Director, Investment Specialist/Head of Co-Manufactured Products
Manulife
Finance planner job in New Hampshire
The **Director, Investment Specialist/Head of Co-Manufactured Products** will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products.
**Key Responsibilities**
+ **Product Management** : Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards.
+ **Cross-Functional Leadership** : Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products.
+ **Market Research & Strategy** : Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities.
+ **Project Management** : Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed.
+ **Client & Consultant Engagement** : Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings.
+ **Product Innovation** : Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team.
+ **Regulatory Compliance** : Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures.
**Key Qualifications**
+ **Education** : MBA or advanced degree in Finance, Business Administration, or related field.
+ **Certifications** : CFA, CAIA, or a comparable financial certification.
+ **Experience** :
+ 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies.
+ Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions.
+ Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.).
+ Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments.
+ **Skills** :
+ Excellent analytical and problem-solving capabilities, with a strategic mindset.
+ Strong project management skills, with proven ability to manage complex cross-functional initiatives.
+ Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels.
+ Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines.
+ Experience with competitive analysis, financial modeling, and pricing strategies.
+ Proficiency with industry tools, such as Morningstar Direct and Factset
+ Ability to travel (up to 25%).
**Key Competencies**
+ **Relationship Building & Collaboration:** Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives.
+ **Leadership & Collaboration** : Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments.
+ **Innovation** : Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs.
+ **Results-Oriented** : Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals.
+ **Client-Focused** : Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback.
+ **Adaptability** : Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives.
**Why Join Us?**
As the **Director, Investment Specialist/Head of Co-Manufactured Products** , you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development.
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**About Manulife and John Hancock**
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************ .
**Manulife is an Equal Opportunity Employer**
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************ .
**Referenced Salary Location**
Boston, Massachusetts
**Working Arrangement**
Hybrid
**Salary range is expected to be between**
$120,750.00 USD - $217,350.00 USD
If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights (******************************************************************************** **I** Family & Medical Leave (********************************************** **I** Employee Polygraph Protection (****************************************************************** **I** Right to Work (************************************************************************************************** **I** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
Company: John Hancock Life Insurance Company (U.S.A.)
$120.8k-217.4k yearly 24d ago
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Financial Planner
New York Life-New Hampshire 4.5
Finance planner job in Manchester, NH
Job Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:
$120,555
Responsibilities:
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications:
A Bachelor's degree in finance, business administration, or alternate related analytical field is required
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. At New York Life, you're in control of your career journey. Training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity.
$120.6k yearly 10d ago
Financial Planner
Commonwealth Financial Group 4.7
Finance planner job in Bedford, NH
Commonwealth Financial Group is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. We're seeking ambitious, entrepreneurial-minded professionals to join us as we continue growing in 2026.
Our Financial Planning Mastery Program
We've built a comprehensive Training and Development Program designed to support and challenge entrepreneurial individuals as they build their own practices. Our program provides:
Elite industry training thoughtfully crafted for career changers and newcomers, delivering the skills and knowledge needed to build a confident financial planning career
A relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidance
Structured development toward market growth with emphasis on advanced planning and client attraction
Financial support, classroom training, mentorships, partnerships, and joint work opportunities
Access to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clients
What You'll Do
Implement and scale your strategic business plan through mentorship and world-class training
Establish networks, cultivate referrals, and develop long-term client relationships
Provide financial solutions through fact-gathering and needs analysis
Broaden your skillset through ongoing professional development and joint work with fellow associates
Obtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated services
What We're Looking For
Ambitious leaders ready to make an impact in New England
Relationship-builders with a client-first approach and strong interpersonal skills
Assertive, independent, and self-motivated professionals
Charismatic connectors with high social confidence
Minimum 5 years professional experience (sales, business development, or client-facing roles preferred)
Benefits
Comprehensive health benefits (medical, dental, vision, disability, life insurance)
401(k) with company match eligibility
Recognition programs and events for top performers
Grant opportunities for personal philanthropic involvement through our charitable foundation
Ongoing leadership and career development opportunities
$52k-68k yearly est. 7d ago
Financial Advisor
Northwestern Mutual 4.5
Finance planner job in Manchester, NH
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified FinancialPlanner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified FinancialPlanner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIALPLANNER , and CFP (with plaque design) in the United States to Certified FinancialPlanner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$76k-127k yearly est. Auto-Apply 3d ago
Financial Advisor
New Hampshire Mutual Bancorp
Finance planner job in Keene, NH
Company: NHTrust
Financial Advisor
*Salary based on level of experience
NHTrust is seeking a well-established Financial Advisor. In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads.
We offer 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!
RESPONSIBILITIES INCLUDE
Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
Produces revenue from to meet expectation of published annual performance goals
Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
5+ years of experience working as a Financial Advisor
Demonstrated track record of successful sales performance in investment services industry
Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
Current series 7, 63, 65, or 66
Life, Accident and Health Insurance license
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
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!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities
$62k-110k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Nhtrust
Finance planner job in Keene, NH
Job Description
Company: NHTrust
Financial Advisor
*Salary based on level of experience
NHTrust is seeking a well-established Financial Advisor. In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads.
We offer 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!
RESPONSIBILITIES INCLUDE
Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
Produces revenue from to meet expectation of published annual performance goals
Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
5+ years of experience working as a Financial Advisor
Demonstrated track record of successful sales performance in investment services industry
Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
Current series 7, 63, 65, or 66
Life, Accident and Health Insurance license
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
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!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities
$62k-110k yearly est. 18d ago
Sr. Energy Portfolio Analyst
Sprague Energy 4.3
Finance planner job in Portsmouth, NH
Sprague Energy is seeking a Sr. Energy Portfolio Analyst to join its Quantitative Analysis and Portfolio Management team at its Portsmouth, NH headquarters. As a key contributor on the Quantitative Analysis and Portfolio Management team, you will support enterprise-wide portfolio level decisions, help manage complex risks, contribute to existing and new products pricing strategies, collaborate with business leaders across departments to drive portfolio optimization and growth, lead the development of analytical tools, and participate in evaluations of various business development and strategic initiatives. The business areas of focus include but are not limited to Retail Natural Gas and Electricity, Refined Products and Terminal Operations, and other key areas where Sprague is providing energy products, services and solutions now or in the future.
We are seeking a very well qualified, upbeat and energetic candidate, who excels in communication, interpersonal effectiveness and collaboration, thrives on challenges and is excited about the idea of strongly contributing to the success and growth of a fast-paced organization in the energy sector.
The position will report to the Manager / Director of Quant. Analysis and Portfolio Management and will interact with team members from other Business Units and departments like Quant, BI and Data Analytics, BA, IT, BD, Marketing, Risk, Sales, Supply, Finance, FP&A, Treasury, Legal, Credit, Accounting and other Sprague and Hartree teams as well as present project results to the upper management and leadership team. Most portfolio analytics projects are carried out in close collaboration and supported by the Quantitative Analysis team.
This position will be on-site at Sprague's headquarters office in Portsmouth, NH.
Please include a resume and a cover letter explaining why you would like to pursue this job and list relevant professional and academic experience, skills, courses, and projects descriptions that would demonstrate you are a good fit.
Key Responsibilities:
* Maintain, develop and enhance portfolio-level analytics for pricing, hedging, optimization, forecasting and scenario analysis.
* Monitor and manage complex energy positions to mitigate risk and maximize gross margin.
* Help design and execute GM swing risks hedging strategies in collaboration with internal teams and external partners and counterparties.
* Actively identify and act on portfolio risks and opportunities through continuous market analysis.
* Proactively gain a deep understanding of Sprague's business, related market conditions, market fundamentals, business operations, data, systems, models, products, and processes.
* Analyze new business opportunities and support the design of new products and growth strategies.
* Provide analytical insights and recommendations to the leadership teams.
* Lead cross-functional projects from scoping through delivery under tight deadlines.
* Contribute to modern energy solutions that support customer needs and strategic portfolio balance.
* Collaborate with IT, Quant, BAs, Risk, BI, Data and BU stakeholders on improving and developing portfolio tools, modern applications, web portals, ETRM systems, and innovative solutions for the growing Sprague energy business.
* Keep version control, document, and create repositories of portfolio team models, functions and processes.
* Build strong working relationships across Sprague, our parent company, Hartree Partners and outside business partners.
Required Qualifications and Skills:
* Master's degree and education in some combination of interdisciplinary areas of Finance, Economics, Risk Management, Applied Mathematics, Statistics, Actuary Science, Engineering or related field with strong coursework and foundation in quantitative disciplines.
* Minimum of 3 years of experience in the energy industry in a similar role, involving analyzing and managing complex volumetric and market price risks and energy portfolio / assets optimization, structuring and pricing.
* Good understanding of the energy markets areas like Retail / Wholesale Natural Gas, Refined Products, Electricity, Renewables, etc.
* Deep knowledge of hedging strategies, energy derivatives, and portfolio risk analytics (e.g., VaR models).
* Advanced skills in Python / R / MATLAB.
* Excellent collaboration skills and teamwork oriented.
* Ability to independently solve complex problems, conduct research, evaluate pros and cons and provide creative and commercially viable solutions.
* Exceptional communication and interpersonal skills for cross-functional collaboration.
* Ability to effectively coordinate various business requirements across teams.
* Clearly present complex topics to various audiences, including C-suite
* Business mindset with a focus on practical, phased solutions and impact delivery.
* Good planning and project management skills.
* Flexibility to switch priorities as needed and adaptability to fast-paced work environment.
* Following the highest standards of ethics and respect for the individuals and the environment.
Preferred Qualifications and Skills:
* Certificates like FRM, CFA, PRM, Energy Risk Management, Actuary, etc.
* Good data manipulation skills. (SQL, etc.)
* Passionate about applying quantitative skills for managing, optimizing and growing complex energy portfolios.
* Strong interest in the energy markets and topics like sustainability, energy transition, energy innovation, modern energy solutions to complex energy problems.
Who we are:
Sprague takes a collaborative, customer-centric approach to providing best-in-class energy products and related services throughout the Northeast. Founded in 1870, we pride ourselves on offering customers the expert solutions and high-quality service that help their businesses thrive in any market landscape. Sprague values innovation, safety, integrity and people. We know that our people are what set us apart from our competition, and we work hard to make sure each employee across our 20+ locations knows how important they are to our community.
Come join us to learn why we are consistently celebrating 20-, 30-, and even 40-year anniversaries here at Sprague!
Sprague is an EEO/AA employer. We strongly encourage minorities, females, Vets and individuals with disabilities to apply.
As a federal contractor we adhere to OFCCP employment regulations. Click here for OFCCP compliance information
$83k-125k yearly est. 26d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Finance planner job in Manchester, NH
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified FinancialPlanner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$61k-96k yearly est. 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance planner job in Concord, NH
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 34d ago
Wealth Management Advisor (Burlington, VT or Hanover, NH)
TIAA
Finance planner job in Hanover, NH
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.
Key Responsibilities and Duties
The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.
All licenses must be obtained within 120 days from start date.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required
5+ years building long-lasting relationships with affluent clients or equivalent experience; Required
FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required
Certified FinancialPlanner (CFP) - Certified FinancialPlanner Board of Standards preferred Or
Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
8IC
LOCATIONS: 3-days in the office (Hybrid Flex) schedule: Wealth Management Advisor to be located in either Hanover, New Hampshire OR Williston/Burlington, Vermont
Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
Anticipated Posting End Date:
2026-01-31Base Pay Range: $48.08/hr - $52.88/hr
Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
$48.1-52.9 hourly Auto-Apply 4d ago
Financial Advisor: Springfield, MA
Corebridge Financial
Finance planner job in Nashua, NH
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
Compensation
Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.
The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
#LI-LR1
#LI-SAFG
#LI-Remote
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$70k-80k yearly Auto-Apply 60d+ ago
Financial Advisor
Equitable Advisors
Finance planner job in Portsmouth, NH
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
$62k-109k yearly est. 60d+ ago
Entry-Level Financial Professional
Equitable Advisors-Southern New Hampshire
Finance planner job in Portsmouth, NH
Job Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$75,000+ yearly
Responsibilities:
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Ability to understand the needs and financial concerns of clients
Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/circumstances they may encounter
Promote customized ways for clients to achieve their long-term financial goals
Cultivating relationships with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
Providing compassion and guidance to clients when life circumstances arise
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
Qualifications:
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financialplanner roles is essential
A required Bachelor's degree in business administration, finance, or similarly related field
Demonstrated sales experience or an enterprising attitude
Excellent communicative skills, both written and verbal
Dedicated to helping families and businesses live their best lives
Knowledgeable about the business industry
Well-presented and professional in all interactions
Resilient and determined when faced with adversity
Skilled in leveraging personal connections and networks to build relationships
Must be a US citizen or legally authorized to work in the US
About Company
Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.
$75k yearly 9d ago
Financial Planner
Commonwealth Financial Group 4.7
Finance planner job in Bedford, NH
Commonwealth Financial Group is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. We're seeking ambitious, entrepreneurial-minded professionals to join us as we continue growing in 2026.
Our Financial Planning Mastery Program
We've built a comprehensive Training and Development Program designed to support and challenge entrepreneurial individuals as they build their own practices. Our program provides:
Elite industry training thoughtfully crafted for career changers and newcomers, delivering the skills and knowledge needed to build a confident financial planning career
A relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidance
Structured development toward market growth with emphasis on advanced planning and client attraction
Financial support, classroom training, mentorships, partnerships, and joint work opportunities
Access to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clients
What You'll Do
Implement and scale your strategic business plan through mentorship and world-class training
Establish networks, cultivate referrals, and develop long-term client relationships
Provide financial solutions through fact-gathering and needs analysis
Broaden your skillset through ongoing professional development and joint work with fellow associates
Obtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated services
What We're Looking For
Ambitious leaders ready to make an impact in New England
Relationship-builders with a client-first approach and strong interpersonal skills
Assertive, independent, and self-motivated professionals
Charismatic connectors with high social confidence
Minimum 5 years professional experience (sales, business development, or client-facing roles preferred)
Benefits
Comprehensive health benefits (medical, dental, vision, disability, life insurance)
401(k) with company match eligibility
Recognition programs and events for top performers
Grant opportunities for personal philanthropic involvement through our charitable foundation
Ongoing leadership and career development opportunities
$52k-68k yearly est. 4d ago
Financial Advisor
Northwestern Mutual 4.5
Finance planner job in Newington, NH
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified FinancialPlanner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified FinancialPlanner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIALPLANNER , and CFP (with plaque design) in the United States to Certified FinancialPlanner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$76k-127k yearly est. Auto-Apply 5d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance planner job in Manchester, NH
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified FinancialPlanner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
$61k-96k yearly est. 29d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance planner job in Concord, NH
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
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_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 27d ago
Financial Advisor
Equitable Advisors-Southern New Hampshire
Finance planner job in Portsmouth, NH
Job Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:
$75,000+ at plan
Responsibilities:
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Customize financial plans for each client based on potential life changes and changing financial needs
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications:
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Requires a Bachelor's degree in finance, business administration, or related field
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Current professional license CPA, or CFP (Certified FinancialPlanner license from Certified FinancialPlanner Board of Standards) and FINRA Series 7 and 66, is required
Previous success in financial services as a financialplanner, personal financial advisor, financial analyst, or financial consultant is needed
About Company
Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.
$75k yearly 9d ago
Financial Advisor
Nhtrust
Finance planner job in Meredith, NH
Job Description
Company: NHTrust
Financial Advisor
*Salary based on level of experience
NHTrust is expanding and seeking an experienced Financial Advisor in the Lakes Region. This role offers the opportunity to step into an established book of business with strong referral support, while continuing to grow new client relationships as part of a collaborative and expanding team.
We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, professional development and the opportunity to work with a great team!
RESPONSIBILITIES INCLUDE
Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
Produces revenue from to meet expectation of published annual performance goals
Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
5+ years of experience working as a Financial Advisor
Demonstrated track record of successful sales performance in investment services industry
Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
Current series 7, 63, 65, or 66
Life, Accident and Health Insurance license
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
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!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.
$61k-107k yearly est. 5d ago
Financial Advisor
New Hampshire Mutual Bancorp
Finance planner job in Meredith, NH
Company: NHTrust
Financial Advisor
*Salary based on level of experience
NHTrust is expanding and seeking an experienced Financial Advisor in the Lakes Region. This role offers the opportunity to step into an established book of business with strong referral support, while continuing to grow new client relationships as part of a collaborative and expanding team.
We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, professional development and the opportunity to work with a great team!
RESPONSIBILITIES INCLUDE
Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients
Produces revenue from to meet expectation of published annual performance goals
Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry
DESIRED JOB EXPERIENCE
5+ years of experience working as a Financial Advisor
Demonstrated track record of successful sales performance in investment services industry
Extensive knowledge of investment and insurance products and services and the role they play in financial planning
LICENSE REQUIREMENTS
Current series 7, 63, 65, or 66
Life, Accident and Health Insurance license
Preference given to candidates with a CFP designation
Ability to obtain CFP designation in a timely manner
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!
We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities.