Wealth Advisor – Lakes Region Growth & Community Impact

Nhtrust; Meredith (NH); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off

Paid parental leave

Tuition reimbursement

Professional development opportunities

Supportive team environment

Job summary

NHTrust is seeking an experienced Financial Advisor to join our Meredith, NH team. The role focuses on building and maintaining client relationships through comprehensive financial planning and investment advice.

You will help clients navigate major financial decisions, grow the practice via referrals and networking, and collaborate with internal specialists to deliver sophisticated wealth management solutions in the Lakes Region.

Qualifications

• 3+ years of Financial Advisor experience.
• Proven success in relationship management and business development.
• Strong knowledge of investment, retirement, and insurance planning.
• Ability to travel throughout the region and periodically to Concord, NH.

Responsibilities

• Develop and deepen client relationships through comprehensive financial planning and investment advice.
• Help clients navigate important financial decisions with confidence.
• Grow your practice through referrals, networking, and community involvement.
• Partner with internal specialists to deliver sophisticated wealth management solutions.
• Contribute to the continued growth and success of NHTrust throughout the region.

Skills

Relationship management

Business development

Investment planning

Tools

Series 7

Series 63

Series 65/66

Life Insurance License

Health Insurance License

Job description

NHTrust is seeking an experienced Financial Advisor to join our Meredith, NH team. The role focuses on building and maintaining client relationships through comprehensive financial planning and investment advice.

You will help clients navigate major financial decisions, grow the practice via referrals and networking, and collaborate with internal specialists to deliver sophisticated wealth management solutions in the Lakes Region.