The KXN
Senior Network Consultant at The KXN | Financial Services Industry
Opportunity to inherit clients & join a firm with exceptional culture. Contact: 682-294-1809
Base pay range $200,000.00/yr - $350,000.00/yr
Additional compensation types
Annual Bonus
A well‑established and highly respected wealth management team in Portsmouth, NH is seeking an experienced Financial Advisor to step into a unique growth opportunity. With several senior advisors approaching retirement, there is an immediate need for someone who can efficiently take over existing client relationships while also contributing to the firm’s continued expansion.
The ideal candidate is based in the Portsmouth area (or open to relocating) and brings a portable book of business, along with the experience and confidence to serve high‑net‑worth clients with professionalism, care, and strategic insight. This is more than just a book handoff; it’s a chance to join a team with an exceptional internal culture, a strong support structure, and deep client loyalty. The firm offers very competitive compensation, warm leads with no cold prospecting, and a collaborative environment where advisors are set up to succeed.
Key Responsibilities
Seamlessly take over and manage client relationships from retiring advisors
Provide holistic, high‑touch wealth management and financial planning to HNW clients
Grow your own book through warm referrals, inbound leads, and your personal network
Collaborate closely with internal specialists on investment strategy, tax planning, estate considerations, and risk management
Ensure a smooth client experience with consistent communication and compliance best practices
What They’re Looking For
Proven experience as an Advisor or Financial Planner (minimum 3 years)
Strong relationship management skills and a client‑first, consultative approach
Ability to hit the ground running with both inherited and new clients
A book of business to bring over is expected and highly valued
FINRA Series 65 (or equivalent) required
CFP® designation (or willing to obtain) required
Strong proficiency in CRM systems and Microsoft Office
What This Firm Offers
A rare opportunity to inherit a meaningful client book from retiring advisors
Access to warm leads and a strong referral pipeline — no cold calling
Very competitive compensation structure (W‑2 with payout), plus potential for revenue share
A standout internal culture — collaborative, supportive, and growth‑oriented
Comprehensive benefits: 401(k) with match, health/dental/vision coverage, unlimited PTO, paid parental leave
Flexibility to support a healthy work‑life balance
Ready to Take the Next Step? If you’re an experienced advisor ready to grow your practice and inherit a strong client base, we’d love to connect! Apply now to be considered.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Customer Service
#J-18808-Ljbffr
Base pay range $200,000.00/yr - $350,000.00/yr
Additional compensation types
Annual Bonus
A well‑established and highly respected wealth management team in Portsmouth, NH is seeking an experienced Financial Advisor to step into a unique growth opportunity. With several senior advisors approaching retirement, there is an immediate need for someone who can efficiently take over existing client relationships while also contributing to the firm’s continued expansion.
The ideal candidate is based in the Portsmouth area (or open to relocating) and brings a portable book of business, along with the experience and confidence to serve high‑net‑worth clients with professionalism, care, and strategic insight. This is more than just a book handoff; it’s a chance to join a team with an exceptional internal culture, a strong support structure, and deep client loyalty. The firm offers very competitive compensation, warm leads with no cold prospecting, and a collaborative environment where advisors are set up to succeed.
Key Responsibilities
Seamlessly take over and manage client relationships from retiring advisors
Provide holistic, high‑touch wealth management and financial planning to HNW clients
Grow your own book through warm referrals, inbound leads, and your personal network
Collaborate closely with internal specialists on investment strategy, tax planning, estate considerations, and risk management
Ensure a smooth client experience with consistent communication and compliance best practices
What They’re Looking For
Proven experience as an Advisor or Financial Planner (minimum 3 years)
Strong relationship management skills and a client‑first, consultative approach
Ability to hit the ground running with both inherited and new clients
A book of business to bring over is expected and highly valued
FINRA Series 65 (or equivalent) required
CFP® designation (or willing to obtain) required
Strong proficiency in CRM systems and Microsoft Office
What This Firm Offers
A rare opportunity to inherit a meaningful client book from retiring advisors
Access to warm leads and a strong referral pipeline — no cold calling
Very competitive compensation structure (W‑2 with payout), plus potential for revenue share
A standout internal culture — collaborative, supportive, and growth‑oriented
Comprehensive benefits: 401(k) with match, health/dental/vision coverage, unlimited PTO, paid parental leave
Flexibility to support a healthy work‑life balance
Ready to Take the Next Step? If you’re an experienced advisor ready to grow your practice and inherit a strong client base, we’d love to connect! Apply now to be considered.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Customer Service
#J-18808-Ljbffr