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Posted: Wed Mar 06 2024
Senior Financial Advisor
Concord, New Hampshire
Direct Hire
Senior Financial Advisor | New Hampshire
A well-established Wealth Management firm with a rich history and strong ties to New Hampshire is in search of a Senior Financial Advisor. This individual will concentrate on serving the Lakes Region, assuming a pivotal role in overseeing and nurturing current client relationships, while also contributing significantly to expanding the firm's existing client base.
Responsibilities:
Maintain an existing book of business, deepening the relationships within
Prospect for new clients through referrals, seminars, and community involvement
Streamline complex financial ideas for clients by showcasing a clear grasp of concepts and planning principles
Discuss clients’ financial goals, risk tolerance, income, expenses, insurance coverage, tax status, and any other necessary information needed for crafting financial plans
Utilize financial planning software to deliver comprehensive financial plans to clients
Maintain a regular presence in assigned banking offices
Work with branch and business partners to identify referral candidates
Develop branch referral activities and conduct regular training meetings
Develop cadence for ongoing communication with COI’s
Serve on one local non-profit board
Requirements:
Bachelor’s degree
5+ years of financial advising/planning experience
Series 7, 63, 65/66 and life/accident/health insurance licenses, CFP preferred
Demonstrated track record of successful sales performance in investment services industry
Strong knowledge of investment and insurance products/services
Ability to work well independently and in a team environment
Excellent communication skills with both internal and external clients
This role will have a generous base salary and production bonus potential.
A well-established Wealth Management firm with a rich history and strong ties to New Hampshire is in search of a Senior Financial Advisor. This individual will concentrate on serving the Lakes Region, assuming a pivotal role in overseeing and nurturing current client relationships, while also contributing significantly to expanding the firm's existing client base.
Responsibilities:
Maintain an existing book of business, deepening the relationships within
Prospect for new clients through referrals, seminars, and community involvement
Streamline complex financial ideas for clients by showcasing a clear grasp of concepts and planning principles
Discuss clients’ financial goals, risk tolerance, income, expenses, insurance coverage, tax status, and any other necessary information needed for crafting financial plans
Utilize financial planning software to deliver comprehensive financial plans to clients
Maintain a regular presence in assigned banking offices
Work with branch and business partners to identify referral candidates
Develop branch referral activities and conduct regular training meetings
Develop cadence for ongoing communication with COI’s
Serve on one local non-profit board
Requirements:
Bachelor’s degree
5+ years of financial advising/planning experience
Series 7, 63, 65/66 and life/accident/health insurance licenses, CFP preferred
Demonstrated track record of successful sales performance in investment services industry
Strong knowledge of investment and insurance products/services
Ability to work well independently and in a team environment
Excellent communication skills with both internal and external clients
This role will have a generous base salary and production bonus potential.
Brokerage Consultants Inc.
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