Financial Advisor - Lakes Region

Nhtrust; Meredith (NH); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off

Paid parental leave

Tuition reimbursement

Professional development opportunities

Supportive team environment

Job summary

NHTrust is seeking an experienced Financial Advisor to join our Meredith, NH team. The role focuses on building and maintaining client relationships through comprehensive financial planning and investment advice.

You will help clients navigate major financial decisions, grow the practice via referrals and networking, and collaborate with internal specialists to deliver sophisticated wealth management solutions in the Lakes Region.

Qualifications

• 3+ years of Financial Advisor experience.
• Proven success in relationship management and business development.
• Strong knowledge of investment, retirement, and insurance planning.
• Ability to travel throughout the region and periodically to Concord, NH.

Responsibilities

• Develop and deepen client relationships through comprehensive financial planning and investment advice.
• Help clients navigate important financial decisions with confidence.
• Grow your practice through referrals, networking, and community involvement.
• Partner with internal specialists to deliver sophisticated wealth management solutions.
• Contribute to the continued growth and success of NHTrust throughout the region.

Skills

Relationship management

Business development

Investment planning

Tools

Series 7

Series 63

Series 65/66

Life Insurance License

Health Insurance License

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Sales Meredith, NH, US

9 days ago Requisition ID: 1891

Company: NHTrust

Location: On-site in Meredith, NH

*Salary based on level of experience

Build Something Extraordinary in the Lakes Region

NHTrust is strengthening its team!

Fueled by tremendous growth and increasing demand for wealth management services, we're seeking an experienced Financial Advisor to join our team in beautiful Meredith, New Hampshire. This is an opportunity to step into a thriving market, leverage strong referral relationships, and build a successful practice with a firm that is deeply connected to the communities it serves.

Why You’ll Love Working Here

In addition to a competitive salary, we offer a comprehensive benefits package designed to support you personally and professionally.

• medical, dental, and vision coverage
• a 401(k) with company match
• paid time off
• paid parental leave
• tuition reimbursement
• professional development opportunities
• the chance to be part of a supportive team that values your contributions

Why NHTrust?

• Significant opportunity for business growth and long-term career advancement
• Unlimited earning potential
• Established referral partnerships and a respected local presence
• Support for professional development, continuing education, and advanced certifications
• Collaborative access to trust, investment, and wealth management specialists
• The chance to work in New Hampshire's scenic Lakes Region

What You'll Do

• Develop and deepen client relationships through comprehensive financial planning and investment advice
• Help clients navigate important financial decisions with confidence
• Grow your practice through referrals, networking, and community involvement
• Partner with internal specialists to deliver sophisticated wealth management solutions
• Contribute to the continued growth and success of NHTrust throughout the region

What We're Looking For

• 3+ years of Financial Advisor experience
• Proven success in relationship management and business development
• Strong knowledge of investment, retirement, and insurance planning
• Series 7, 63, and 65/66 (or equivalent)
• Life, Accident, and Health Insurance License
• Ability to travel throughout the region and periodically to Concord, NH

Your Next Great Opportunity Starts Here

Join a growing organization where your success is supported, your contributions are valued, and your potential is unlimited. If you're looking for the opportunity to grow your business, deepen your expertise, and make a meaningful impact in the communities you serve, we'd love to hear from you.

Plan Confidently for your next role with NHTrust

We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.