Minimum of 3-5 years’ experience working directly with clients providing comprehensive financial planning, investment management or accounting services.
Familiarity with real estate, small businesses and collectible assets is a plus.
Familiarity with eMoney, Orion, Microsoft Office and Salesforce is beneficial.
NAPFA Membership desirable.
Desire to help people, strong organizational, problem solving, analytical and time management skills, detail oriented with high ethical standards.
Team player, able to work with others as well as independently.
Excellent listening, writing and verbal communication skills; ability to effectively communicate complex topics.
What We Offer:
Location: Wolfeboro, New Hampshire is a small resort town on Lake Winnipesaukee full of 4-season activities with access to mountains, the ocean, and cities within an hour’s drive. Two major cities, Boston, MA and Portland, ME are just two hours away. Both public and private schools are locally available.
401(k), profit sharing plan, annual CE support and a competitive compensation plan with potential for bonus.
Our firm’s culture is to treat all with respect; to give our best to our clients and each other; to maintain the highest standards and to enjoy the things we do every day.