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Financial Advisor - New Hampshire Mutual Bancorp

Bristol, New Hampshire
12 Sep 2022

NHTrust  has an exciting opportunity for a Financial Advisor  to join our team based out of Meredith, NH to support the Lakes Region area. 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

Financial Advisor: $47,000 - $58,500 based salary range plus commission

Responsibilities include:

  • Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
  • Produces revenue from to meet expectation of published annual performance goals
  • Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
  • Job Requirements:

  • 3-5 years of experience in the sale of investment and insurance products
  • Possess a current series 7, series 63, series 65 or 66 or equivalent, Life, Accident and Health Insurance license
  • Extensive knowledge of financial planning, investment and insurance products and services and their application and appropriateness to individual client needs and goals
  • Strong technology skills including full utilization of financial software platforms and virtual operating environment tools
  • 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 and its affiliates are an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disability.

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    • Job Reference: 710604733-2
    • Date Posted: 12 September 2022
    • Recruiter: New Hampshire Mutual Bancorp
    • Location: Bristol, New Hampshire
    • Salary: On Application