Financial Advisor / Wealth Manager

Financial Advisor / Wealth Manager — No Prospecting, Established Clients | Bedford, NH

Stop Prospecting. Start Advising.

For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people, not production, first. We're a small, family-like firm and the opposite of corporate. We're looking for an experienced Financial Advisor who wants to spend more time helping clients and less time chasing the next sale.

What makes this opportunity different

• An established client base from day one. No book of business required, and no waiting behind a senior advisor for a book you may never inherit.
• A firm focused on building relationships across multiple generations.
• No sales quotas or asset-gathering pressure. Success is measured by client outcomes and satisfaction.
• No corporate culture. We're a small, family-like firm with clear expectations and the trust to meet them your way.
• Comprehensive planning across investments, retirement, tax, estate, insurance, and cash flow.
• Hybrid RIA/broker-dealer flexibility with strong planning tools and investment solutions.
• Dedicated operations and administrative support, so you can focus on advising.
• A collaborative team where advisors work together rather than compete.
• A firm that invests in your growth, with financial support for designations such as the CFP® and ChFC® and for continuing education.

You'll thrive here if you...

• Are self-motivated and take ownership of your work and your clients
• Are ready to leave corporate culture behind
• Enjoy building lifelong client relationships
• Believe financial planning should go beyond investments
• Want to inherit meaningful client relationships instead of cold calling
• Value collaboration, integrity, and continuous learning

Required

• Series 7 and 66
• Insurance licenses
• 2 years advising high-net-worth clients
• A passion for comprehensive financial planning

Preferred

• CFP® or ChFC®

Compensation and benefits

• Base salary of $90,000–$120,000, with flexibility above this range for significant experience, plus quarterly bonus opportunities
• 401(k) Safe Harbor with a 3% employer contribution after one year
• 401(k) profit sharing contributions in addition to the Safe Harbor after one year
• 100% employer-paid short- and long-term disability
• 100% employer-paid life insurance
• Health coverage with 80% of the individual premium covered
• FSA with a $700 employer contribution
• Dental coverage
• Financial support toward professional designations and continuing education
• Generous PTO and market holidays

We believe wealth is about more than numbers. It's about clarity, confidence, and purpose, for our clients and for the people who serve them. If that resonates, we'd love to talk.