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Senior Financial Advisor - Inherit HNW Client Book
Job in
Portsmouth, Rockingham County, New Hampshire, 00215, USA
Listed on 2026-02-01
Listing for:
The Rogan Group, Inc
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A prominent financial services firm seeks a driven Financial Advisor to inherit a substantial client base while providing personalized financial planning. Ideal candidates will have 5-10 years of advisory experience and possess Series 7/66 or 65 certifications. This role includes significant growth potential, direct collaboration with senior leaders, and opportunities for mentorship. The position offers a competitive salary along with performance-based bonuses, set within a supportive team environment focused on client success.
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Position Requirements
10+ Years
work experience
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