Financial Advisor

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

Knowledge of investment and insurance products and services and the role they play in financial planning

Benefits

• Medical
• Dental
• Vision
• 401K (with Company match)
• Paid time off
• Paid parental leave
• Tuition reimbursement
• Professional development
• The opportunity to work with a great team!

Pay

Salary based on level of experience

Schedule

On-site in Keene, NH