What are the responsibilities and job description for the Financial Advisor position at Granite Bay Wealth Management?
Company Description
At Granite Bay Wealth Management, we strive to make complex financial scenarios understandable. We believe that when clients have a greater understanding of our work, it fosters a better partnership over their lifetime. Wealth management goes beyond investing and requires a deep understanding of our clients' lives, concerns, and dreams. We collaborate with our clients to develop solutions that meet their needs and ensure they are comfortable.
Role Description
This is a full-time experienced Financial Advisor with an existing client base. Job can be located either on site in our Portsmouth office or remote for the right candidate.
We are a fast growing firm with some of the best organic growth in the industry and on the cutting edge of technology and AI implementation. We are looking to add some experienced advisors who have a loyal client base that would likely follow them on a firm move. Ideal candidate would be a wire house or independent BD advisor who wants to make a move to working with a fast growing RIA and provide better client outcomes and better service experience.
We can offer the right candidate technology and support to double their capacity with out sacrificing the client experience. Our organic marketing will provide prospects for future growth, and we have the resources to pay generous cash transition bonuses.
Qualifications
- Existing client base
- Experience in Financial Planning
- Knowledge of Investments and Financial Advisory
- Excellent analytical and quantitative skills
- Strong interpersonal and communication skills
- Relevant certifications such as CFP (Certified Financial Planner) preferred