Wealth Advisor

Bank of New Hampshire•Laconia, NH

16h•Onsite

About The Position

Join a forward-thinking financial advisory team dedicated to delivering personalized wealth management solutions. We pride ourselves on building lasting client relationships through thoughtful guidance and tailored investment strategies. If you have a passion for fixed income and a commitment to helping clients navigate their financial futures, this is the place for you. Role Overview As a Wealth Advisor with a specialty in Fixed Income Strategy, you will play a crucial role in developing and implementing fixed income investment solutions that align with our clients’ financial goals. You’ll combine deep market knowledge with a client-first approach to craft strategies that deliver both stability and growth. This role offers the opportunity to make a tangible impact on clients’ lives while advancing your career in a supportive, collaborative environment. Works closely with the Executive Management Team and Senior Wealth Officer to support the Bank’s investment portfolio with research, reporting and investment strategy.

Requirements

3-7 years of experience working in a detail-oriented environment in a bank or related company position of similar duties and responsibilities.
Bachelor’s degree (work towards CFA designation or already have obtained)
An understanding of general economic principles and their impact in our economy today.
An understanding of the function and mechanics of the various U.S. securities markets.
An understanding of accounting principles and their implementation in the annual reports of various companies as well as other financial reports.
An understanding of the various theories of portfolio management and tailoring these theories to meet specific client objectives.
Experience to include trust account servicing, asset management, fiduciary regulations and laws, sales and negotiation skills.
Skills in common courtesy, communications, mathematics, organization, personal computers, planning and problem resolution.
Must possess and maintain a valid driver’s license and satisfactory driving record, as well as a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Nice To Haves

Understanding of trust and tax law a plus.

Responsibilities

Develop and implement fixed income investment solutions that align with clients’ financial goals.
Combine deep market knowledge with a client-first approach to craft strategies that deliver both stability and growth.
Support the Bank’s investment portfolio with research, reporting and investment strategy.
Works cooperatively with all employees to achieve the goals and objectives of the bank's Mission Statement.
Enhances the bank's image by providing representation, involvement and leadership in community activities and charitable, civic and social organizations.