Finance Jobs in Nashua, NH

1 job found

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1mo ago

Financial Advisor/ Wealth Manager / PWA

Fairscale Capital Nashua, NH Hybrid

Nashua, NH

1mo ago

$100k - $200k/yr Full time Manager Senior Advisor

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Job Description

Overview

Fairscale Capital is seeking an experienced internal Financial Advisor to support an established client base in a comprehensive capacity. No existing book of business is required. This is a hybrid remote position based in Nashua, New Hampshire 03061.

Responsibilities

Develop personalized financial plans by analyzing clients’ current financial situations, including assets, liabilities, income, and expenses.
Advise on investment strategies, portfolio construction, and cash flow optimization to promote wealth growth and preservation.
Lead detailed estate planning discussions, addressing wills, trusts, and estate law considerations to help clients meet their legacy objectives.
Stay current on securities regulations, tax rules, and updates to financial software to provide compliant and innovative guidance.
Incorporate tax-efficient strategies into comprehensive financial plans by leveraging tax expertise.
Manage ongoing client relationships through regular reviews, market updates, and proactive adjustments to plans.
Other general business items

Qualifications

7+ years of experience with exposure to high net worth (HNW) and ultra-high net worth (UHNW) clients; Series 65 and CFP required.
Strong understanding of financial concepts and analysis.
Knowledge of estate planning tools such as wills, trusts, and estate law.
Solid background in financial analysis, investment management, and cash management strategies.
Proficiency in financial software applications and research tools to support data-driven decision-making.
Excellent client relationship management skills with the ability to communicate complex concepts clearly and confidently.
Educational background in finance, accounting, or related fields; professional certifications such as CFP (required), CFA or CPA are advantageous.
Ability to interpret technical strategies and apply them within the context of client advising.

Compensation and Details

Salary: $100,000.00 - $200,000.00 per year

Job Type: Full-time

Location: Hybrid remote in Nashua, NH 03061

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