Wealth Advisor
 Lighthouse Credit Union | |
tuition assistance, 401(k), profit sharing
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 United States, New Hampshire, Dover | |
 Jun 06, 2025 | |
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Voted Forbes list of America's Best In-State Credit Unions 7 years in a row!
Position: Wealth Advisor Location: Berlin, NH (Hybrid) OUR LEADERSHIP PHILOSOPHY At Lighthouse Credit Union, we believe all individuals, regardless of position level, are considered leaders. By providing a framework that balances clarity with adaptability, our Leadership Competencies aim to foster a culture of continuous growth and agile leadership. Lighthouse Credit Union is committed to embracing change, nurturing leadership talent, and ensuring our performance management practices are aligned with our vision of fostering a resilient and forward-thinking organization. As such, we all hold ourselves accountable to the following: LEADERSHIP COMPETENCIES Demonstrates Interpersonal Awareness & Skills: A cornerstone of our collaborative work environment, this competency emphasizes effective communication, relationship building and teamwork. It also supports creating a positive work environment that values individual contributions and fosters teamwork. As an individual leader, you will demonstrate active listening, clear communication and contribute beneficially to team dynamics. Embraces Change & Learning: This competency focuses on adaptability, personal development and the advocacy and embracing of progressive change. You will be challenged to explore continuous learning opportunities to achieve excellence and foster a culture of growth and innovation. As an individual leader, you will actively engage in personal development, embrace change enthusiastically and support team members in their growth. You will also demonstrate flexibility and adaptability in response to changing circumstances. Utilizes Critical & Creative Thinking: Underlining the importance of innovative problem solving, challenging the status quo and strategic thinking, this competency is vital for driving excellence and leadership. This competency challenges team members to take initiative beyond one's immediate responsibilities. As an individual leader, you will actively look for and share opportunities for improvement, show open-mindedness to new ideas and professionally challenge inefficient processes. You will also actively contribute to defining solutions and promoting innovation. Takes Personal Ownership: This competency focuses on taking responsibility for performance goals, proactive collaboration and accountability. It highlights the significance of each team member taking ownership of their role and contributions while demonstrating leadership qualities regardless of their position. As an individual leader, you will be actively engaged in setting and achieving performance goals, take responsibility for personal action and decisions and seek opportunities for self-improvement and skill development. POSITION SUMMARY The Wealth Advisor position is responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. In addition, this role establishes value-added relationships with clients and prospects to understand their financial needs and to offer solutions for those needs. Using independent judgment and autonomy, the Wealth Advisor should be able to meet basic client investment needs, including growing and protecting assets, funding for a secure retirement, funding for child's or grandchild's education, growth above inflation and taxes, protection of assets form unexpected/large scale healthcare expenses, and protection of assets from estate taxes. ESSENTIAL FUNCTIONS & RESPONSIBILITIES
JOB SPECIFICATIONS
EDUCATION, TRAINING & EXPERIENCE
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Additional Perks:
______________________________________________________________ Equal Opportunity Employer | |