About this opportunity
Bank of New Hampshire lists this Wealth Advisor opportunity in laconia, New Hampshire. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Wealth Advisor
Join a forward-thinking financial advisory team dedicated to delivering personalized wealth management solutions. We pride ourselves on building lasting client relationships through thoughtful guidance and tailored investment strategies. If you have a passion for fixed income and a commitment to helping clients navigate their financial futures, this is the place for you.
As a Wealth Advisor with a specialty in Fixed Income Strategy, you will play a crucial role in developing and implementing fixed income investment solutions that align with our clients' financial goals. You'll combine deep market knowledge with a client-first approach to craft strategies that deliver both stability and growth. This role offers the opportunity to make a tangible impact on clients' lives while advancing your career in a supportive, collaborative environment.
Works closely with the Executive Management Team and Senior Wealth Officer to support the Bank's investment portfolio with research, reporting and investment strategy.
Position Qualifications:
5-10 years of experience working in a detail-oriented environment in a bank or related company position of similar duties and responsibilities.
Bachelor's degree (work towards CFA designation or already have obtained)
An understanding of general economic principles and their impact in our economy today.
An understanding of the function and mechanics of the various U.S. securities markets.
An understanding of accounting principles and their implementation in the annual reports of various companies as well as other financial reports.
An understanding of the various theories of portfolio management and tailoring these theories to meet specific client objectives.
Understanding of trust and tax law a plus.
Experience to include trust account servicing, asset management, fiduciary regulations and laws, sales and negotiation skills.
Skills in common courtesy, communications, mathematics, organization, personal computers, planning and problem resolution.
Other Requirements:
Must possess and maintain a valid driver's license and satisfactory driving record, as well as a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
Professional Relations:
Works cooperatively with all employees to achieve the goals and objectives of the bank's Mission Statement. Enhances the bank's image by providing representation, involvement and leadership in community activities and charitable, civic and social organizations.
Bank of New Hampshire is proud to provide our employees with competitive pay, generous benefits and paid time off, as well as paid time to volunteer and give back to the communities in which we operate and live. We also provide our employees with tuition assistance, internal training opportunities and more!
Other Benefits Include:
Medical, Dental & Vision coverage effective day one of employment
Health Savings Account
Paid vacation and paid time off for volunteer work
Incentive Compensation Plan (Bonus) based upon performance and plan guidelines
Company paid Short- and Long-Term Disability
Company paid Group Term Life/AD&D Insurance
Voluntary employee paid benefits such as AFLAC
401(k) with company match
Employee activities and recognition
Employee Assistance Program
Tuition Assistance
Worksite address
laconia, NH, 03246, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.