Wealth Management Advisor - Strategic Client Solutions
First Seacoast Bank
First Seacoast Bank in Dover, NH is seeking a Wealth Management Support Specialist to assist Wealth Executives with client servicing and administration. You will help with account maintenance, proposals, and inquiries while ensuring regulatory compliance and high-quality service. The role emphasizes attention to detail, strong communication, and proficient use of financial software to support client goals and timely reporting. A bachelor’s degree and financial services experience are preferred. #J-18808-Ljbffr First Seacoast Bank
- Bank of America in the United States is seeking a Client Associate to engage clients in the lobby, educate on self-service options, and... ...transactions. You will build relationships, identify financial solutions, and support clients’ goals in a fast-paced branch setting. You...Suggested
- JPMorganChase is seeking a Relationship Banker to represent our brand in the branch, acquire, manage and retain client relationships, and provide thoughtful financial solutions using our digital tools. You will engage clients with hospitality, educate them on technology...Suggested
- ...and administrative support to the Wealth Department. Interfaces with clients to answer questions and inquiries... ...products and services including managed solutions, life insurance, long-term care insurance... ...meetings as needed. Manages strategic outreach efforts with clients,...SuggestedWork experience placementWork at office
- Description The Wealth Management Director is responsible for the successful... ...and coaching of financial advisors, as well as remaining apprised... ...services including managed solutions, life insurance, long-term... ...referral and cross referral of clients. Review quarterly reports...SuggestedWork experience placementBank staff
- First Seacoast Bank in Dover, NH seeks a Wealth Management Sales Support professional to drive client engagement and support the Wealth Department in sales and service activities. You will maintain client databases, prepare proposals, schedule meetings, and assist in portfolio...Suggested
$130k - $145k
...for a Fulltime position with a client located in Newington NH (100%... ...function with a focus on managing the daily accounting operations... ...preferred. Serve as a financial advisor to the business, provide... ...both routine accounting and strategic projects. Effective problem-solving...Full timeLocal areaRelocation package- ...Mutual Northern New England help their clients live more and worry less through our personalized... ...clientele and finding financial solutions with help from our industry-leading training... ...Own — Take ownership of development and management of the business as you master your craft...Work experience placement
$61k - $119k
...Financial Advisor Opportunity At Northwestern... ...you can help your clients achieve their... ...Services · Retirement Solutions · Business Needs Analysis... ...s unique needs Manage your client's... ...Mutual Wealth Management Company... ...commissions and fees, Strategic Employee Benefits...Full timeContract workFor contractorsWork at office£150k per year
...Progeny Group Limited is expanding its Progeny Compass desk-based advice service to support clients with AUM between £150k and £400k. This Financial Planner role focuses on managing a client panel, booking annual reviews, preparing for meetings and delivering suitable...- First Seacoast Bank is seeking a Wealth Management Director to lead the Wealth Management Department, oversee... ...superior service while growing a loyal client base in the Dover, NH area. You will coach financial advisors, collaborate with Investment Executives to implement...
$48k - $58k
...At Real Property Management Seacoast NH, we don't just offer jobs - we build careers. As a franchisee of one of the largest residential... ...Business Development Manager is the primary engine behind growing our client base. You'll build relationships grounded in trust, develop...Long term contractWork at officeLocal area- ...and Accounting function with a focus on managing the daily accounting operations, ensuring... ...preferred. Serve as a financial advisor to the business, provide guidance on internal... ...and support both routine accounting and strategic projects. Effective problem-solving...Remote work
- ...creating memorable experiences for our clients and employees, making them feel welcomed... ...service, creating a welcoming environment. Manage assigned clients and proactively meet... ...Educate and connect clients to technology solutions such as leveraging the Chase Mobile App,...Afternoon shift
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...business, lending, and investments Manages financial center traffic, appointments,...Shift workWeekend workDay shift
- ...Analyst to analyze varied business processes and develop efficient solutions within student financial services. The role blends knowledge... ...to improve operations. You will collaborate with Enrollment Management, IT, and third-party partners to support system...
$175k - $200k
...Portfolio Manager Back Portfolio Manager Portfolio... ...Registered Investment Advisor in the Seacoast Region... ...high-net-worth (UHNW) clients. This role has a need... ...aligned with clients’ wealth management plans. Collaborate... ...integrated wealth solutions. Research and Analysis...Permanent employmentWork visa- ...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...Local area
$1,000 per month
...: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential... ...athlete, campus orgs, student government, etc) Excellent time‑management skills Interest in financial literacy and planning tools...Full timeInternshipLocal area$1,000 per month
...and network to build your business and client base Develop and execute on a business strategy... ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are... ...government, etc.) Excellent time‑management skills Interest in financial literacy and...Full timeInternshipLocal areaFlexible hours- ...insurance agent in Dover, NH. This role offers the chance to change lives while achieving financial success. As an agent, you will assist clients in exploring their insurance options and grow your business using resources provided by the company. Candidates with 4-5 years of...
- ...relationship-oriented Financial Advisor . This is an... ...advisor to step into a client-facing role with... ...Planning & Transition Management Seamlessly assume responsibility... ...coordinated financial solutions. Mentor and support... ...within an RIA or wealth management environment...Immediate start
- ...manufacturing organization is seeking a seasoned Business Unit Controller in New Hampshire. This position requires 10+ years of financial management experience and a strong background in cost accounting within a manufacturing environment. The successful candidate will lead...
$75k
...Financial Advisor We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate... ...our insurance, annuity, and financing solutions. We act with integrity and humanity in all...$75k
...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term... ...ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a... ...educating, training, and motivating financial advisors from all channels, with an ultimate...Full timeTemporary workLocal areaFlexible hours- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ..., and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$1,000 - $2,000 per month
...between $1,000 and $2,000 each month while keeping your current job, offering you the flexibility to manage your time effectively. The role involves engaging with clients virtually, crafting financial strategies, and building lasting relationships. Benefits include...Weekly payPart timeRemote work- ...Financial Advisor with CFP needed for full-time position offering... ...in Financial Services, Wealth Management, Investments or similar industry... ...an Account Management and Client Retention focused role vs Sales... ...clients and assess proper solutions Discuss estate planning and...Full time
£150k per year
...expanding the ways we support clients and deliver flexible, high‑... ...T&C, Compliance and Regional Management, to assist you in providing effective... ...providing financial advisory solutions to clients. The successful... ..., enhance, and preserve wealth. We are the first and only firm...Work at officeWork from homeFlexible hours- ...? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion... ...: Lead delivery of financial reporting and data solutions across D365, Zuora Revenue (RevPro), Snowflake, and Power BI...Permanent employmentFull timeWork at officeVisa sponsorship
- ...Mutual Northern New England help their clients live more and worry less through our personalized... ...clientele and finding financial solutions with help from our industry-leading training... .... Own—Take ownership of development and management of the business as you master your craft...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor - Strategic Client Solutions. Be the first to apply!
- entry level management training Dover, NH
- sales management training program Dover, NH
- director of managed care Dover, NH
- asset management intern Dover, NH
- emergency management Dover, NH
- store management trainee Dover, NH
- identity management Dover, NH
- managing broker Dover, NH
- emergency management specialist Dover, NH
- entry level emergency management Dover, NH



