Our goal is to be the most efficient and financially strongest fee-only 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 in-depth, 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 follow-up 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.
Bachelor’s degree. 0-5 years of experience in financial planning. Passed the CFP® exam, preferred. 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.
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.
About New Planner Recruiting
Looking for a career in financial planning? We help new planners get started off on the right step towards a successful career path by placing them in a position and a firm that is the right fit based on their skill set and career goals. To submit a resume, email firstname.lastname@example.org or apply for a position directly on our job opportunities page @ www.newplannerrecruiting.com.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.