Wealth Advisor: Fixed Income Strategy

Centralnh

Laconia (NH)

Hybrid

USD 90,000 - 130,000

Full time

11 days ago

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Benefits offered by this job

Medical, Dental & Vision
Health Savings Account
Paid vacation and volunteer time
Incentive bonus program
401(k) with match

Job summary

Bank of New Hampshire seeks a Wealth Advisor specializing in Fixed Income Strategy to design and implement investment solutions aligned with client goals and risk preferences. You will blend market insight with a client‑first approach to deliver stable, growth‑oriented guidance.

Working alongside the Executive Management Team and Senior Wealth Officer, you’ll provide research, portfolio analysis, and timely investment strategy recommendations that support the bank’s advisory objectives and

Qualifications

  • 5–10 years in banking or wealth management.
  • Bachelor’s degree; CFA designation preferred.
  • Understanding of US securities markets and accounting.
  • Knowledge of portfolio management theories tailored to client objectives.
  • Strong communications and client service skills.

Responsibilities

  • Develop and implement fixed income investment strategies for clients.
  • Collaborate with Executive Management to support investment portfolio research and strategy.
  • Build and maintain client relationships with a client-first approach.

Skills

Wealth advisory
Fixed income
Client relationship
Financial analysis
Portfolio strategy

Education

Bachelor’s degree
CFA designation

Tools

Financial planning software

Job description

Bank of New Hampshire seeks a Wealth Advisor specializing in Fixed Income Strategy to design and implement investment solutions aligned with client goals and risk preferences. You will blend market insight with a client‑first approach to deliver stable, growth‑oriented guidance.

Working alongside the Executive Management Team and Senior Wealth Officer, you’ll provide research, portfolio analysis, and timely investment strategy recommendations that support the bank’s advisory objectives and

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