Financial Advisor - Lakes Region

Posted 5 Days Ago
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Meredith, NH, USA
In-Office
Mid level
Financial Services
The Role
Develop and deepen client relationships through comprehensive financial planning and investment advice. Grow a financial advisory practice through referrals, networking, and community involvement while partnering with internal trust, investment, and wealth management specialists. The role requires investment, retirement, and insurance planning expertise, relationship management, business development, regional travel, and periodic travel to Concord, New Hampshire.
Summary Generated by Built In


Company: NHTrustPosition: Financial Advisor – Lakes RegionLocation: On-site in Meredith, NHPosition Details: Full Time
*Salary based on level of experience


Build Something Extraordinary in the Lakes Region


NHTrust is strengthening its team! 

Fueled by tremendous growth and increasing demand for wealth management services, we're seeking an experienced Financial Advisor to join our team in beautiful Meredith, New Hampshire. This is an opportunity to step into a thriving market, leverage strong referral relationships, and build a successful practice with a firm that is deeply connected to the communities it serves. 

 

Why You’ll Love Working Here

In addition to a competitive salary, we offer a comprehensive benefits package designed to support you personally and professionally. Benefits include medical, dental, and vision coverage; a 401(k) with company match; paid time off; paid parental leave; tuition reimbursement; professional development opportunities; and the chance to be part of a supportive team that values your contributions.

 

Why NHTrust?

  • Significant opportunity for business growth and long-term career advancement
  • Unlimited earning potential
  • Established referral partnerships and a respected local presence
  • Support for professional development, continuing education, and advanced certifications
  • Collaborative access to trust, investment, and wealth management specialists
  • The chance to work in New Hampshire's scenic Lakes Region

 

 

What You'll Do

  • 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

 

What We're Looking For

  • 3+ years of Financial Advisor experience
  • Proven success in relationship management and business development
  • Strong knowledge of investment, retirement, and insurance planning
  • Series 7, 63, and 65/66 (or equivalent)
  • Life, Accident, and Health Insurance License
  • Ability to travel throughout the region and periodically to Concord, NH

 

Your Next Great Opportunity Starts Here

Join a growing organization where your success is supported, your contributions are valued, and your potential is unlimited. If you're looking for the opportunity to grow your business, deepen your expertise, and make a meaningful impact in the communities you serve, we'd love to hear from you.

 

Plan Confidently for your next role with NHTrust 


We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.


#planconfidently 

Skills Required

  • At least 3 years of Financial Advisor experience
  • Proven success in relationship management and business development
  • Strong knowledge of investment, retirement, and insurance planning
  • Series 7, 63, and 65 or 66 licenses, or equivalent
  • Life, Accident, and Health Insurance License
  • Ability to travel throughout the region and periodically to Concord, New Hampshire
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The Company
550 Employees
Year Founded: 2013

What We Do

New Hampshire Mutual Bancorp (NHMB) is a shared-services organization and mutual bank holding company supporting four New Hampshire financial affiliates: Meredith Village Savings Bank, Merrimack County Savings Bank, Savings Bank of Walpole, and NHTrust. It provides shared capabilities in technology, compliance, human resources, risk management, finance, and operations, helping affiliates improve efficiency and competitiveness while preserving their local identities and community-focused banking.

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