Sr. Wealth Manager

Senior Wealth Manager (CFP is mandatory)

Portsmouth NH

100% onsite

$150K-$195K base target bonus of 30% based on firm and individual performance

Position Overview

We are seeking an experienced and client-focused Financial Planner. This is an opportunity to become part of a firm that values independence, long-term relationships, and a team-oriented culture. The ideal candidate will bring a strong track record of working with high-net-worth clients and a commitment to delivering exceptional service.

Responsibilities

• Serve as the primary financial planning advisor for a portfolio of high-net-worth clients.
• Deliver comprehensive planning across estate, tax, retirement, education, insurance, and debt management.
• Collaborate with internal team members to ensure seamless portfolio management and client service.
• Maintain and grow client relationships through proactive communication and strategic guidance.
• Contribute to the firm’s growth by bringing an established client base and participating in business development.
• Support the firm’s long-term vision and culture of excellence and integrity.
  
  

Qualifications

• Minimum of 15 years of experience working with high-net-worth individuals, families, and business owners.
• Proven ability to serve as the lead financial planner and trusted advisor.
• Demonstrated success managing at least $20 million in assets under management.
• Bachelor’s degree required; CFP® designation is mandatory.
• CTFA© is a plus
• Deep knowledge of estate, trust, tax, retirement, education, insurance, and debt planning.
• Familiarity with portfolio management, asset allocation strategies, and macroeconomic trends.
  
  

If interested, please reach out to jalercio@kbwfinancial.com

KBW789