Private Wealth Advisor

An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to design customized strategies and lead innovative initiatives. Joining our Wealth Management team, you will serve as a trusted relationship manager, providing comprehensive financial planning, fiduciary consulting, and business transition guidance to sophisticated clients. This position requires strategic thinking, excellent relationship cultivation skills, and adherence to all regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate client experiences, drive organizational growth, and foster cross-functional collaboration.

Responsibilities:

• Design and implement tailored financial strategies in partnership with clients, their families, and professional advisors, such as attorneys and accountants.
• Build and expand client relationships through networking, community involvement, and collaboration with internal teams.
• Contribute to organizational initiatives and thought leadership by creating educational content, presentations, and webinars on emerging financial trends.
• Ensure that all advisory practices comply with relevant regulations, policies, and ethical guidelines.
• Maintain advanced certifications and stay updated on industry trends, regulatory changes, and best practices.
• Utilize financial planning software, CRM systems, and data analytics tools to enhance operations and decision-making processes.
• Work across platforms and with internal departments to deliver a seamless and unified client experience.

Qualifications:

• Bachelor’s degree required; advanced degree and professional certifications such as CFP, CTFA, or CWS strongly preferred.
• Minimum 7 years of experience in financial services, trust, law, or related fields. 
• Managing $1M high & ultra high-net worth client book of business in NH
• Prior experience using "eMoney" is also a plus

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