Senior Financial Advisor Roles

6 days ago


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

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their life goals through a personal relationship with their advisory team committed to their needs.

Key Responsibilities
  • Deliver a full range of goals-based financial planning and wealth strategies, including assessment of client needs.
  • Maintain a robust knowledge of the firm's latest planning tools, techniques, and strategies.
  • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention or review.
  • Source prospective clients and capitalize on referrals.
  • Deliver customized solutions and the full resources of Bank of America Merrill.
  • Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor.
Requirements
  • FINRA Series 7 & 65 accepted, in lieu of 66, registrations required with 5+ years of experience.
  • Established and portable practice with a minimum of $1MM in production.
  • Experience managing client portfolios and driving growth.
  • Proven relationship building and business development skills.
Desired Skills
  • Bachelor's degree or higher strongly preferred.
  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities, and new client development.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Possess excellent communication skills, both written and verbal.
  • Highly entrepreneurial.
About Bank of America

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law.



  • 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...


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

    About the RoleMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their life goals through a personal relationship with their advisory team committed to their needs.We believe trust...


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

    About the RoleWe are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies.Key ResponsibilitiesProvide tailored and personalized advice to...


  • 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...


  • Manchester, New Hampshire, United States Hubbell Full time

    Position OverviewThe Financial Analyst III at Hubbell plays a crucial role within the finance department, providing support across multiple sites in the Burndy US division.This position reports directly to the Business Unit Controller and collaborates frequently with senior finance personnel, including the Sr. Financial Analyst and Cost Accountant.Key...


  • Manchester, New Hampshire, United States Hubbell Full time

    Position SummaryThe Financial Analyst III plays a pivotal role within the Hubbell finance team, contributing to multiple sites within the Burndy US division.This position reports directly to the Burndy Business Unit Controller and collaborates closely with various finance professionals including the Senior Financial Analyst, Cost Accountant, Group...


  • Manchester, New Hampshire, United States FIRST Full time

    QualificationsApplicants must possess authorization to work for any employer in the U.S. Sponsorship for an employment Visa is not available at this time.Essential Skills and Experience:Strong analytical and problem-solving capabilities.Bachelor's degree in a relevant field with a minimum of 5 years of directly related experience.Advanced proficiency in...


  • Manchester, New Hampshire, United States Wilmington Trust Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Wilmington Trust. As a Wealth Advisor, you will be responsible for managing a book of client relationships and coordinating activities of the relationship team to drive growth and retention of our existing clients.Key ResponsibilitiesClient Relationship Management:...


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

    About the RoleThis 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...


  • Manchester, New Hampshire, United States Eversource Full time

    Position Overview:The Senior Energy Efficiency Advisor for Large Scale Manufacturing is a pivotal role within Eversource's Energy Efficiency division. This position focuses on collaborating with major manufacturing clients in New Hampshire to design and implement energy conservation initiatives.Key Responsibilities:Lead the strategy and execution of...


  • Manchester, New Hampshire, United States Navion Senior Solutions Full time

    Position OverviewNavion Senior Solutions is seeking a dynamic leader to take on the role of Executive Director. The ideal candidate will be a transformative leader with a proven ability to inspire and guide all team members within the organization. This position is responsible for overseeing all operational aspects and ensuring the financial health of the...


  • Manchester, New Hampshire, United States Allergan Full time

    Company OverviewAllergan, a subsidiary of AbbVie, is seeking a Senior FP&A Analyst to join our dynamic team within the Benelux Allergan Aesthetics division.As a prominent research biopharmaceutical organization, AbbVie is dedicated to developing innovative therapies and sustainable healthcare solutions for serious health conditions, aiming to enhance the...


  • Manchester, New Hampshire, United States University System Of New Hampshire Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Senior Financial Services Coordinator to join our team at the University System of New Hampshire. As a key member of our financial aid department, you will be responsible for providing exceptional customer service to students and families, ensuring compliance with federal, state, and...


  • Manchester, New Hampshire, United States FIRST Full time

    Position: Financial AnalystCompany Overview:First Co. has established itself as a premier entity in the HVAC sector since its inception in 1966. Renowned for its commitment to quality, innovation, and integrity, First Co. delivers an extensive array of superior HVAC products and services, solidifying its reputation as a trusted supplier.Job...

  • Enrollment Advisor

    2 weeks ago


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

    Nurtur Aveda Institutes is in search of a dedicated and enthusiastic individual to become part of their team as an Enrollment Advisor. In this pivotal role, you will assist prospective students throughout the enrollment journey, ensuring a smooth and efficient admission process.Key Responsibilities:Embody the core principles and values of Nurtur Aveda...


  • Manchester, New Hampshire, United States Diedre Moire Corp. Full time

    Corporate Mergers and Acquisitions Tax Advisor - Manchester, NHJoin a leading firm in the transactional risk sector as a Mergers and Acquisitions Tax Advisor. We are looking for a seasoned professional with a CPA or legal background to enhance our team.Key Responsibilities:** Conduct comprehensive risk assessments of financial statements, purchase...


  • Manchester, New Hampshire, United States GFA Federal Credit Union Full time

    GFA Federal Credit Union is seeking a Lead Retail Experience Consultant dedicated to fostering robust financial connections with our members.In this pivotal role, the ideal candidate will cultivate new member relationships while enhancing existing ones by proactively presenting GFA products and delivering exceptional member service.Key...


  • Manchester, New Hampshire, United States St. Mary's Bank Full time

    St. Mary's Bank (SMB) is on the lookout for an exceptional individual to fill the role of Senior Vice President of Finance and Treasurer. As a prominent $1.5 billion Credit Union based in Manchester, NH, established in 1908, SMB is committed to the fundamental principles of community engagement and teamwork. Become part of a vibrant team that strives for...


  • Manchester, New Hampshire, United States Navion Senior Solutions Full time

    Position OverviewNavion Senior Solutions is seeking a dedicated leader to fill the role of Executive Director. This pivotal position requires an exceptional manager who can inspire and motivate all team members within the organization. The Executive Director will be responsible for overseeing all operational aspects and ensuring the financial health of the...


  • Manchester, New Hampshire, United States Allergan Full time

    Company OverviewAllergan, a subsidiary of AbbVie, is seeking a Senior FP&A Analyst to join our dynamic team focused on the Benelux region.As a leading research biopharmaceutical organization, AbbVie is dedicated to developing innovative therapies and sustainable healthcare solutions aimed at enhancing the quality of life for individuals affected by serious...