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Financial Advisor - Lakes Region

NHTrust

Meredith, NH 03253 • 9/4/2026

Accounting / Finance , Professional , Sales

Job Description

Job Description
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