Financial Advisor

Meredith Village Savings Bank • Meredith, NH

35d • Onsite

About The Position

NHTrust is expanding and seeking an experienced Financial Advisor in the Lakes Region. This role offers the opportunity to step into an established book of business with strong referral support, while continuing to grow new client relationships as part of a collaborative and expanding team. We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, professional development and the opportunity to work with a great team!

Requirements

• 5+ years of experience working as a Financial Advisor
• Demonstrated track record of successful sales performance in investment services industry
• Extensive knowledge of investment and insurance products and services and the role they play in financial planning
• Current series 7, 63, 65, or 66
• Life, Accident and Health Insurance license
• Ability to obtain CFP designation in a timely manner

Nice To Haves

• Preference given to candidates with a CFP designation

Responsibilities

• 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

Benefits

• medical
• dental
• vision
• 401K (with Company match)
• paid time off
• paid parental leave
• tuition reimbursement
• professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed