Client Advisor, Private Client Group

Client Advisor to join the Portsmouth or Boston office, providing comprehensive wealth management services to ultra-high-net-worth individuals, families, and institutions.

Requirements

• Minimum of a Bachelor's degree; CFP or CFA designation preferred
• Series 65 is a requirement of the job and is financially supported, as needed, by the firm
• 5+ years of experience in a relationship management role at a similar wealth management firm, investment management organization or private bank
• Fluency in planning and/or investment topics
• Excellent organizational, prioritization, and time management skills
• Analytical with a strong attention to detail; Problem solve effectively
• High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
• Strong written and oral communication skills
• Willingness to travel on occasion for client meetings

Benefits

• Career development opportunities
• Professional growth
• Leadership opportunities