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Financial Advisor

JCW Group
locationBoston, MA 02298, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Financial Advisor – Wealth Management

Portsmouth, NH | Hybrid - One Day In Office


We’re partnering with a leading independent wealth management firm that is seeking to expand its advisory team.


What you’ll do:

  • Provide personalized wealth management and financial planning solutions to high-net-worth clients.
  • Leverage an established platform with strong investment strategies, client support, and compliance infrastructure.
  • Collaborate with a seasoned team dedicated to long-term client success and growth.


What we’re looking for:

  • Current Financial Advisor with a portable book of business of $25M+ AUM.
  • Entrepreneurial, client-focused mindset with a proven track record of cultivating and growing client relationships.
  • Strong communication skills and ability to deliver tailored financial planning solutions.


Compensation & Structure:

  • Competitive base salary of $125K–$200K, plus commission based on individual basis.
  • One day per week in-office in Portsmouth, NH (flexible hybrid model).
  • This is an excellent opportunity for an advisor who is seeking growth, stability, and the resources of a highly regarded wealth management platform while maintaining independence in managing their clients.
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