Davis Wealth Management, LLC, located in Concord, NH, focuses on helping retirees and pre-retirees make informed financial decisions to secure their long-term financial success. The company offers investment advisory services through Brookstone Capital Management, LLC (BCM), an independent registered investment advisor.
Role Description
This is a full-time on-site role for a Financial Advisor at Davis Wealth Management, LLC. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients in Concord, NH.
Qualifications
Financial Planning and Retirement Planning skills
Experience in Finance and Investments
Financial Advisory expertise
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work collaboratively in a team
Series 63 or 65
Certifications such as CFP (Certified Financial Planner) are a plus
Bachelor's or Master's degree in Finance, Economics, or related field