What are the responsibilities and job description for the Wealth Management Consultant position at Bank of New Hampshire?
Join Our Award-Winning Wealth Management Team at Bank of New Hampshire!
Position: Wealth Management Consultant
This is an on-site position (working Full-time) and will be based out of our Concord Heights office. Salary will be determined based on level of experience.
We are seeking a dedicated, highly motivated Wealth Management Consultant to join our team. BNH Financial Services is looking for someone with a passion for helping clients meet their investment goals and objectives. In this position, you will play a vital role in building trust and creating lasting professional relationships with clients by delivering top-notch service.
The ideal candidate has a minimum 1-4 years of experience working in the financial advice arena. It is our mission to help client’s articulate financial goals and provide sound strategies to help achieve objectives. We value fostering strong relationships with our clients with a mindset to simplify the complexity of investment options.
Qualifications:
- Possess a four-year college degree or comparable work experience with 1-4 years of experience in the sale of investment products.
- Possess a current series 7, series 63, and state Life, Accident and Health Insurance license.
- Ability to work effectively in a team environment.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities, while staying open to change and new possibilities
- Ability to communicate effectively and professionally with customers.
- Ability to effectively utilize technology including common and investment specific software.
Responsibilities:
- Provide financial planning, investment management, and risk tolerance assessment for clients.
- Interact with and develop relationships with retail branch office personnel.
- Communicate with clients regularly to provide updates on their investments and answer any questions.
- Collaborate with other members of the team to develop strategies for improving client outcomes.
- Demonstrate financial and market aptitude in a manner that can be easily communicated to all sophistication levels of investment clients.
- Monitor client portfolios and make recommendations for adjustments as needed.
- Understand and maintain regulatory compliance.
Why Bank of New Hampshire?
- We offer competitive compensation and benefits package, including an Annual Incentive Compensation (bonus) Plan, 401(k) with 50% match on the first 6% of eligible earnings, generous paid time off as well as paid time off for our employees to give back to the communities in which we operate and live.
- We support our employees by providing several opportunities for professional growth and career advancement, including Tuition Reimbursement as well as internal and external training opportunities.
- We provide a supportive team-oriented work environment, and encourage our employees to attend our bank wide celebrations and meetings.
For more information regarding the benefits we offer, please see attached.
BNH Financial Services was awarded the 2025 Best of Business Award in the category of "Best Financial Planner/Wealth Management" by NH Business Review!
To join our dynamic team, click "Apply" to submit your resume and fully completed employment application online. Starting rate is based upon experience.
Bank of New Hampshire is fully committed to Equal Employment Opportunity (EEO) and to compliance with all Federal, State, and local laws that prohibit employment discrimination. Should you require assistance to apply for employment with Bank of New Hampshire, please contact Human Resources at 1.800.832.0912
EEO Employer Including Vets & Disability
Member FDIC