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CFP Wealth Advisor Client Impact
Job in
Exeter, Rockingham County, New Hampshire, 03833, USA
Listed on 2026-01-19
Listing for:
Judson Group
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A well-established wealth management firm is seeking a driven and detail-oriented Wealth Advisor – CFP to join their dynamic team in Exeter, NH. The ideal candidate will assist Senior Advisors in preparing and presenting financial plans, ensuring clients receive exceptional service. Responsibilities include coordinating client meetings, providing insightful recommendations, and managing financial planning systems strategies. This role requires the proper licensing and a strong foundation in financial planning.
A competitive base salary plus bonuses is offered.
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