Top 20 Construction client advisor Jobs in Merrimack Nh

Associate Advisor
Benson Wealth Management —Amherst, NH
- From $60,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Early Career Human Health Risk Assessor
WSP —Chelmsford, MA
- Office
- Master's degree
- Bachelor's degree
- Disability insurance
- Health insurance
Construction Client Advisor
Acrisure New England Partners Insurance Services, LLC —North Andover, MA
- $75,000 - $150,000 a year
- Full-time
- Children
- Senior level
- Commuter assistance
- Paid parental leave
Client Service Leader - Water/Wastewater
Apex Companies —Manchester, NH
- $195,000 - $220,000 a year
- Bachelor of Science
- 11+ years
- Bachelor's degree
- Disability insurance
- Health insurance
Senior Scheduler- Construction
Turner & Townsend —Concord, NH
- Full-time
- 5 years
- Senior level
- Construction Management
Quick Apply
Electrical Engineer (Mission Critical/Data Center)
WSP —Merrimack, NH
- Construction site
- Research
- Mid-level
- Disability insurance
- Health insurance
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Derry, NH
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
4d
Mortgage Loan Officer
Bangor Savings Bank —Andover, MA
- Full-time
- Computer literacy
- Research
- Mid-level
Lead Structural Engineer - Bridges
WSP —Merrimack, NH
- 7 years
- Engineering
- Research
- Disability insurance
- Health insurance
Lead Electrical Engineer (Mission Critical/Data Center)
WSP —Merrimack, NH
- 7 years
- Office
- Analysis skills
- Disability insurance
- Health insurance
CRE Commercial Loan Officer - Lowell
Rockland Trust —Lowell, MA
- Full-time
- 5 years
- Office
- Analysis skills
- Wellness program
- Health insurance
Senior Project Engineer - Bridges and Structures
HNTB Corporation —Chelmsford, MA
- $110,384.86 - $215,816.57 a year
- Full-time
- 6 years
- Management
- Engineering
Tax Supervisor
Grassi —Chelmsford, MA
- $90,000 - $130,000 a year
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Audit Senior - Manufacturing & Distribution
Grassi —Chelmsford, MA
- $70,000 - $100,000 a year
- CPA
- Research
- Office
- Health insurance
- Dental insurance
Senior Project Manager - Wastewater - Chelmsford, MA
Hoyle, Tanner & Associates, Inc. —Chelmsford, MA
- $72.50 - $81.25 an hour
- Full-time
- Civil engineering
- Bachelor of Science
- 11+ years
Quick Apply
Tax Senior
Grassi —Chelmsford, MA
- $70,000 - $100,000 a year
- Management
- CPA
- Research
- Health insurance
- Dental insurance
Tax Manager
Grassi —Chelmsford, MA
- $100,000 - $150,000 a year
- CPA
- Research
- Office
- Health insurance
- Dental insurance

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construction client advisor jobs near merrimack nh

Associate Advisor

Benson Wealth Management -
Amherst, NH

Quick Apply

Job Details

Full-time
From $60,000 a year
2 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Professional development assistance

Qualifications

Interpersonal skills
Professional ethics
Series 66
Research
Series 7
Bachelor's degree
Attention to detail
Financial markets knowledge
Data analysis software

Full Job Description

Associate Advisor – Portfolio & Planning Focus

Firm: Benson Wealth Management
Location: Southern New Hampshire
Employment Type: Full-time

About Benson Wealth Management

Benson Wealth Management is a boutique, independent wealth advisory firm specializing in private family wealth and entrepreneur / business owner clients. We advise a select group of clients across the full lifecycle of wealth, including:

Comprehensive financial and investment planning
Exit planning support for business owners
Investment banking and liquidity event support
Post-liquidity and multigenerational wealth management

As a boutique firm, we emphasize depth over volume, long-term relationships, and highly customized advice. Our clients are often business owners navigating complexity, concentration risk, and major financial transitions. We collaborate closely with CPAs, attorneys, and other professionals to deliver integrated, thoughtful advice.

As the firm continues to scale, we are seeking a high-potential Associate Advisor to support portfolio management, planning, and client engagement, with a clear long-term growth path.

Role Overview

The Associate Advisor will work directly with the firm’s lead advisor to support portfolio management, investment analysis, and financial planning, while developing into a client-facing advisor over time. This role is ideal for someone early in their advisory career with strong quantitative and analytical skills, a background in finance or economics, and the interpersonal skills required to build trust with sophisticated clients.

Over time, this role is expected to evolve into one with greater client ownership, relationship responsibility, and business-development contribution, particularly with entrepreneurs and private families.

Key Responsibilities

Portfolio Management & Investment Analysis

Assist with portfolio construction, asset allocation, and rebalancing
Analyze portfolio risk, performance, and diversification
Prepare portfolio analytics, scenario modeling, and investment exhibits for client meetings
Support implementation of investment strategies across taxable and tax-advantaged accounts
Monitor markets and assist with investment research and internal commentary

Financial Planning & Analytical Support

Assist with financial planning analysis, including retirement projections, cash flow modeling, and tax-aware planning
Support planning related to liquidity events, concentrated positions, and business exits
Evaluate planning trade-offs and help develop data-driven recommendations

Client Engagement & Relationship Development

Prepare analytical materials and summaries for client meetings
Attend client meetings and assist with follow-ups and implementation
Gradually assume responsibility for portions of client discussions
Demonstrate strong interpersonal skills and the ability to build rapport and credibility with clients
Over time, develop the capacity to deepen existing client relationships and contribute to new client development through trust-based, long-term relationship building

Operations & Execution

Support account implementation, rebalancing, and custodial workflows
Maintain accuracy of client data, assumptions, and planning inputs
Coordinate with custodians and outside professionals as needed
Research and source prospective business-owner clients who fit the firm’s target profile and maintain qualified prospect lists for advisor outreach

Qualifications

Required

Bachelor’s degree in Finance or Economics
Strong quantitative and analytical skills grounded in financial markets and portfolio theory
High proficiency in Excel and financial analysis
Strong interpersonal and communication skills, with the ability to explain complex concepts clearly
Demonstrated professionalism, integrity, and emotional intelligence
Strong attention to detail and follow-through

Preferred

CFP® coursework started or planned
0–3 years of experience in wealth management, investments, or financial analysis
Familiarity with portfolio construction, asset allocation, and investment analytics
Experience with financial planning or portfolio management software
Interest in long-term relationship-based business development with entrepreneurs and business owners
Series 7 and Series 65/66

Compensation & Benefits

Base salary range: $60,000+, depending on experience and qualifications
Performance-based bonus potential
Professional development support (CFP® coursework, education, conferences)
Direct mentorship from an experienced advisor
Health benefits and paid time off (if applicable)

As responsibilities expand, compensation is expected to grow meaningfully over time.

Career Path & Growth Opportunity

This role is intentionally structured as a long-term development position. Over time, the Associate Advisor may:

Take increasing responsibility for portfolio analysis and planning decisions
Serve as primary advisor for a defined segment of clients
Play a meaningful role in investment and portfolio strategy discussions
Develop the skills and credibility required to contribute to long-term client acquisition and relationship growth
Be considered for senior advisor or future partnership opportunities based on performance, alignment, and commitment

Ownership is not guaranteed, but the firm is deliberate about developing advisors who demonstrate technical skill, relationship acumen, and long-term alignment.

Who This Role Is Best For

A finance or economics graduate who enjoys investments, portfolio analysis, and planning
Someone with strong people skills who wants to grow into a trusted advisor and relationship builder
A disciplined, intellectually curious professional interested in boutique private wealth management and business owners
A coachable team player looking to grow with a firm over time

How to Apply

Please submit a resume and brief cover letter explaining:

Why you’re interested in wealth management
How you think about building long-term client relationships
Where you hope to be professionally in 5–10 years

Pay: From $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance

Work Location: In person

Quick Apply

Refine Your Search

construction client advisor jobs in merrimack nh

Associate Advisor

Early Career Human Health Risk Assessor

Construction Client Advisor

Client Service Leader - Water/Wastewater

Senior Scheduler- Construction

Electrical Engineer (Mission Critical/Data Center)

Account Manager - Commercial Insurance (Construction/Contractors)

Mortgage Loan Officer

Lead Structural Engineer - Bridges

Lead Electrical Engineer (Mission Critical/Data Center)

CRE Commercial Loan Officer - Lowell

Senior Project Engineer - Bridges and Structures

Tax Supervisor

Audit Senior - Manufacturing & Distribution

Senior Project Manager - Wastewater - Chelmsford, MA

Tax Senior

Tax Manager

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