Financial Advisor
New Hampshire Mutual Bancorp · Meredith, NH · 4 mo ago
On-siteFinanceFull-time
Responsibilities
- 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
Requirements
- 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
- Licenses: 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
Qualifications
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!
Skills
Financial Advisor, Investment Services, Customer Service, Teamwork, Integrity, Excellence
Benefits
- Medical
- Dental
- Vision
- 401K (with Company match)
- Paid time off
- Paid parental leave
- Tuition reimbursement
- Professional development
Pay
Salary based on level of experience
Schedule
Full Time