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Lead Advisor
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Full-time
- Our client is a mature, dynamic Wealth Management Advisory firm in New Hampshire providing high-end investment & financial planning services seeking an energetic, detail-minded, and business-oriented investment associate who thrives in a collaborative setting.
- Monitor asset/security level variance including fixed income maturity and credit ratings
- Provide guidance around portfolio construction, security, and asset class changes
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
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