Private Wealth Advisor

Robert Half • West Lebanon, NH • 16h ago

Description

An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to design customized strategies and lead innovative initiatives. Joining our Wealth Management team, you will serve as a trusted relationship manager, providing comprehensive financial planning, fiduciary consulting, and business transition guidance to sophisticated clients. This position requires strategic thinking, excellent relationship cultivation skills, and adherence to all regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate client experiences, drive organizational growth, and foster cross-functional collaboration.

Responsibilities:

Design and implement tailored financial strategies in partnership with clients, their families, and professional advisors, such as attorneys and accountants.

Build and expand client relationships through networking, community involvement, and collaboration with internal teams.

Contribute to organizational initiatives and thought leadership by creating educational content, presentations, and webinars on emerging financial trends.

Ensure that all advisory practices comply with relevant regulations, policies, and ethical guidelines.

Maintain advanced certifications and stay updated on industry trends, regulatory changes, and best practices.

Utilize financial planning software, CRM systems, and data analytics tools to enhance operations and decision-making processes.

Work across platforms and with internal departments to deliver a seamless and unified client experience.

Requirements

Qualifications:

Bachelor's degree required; advanced degree and professional certifications such as CFP, CTFA, or CWS strongly preferred.

Minimum 7+ years of experience in financial services, trust, law, or related fields.

Managing $1M+ high & ultra high-net worth client book of business in NH

Prior experience using "eMoney" is also a plus

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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