What are the responsibilities and job description for the Financial Advisor position at Diamond Consultants - Financial Advisor Recruiters and Consultants?
We're partnering with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its Portsmouth, NH office.
This is an opportunity to work with high-net-worth clients while collaborating directly with engineers and technology teams to help shape the future of advisor technology and AI-enabled wealth management.
What you'll bring:
- 5 years of wealth management experience
- Strong financial planning background with HNW clients
- CFP® preferred (or pursuing)
- Interest in technology, innovation, and AI
- Entrepreneurial mindset and excellent relationship management skills
- Ability to work full-time in Portsmouth
If you're looking to join an innovative firm where you'll have a meaningful impact on both clients and the future of the advisory business, we'd love to connect.