What are the responsibilities and job description for the Financial Advisor position at New Hampshire Mutual Bancorp and Careers?
Company: NHTrust
Position: Financial Advisor
Location: On-site in Meredith, NH
- Salary based on level of experience
NHTrust is expanding and seeking an experienced Financial Advisor in the Lakes Region. This role offers the opportunity to step into an established book of business with strong referral support, while continuing to grow new client relationships as part of a collaborative and expanding team.
We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, professional development and the opportunity to work with a great team!
RESPONSIBILITIES INCLUDE
- Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
- Produces revenue from to meet expectation of published annual performance goals
- Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
- 5 years of experience working as a Financial Advisor
- Demonstrated track record of successful sales performance in investment services industry
- Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
- Current series 7, 63, 65, or 66
- Life, Accident and Health Insurance license
- Preference given to candidates with a CFP designation
- Ability to obtain CFP designation in a timely manner
We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve!
We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.