Financial Advisor

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in Portsmouth, NH.The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The advisor will work in conjunction with a local CPA firm and receive client referrals.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsBachelor's degree in Finance or related field5+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skillsSeries 7, 66