ASSOCIATE FINANCIAL PLANNER

ASSOCIATE FINANCIAL PLANNER Bedford, NH

INNOVATIVE, TECH-SAVVY FIRM.
Our goal is to be the most efficient and financially strongest feeonly
financial advisory firm in New Hampshire working with the
mass affluent, while providing a supportive working environment
and training program for our team members. We have an indepth,
long-term relationship with our clients and have embarked
on a long-term, organic growth strategy.

RESPONSIBILITIES WE’LL TRUST YOU WITH
Prepare or update financial plans, including retirement and tax
projections. Help clients implement our recommendations. Research
issues for clients. Contribute to the full range of financial planning
areas, including retirement planning, estate plan review, insurance
evaluation, employee benefits review, tax analysis, investment
management and education planning. Prepare for, attend and followup
on client and prospect meetings. Interact with the rest of our team
to improve procedures and grow the firm. Our goal is for you to get the
training and experience you need to move into a lead advisor role as
soon as you are ready.
We will provide you with a structured training program and a mentor.

QUALIFICATIONS
Bachelor’s degree. 0-5 years of experience in financial planning. Passed
the CFP® exam. Strong written and verbal communication skills. Ideal
team members for our office culture will have a strong work ethic, be
self-motivated and have collaborative and interpersonal skills. Above
average ability in time management and organizational skills. Software
we use includes Orion, Junxure Cloud, iRebal, Right Capital among
others.
RESPONSIBILITIES WE’LL TRUST YOU WITH
Prepare or update financial plans, including retirement and tax
projections. Help clients implement our recommendations. Research
issues for clients. Contribute to the full range of financial planning
areas, including retirement planning, estate plan review, insurance
evaluation, employee benefits review, tax analysis, investment
management and education planning. Prepare for, attend and followup
on client and prospect meetings. Interact with the rest of our team
to improve procedures and grow the firm. Our goal is for you to get the
training and experience you need to move into a lead advisor role as
soon as you are ready.
We will provide you with a structured training program and a mentor.

THE PERKS
Competitive salary; significant raises based on merit; participation
in bonus pool. Career track and future ownership possibilities.
Mentoring by experienced, credentialed, senior planners. Company
contribution toward health insurance and HSA. SIMPLE IRA with 3%
match. Paid professional dues. Qualifies for 2-year work experience
requirement for CFP® certification. Company-provided iPad Pro and
other technology as necessary.
We offer a team-oriented atmosphere with a positive work
environment.

 

Apply Here

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