Personal Financial Advisor Jobs in New Hampshire
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
Financial and Banking Services: Various banking services benefits and financial planning assistance....
In PersonFinancial Planning Consultant - Merrimack, NH
- Fidelity
- Merrimack, NH
- 15 days ago
- Merrimack, NH
- 15 days ago
The Expertise Were Looking For FINRA Series 7 required FINRA Series 63 and 65 or Series 66 licensed Insurance license within 90 days of hire Certified Financial Planner (CFP) preferred Minimum of 5...
In PersonWealth Advisor- Hanover, NH (Hybrid flexibility)
- Carson Wealth Management Group
- Hanover, NH
- 21 days ago
- Hanover, NH
- 21 days ago
Financial Advisors Location: Hanover, NH - 03755 Job Type: Full Time (30 Hours or More) Posted: 11/07/2025 Positions available: 1 Source: Carson Wealth Management Group Web Site: www.carsonwealth.com...
HybridWealth Management Advisor (Burlington, VT or Hanover, NH)
- TIAA
- Hanover, NH
- 45+ days ago
- Hanover, NH
- 45+ days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
In PersonDemographic Data for New Hampshire
Moving to New Hampshire? Find some basic demographic data about New Hampshire below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in New Hampshire
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in New Hampshire offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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