More jobs:
Client-Focused ; k Investment Advisor
Job in
Salem, Rockingham County, New Hampshire, 03079, USA
Listed on 2026-01-29
Listing for:
ADP
Full Time
position Listed on 2026-01-29
Job specializations:
-
Business
Financial Advisor -
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A national service provider is seeking a Relationship Investment Consultant to manage investment reviews for top-tier clients. This role involves liaising with clients, addressing their investment concerns, and ensuring goals are met. The ideal candidate will possess strong communication and relationship management skills, with a minimum of 2 years' experience in investment consulting. Familiarity with 401(k) plans and Microsoft Office tools is preferred.
The position may require domestic travel to meet client needs.
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