Investment Advisor

FL Putnam Investment Management • Portsmouth, NH, United States • $200k - $250k / year • 2w ago

We are seeking an Investment Advisor (IA) to join our soon to be opened Portsmouth, New Hampshire office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for investment guidance and asset allocation while providing sound financial support to clients. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator.

Investment Advisor Duties:

Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients' questions and concerns
Develops & maintains role as trusted advisor for clients with specified investment objectives & policies
Invests accordingly to asset allocation committee recommendations where appropriate for clients
Actively participates in the asset allocation committee and stays abreast of global macro-economic environment
Promotes F.L.Putnam brand in the market and generates new business opportunities and expands existing business relationships
Networks & Represents firm in educational or promotional presentations

Qualifications:

CFA professional designation and bachelor's degree required
10+ years of equivalent experience as an investment advisor
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Highly versed with all facets of asset allocation, investment strategies and client relationship management experience
Experience with Salesforce and Orion a plus
Experience developing new business through referrals and marketing
Ability to work collaboratively with others as part of a team
Strong community presence with an established network in the Portsmouth, NH market
Demonstrates strong organizational skills and a disciplined and organized approach throughout their business

F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.

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