Financial Planner

1 month ago

Laconia, United States Financial Planner Recruiting, LLC Full time

Our client is a boutique wealth management firm located in Laconia, NH, seeking a lead financial planner to join their team. If you are looking for a position that is client-facing and has a clear growth, this could be the right opportunity for you.

Responsibilities:

-Lead and participate in client meetings and planning related conversations

-Act as the point of client for client inquiries and questions

-Build out the planning process and manage client portfolios

-Collaborate with the team on planning related conversations and questions

-Effectively utilize financial planning software and CRM

Qualifications:

-Bachelor's degree required

-2+ years in financial planning, preferably in a client-facing role

-CFP preferred or desire to pursue

-Team-player and goal-oriented

-Strong verbal and written communication skills

-Desire to grow with a team

-Experience with eMoney, Holisitplan, and/or Advyzon is a plus

Benefits and Compensation:

-Health insurance

-HSA

-401k profit sharing

-Ancillary benefits (ER Paid life, STD, and LTD)

-Professional Development Plan and conferences

-PTO- 160 hours per year; 40 hrs, 3 months carry over

-Paid Holidays 10-11 days per year

-Base salary plus bonus compensation; base salary is commensurate with experience, starting at $85k+

-Primarily in-office position, with the potential for one remote day/week after a period of time

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