Wealth Advisor, Fixed Income Strategy

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

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.