Wealth Management Specialist jobs in Manchester, NH

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Paraplanner / Client Relationship Representative
  • Brophy Wealth Management, LLC
  • Bedford, NH FULL_TIME
  • We are seeking a dynamic and motivated individual to join our team as a Paraplanner/Wealth Management Representative. In this role, you will work closely with our Wealth Managers and clients to provide comprehensive support and ensure smooth transactions and account management for our clients.

    Responsibilities:

    • Assist Wealth Managers in managing client relationships, including scheduling meetings, preparing materials, and following up on action items.
    • Utilize CRM system to maintain accurate and up-to-date client records, including contact information, investment preferences, and financial goals.
    • Prepare and process client documentation, such as account openings, transfers, and investment transactions.
    • Coordinate with internal departments to facilitate client requests and resolve inquiries in a timely manner.
    • Assist in the preparation of client reports, presentations, and other communication materials.
    • Research various financial products, market trends, and investment opportunities as needed.
    • Support Wealth Managers in executing wealth management strategies and monitoring portfolio performance.

    Requirements:

    • Bachelor's degree in finance, business administration, or a related field.
    • Finra Series 7, 63 or 66,
    • Previous experience in a financial services or wealth management firm preferred.
    • Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
    • Excellent communication and interpersonal skills, with a customer-focused mindset.
    • Proficiency in Microsoft Office Suite and familiarity with CRM systems.
    • Detail-oriented with a high level of accuracy in data entry and documentation.
    • Ability to work independently as well as part of a collaborative team environment.
    • Commitment to maintaining confidentiality and professionalism in handling sensitive client information.

    Benefits:

    • Competitive salary and performance-based bonuses.
    • Comprehensive benefits package including medical, dental, long/short-term disability, life insurance, FSA, and dependent FSA.
    • 401(k) with profit sharing.
    • Generous vacation time.
    • Professional development budget to support your growth and advancement.
    • Positive and supportive work environment fostering collaboration and personal development.

    Top of Form

    Job Type: Full-time

    Pay: $65,000.00 - $75,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off

    Schedule:

    • Monday to Friday

    Ability to Relocate:

    • Bedford, NH 03110: Relocate before starting work (Required)

    Work Location: In person

  • 28 Days Ago

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Client Relationship Representative
  • Brophy Wealth Management, LLC
  • Bedford, NH FULL_TIME
  • Client Relationship Representative - A growing Wealth Management Firm based in Bedford, NH that provides holistic financial planning services, asset allocation recommendations, and investment implemen...
  • 28 Days Ago

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Investment Assistant
  • Lowenberg Wealth Management
  • Manchester, NH FULL_TIME
  • Associate Financial Advisor: Firm Description: Successful financial advisor associated with a Fortune 500 company providing financial security for over 150 years. My practice offers flexibility, a tea...
  • 1 Month Ago

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Case Management Benefits Specialist
  • Center for Life Management
  • Derry, NH FULL_TIME
  • Fulfill your purpose at CLM: https://www.youtube.com/channel/UC8bCS3JufXrPyr7SgiLrusQ CLM provides the area's most comprehensive array of mental health services for children and their families. The Ca...
  • Just Posted

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Case Management Benefits Specialist
  • Center for Life Management Career Center
  • Derry, NH FULL_TIME
  • Fulfill your purpose at CLM: https://www.youtube.com/channel/UC8bCS3JufXrPyr7SgiLrusQ CLM provides the area's most comprehensive array of mental health services for children and their families. The Ca...
  • 1 Day Ago

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Lawn Specialist
  • TruGreen - Lawn Specialist - Londonderry, NH
  • Hooksett, NH FULL_TIME
  • TruGreen is Hiring Residential Lawn SpecialistsStart at $20 per Hour - Comprehensive BenefitsAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A care...
  • 3 Days Ago

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0 Wealth Management Specialist jobs found in Manchester, NH area

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Financial Advisor
  • Atria Wealth Solutions
  • Lunenburg, MA
  • Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to j...
  • 3/28/2024 12:00:00 AM

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Remote - Recruitment Specialist
  • Life Balance Transition
  • Cambridge, MA
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 3/28/2024 12:00:00 AM

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Foundation Medical Partners - Psychiatry Medical Director - Behavioral Health Services
  • SOLUTIONHEALTH
  • Nashua, NH
  • Come work at the best place to give and receive care! Job Description: Dynamic Leadership Opportunity with Our Growing B...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Portsmouth, NH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Backend Principal Java Software Engineer
  • State Street Corporation
  • Burlington, MA
  • Who we are looking for Leading technical contributor to the enhancement and maintenance of one or more Charles River IMS...
  • 3/27/2024 12:00:00 AM

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Vice President of Product, Flow360 (CFD)
  • Flexcompute Inc.
  • Watertown, MA
  • Flexcompute is leading the charge in transforming the engineering simulation landscape with our groundbreaking ultra-fas...
  • 3/26/2024 12:00:00 AM

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Sr Project Manager (FinTech - Wealth Management)
  • Curate Partners
  • Waltham, MA
  • 2-3 Days on-site in Waltham, MA We’re looking for a project manager to join our ranks! As we expand our innovative Advis...
  • 3/25/2024 12:00:00 AM

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Support Specialist
  • Charter Oak Capital Management
  • Portsmouth, NH
  • Job Description Job Description Support Specialist Reports to: Operations Manager Employment Type: 4-5 days per week, 35...
  • 3/25/2024 12:00:00 AM

Manchester is a city in the southern part of the U.S. state of New Hampshire. It is the most populous city in northern New England, an area comprising the states of Maine, New Hampshire, and Vermont. As of the 2010 census the city had a population of 109,565, up slightly to 111,196 in a 2017 estimate. The combined Manchester-Nashua Metropolitan Area had a 2010 population of 400,721. Manchester is, along with Nashua, one of two seats of Hillsborough County, the state's most populous. Manchester lies near the northern end of the Northeast megalopolis and straddles the banks of the Merrimack Rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$76,291 to $121,871
Manchester, New Hampshire area prices
were up 1.4% from a year ago

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