Top 24 Wealth management Jobs in Hampton, Nh

Portfolio Manager
KBW Financial Staffing & Recruiting —Portsmouth, NH
- $175,000 - $200,000 a year
- Email
- Research
- Finance
- 8 years
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Wealth Advisory Analyst - Vigilant Wealth Management
HighTower Advisors —Portsmouth, NH
- $60,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- Finance
- Health savings account
- Disability insurance
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Vice President, Advisor (Portsmouth)
EP Wealth Advisors, LLC —Portsmouth, NH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid parental leave
- Health savings account
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Financial Advisor
Northwestern Mutual —Newington, NH
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Wealth Management Associate
Equitable Advisors —Portsmouth, NH
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Seacoast Region, NH
JPMorganChase —Dover, NH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
3d
Wealth Management Relationship Specialist
First Seacoast Bank —Dover, NH
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Wealth Management Director
First Seacoast Bank —Dover, NH
- Full-time
- 5 years
- Office
- Finance
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Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))
Mercer Advisors —Portsmouth, NH
- $119,000 - $140,000 a year
- Monday to Friday
- Remote
- Microsoft Outlook
- 5 years
- Bachelor's degree
- Paid parental leave
- Health savings account
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Wealth Management Advisor (Andover, MA)
TIAA —Andover, MA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
Financial Advisor (Multiple Levels) - Methuen, Massachusetts
TD Bank —Methuen, MA
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Paid time off
2d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Wealth Advisory Analyst - Vigilant Wealth Management
HighTower Advisors —Portsmouth, NH
Bachelor's degree in finance, economics, business, accounting, or a related field. Work with related professional advisors, including CPAs, estate attorneys,…
$60,000 a year
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
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wealth management jobs near hampton, nh

Portfolio Manager

KBW Financial Staffing & Recruiting -
Portsmouth, NH

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Job Details

$175,000 - $200,000 a year

Qualifications

Customer communication
Customer relationship building
Research
Bachelor's degree
Investment client management
Customer relationship management
Working with families
Experience practicing in the securities industry
Chartered Financial Analyst

Full Job Description

A Top Registered Investment Advisor in the Seacoast Region of NH is hiring a Portfolio Manager with experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role has a need for someone with 8+ years of experience, MUST be a CFA and someone with superior client service skills. This role is an onsite position with some flexibility. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Responsibilities

Portfolio Management
- Design and implement customized investment portfolios based on clients’ risk profiles, time horizons, and goals.
- Rebalance and monitor portfolios regularly to ensure alignment with investment policy statements (IPS) and market conditions.
- Utilize a disciplined, research-based investment process to manage all asset classes.
- Collaborate with the investment committee to contribute to firm-wide model portfolios and asset allocation strategies.
Client Relationship Management
- Serve as a primary or supporting advisor for HNW client relationships.
- Communicate portfolio performance, strategy rationale, and market outlook to clients and their families.
- Provide proactive service and consultative advice aligned with clients’ wealth management plans.
- Collaborate with financial planners, CPAs, estate attorneys, and other professionals to deliver integrated wealth solutions.
Research and Analysis
- Conduct investment research and due diligence on asset classes, fund managers, and individual securities.
- Stay informed on macroeconomic trends, financial markets, and regulatory changes.
- Contribute to white papers, investment commentary, and client education content.
Compliance and Documentation
- Ensure portfolios are managed in compliance with applicable regulations (e.g., SEC, RIA standards) and internal policies.
- Maintain accurate documentation, including IPS, trade rationales, and client meeting notes.

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred.
CFA is required for this role.
6+ years of portfolio management experience, preferably within an RIA or wealth management environment.
Demonstrated experience working with high-net-worth individuals, families, and trusts.
Deep understanding of Money Management and Wealth Management
Strong communication, interpersonal, and analytical skills.

Salary is $175K-200K Base + Bonus

If interested, please reach out to [email protected]
#LI-JA1
KBW789

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Refine Your Search

wealth management jobs in hampton, nh

Portfolio Manager

Wealth Advisory Analyst - Vigilant Wealth Management

Vice President, Advisor (Portsmouth)

Financial Advisor

Wealth Management Associate

J.P. Morgan Wealth Management - Private Client Advisor - Seacoast Region, NH

Wealth Management Relationship Specialist

Wealth Management Director

Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))

Wealth Management Advisor (Andover, MA)

Financial Advisor (Multiple Levels) - Methuen, Massachusetts

Relationship Manager – Private Wealth & Tax Solutions

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