Financial Advisor
Lead Advisor LLC
Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in Portsmouth, NH.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The advisor will work in conjunction with a local CPA firm and receive client referrals.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
- Series 7, 66
Vacancy posted 2 days ago
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