Current jobs related to Financial Advisor - Concord - New Hampshire Mutual Bancorp

  • Financial Advisor

    1 month ago

    Concord, United States Davis Wealth Management, LLC Full time

    Company DescriptionDavis 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 DescriptionThis...

  • Financial Aid Advisor

    1 week ago

    Concord, New Hampshire, United States Muskingum University Full time

    Muskingum University seeks a highly skilled Financial Aid Counselor to join our enrollment team. As a key member of our financial aid team, you will serve as a financial aid advisor to students, parents, and prospective students, providing expert guidance on all aspects of financial aid. Key Responsibilities Provide exceptional customer service to...

  • Wealth Management Financial Advisor

    1 month ago

    Concord, New Hampshire, United States New Hampshire Mutual Bancorp Full time

    {"h1": "Wealth Management Financial Advisor Opportunity", "p": "At New Hampshire Mutual Bancorp, we are seeking a skilled Wealth Management Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional client relationship support, servicing client portfolios, and generating new business...

  • Wealth Management Financial Advisor

    2 weeks ago

    Concord, New Hampshire, United States New Hampshire Mutual Bancorp Full time

    Job OpportunityAt New Hampshire Mutual Bancorp, we are seeking a skilled Wealth Management Financial Advisor to join our team.This is an exciting opportunity for a Financial Services Professional to provide client relationship support and generate new business leads.We offer a competitive salary and comprehensive benefits package, including medical, dental,...

  • Financial Aid Advisor

    1 month ago

    Concord, New Hampshire, United States Muskingum University Full time

    Financial Aid Counselor Job DescriptionMuskingum University is seeking a highly skilled Financial Aid Counselor to join our team. As a key member of our enrollment team, you will serve as a financial aid advisor to students, parents, and prospective students, providing expert guidance on all aspects of financial aid.Key Responsibilities:Counsel and advise...

  • Client Service Specialist

    4 weeks ago

    Concord, United States Ameriprise Financial Full time

    And time allocation will change over time to meet the needs of the practice and can include other duties as assigned by Financial Advisor(s) or Leadership. Position Functions:Financial Planning & Advice/ Product Solutions:Prepare preliminary financia Client Service, Specialist, Financial Planning, Financial Advisor, Service, Client Relations, Retail

  • Financial Planner

    1 month ago

    Concord, New Hampshire, United States Davis Wealth Management, LLC Full time

    About Davis Wealth Management, LLCDavis Wealth Management, LLC is a reputable firm located in Concord, NH, dedicated to providing expert financial guidance to retirees and pre-retirees. Our team focuses on delivering tailored financial solutions to secure our clients' long-term financial success.Job DescriptionWe are seeking a skilled Financial Advisor to...

  • Senior Financial Consultant

    3 days ago

    Concord, New Hampshire, United States Ledyard National Bank Full time

    Job DescriptionLedyard National Bank is seeking a Senior Financial Advisor to deepen and expand existing client relationships with new investment assets. The Senior Financial Advisor works with the Private Banking team to assist clients with comprehensive lending and deposit relationships. The role focuses on delivering superior service, utilizing the...

  • Client Associate

    1 week ago

    Concord, New Hampshire, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Client Associate at RBC Wealth Management, you will play a critical role in supporting financial advisors and clients. You will be responsible for providing exceptional client service, managing administrative tasks, and maintaining accurate records. This is an excellent opportunity to develop your skills...

  • Service Advisor

    2 weeks ago

    Concord, North Carolina, United States RideNow Powersports Full time

    RideNow Powersports Service Advisor Job DescriptionRideNow Powersports, a subsidiary of RumbleOn, is seeking a highly skilled and customer-focused Service Advisor to join our team in Concord, NC. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support in the Service Department.Key...

  • Tax Advisor

    1 month ago

    Concord, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering an exciting opportunity for a Tax Advisor in the Investment Management industry. This role is based in the Metro-West area, and involves a combination of tax preparation and client service responsibilities. Key responsibilities:• Preparing and filing 1040 and 1041 tax forms.• Providing Client Service support...

  • Chief Financial Officer

    2 weeks ago

    Concord, California, United States WBCP, Inc. Full time

    Chief Financial OfficerContra Costa Fire District (Con Fire) is seeking a highly skilled Chief Financial Officer (CFO) to join their executive team. As a key advisor to the Fire Chief, the successful candidate will shape the future of the District through effective financial management and strategic oversight.Key Responsibilities:Preparation and management...

  • Chief Financial Officer

    1 week ago

    Concord, California, United States Davita Inc. Full time

    Chief Financial OfficerContra Costa County Fire Protection District (Con Fire) is seeking a seasoned Chief Financial Officer to join their executive team. As a key advisor to the Fire Chief, this experienced leader will shape the future of the District through effective financial management and strategic oversight.Key Responsibilities:Prepare and manage...

  • Cloud Solutions Advisor

    1 week ago

    Concord, New Hampshire, United States Oracle Full time

    Job DescriptionOracle is seeking a highly skilled Cloud Solutions Advisor to join our North American Consulting organization. As a key member of our Cloud Advisor+ team, you will play a critical role in helping our customers successfully migrate to the cloud.Key Responsibilities:Provide leadership and strategy for NAAC's Cloud Advisory+ advisory services...

  • Residential Solutions Advisor

    3 weeks ago

    Concord, United States ADT Full time

    Company Overview:ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and...

  • Residential Solutions Advisor

    3 weeks ago

    Concord, United States ADT Full time

    Company Overview:ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and...

  • Financial Reporting Analyst

    2 weeks ago

    Concord, New Hampshire, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleWe are seeking a highly skilled Financial Reporting Analyst to join our Shareholder Reporting team. As a key member of our team, you will be responsible for preparing and reviewing financial reports to ensure accuracy and compliance with regulatory requirements.Key Responsibilities:Prepare financial reports for alternative investment...

  • Personal Financial Representative

    3 days ago

    Concord, New Hampshire, United States Allstate Full time

    About the RoleWe are seeking a Personal Financial Representative to join our team at Allstate. As a PFR, you will have the opportunity to build your own financial services practice with the support of Allstate.Your ResponsibilitiesYou will meet with new and existing customers to build deeper relationships through expanded product offerings. You will also...

  • Financial Aid Counselor

    4 months ago

    New Concord, United States Muskingum University Full time

    Muskingum University invites applications for a Financial Aid Counselor. This position serves as a financial aid advisor to students, parents, and prospective students regarding all aspects of financial aid. This position analyzes, processes, awards, and revises financial aid offers for an assigned advising group, while providing exceptional customer...

  • Contract Recruiter

    2 weeks ago

    Concord, New Hampshire, United States Transcend Practice Management Full time

    Job OpportunityWe are seeking a skilled and experienced Contract Recruiter to join our team at Transcend Practice Management. As a Contract Recruiter, you will play a crucial role in identifying and retaining top-quality talent for our financial advisory clients.Key Responsibilities:Develop job descriptions and specifications that align with our clients'...

Financial Advisor

2 months ago

Concord, United States New Hampshire Mutual Bancorp Full time
Job DescriptionJob Description

Company: NHTrust

Position: Financial Advisor

Location: On-site in Concord, New Hampshire


NHTrust is growing We have an exciting opportunity for two well-established Financial Advisors in the NH Lakes Region and Concord, NH markets. In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads.

We offer a competitive salary along with a comprehensive benefit package including medical, dental, vision, 401K (with Company match), pension plan, paid time off, professional development and the opportunity to work with a great team


Salary based on level of experience

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

New Hampshire Mutual Bancorp (NHMB) is truly a unique and exciting organization - the first mutual community banking shared services organization of its kind found in Northern New England. NHMB provides the operational support for three premier independent mutual savings banks, Meredith Village Savings Bank, Merrimack County Savings Bank and Savings Bank of Walpole, and a financial advisory and trust company, NHTrust.

New Hampshire Mutual Bancorp and its affiliates are an Equal Opportunity Employer. This includes veterans and individuals with disabilities