NHTrust · 5 hours ago
Financial Advisor
Meredith, NH
Full-time
Onsite
Senior Level
5+ years expNHTrust 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.
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)
Paid time off
Paid parental leave
Tuition reimbursement
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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