NHTrust ยท 18 hours ago
Financial Advisor
Keene, NH
Full-time
Onsite
Senior Level
5+ years expNHTrust 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.
AdviceConsultingFinancial ServicesInsurance
Hiring Manager
Alyssa Shallberg
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
Qualification
Required
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
Preferred
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
Benefits
Medical
Dental
Vision
401K (with Company match)
Pension plan
Paid time off
Professional development
Company
NHTrust
NHTrust is a team of experienced financial advisors and trust officers committed to providing customized financial strategies to clients who are seeking long-term financial security and growth.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Eulalie Paris
SVP Operations, Partnerships & Client Experience
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