Are you looking to have a Senior Advisor as your mentor? We want to help our team members develop a career progression, advancing at Milestone based on their skills and desires. We can also offer you experience in all areas of a financial planning firm tailored to your interests, including operations, tax, planning, and trading. We have a positive, family-friendly culture, a defined career track, and ownership potential. Milestone is 57% women-owned.
We want you to build deep relationships with clients, including communicating with them on the implementation of their financial plans and updating plans based on key events in their lives. You will work with clients throughout the year on their financial and tax planning using Right Capital, Lacerte Tax Planner, Orion, Advisor Engine (formerly Junxure Cloud), Office 365/Sharepoint and other systems. We help clients with lifetime tax planning, investment strategy, retirement planning, estate planning, and risk management as well as cash management. We want you to build deep relationships with clients through client meetings 1-2x/year, as well as coordinating their service requests such as distributions and Roth conversions. You will work with existing clients and onboard new clients in conjunction with our operations team.
You will be supported by an operations team, trading team and tax team, as well as compliance. We offer additional training in tax preparation and trading for those interested. We have a great tech stack and have streamlined processes for all areas of the firm.
Bachelors’ degree. CFP® Certification. 3+ years of financial planning or tax experience. CPA is a plus. Communication and organizational skills. Must be a team player with strong written and verbal communication skills. Able to work independently and stay productive; self-driven.
Milestone Financial Planning, LLC strives to make a difference in people's lives. Our clients (75% local in NH and MA, the rest scattered throughout the US) rely on us to provide comprehensive financial and retirement planning services with an emphasis on reducing lifetime taxes. We are a team of 12 professionals that value the impact of doing meaningful work for our clients while maintaining a work/life balance.
Compensation and Support
Positive, family first culture and flexible work environment. Top notch technology and equipment. You will be mentored by a Senior Advisor to assist with your career development. You will have a defined training period to acclimate you to our clients, team members, systems and processes.
Competitive salary based on experience, $90K+. Company-based bonus structure; a path for professional growth customized for you includes company-paid continuing education and membership in professional organizations, a 401(k) plan with 4% match, and $8,500/year toward benefits such as health and dental (or take it in cash). Short- and long-term disability insurance. Generous time off policy including vacation time, sick leave, and parental leave. We have a defined career track and ownership potential.
Milestone Financial Planning, LLC is an Equal Opportunity Employer and provides an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.