This position is no longer accepting applications
Closed on April 18, 2026.
Financial Advisor/ Wealth Manager / PWA
Manager
Senior
Advisor
CFP
Client Relations
Estate Planning
Financial Advisor
Financial Planning
High Net Worth
Investment Management
Portfolio Management
PWA
Registered Investment Adviser
Series 65
Tax Accounting
UHNW
Ultra High Net Worth
Wealth Advisor
Wealth Management
Wealth Management
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Job Description
Overview
Fairscale Capital is seeking an experienced internal Financial Advisor to support an established client base in a comprehensive capacity. No existing book of business is required. This is a hybrid remote position based in Nashua, New Hampshire 03061.
Responsibilities
- Develop personalized financial plans by analyzing clients’ current financial situations, including assets, liabilities, income, and expenses.
- Advise on investment strategies, portfolio construction, and cash flow optimization to promote wealth growth and preservation.
- Lead detailed estate planning discussions, addressing wills, trusts, and estate law considerations to help clients meet their legacy objectives.
- Stay current on securities regulations, tax rules, and updates to financial software to provide compliant and innovative guidance.
- Incorporate tax-efficient strategies into comprehensive financial plans by leveraging tax expertise.
- Manage ongoing client relationships through regular reviews, market updates, and proactive adjustments to plans.
- Other general business items
Qualifications
- 7+ years of experience with exposure to high net worth (HNW) and ultra-high net worth (UHNW) clients; Series 65 and CFP required.
- Strong understanding of financial concepts and analysis.
- Knowledge of estate planning tools such as wills, trusts, and estate law.
- Solid background in financial analysis, investment management, and cash management strategies.
- Proficiency in financial software applications and research tools to support data-driven decision-making.
- Excellent client relationship management skills with the ability to communicate complex concepts clearly and confidently.
- Educational background in finance, accounting, or related fields; professional certifications such as CFP (required), CFA or CPA are advantageous.
- Ability to interpret technical strategies and apply them within the context of client advising.
Compensation and Details
Salary: $100,000.00 - $200,000.00 per year
Job Type: Full-time
Location: Hybrid remote in Nashua, NH 03061
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