VP Relationship Manager, Financial Planner
NHTrust has a new opportunity for a VP Relationship Manager/Financial Planner to join our wealth management team.
The successful candidate will demonstrate a high level of integrity and professionalism, serve as an integral partner generating new business leads, and have the ability to develop and maintain strong community and client relationships.
Weoffer a competitive salary along with a comprehensive benefit package including medical, dental, vision, 401K (with Company match), pension plan, paid time off, professional development and the opportunity to work with a great team! Salary negotiable based on level of experienceResponsibilities include:
Serve as a member of a client's relationship management team Provide excellent client service in adherence to the client service standardsRepresents NHTrust as the client's primary financial advisory resourceCreate and implement financial plans to lead each client to goal attainmentEffectively collaborate with the trust administration teamBuild a referral network and establish new business, including select high-net worth and non-profit clientsJob Requirements:
Bachelor's Degree in Finance, Investments or Financial PlanningCFP or current CFP candidate7 to 10 years of experience in client advising roles in the wealth management industry Ability to effectively work with clients, our investment sub-advisor and fiduciary administrators in a team environmentKnowledge of trust, investment and risk management principlesExceptional customer service, detail orientation and time management skillsProficient with Microsoft Office SuiteStrong verbal and written communication skills 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!We are dedicated to providing challenging and rewarding career opportunities for our employees across the state.
If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!NHTrust Financial Advisors is an Equal Opportunity Employer.
This includes veterans and individuals with disabilities.
Recommended Skills Administration Attention To Detail Business Relationship Management Certified Financial Planner Communication Consulting Estimated Salary: $20 to $28 per hour based on qualifications.
The successful candidate will demonstrate a high level of integrity and professionalism, serve as an integral partner generating new business leads, and have the ability to develop and maintain strong community and client relationships.
Weoffer a competitive salary along with a comprehensive benefit package including medical, dental, vision, 401K (with Company match), pension plan, paid time off, professional development and the opportunity to work with a great team! Salary negotiable based on level of experienceResponsibilities include:
Serve as a member of a client's relationship management team Provide excellent client service in adherence to the client service standardsRepresents NHTrust as the client's primary financial advisory resourceCreate and implement financial plans to lead each client to goal attainmentEffectively collaborate with the trust administration teamBuild a referral network and establish new business, including select high-net worth and non-profit clientsJob Requirements:
Bachelor's Degree in Finance, Investments or Financial PlanningCFP or current CFP candidate7 to 10 years of experience in client advising roles in the wealth management industry Ability to effectively work with clients, our investment sub-advisor and fiduciary administrators in a team environmentKnowledge of trust, investment and risk management principlesExceptional customer service, detail orientation and time management skillsProficient with Microsoft Office SuiteStrong verbal and written communication skills 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!We are dedicated to providing challenging and rewarding career opportunities for our employees across the state.
If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you!NHTrust Financial Advisors is an Equal Opportunity Employer.
This includes veterans and individuals with disabilities.
Recommended Skills Administration Attention To Detail Business Relationship Management Certified Financial Planner Communication Consulting Estimated Salary: $20 to $28 per hour based on qualifications.
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