Wealth Advisor

Bank-of-New-Hampshire; Laconia (NH); On-site; USD 95,000 - 145,000; Full time

Benefits offered by this job

Medical, Dental & Vision coverage

Health Savings Account

Paid vacation and volunteer time

Incentive compensation plan (bonus)

Company paid disability

401(k) with company match

Tuition Assistance

Employee Assistance Program

Job summary

Bank of New Hampshire is seeking a Wealth Advisor specializing in Fixed Income Strategy to craft investment solutions aligned with client goals. You will leverage market knowledge and a client-first approach to deliver stability and growth, while supporting the portfolio with research and strategy alongside senior leaders.

The role emphasizes collaboration with executive management and the Senior Wealth Officer to enhance the bank’s investment portfolio and client outcomes.

Qualifications

• 5-10 years of experience in a bank or related company in a similar role.
• Bachelor’s degree; CFA designation encouraged or in progress.
• Understanding of general economic principles and their impact on the economy.
• Knowledge of U.S. securities markets and portfolio management theory.
• Familiarity with accounting principles in annual reports and financial statements.
• Knowledge of trust and tax laws; fiduciary regulations.
• Experience with trust accounts, asset management, and sales/negotiation.
• Strong courtesy, communication, math, organization, and problem solving skills.

Responsibilities

• Develop and implement fixed income investment solutions aligned with client goals.
• Research and analyze market trends to support investment strategy.
• Collaborate with Executive Management Team and Senior Wealth Officer.
• Provide client-focused guidance and tailor strategies for stability and growth.

Skills

Attention to detail

Client relationships

Financial analysis

Communication skills

Planning & organization

Mathematics

Negotiation

Education

Bachelor’s degree

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

3 days ago Requisition ID: 2105

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