Wealth Advisor: Fixed Income Specialist

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

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.