Wealth Advisor

Bank of New Hampshire; Laconia (NH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Health Savings Account

Paid time off

Bonus program

Disability insurance

AFLAC benefits

401(k) with match

Employee activities

Employee Assistance Program

Tuition assistance

Job summary

Bank of New Hampshire seeks a Wealth Advisor specialized in Fixed Income Strategy to design and implement income-focused investment solutions for clients. You will blend market knowledge with a client-first approach to craft strategies that emphasize stability and growth.

You will work with the Executive Management Team and Senior Wealth Officer to support the bank’s investment portfolio through research, reporting and strategy development, enhancing client outcomes and firm performance.

Qualifications

• 5–10 years experience in a detail-oriented banking environment.
• Bachelor’s degree; CFA designation pursued or obtained.
• Understanding of general economic principles and US securities markets.
• Experience with trust servicing, asset management, fiduciary regulations and client objectives.

Responsibilities

• Develop and implement fixed income investment solutions for clients.
• Align investment strategies with clients’ financial goals.
• Support portfolio management with research, reporting and strategy.
• Collaborate with senior management to deliver client results and maintain relationships.

Skills

5-10 years experience

Client-first approach

Communication

Mathematics

Education

Bachelor’s degree

CFA designation (pursuing or holding)

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.

Corporate Officer FT Corporate Officer Laconia, NH, US

Bank of New Hampshire is an award-winning local bank with locations across the state of New Hampshire. We are proud to celebrate our 195 th year of serving our communities and customers as the oldest independent bank in the state.

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.

POSITION QUALIFICATIONS

• 5-10 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.
• Understanding of trust and tax law a plus.
• 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.

OTHER REQUIREMENTS

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.

PROFESSIONAL RELATIONS

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.

Bank of New Hampshire is proud to provide our employees with competitive pay, generous benefits and paid time off, as well as paid time to volunteer and give back to the communities in which we operate and live. We also provide our employees with tuition assistance, internal training opportunities and more!

Other Benefits Include

• Medical, Dental & Vision coverage effective day one of employment
• Health Savings Account
• Paid vacation and paid time off for volunteer work
• Incentive Compensation Plan (Bonus) based upon performance and plan guidelines
• Company paid Short- and Long-Term Disability
• Voluntary employee paid benefits such as AFLAC
• 401(k) with company match
• Employee activities and recognition
• Employee Assistance Program
• Tuition Assistance

Bank of New Hampshire is fully committed to Equal Employment Opportunity (EEO) and to compliance with all Federal, State, and local laws that prohibit employment discrimination. Should you require assistance to apply for employment with Bank of New Hampshire, please contact Human Resources at 1.800.832.0912

EEO Employer Including Vets and Disability | Member FDIC