsmouth, NH We are currently representing several well-established wealth firms who are looking for experienced Financial Advisors with a client following (portable book). The role can work remote or hybrid in office with locations in Greater Boston and...Work at officeRemote workAffinity Executive Search
Portsmouth, NH1 day ago- ...Financial Advisor Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients...
Equitable Advisors LLC
Portsmouth, NH5 days ago - ...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 2+yrs of experience in Financial Services, Wealth...Full time
Raven Ridge
Portsmouth, NH3 days ago - ...vault/ATM management, and balancing. Provide exceptional customer service while identifying opportunities to support customers' financial needs. Requirements Qualifications, Experience, and Education ~ High school diploma or equivalent. ~1–2 years of...Local areaWeekend workAfternoon shift
Newburyport Bank
Hampton, NH1 day ago $75k
...Job Description Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management...Work at office$60k - $80k
...supports the day-to-day operations of the Finance department, with primary responsibility for billing, accounts receivable and payable, financial reporting, payroll processing, and general finance operations. Working closely with the Finance Manager, CFO, Human Resources, and...Work at office- Newburyport Bank, a community bank supported by River Run and affiliated banks, seeks a Relationship Banker to service customers and recommend products while meeting goals. You will identify needs, build relationships, and handle accounts and transactions with accuracy....Local areaWeekend workAfternoon shift
- St Mary’s Bank Credit Union is seeking a Member Service Associate II to deliver exceptional service and drive consumer loan originations and deposit relationships. You will engage members in needs-based conversations, open and service accounts, and process loans with accuracy...
- ...Retail Banker I The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business...Work at office
- Newburyport Bank is seeking a Relationship Banker to deliver exceptional service and practical product recommendations to customers at our branches. You will identify needs, open accounts, process transactions, and promote bank products while building lasting relationships...Local areaWeekend workAfternoon shift
- Financial Representatives at Northwestern Mutual Northern New England help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with...Work experience placement
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ..., Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and...Work at office$100k - $110k
...Role: Sr Financial Analyst (Direct Hire) Pay: $100,000-$110,000 (Plus Bonus) Location: Kittery, ME (Hybrid) Premise: The Senior Financial Analyst will play a role in supporting management's strategic planning and decision making by developing, maintaining, and...Immediate startRaven Ridge
Kittery, ME5 days ago$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions. You will build strong client relationships, work with partners, and promote digital...
- ...business owners, entrepreneurs, and operators across a broad range of industries. Over time, Analysts will also gain exposure to financial analysis, due diligence, and deal execution, providing a well-rounded private equity experience.Responsibilities include:Perform outreach...Summer workWork at office
Advantage Capital
Portsmouth, NH2 days ago - ...identifying, assessing, and mitigating risks that could potentially affect the company's ability to obtain insurance coverage or maintain financial stability. They will work closely with both internal stakeholders and external insurers to protect the organization's assets and...Work at officeRemote work
SigSauer
Portsmouth, NH19 days ago - Needham Bank in Portsmouth, NH is seeking a Commercial Closing Administrator to coordinate and execute commercial loan closings. You will work with Relationship Managers, Loan Officers, analysts, and external attorneys to ensure accurate documentation and regulatory compliance...
$15.1 - $16.5 per hour
Position Purpose Do you consider yourself a chocolate enthusiast? As a Chocolate Advisor at Lindt USA, you will be joining a team that truly believes in you and your abilities to create a positive and engaging in-store experience for our customers. With Lindt Chocolate...Night shiftWeekend work- Job Opportunity At Key Auto Group Key Auto Group believes that our people are the most important part of our team, and we focus on our team members first. Our success in each area of our business is only attainable by having a culture-oriented, well-trained team of ...Temporary workImmediate startFlexible hours
Key Auto Group
Portsmouth, NH1 day ago $125k - $180k
...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management,... ...Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses:...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$200k - $250k
...Risk Management Director / VP of Risk Management Newington , New Hampshire Perm 225000 Sep 1, 2026 $225000.00 - $250000.00 KBW Financial Staffing and Recruiting has partnered with a large, privately held, multi-site manufacturing organization who is seeking an...Permanent employmentRemote workKBW Financial Staffing & Recruiting
Newington, Strafford County, NH5 days ago- Job Description The Communications Specialist supports the Portsmouth Communications and Administration team by executing tactical communications activities and providing day-to-day administrative support. This role focuses on content drafting, coordination, publishing...Work at office
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Portsmouth, NH3 days ago
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