Lead Advisor · 13 hours ago
Senior Financial Advisor
Portsmouth, NH
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $200K/yr
5+ years expLead Advisor, LLC is a wealth management recruiting and consulting firm, and they are seeking a Senior Financial Advisor to deliver personalized investment solutions. The ideal candidate will be responsible for providing financial planning support, preparing financial plans, and ensuring the accuracy of information for clients.
ConsultingInformation TechnologySecurity
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualification
Required
Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
Benefits
Paid time off
Company
Lead Advisor
Lead Advisor est une plateforme de mise en relation B2B (interentreprises) visant à remplir un double objectif : • Aider les entreprises à la recherche d’un prestataire à définir et formaliser simplement leurs besoins afin de sélectionner le fournisseur idéal • Fournir des leads (clients potentiels) de qualité aux TPE/PME pour leur permettre de se développer commercialement
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase