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Robert Half Logo Robert Half · Finance

Financial Advisor

United States, Portsmouth · Job Posted March 01, 2026
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Job Description

We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships.

Job Responsibility

  • Build and maintain strong relationships with clients, ensuring their financial needs are met effectively
  • Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance
  • Provide expert advice on wealth management, retirement planning, and asset allocation
  • Utilize advanced technology tools to enhance client engagement and streamline service delivery
  • Identify and pursue new business opportunities to grow the client base
  • Collaborate with internal teams to ensure seamless execution of financial strategies
  • Manage client portfolios with precision, ensuring optimal performance and risk management
  • Conduct regular reviews of financial plans to adapt to changing circumstances and objectives

Requirements

  • Minimum of 3 years of experience in financial planning or advisory roles
  • Proven track record of managing a loyal client base
  • Strong understanding of investments, financial markets, and wealth management principles
  • Relevant certifications such as Certified Financial Planner (CFP) are preferred
  • Willingness to obtain Series 65 certification if not already held

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training
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