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Financial Planner

Employer
Cornerstone Financial Planning
Location
Portsmouth, New Hampshire
Salary
$80,000 to $110,000
Closing date
Jun 23, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

Cornerstone Financial Planning seeks a full-time CERTIFIED FINANCIAL PLANNER Practitioner for our fee-only financial planning and investment advisory firm with locations in both Newington, NH and Portland, ME.  

This position provides an opportunity to work within a firm that does not make sales calls, but instead focuses on personal client relationships.

Responsibilities include, but are not limited to:

Work with firm Principals and Planners to analyze, research, and implement financial solutions with clients;

Act as lead planner for a segment of clients;

Continuously oversee clients' financial situations with detail and accuracy;

Prepare and participate in client meetings - approximately 2-3 meetings per client per year;

Research various financial topics as it applies to client situations.

Company

About Cornerstone Financial PlanningIn our 20 years of sharing wisdom with people from all walks of life and circumstances, we've found that by focusing on one’s financial goals and helping define a plan for the future, one gains confidence in the prospects and subsequently feels greater ease in life. A most rewarding product of assisting our clients is witnessing their experience of well-being that comes with knowing they are making good decisions and are wise managers of their resources. As we offer guidance and strategy, the client comes to recognize some of the forces that affect their wealth – and begin to realize what they want their money to do for them – our conversations become more meaningful and the partnership is all the more effective.Our internal company mission is as follows:Our passion is assisting individuals and families with achieving their financial goals. We educate, inspire, and implement financial plans utilizing our thoughtful investment philosophy and deep commitment to our fiduciary responsibility.
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