Financial Planner

Portsmouth, New Hampshire
$80,000 to $110,000
May 24, 2021
Jun 23, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

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.

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