Senior Financial Advisor

Financial Advisor – Portsmouth, NH Opportunity to Inherit Clients + Join a Firm with Exceptional CultureA well-established and highly respected wealth management team in Portsmouth, NH is seeking an experienced Financial Advisor to step into a unique growth opportunity. With several senior advisors approaching retirement, there is an immediate need for someone who can efficiently take over existing client relationships while also contributing to the firm’s continued expansion.The ideal candidate is based in the Portsmouth area (or open to relocating) and brings a portable book of business, along with the experience and confidence to serve high-net-worth clients with professionalism, care, and strategic insight.This is more than just a book handoff, it’s a chance to join a team with an exceptional internal culture, a strong support structure, and deep client loyalty. The firm offers very competitive compensation, warm leads with no cold prospecting, and a collaborative environment where advisors are set up to succeed.Key Responsibilities:Seamlessly take over and manage client relationships from retiring advisorsProvide holistic, high-touch wealth management and financial planning to HNW clientsGrow your own book through warm referrals, inbound leads, and your personal networkCollaborate closely with internal specialists on investment strategy, tax planning, estate considerations, and risk managementEnsure a smooth client experience with consistent communication and compliance best practicesWhat They're Looking For:Proven experience as an Advisor or Financial Planner (minimum 3 years)Strong relationship management skills and a client-first, consultative approachAbility to hit the ground running with both inherited and new clientsA book of business to bring over is expected and highly valuedFINRA Series 65 (or equivalent) requiredCFP® designation (or willing to obtain) required Strong proficiency in CRM systems and Microsoft OfficeWhat This Firm Offers:A rare opportunity to inherit a meaningful client book from retiring advisorsAccess to warm leads and a strong referral pipeline — no cold callingVery competitive compensation structure (W-2 with payout), plus potential for revenue shareA standout internal culture — collaborative, supportive, and growth-orientedComprehensive benefits: 401(k) with match, health/dental/vision coverage, unlimited PTO, paid parental leaveFlexibility to support a healthy work-life balanceReady to Take the Next Step?If you're an experienced advisor ready to grow your practice and inherit a strong client base, we’d love to connect! Apply now to be considered.