Financial Advisor

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.

Responsibilities:

• 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.

Qualifications:

Experience:

• 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.

Compensation

$80,000.00-$180,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.