Current jobs related to Wealth Management Advisor - Manchester, New Hampshire - Bank of America

  • Wealth Management Specialist

    2 weeks ago

    Manchester, New Hampshire, United States Wilmington Trust Full time

    Job Summary:As a Wealth Advisor at Wilmington Trust, you will be responsible for managing a book of client relationships, coordinating activities of the relationship team, and driving revenue growth through the acquisition of new business and retention of existing clients. You will work closely with Client Managers, Private Banking, Investment Advisors, and...

  • Wealth Management Specialist

    2 weeks ago

    Manchester, New Hampshire, United States Wilmington Trust Full time

    Job Summary:We are seeking a highly skilled Wealth Advisor to join our team at Wilmington Trust. As a Wealth Advisor, you will be responsible for managing a book of client relationships, coordinating activities of the relationship team, and driving revenue growth through the acquisition of new business and the retention of existing clients.Key...

  • Wealth Management Specialist

    4 weeks ago

    Manchester, New Hampshire, United States Eastern Bank Full time

    Job Summary:As a Wealth Advisor at Eastern Bank, you will oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. You will manage all administrative aspects of a portfolio of Wealth Management accounts, ensuring accuracy and efficiency in all aspects of client service.Key...

  • Wealth Management Specialist

    6 days ago

    Manchester, New Hampshire, United States Eastern Bank Full time

    Job Summary:We are seeking a skilled Wealth Management Specialist to oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. This role will manage all administrative aspects of a portfolio of Wealth Management accounts, ensuring accuracy and efficiency in all aspects of client...

  • Wealth Management Specialist

    5 days ago

    Manchester, New Hampshire, United States Eastern Bank Full time

    **Job Summary:**We are seeking a skilled Wealth Management Specialist to oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. As a key member of our team, you will manage all administrative aspects of a portfolio of Wealth Management accounts.**Key Responsibilities:*** Manage...

  • Wealth Management Specialist

    5 days ago

    Manchester, New Hampshire, United States Eastern Bank Full time

    Job Summary: We are seeking a skilled Wealth Management Specialist to oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. As a key member of our team, you will manage all administrative aspects of a portfolio of Wealth Management accounts.Key Responsibilities:Manage assigned...

  • Merrill Financial Solutions Advisor

    6 days ago

    Manchester, New Hampshire, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.We believe trust comes from...

  • Financial Solutions Advisor

    2 weeks ago

    Manchester, New Hampshire, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionJob Summary:Merrill Financial Solutions Advisors work with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, and preparing investment recommendations that align with their goals. This role is responsible for leveraging technology to achieve business growth goals,...

  • Senior Investment Analyst

    4 weeks ago

    Manchester, New Hampshire, United States Claire Myers Consulting Full time

    Job Title: Lead Financial AdvisorClaire Myers Consulting is seeking a highly skilled and experienced Lead Financial Advisor to join our team. As a key member of our Wealth Management Advisory firm, you will be responsible for providing high-end investment and financial planning services to our clients.Key Responsibilities:Develop and maintain a book of...

  • Truck Service Advisor

    2 weeks ago

    Manchester, New Hampshire, United States TravelCenters of America Full time

    Join Our Team as a Truck Service AdvisorWe are seeking a highly skilled and customer-focused Truck Service Advisor to join our team at TravelCenters of America. As a key member of our service team, you will be responsible for providing exceptional service to our customers, ensuring their vehicles are repaired and maintained to the highest standards.Key...

  • Honda Automotive Service Advisor

    2 weeks ago

    Manchester, New Hampshire, United States AutoFair Automotive Full time

    Service Advisor - HondaWe are seeking a highly motivated and organized Service Advisor to join our team at AutoFair Honda. As a Service Advisor, you will play a critical role in ensuring our customers have an exceptional ownership experience.Responsibilities:Provide exceptional customer service by addressing customer inquiries and concerns in a timely and...

  • Audit Senior

    4 weeks ago

    Manchester, New Hampshire, United States Jobot Full time

    Remote Audit Senior RoleAre you an experienced Auditor looking for a progressive career opportunity and a great work culture? Do you love to develop and coach less experienced staff to succeed? Do you enjoy supporting community charity and business events?About UsWe are a premier CPA and consulting firm based in New England and considered an excellent...

  • Bertera Nissan Manchester Parts Advisor Position

    6 days ago

    Manchester, New Hampshire, United States Bertera Auto Group Full time

    Job Title: Parts AdvisorJob Summary:Bertera Nissan Manchester is seeking an experienced Parts Advisor to provide exceptional customer service and assist customers in finding the right parts for their vehicles.Key Responsibilities:Provide knowledgeable assistance to customers in person, over the phone, and via emailLook up parts and availability in the...

  • Channel Account Manager

    4 weeks ago

    Manchester, New Hampshire, United States Wasatch Property Management Full time

    About MarketStarMarketStar is a leading provider of outsourced B2B demand, sales, customer success, and revenue operations solutions. With a strong commitment to growth, innovation, and community service, we empower our clients to achieve their goals and our employees to advance their careers.Job SummaryWe are seeking a skilled Channel Account Manager to...

  • Student Financial Support Advisor

    2 months ago

    Manchester, New Hampshire, United States Nurtur Aveda Institutes Full time

    Student Financial Support AdvisorAre you passionate about guiding individuals towards their educational aspirations? Nurtur Aveda Institutes is looking for a Student Financial Support Advisor to become a vital part of our team. In this position, you will collaborate with students to develop financial strategies that facilitate their academic pursuits.Role...

  • Service Advisor

    2 weeks ago

    Manchester, New Hampshire, United States Love's Travel Stops & Country Stores Full time

    Job SummaryWe are seeking a skilled Service Advisor to drive sales success in our Truck Care facilities. As a key member of management, you will combine technical and managerial skills to lead service centers and progress towards becoming a Truck Care General Manager.Key ResponsibilitiesMaintain a safe and clean facility.Greet customers, address vehicle...

  • Honda Automotive Service Advisor

    4 weeks ago

    Manchester, New Hampshire, United States AutoFair Automotive Group Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Service Advisor to join our team at AutoFair Honda. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support throughout their ownership experience.Key ResponsibilitiesProvide exceptional customer service and support, ensuring a...

  • Honda Automotive Service Advisor

    4 weeks ago

    Manchester, New Hampshire, United States AutoFair Automotive Group Full time

    Job SummaryWe are seeking a highly skilled and motivated Service Advisor to join our team at AutoFair Honda. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key ResponsibilitiesProvide exceptional customer service and support, ensuring a positive experience for all customers.Take ownership...

  • Honda Automotive Service Advisor

    2 weeks ago

    Manchester, New Hampshire, United States AutoFair Automotive Full time

    Service Advisor Job DescriptionAre you passionate about delivering exceptional customer experiences and driving business growth? Do you have a strong background in customer service and a desire to excel in the automotive industry? We're seeking a skilled Service Advisor to join our team at AutoFair Automotive Group.Key Responsibilities:Own the customer...

  • Honda Automotive Service Advisor

    2 weeks ago

    Manchester, New Hampshire, United States AutoFair Automotive Full time

    Service Advisor Job DescriptionWe are seeking a skilled Service Advisor to join our team at AutoFair Automotive Group. As a Service Advisor, you will be responsible for providing exceptional customer service and ensuring a positive ownership experience for our customers.Key Responsibilities:Take ownership of the customer's experience by carrying out...

Wealth Management Advisor

2 months ago

Manchester, New Hampshire, United States Bank of America Full time
About the Role

This is a challenging and rewarding opportunity to join Bank of America as a Financial Solutions Advisor in our Northern New England Community Market. As a key member of our team, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.

Key Responsibilities
  • Provide tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
  • Communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
  • Partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
  • Understand and access the full breadth of resources across the bank to benefit clients or prospects
  • Develop and grow a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
  • Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds
About the Team

As a Financial Solutions Advisor, you will be part of a dynamic team that is dedicated to helping our clients achieve their financial goals. We are committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.

Requirements
  • Currently holds Series 7 & 65 in lieu of 66) licenses
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Self-starter who efficiently manages time and capacity
  • Sets and accomplishes goals, achieving whatever you put your mind to