Financial Services Professional

Wealth Management and Client Relationship Associate – Independent Wealth Management Firm Location: Portsmouth, NH Work Environment: On-site, Full-time Role Summary We're hiring a Wealth Management and Client Relationship Associate on behalf of our client—a growing, independent wealth management firm based in Portsmouth, NH. For more than 50 years, this firm has delivered highly personalized investment and financial planning services to high-net-worth and ultra-high-net-worth families, and today oversees more than $700 million in client assets. This is a high-touch, relationship-driven role for someone who wants to build a long-term career as a trusted advisor. Reporting to the firm's Managing Partners, the Associate will work directly with senior advisors to deliver a seamless, consultative client experience—managing a focused book of no more than 50 client relationships rather than a high-volume caseload. The ideal candidate is a relationship-first professional (more "farmer" than "hunter") who is energized by deepening client trust over time, with a genuine interest in growing into a senior advisory—and eventually partnership-track—role. Core Responsibilities Serve as a primary point of contact for a curated group of client relationships, ensuring a seamless and highly personalized experiencePartner with senior advisors on account openings, portfolio administration, and ongoing client servicingBuild, maintain, and present client financial plans in collaboration with senior team membersParticipate in quarterly investment meetings with external contributors, contributing perspective on portfolio decisions such as small-cap and private equity allocationsSupport trading and portfolio management activity alongside senior advisorsCollaborate with outside tax and estate planning professionals on behalf of shared clientsPrepare and ensure accuracy of presentation materials and meeting preparation for client and prospect meetingsParticipate in client and prospect meetings alongside firm partners in a consultative, team-based formatUtilize and build fluency in the firm's technology platforms, including Orion, to support portfolio managementIdentify opportunities to continuously improve the firm's client service processesContribute to special projects as the role evolves Candidate Profile 5–10 years of experience within a Registered Investment Advisor (RIA) or wealth management environmentCFP® designation preferred, or actively working toward completionA relationship-oriented professional who is more energized by deepening existing client trust than by new business development, though comfortable engaging in bothStrong investment acumen and interest in contributing to portfolio and asset allocation discussionsA high level of integrity, discretion, and ability to maintain confidential client and firm informationExcellent verbal and written communication skills, with a consultative, team-oriented approachComfortable working closely with firm partners and senior leadership in a collaborative, non-siloed environmentGenuine interest in a long-term career path toward senior advisor and, over time, partnershipBachelor's degree required Compensation And Benefits Total compensation target of $250,000–$300,000, commensurate with experienceEquity partnership potential over time, for the right candidate after an established tenure with the firmComprehensive health, dental, and vision insurance401(k) planSupport for continuing education and professional licensing/designations (e.g., CFP®)Collegial, collaborative, business-casual work environment Work Environment and Culture This is a full-time, on-site role based in Portsmouth, NH. Our client's team values integrity, commitment, and a consultative, client-first approach—client meetings are typically attended by multiple senior team members, reflecting a highly collaborative culture rather than a siloed, individual-book model. This is a boutique, tenured team: several team members have been with the firm for six-plus and even twenty-plus years, reflecting a stable, long-term-minded culture. The firm is selectively growing its next generation of advisory talent and is looking for someone who wants to build a career here for years to come.