- Eastern Bank (Portsmouth, NH)
- …serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. **Responsibilities:** + Manages assigned client relationships, ... of multi-year Trust School program preferred. + Certified Trust & Financial Advisor ("CTFA") designation preferred. + Minimum 7 years' experience in financial… more
- Citizens (Portsmouth, NH)
- …along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team. ... partners, based on their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan Officer, Small Business Partners, etc. +… more
- Bank of America (Portsmouth, NH)
- Wealth Management Client Associate Portsmouth, New Hampshire **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Bank of America (Portsmouth, NH)
- Merrill Financial Solutions Advisor (Partially Licensed) - Northern New England Market Manchester, New Hampshire;Burlington, Vermont; Portsmouth, New Hampshire; ... Manchester Center, Vermont; Portland, Maine **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and… more
- Citizens (Portsmouth, NH)
- …sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is ... Description Citizens Wealth Management is honored to be a high...financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Bank of America (Portsmouth, NH)
- Merrill Financial Solutions Advisor - Northern New England Community Market Manchester, New Hampshire;Burlington, Vermont; Portsmouth, New Hampshire; Manchester ... and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant...advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and… more