Financial Advisor
Listed on 2026-01-12
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Finance & Banking
Financial Consultant, Financial Sales
Join to apply for the Financial Advisor role at New Hampshire Mutual Bancorp
Company: NHTrust
Position:
Financial Advisor
Location:
On-site in Keene, NH
Salary: based on level of experience
NHTrust is seeking a well-established Financial Advisor
. In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads.
We offer 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!
Responsibilities Include- Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
- Produces revenue to meet expectations of published annual performance goals
- Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
- 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
- Preference given to candidates with a CFP designation
- Ability 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!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.
Seniority level- Mid-Senior level
- Full-time
- Finance and Sales
- Banking
Referrals increase your chances of interviewing at New Hampshire Mutual Bancorp by 2x
Benefits- Medical insurance
- Paid maternity leave
- Paid paternity leave
- Vision insurance
- 401(k)
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