Investment Analyst

3 weeks ago

Manchester, United States New Hampshire Mutual Bancorp Full time

Company: NHTrust

Position: Financial Advisor

Location: On-site inConcord,New Hampshire

NHTrusthas an exciting opportunity for a well-established Financial Advisor in Concord, NH.In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads. 

Weoffer 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 clientsProduces revenue from to meet expectation of published annual performance goalsMaintains 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 AdvisorDemonstrated track record of successful sales performance in investment services industryExtensive knowledge of investment and insurance products and services and the role they play in financial planning

LICENSE REQUIREMENTS

Current series 7, 63, 65, or 66Life, Accident and Health Insurance licensePreference given to candidates with a CFP designationAbility 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

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