JCW Group
Overview
Be among the first 25 applicants. This range is provided by JCW Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $120,000.00/yr - $200,000.00/yr 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. 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance
#J-18808-Ljbffr
Be among the first 25 applicants. This range is provided by JCW Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $120,000.00/yr - $200,000.00/yr 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. 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance
#J-18808-Ljbffr