Financial Services Professional

2 weeks ago


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

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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