Wealth Advisor
On-siteLaconia, New Hampshire, United States
Laconia, New Hampshire, United StatesOn-siteFull TimeBachelors DegreeMedium
Full TimeBachelors DegreeMedium
Job Summary
Develop and implement fixed income investment solutions that align with clients' financial goals by combining deep market knowledge with a client-first approach. Work closely with the Executive Management Team and Senior Wealth Officer to support the Bank's investment portfolio through research, reporting, and investment strategy. Apply theories of portfolio management to tailor strategies to specific client objectives while managing trust account servicing and adhering to fiduciary regulations. Maintain a valid driver's license and vehicle coverage if required to drive for assigned duties.
Required 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
- 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
- Must possess and maintain a valid driver's license and satisfactory driving record
- a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
Desired Qualifications
- Understanding of trust and tax law a plus
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