- Edward Jones (Hampstead, NH)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Thrivent Financial (Portsmouth, NH)
- …in the financial industry, with the goal of joining the team as a financial advisor within three months to three years. Licensing and Training Candidates in ... with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical… more
- Citizens (Hampton, NH)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Bank of America (Portsmouth, NH)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- TD Bank (Rochester, NH)
- …for this role. **Line of Business:** TD Wealth **Job Description:** draw, for financial advisors or planners who will be providing financial planning guidance ... clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The… more
- JPMorgan Chase (Dover, NH)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- ADP (Salem, NH)
- …part of the Specialized Merger Acquisition Retirement Team (SMART)** , the Client, Financial Advisor , and Retirement Services organization rely on the expertise ... to the ADP platform. + Facilitate all meetings and communication with clients, financial advisors and ADP key stakeholders that ultimately will assist toward the… more
- ADP (Salem, NH)
- …through to completion. + Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of ... critical client issues where appropriate. + Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions. + Assess, recommend and/or create custom client and participant Education Program(S) and… more
- ADP (Salem, NH)
- **ADP is hiring an Advisor Service Manager II** + _Do you thrive in a fast-paced environment?_ + _Do you naturally build strong relationships with your clients?_ + ... and Retirement Channel Managers to promote growth of the advisor 's ADP book of business, including all ADP HCM...(QKA) Credential** + **1-3 years of experience working with Financial Advisors and/or Broker Dealer Firms** + **1-3 years… more
- KeyBank (Kittery, ME)
- …Shapleigh Road - Kittery, Maine 03904 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide… more
- KeyBank (Kittery, ME)
- …Shapleigh Road - Kittery, Maine 03904 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more