Wealth Advisor – CFP | Peterborough, New Hampshire

Reference Number: MHH7171
Location: Peterborough, New Hampshire

Judson Group has partnered with a growing fee-only financially advisory firm with a great reputation and in the search for a Wealth Advisor. The Wealth Advisor will be responsible for managing the client relationships brought on board, play a key role in client meetings, and provide a superior client service experience. This opportunity offers equity ownership available for successful candidates, as well as the opportunity to learn from industry veterans in a rapidly growing firm located in a charming city in New Hampshire.

Responsibilities:

  • Work with Senior Advisors to analyze, research, and implement financial solutions with clients.
  • Build relationships with current and prospective clients and work with them on how to achieve their financial goals.
  • Identify additional planning opportunities.
  • Prepare materials and attend/lead meetings with clients and prospective clients.
  • Draft investment recommendations and reallocation plans for clients.
  • Effectively communicate investment strategy, planning solutions, and value proposition.
  • Work with various firm members to ensure the client’s financial needs are met.

Requirements:

  • Advanced degree required.
  • 3+ years of experience in a client facing role required.
  • CFP required; CPA, ChFC, PFS, AIF a plus.
  • Demonstrated ability to build client relationships.
  • Self-confident, high entrepreneurial spirit, and enthusiastic.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Up to $170k, 6% 401k Match

Location:
Peterborough, New Hampshire

Reference Number: MHH7171

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