Financial Services Professional
2 weeks ago
About the Role:
We are seeking a highly skilled and experienced Financial Advisor to join our team at New Hampshire Mutual Bancorp. As a Financial Advisor, you will play a critical role in providing exceptional client service and support to our customers in the NH Lakes Region and Concord, NH markets.
Key Responsibilities:
- Identify and solicit financial planning, investment, and wealth management business from existing clients and potential clients.
- Produce revenue to meet the expectation of published annual performance goals.
- Maintain ongoing knowledge of current market conditions, new products, services, and tax law changes within the financial services industry.
Requirements:
- 5+ years of experience working as a Financial Advisor.
- Demonstrated track record of successful sales performance in the investment services industry.
- Extensive knowledge of investment and insurance products and services and the role they play in financial planning.
Licenses and Certifications:
- 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.
About Us:
New Hampshire Mutual Bancorp is a unique and exciting organization that provides operational support for three premier independent mutual savings banks and a financial advisory and trust company. We are committed to building genuine partnerships with our customers and providing challenging and rewarding career opportunities for our employees.
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