Financial Planner — High-Net-Worth Clients

Job overview

The Financial Planner — High-Net-Worth Clients role is listed onsite in Peterborough, NH. Compensation is not specified. The posting describes a growing firm with existing clients and incoming referrals; niche recruitment is the listed employer. The planner serves high-net-worth individuals and their businesses with customized financial plans and recommendations. The role presents planning solutions, identifies intergenerational wealth-management opportunities, and coordinates with legal, tax, and other professionals to support integrated planning.

What you'll do

• Service existing clients and incoming referrals
• provide customized plans and recommendations for high-net-worth individuals and their businesses
• present plans and explain recommended benefits and solutions
• identify and assist with intergenerational wealth-management opportunities
• coordinate with legal, tax, and other professionals.

What we're looking for

Skills & competencies

financial planner

high-net-worth clients

peterborough nh

niche recruitment

financial planning

customized plans

client recommendations

wealth management

intergenerational planning

business owners

tax coordination

legal coordination

Work arrangement

• Weekend coverage required

Why this role

The role focuses on customized planning for high-net-worth clients and their businesses, including intergenerational wealth opportunities.

About the employer

niche recruitment is hiring for this role. Industry: Employment Placement Agencies. Sector: 56.