Information Technology Jobs in Nh

Why You’ll Love Working Here

Working for the Department of Planning and Development means being part of a dynamic team dedicated to revitalizing and shaping the future of our community. You’ll have the chance to lead transformative projects, partner with local business and civic leaders, and contribute to making Claremont a vibrant place to live, work, and invest. If you thrive in a collaborative, fastmoving environment and are committed to excellence in public service, this role offers meaningful impact and strong professional growth.

Job Summary

Under the administrative direction of the City Manager, the Director of Planning & Development is responsible for planning, organizing, directing, and overseeing the operations, programs, and strategic initiatives of the Planning & Development Department. The Director serves as a key advisor to the City Manager, exercises a high degree of independent judgment, and ensures departmental alignment with the City’s mission, long-range goals, and regulatory obligations. This position is designated as management for labor relations purposes and is considered exempt under the Fair Labor Standards Act (FLSA).

Director-Level Core Responsibilities

• Operate under the broad administrative direction of the City Manager, collaborating on long-range goals, policies, and strategic initiatives while independently managing day-to-day departmental operations.
• Provide strategic leadership and direction to ensure departmental programs, services, and resources are aligned with the City’s mission and priorities.
• Advise the City Manager and City Council on policy matters; prepare and present agenda items, reports, and recommendations.
• Develop, implement, and evaluate departmental policies, procedures, internal controls, and performance measures.
• Prepare, manage, and monitor departmental budgets and ensure responsible stewardship of public resources.
• Supervise, train, evaluate, and develop staff; recommend hiring, discipline, and organizational changes.
• Represent the City professionally with elected officials, regulatory agencies, community partners, and the public.
• Participate in cross-departmental initiatives and special projects as assigned by the City Manager.

Department-Specific Responsibilities – Planning, Development & Economic Development

• Direct and oversee citywide planning, zoning, land use regulation, permitting, and code enforcement functions.
• Lead and direct the City’s economic development strategy, including business attraction, retention, expansion, downtown revitalization, and redevelopment initiatives.
• Serve as the City’s primary representative and decision-making authority for development partnerships, development authorities, tax increment financing (TIF) districts, and economic development initiatives.
• Oversee preparation, implementation, and updates to the City’s Master Plan and related planning documents.
• Direct the full lifecycle of economic development grants and programs, including funding identification, application strategy, implementation oversight, compliance, and reporting.
• Oversee development-related marketing, branding, and promotional strategies to position Claremont as a competitive destination for investment and job creation.
• Integrate sustainable development practices, adaptive reuse strategies, and long-term community resilience considerations into planning and development activities.
• Provide strategic oversight and direction to business development staff and consultants to ensure alignment with Citywide objectives.

Desired Minimum Qualifications

Bachelor’s degree from an accredited college or university in planning, public administration, community or economic development, or a related field, plus a minimum of five (5) years of progressively responsible management experience, including supervisory responsibility, or any equivalent combination of education and experience. A master’s degree is preferred.

Necessary Knowledge, Skills, and Abilities

Knowledge of municipal planning, zoning, land use law, economic development principles, grant administration, budgeting, and applicable federal, state, and local laws and regulations.

Ability to provide strategic leadership, exercise independent judgment, analyze complex policy and operational issues, develop and implement programs, communicate effectively with elected officials, staff, and the public, and manage competing priorities.

Skill in supervision, organizational leadership, public presentation, report preparation, budget management, and the use of modern office, planning, and data management technologies.

Supervision

Supervision Received: Works independently under the broad administrative direction of the City Manager.

Supervision Exercised: Exercises direct and indirect supervision over Planning & Development staff.

Licensing & Certification

Must maintain a valid motor vehicle operator’s license.

Must maintain any required approvals and designations as required.

Tools & Equipment Used

Computer, Microsoft Office Software, accounting software, motor vehicle, telephone, calculator, copy machine, fax machine, etc.

Typical Work Environment

Inside: 75% Outside: 25%

Summary of Occupational Exposures

May be exposed to cleaning fluids, copier toner, etc., as well as exposure to construction equipment, sunlight, insects, domestic and wild animals, and all New England weather conditions.

Compensation & Benefits

This role is a Level/Grade 12 under the Merit Plan. The pay range for this position is $72,015.81 - $114,520.06 and will be determined based on the selected candidate’s qualifications and relevant experience. The City offers a competitive benefits package, including health, retirement, and paid time off.

Do you have the PRN career opportunities as a RN Student Nurse Extern Neuro Trauma Unit you want with your current employer? We have an exciting opportunity for you to join Portsmouth Regional Hospital which is part of the nation's leading provider of healthcare services, HCA Healthcare.

Portsmouth Regional Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:

• Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as telemedicine services and free AirMed medical transportation.
  
• Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.
  
• Fertility and family building benefits through Progyny
  
• Free counseling services and resources for emotional, physical and financial wellbeing
  
• Family support, including adoption assistance, child and elder care resources and consumer discounts
• 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
• Employee Stock Purchase Plan
  
• Retirement readiness and rollover services and preferred banking partnerships
  
• Education assistance (tuition, student loan, certification support, dependent scholarships)
  
• Colleague recognition program
  
• Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence)
  

Learn more about Employee Benefits

Note: Eligibility for benefits may vary by location.

Our teams are a committed, caring group of colleagues. Do you want to work as a RN Student Nurse Extern Neuro Trauma Unit where your passion for creating positive patient interactions is valued? If you are dedicated to caring for the well-being of others, this could be your next opportunity. We want your knowledge and expertise!

The Nurse Extern PRN will work under the supervision of the Registered Nurse (RN), and assist the nursing staff in providing patient care. You will deliver high quality, patient-centered care services related to common nursing functions and activities of daily living.

· You will work closely with the clinical team to create and implement a care plan by performing direct and indirect patient care under the supervision of the licensed nurse.

· Obtain and record initial and ongoing patient information throughout the cycle of care.

· You will assist with patient mobility by regularly turning, positioning, and ambulating as well as transferring patients to and from other units/departments.

· Translate complex medical terminology to ensure patients/families/caregivers understand patient medical condition, treatment plan, medications and possible side effects and follow up measures

· Educate patients/families/caregivers on healthy diet, exercise, disease prevention and/or lifestyle changes that may be needed upon discharge and prepares for future self-management

· Currently enrolled and in good standing in an accredited school of nursing required and can perform higher-level procedures once competency is achieved.

· Possess the ability to create and implement a personal career development plan, to be reviewed regularly by supervisor and/or preceptor

· Completion of Nursing Fundamentals 

· Basic Life Support (BLS) certification.

· Must possess Licensed Nursing Assistant (LNA) licensure.

At Portsmouth Regional Hospital, you're not just joining a hospital—you’re becoming part of a mission-driven team that’s redefining healthcare excellence across the Seacoast region. As a 240-bed acute care facility in Portsmouth, NH, we proudly serve communities throughout New Hampshire, Maine, and Massachusetts. We’re the only hospital in the area to be recognized as an ACS Verified Level II Trauma Center and a Comprehensive Stroke Center, and we offer a robust heart and vascular program—giving our team the opportunity to work at the forefront of life-saving care.

As part of the HCA Healthcare family, you’ll be supported by one of the nation’s leading healthcare systems, with a strong presence in New Hampshire that includes four hospitals, three freestanding emergency rooms, and over 70 care sites. Here, nearly 5,000 colleagues—including 1,500 nurses and 1,000 affiliated physicians—collaborate to deliver exceptional care and innovation every day. Whether you're at Portsmouth, Catholic Medical Center in Manchester, Parkland Medical Center in Derry, Frisbie Memorial Hospital in Rochester, or one of our emergency facilities in Seabrook, Dover, or Plaistow, you’ll find a culture that values your expertise, supports your growth, and empowers you to make a real difference.

HCA Healthcare has been recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.

If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our RN Student Nurse Extern Neuro Trauma Unit opening. We review all applications. Qualified candidates will be contacted for interviews. Unlock the possibilities and apply today!

We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

Company: Degree Controls Inc.

Job Title: Instrumentation Inside Sales

Reports to: General Manager

Position Summary

The Instrumentation Inside Sales position will be responsible for sales of our instrumentation product line by developing leads, acquiring new customers, and following up with existing customers. This person will also collaborate with and assist our distribution network for the increased sales of Instrumentation products. This position will be based in Nashua, NH and report to the General Manager.

Key Responsibilities

• Research potential leads and build a pipeline of new business opportunities;
• Actively participate in cold calling/emailing sales processes;
• Ensure the sales opportunities pipeline in Salesforce is accurate and up to date at all times including explanations on all customer interactions;
• Track sales progress against quarterly/annual targets and suggest recovery measures, if required;
• Develop and execute effective sales strategies though inbound and outbound leads and communications;
• Develop quotations and technical proposals, collaborating with colleagues as needed;
• Proactively provide after sales support and account maintenance;
• Assist customers with real-time, web-enabled chat;
• Represent company at trade shows to promote products and services;
• Liaise between customers and Operations/Engineering/Sales/Management to gather relevant information required to provide customer accurate and speedy responses to their questions and inquiries for product solutions;
• Create and deliver engaging presentations both in person and virtually to prospects and existing clients;
• Collaborate with marketing and product teams on market development, outreach, and customer segmentation;
• Other duties as assigned.

Experience, Skills, and Education

• Minimum Associates degree, Bachelor of Science preferred;
• 3+ years’ experience in scientific equipment/instrument sales including hardware and software components;
• Understanding of technical customer base including laboratory, datacom, process control, HVAC and critical containment industries;
• Excellent verbal and written communication skills;
• A proven self-starter, with strong desire to support customers;
• Familiarity with Salesforce, Shopify, and ERP systems preferred.

Compensation

• Annual base salary, depending on candidate’s experience; plus commission;
• 3 weeks annual paid vacation;
• Company Medical, Dental, Life, Disability and 401(k) with match.

Company Background

DegreeC designs airflow sensors and instruments for measuring airflow as well as custom-designed intelligent systems that deliver precise flows of air for each customer’s needs. DegreeC provides this solution at chip scale, board level, box scale, room scale and for entire buildings. DegreeC’s core competencies are: Environmental Sensing, Measurement & Data Collection; Testing & Compliance Validation Instruments for Critical Industries; Application-Specific Digital, Thermal & Process Controllers; Thermal Management Design & Consulting Services; Prototype Design Validation & Testing; and Facility Infrastructure Monitoring.

Introduction

Do you have the career opportunities as a(an) Registered Nurse RN Intensive Care ICU you want in your current role? We invest in what matters most to nurses like you – at home, at work, and at every stage in your career. We have an exciting opportunity for you to join Parkland Medical Center which is a part of the nation’s leading provider of healthcare services, HCA Healthcare. Schedule: Full Time Nights, 36 hours per week, 7p-7a, rotating weekends and holidays.

Parkland Medical Center, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:

• Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
• Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.
• Free counseling services and resources for emotional, physical and financial wellbeing
  
• 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
  
• Employee Stock Purchase Plan with 10% off HCA Healthcare stock
  
• Family support through fertility and family building benefits with Progyny and adoption assistance.
  
• Referral services for child, elder and pet care, home and auto repair, event planning and more
  
• Consumer discounts through Abenity and Consumer Discounts
  
• Retirement readiness, rollover assistance services and preferred banking partnerships
  
• Education assistance (tuition, student loan, certification support, dependent scholarships)
  
• Colleague recognition program
  
• Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence)
  
• Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.

Learn more about Employee Benefits

Note: Eligibility for benefits may vary by location.

Do you want to work where you have a voice? Nurses are at the forefront of our commitment to the care and improvement of human life. At HCA Healthcare, there are many ways for nurses to have a voice through professional practice councils, advisory councils, vital voices surveys, and units of distinction. We learn from our multi-generational nursing family. We partner with our Nurses at Parkland Medical Center!

The ICU nurse will care for seriously and critically ill patients. This includes providing physical, emotional, spiritual and cultural support to the patient. He/she will provide continuous observation and frequent measurements of relevant indicators of clinical conditions and outcomes. The ICU nurse maintains competencies in hemodynamic monitoring, dysrhythmia recognition, ventilator management and other evolving technologies as they are developed. He/she will always recognize and be cognizant of the impact that a serious illness projects upon a patient and their family.

• Incorporates appropriate assessments and intervention skills in all interactions and delivery of nursing care
• Communicates with patients, team members and management in an accurate, timely manner
• Documents in a complete, timely manner; appropriately uses computer charting/ ordering
• Applies critical thinking skills and considers alternatives
• Organizes multitask workload, prioritizes tasks, organizes/delivers care for multiple patient assignment
• Develops and maintains human care relationships
• Acknowledges the impact illness/hospitalization has on patients and families; adapts care management for diverse populations and environments’ advocates for needs of clients; provides care in an ethical and legal manner
• Recognizes the importance of teamwork among care providers
• Verbalizes scope of practice for self and others, delegates and assigns care, coordinates care within multi-disciplinary team
• Incorporates teaching in delivery of care with a focus on health promotion
• Provides information to patient, assesses for barriers to learning, uses colleagues as a resource as appropriate, provides counseling about health behaviors
• Applies know of the patient populations served within unit; provides age-appropriate care, applies knowledge of expected norms in planning care (i.e. VS, lab values, assessment, etc.) applies new data to improve care
• Applies new data to improve care
• Integrates technical, psychological, social, intellectual and physical skills
• Demonstrates the unit-specific skills required for assigned role and service area

What qualification will you need:

• BLS required; dysrhythmia training prior to ACLS.
• ACLS within 6 months of hire
• CPI certification within 3 months of start of employment Registered Nurse with New Hampshire license or Compact License when applicable;
  
• Associates Degree as Registered Nurse required, BSN preferred. 
• One year of nursing experience preferred

Parkland Medical Centerhas provided quality healthcare services since 1983. We give patient's access to trained physicians, advanced technology and innovative approaches through our partnerships with the Lahey Hospital & Medical Center and the New England Heart & Vascular Institute. Our80+ bed hospitalis one of the region's leading acute care facilities in Southern New Hampshire. We are accredited as a Chest Pain Center with Primary PCI from the American College of Cardiology. We are recognized as one of the Top Performers on Key Quality Measures by the Joint Commission. Parkland has also earned The Joint Commission’sGold Seal of Approval® certification for Spine Surgery, Total Hip Replacement and Total Knee Replacement.

At Parkland Medical Center, our care like family culture extends to our patients, our people and our community. We are committed to each other because when we join together, our patients are cared for in the safest and most compassionate way.

HCA Healthcare has been recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.

If this opportunity is your next step in your career path, we encourage you to apply for our Registered Nurse RN Intensive Care ICU opening. We review all applications. Qualified candidates will be contacted by a member of our team.We are interviewing apply today!

We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran

Occupational Therapist Career Opportunity

Your Calling, Close to Home and Heart
Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe in the power of creating positive change within local communities through exceptional Occupational Therapy services, empowering individuals toward independence and an improved quality of life. Envision the opportunity to profoundly impact patients' lives, providing vital care and support, and contributing to inspiring outcomes. If this resonates, you're in the right place. As an Occupational Therapist, your role thrives on recognizing the significance of small victories in driving substantial change. Utilize your specialized skills to deliver top-tier, compassionate, and personalized care to our rehabilitation patients. Embrace a supportive team environment infused with motivation and joy in their work, granting access to cutting-edge technology. Start a rewarding career with comprehensive benefits, ensuring your peace of mind and professional growth from day one. Welcome to a fulfilling career journey where your care brings lasting impact and personal fulfillment.

A Glimpse into Our World
Whether you're laying the foundation of your career or a seasoned Occupational Therapist in search of a nurturing environment to call home, we are confident you'll feel the difference the moment you join our team. Being at Encompass Health means being a part of a growing national inpatient rehabilitation leader. We take pride in our career growth opportunities and the collaborative spirit of our team members, united for the greater good of our patients. Our recognitions, including being named one of the "World's Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, make us immensely proud.

Benefits That Begin With You
Our benefits are designed to support your well-being and start on day one:

• Affordable medical, dental, and vision plans for both full-time and part-time employees and their families.
• Generous paid time off that accrues over time.
• Tuition reimbursement and continuous education opportunities for your professional growth.
• Company-matching 401(k) and employee stock purchase plans, securing your financial future.
• Flexible spending and health savings accounts tailored to your unique needs.
• A vibrant community of individuals who are passionate about what they do.

Be the Occupational Therapist You've Always Aspired to Be
Your impactful journey involves:

• Providing direct care to patients in need of occupational therapy.
• Guiding patients by supervising care and treatments, leading patient assessments, creating personalized care plans, and targeting and resolving patient concerns.
• Building meaningful relationships with patients by dedicating time to understand their physical, mental, and emotional needs for a successful recovery.
• Celebrating patient victories along the way.

Qualifications

• Current licensure or certification required by state regulations.
• CPR certification.
• Master's Degree preferred, or Bachelor's Degree plus sufficient experience in the field.
  

Critical Process Filtration (CPF), a TCPA Company, is a leading manufacturer of high-quality filtration solutions serving the pharmaceutical, electronics, process water, and gas filtration markets. For more than 25 years, CPF has designed and manufactured advanced filtration products and proprietary equipment with the goal of becoming a premier provider of process filtration solutions.

Our ISO 9001–certified manufacturing facility in Nashua, New Hampshire assembles and packages all products in a controlled clean-room environment. CPF cartridge, capsule, and laboratory products are trusted by leading organizations across the life sciences, food and beverage, healthcare, water purification, and technology industries. We are seeking a motivated Outside Sales Representative to support continued growth and customer engagement.

Benefits

Our comprehensive benefits package includes Paid Time Off (PTO), Medical, Dental, 401(k), Life Insurance, and other voluntary benefit options.

Summary

The Outside Sales Representative is responsible for generating new business, managing assigned customer accounts, and driving revenue growth through direct customer engagement. This role requires frequent travel to customer sites and close collaboration with internal teams to deliver effective filtration solutions, particularly within life sciences environments.

Responsibilities

• Develop and manage a territory sales plan to achieve revenue and growth objectives.
• Identify, qualify, and pursue new business opportunities within assigned markets, with a focus on life sciences customers.
• Maintain and expand relationships with existing customers through regular in-person visits.
• Conduct product presentations, demonstrations, and technical discussions with customers and prospects in regulated life sciences environments.
• Prepare and present quotations, proposals, and sales documentation in accordance with company policies and customer requirements.
• Collaborate with Marketing, Customer Service, and Operations to ensure customer satisfaction and timely order fulfillment.
• Monitor customer needs, industry trends, and competitive activity; provide feedback to management.
• Attend trade shows, industry events, and customer meetings as required.
• Maintain accurate and timely records of sales activities, forecasts, and customer interactions in the CRM system.
• Travel up to 50% of the time, including visits to customer sites and industry events.
• Perform additional duties as assigned to meet business needs.

Qualifications

• Bachelor’s degree (B.A.) or equivalent in Business, Marketing, Life Sciences, or a related field, or equivalent sales experience.
• Three or more years of outside or field sales experience, preferably supporting life sciences, pharmaceutical, biotechnology, or medical device customers.
• Familiarity with regulated environments, including GMP practices and quality requirements, is strongly preferred.
• Proven ability to develop new business and manage customer relationships.
• Strong interpersonal, presentation, and communication skills.
• Excellent organizational, time-management, and problem-solving abilities.
• Ability to work independently while managing a travel-based schedule.
• Willingness and ability to travel up to 50%.
• Strong customer focus, professionalism, and results-driven mindset.
• Self-motivated, adaptable, and collaborative team player.

Equal Opportunity Employer Statement

Critical Process Filtration is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by applicable law.

• Pursuing opportunities at institutions such as Naval Postgraduate School (NPS) or Navy War College (NWC)
• Completing Joint Professional Military Education (JPME) at one of the various service colleges

• Installing modifications to aircraft electronic systems
• Performing micro-miniature module repair on computer circuit cards
• Performing electrical diagnostics
• Reading electrical system diagrams
• Repairing and maintaining power generators and electric motors
• Performing scheduled maintenance and corrosion control

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

The Relationship Manager is a client facing role responsible for supporting a team of Financial Advisors by independently analyzing client portfolios and using discretion and independent judgment to develop solutions and strategies for clients. In addition, the role serves as the lead team administrator responsible for directing the administrative and operational functions, client service model and business initiatives of the team. The Relationship Manager can solicit business on behalf of the Financial Advisor.

The Relationship Manager has primary duties which include those directly related to management or general business operations, and the exercise of discretion and independent judgment on matters of significance. Duties of the Relationship Manager include but are not limited to:

JOB DUTIES & RESPONSIBILITIES:

Relationship Management & Client Development

• Independently develop, and lead others in, the client service model including a standard of client care that aligns with the team’s overall operation, philosophy and strategic business goals
• Independently develop procedures for solving client concerns (logistical, administrative, etc.) and follow through on resolution of client service projects and operational issues
• Lead team to establish and cultivate relationships with new clients and existing clients
• Assume ownership of escalated and complex client concerns through research, leveraging resources and relationships and then, using independent judgment and discretion, determine the appropriate actions/resolutions required including assessing and determining potential risks to the Firm
• Independently develop, implement and communicate new team procedures, products and portfolio enhancements to clients
• Serve as the lead subject matter expert, exercising discretion and independent judgment on a wide variety of different client service, logistical, operational, and administrative topics
• Partner with the Advisor in developing business plans and marketing strategies including independently identifying and targeting prospective clients and/or creating or planning the content of seminars
• Cultivate and develop relationships with Raymond James teams and departments
• Perform administrative duties that directly guide and assist Financial Advisors in daily operation or business practices, including direct business operational functions which include onboarding new client accounts, collecting required documentation and client information, processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Independently delegate and allocate work among a team of two or more full-time employees
• Maintain team oversight responsibilities through training team members, determining group workflow and offering input on staff performance

Portfolio Research & Design (on behalf of Financial Advisor/Team):

• Independently develop portfolios and strategies along with being responsible for implementation strategy
• Independently review and develop recommendations for the FA/Team as to the appropriate benchmarks for the current asset allocation
• Provide and maintain written justification for the changes that we have made to model portfolio
• Analyze and use discretion to recommend replacements for ETFs, mutual funds and alternative investments
• Analyze annuity holdings and use discretion to make appropriate changes if necessary, to the underlying positions
• Build prospect portfolio proposals and create portfolio recommendations
• Prepare portfolio reviews, participate in client meetings with Financial Advisor to discuss investment strategy options

Financial Planning

• Use Goal Planning & Monitoring (GPM) to analyze the financial situation of clients and prospects in order to identify potential gaps and risks in their current planning strategies, taking into account investment goals and limitations
• Engage clients in detailed and sophisticated discovery to uncover additional opportunities to deepen the client relationship and acquire new assets
• Based on GPM analysis, design and present strategic wealth planning recommendations to clients and prospects on behalf of the Financial Advisor/Team exercising discretion to make updates as necessary
• Educate clients and prospects on different financial planning investment strategies, guidelines, and regulations
• Discover potential investment opportunities related to the client’s planning process
• Use discretion to determine the appropriate products and services to provide guidance on to clients
• Provide clients with market and stock research assistance

SKILLS, EXPERIENCE & QUALIFICATIONS

• Bachelor’s Degree in Business or in related field is preferred
• Minimum of 10 years of work experience in a field relevant to the position
• Active FINRA Series 7, 63 and 65
• Accredited Asset Management Specialist (AAMS) or Certified Financial Planner (CFP) preferred
• Life and health licenses as required
• Highly detail-oriented with superior organizational skills and ability to prioritize tasks
• Follow-up to ensure resolution and completion of tasks
• Team player with the ability to collaborate with others
• Effective written and verbal communications skills
• Excellent analytical, problem solving and critical thinking
• Independent self-starter who can manage multiple activities to defined deadlines
• Highly skilled in Microsoft Excel, PowerPoint, and Word

Reports To:

Market Business Director

• Professional, outgoing personality with an entrepreneurial mindset
  
  
• Strong relationship-building and consultative skills
  
  
• Motivation to help local business owners grow
  
  
• Openness to learning N2’s low-pressure, relationship-focused sales model
  
  
• Prior sales experience is a plus but not required
  
  

• Meet with local business owners for low-pressure consultative discussions to determine mutual-fit partnerships
  
  
• Develop a network within the community using a proven engagement model
  
  
• Plan and execute events connecting top agents with preferred client partners
  
  
• Meet with realtors to build relationships and provide recommendations for potential partners
  
  

• Flexible Schedule – Optimize productivity and work-life balance
  
  
• Uncapped Income Potential – Grow your income year over year
  
  
• Meaningful Opportunity – Help local business owners succeed and stand behind our publications and digital offerings
  
  
• Business Ownership Opportunity – Operate as an Area Director with guidance and support
  
  
• Comprehensive Virtual Training