NHTrust is seeking a well-established Financial Advisor. In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads.
We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, professional development and the opportunity to work with a great team!
RESPONSIBILITIES INCLUDE
Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
Produces revenue from to meet expectation of published annual performance goals
Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
5+ years of experience working as a Financial Advisor
Demonstrated track record of successful sales performance in investment services industry
Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
Current series 7, 63, 65, or 66
Life, Accident and Health Insurance license
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve!
We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities