Senior Financial Advisor

Senior Financial Advisor | New HampshireA 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 withinProspect for new clients through referrals, seminars, and community involvementStreamline complex financial ideas for clients by showcasing a clear grasp of concepts and planning principlesDiscuss clients' financial goals, risk tolerance, income, expenses, insurance coverage, tax status, and any other necessary information needed for crafting financial plansUtilize financial planning software to deliver comprehensive financial plans to clientsMaintain a regular presence in assigned banking officesWork with branch and business partners to identify referral candidatesDevelop branch referral activities and conduct regular training meetingsDevelop cadence for ongoing communication with COI'sServe on one local non-profit boardRequirements:Bachelor's degree5+ years of financial advising/planning experienceSeries 7, 63, 65/66 and life/accident/health insurance licenses, CFP preferredDemonstrated track record of successful sales performance in investment services industryStrong knowledge of investment and insurance products/servicesAbility to work well independently and in a team environmentExcellent communication skills with both internal and external clients