Granite Bay Wealth Management ยท 5 days ago
Financial Advisor
Portsmouth, NH
Full-time
Hybrid
Mid, Senior LevelGranite Bay Wealth Management is a firm dedicated to making complex financial scenarios understandable for their clients. They are seeking an experienced Financial Advisor with an existing client base to provide better client outcomes and improve service experience, either on-site in Portsmouth or remotely.
EducationFinancial ServicesRetirement
Qualification
Required
Existing client base
Experience in Financial Planning
Knowledge of Investments and Financial Advisory
Excellent analytical and quantitative skills
Strong interpersonal and communication skills
Preferred
Relevant certifications such as CFP (Certified Financial Planner)
Benefits
Generous cash transition bonuses
Company
Granite Bay Wealth Management
At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable.
Founded in 2006
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Paul S.
Managing Partner
Company data provided by crunchbase