Are you a CFP®, CPA or on the CFP® track? Do you want to work for a company that values you? Do you want to be mentored by a senior advisor? We are looking for an Associate Advisor to work with our existing clients and onboard new clients that come to us through referrals and from our digital marketing. We also will train you to trade client portfolios within our model portfolio process using Orion Eclipse.
Full-time, salaried role in Bedford, NH. All of us live within an hour of the office, and most of us work some days from home each week after an initial training period. Compensation depends on experience and ability to manage client relationships, but $52,800 (if you are still taking the CFP courses) to $80K (if you have been a CFP for 1-3 years and can manage some clients from the start). CPAs with tax expertise may qualify for additional compensation. We have a defined advisor career path describing your advancement (including published salary levels and benchmarks); performance and client referrals are rewarded with bonuses. We are a growing, fiduciary, fee-only firm with 225 clients and $360M AUM. We focus on tax and financial planning for our clients. We have been in existence for 20 years. We were the first investment advisor in NH to be certified as a B corporation.
About the Role
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. You will work with existing clients and onboard new clients in conjunction with our operations team. You will be part of a team trading clients using Orion Eclipse. You will be supporting a Senior Advisor at first, and over time take over some of their client relationships.
You will be supported by operations, tax, and compliance teams. We offer additional training in tax preparation for those interested. We have a great tech stack and have streamlined processes for all areas of the firm.
Location: Bedford, NH.
You want to help people make better financial decisions. You have your bachelors’ degree and are working on the CFP® Certification. You are securities licensed (series 63, 65 or CFP®) or will be within 6 months of starting (we will help you achieve this). You have 0-3 years of financial planning or tax experience. You are a good writer and can communicate effectively. You are a team player. You can work independently and stay productive and consider yourself self-driven. You like details – this role requires care in data entry for financial analysis, including trading, tax and financial planning. You like learning good technology. You love to learn. If this describes you, please reach out to us!
Compensation and Benefits
- Full time, salary role located in Bedford, NH
- Salary varies with CFP/tax experience and amount of revenue/# clients you can support, $52K-$80K
- Defined career path and compensation increases
- Quarterly bonuses for sourcing new clients
- Participation in annual 20% of profits profit sharing based on relative performance and team building
- Ownership potential
- All team members are issued laptops and docking stations/monitors for at-home as well as in-office
- 4% 401k match
- $8,500/year which can be used to purchase health and dental insurance and/or HSA funding
- Company-paid short- and long-term disability
- Company-paid continuing education including one conference per year and membership in professional organizations (CFP, NAPFA, FPA, Kitces)
- Defined training period to acclimate you to our clients, team members, systems and processes.
- Positive, family first culture and flexible work environment.
- 3 weeks' vacation
- Sick leave
- Parental leave
- Top notch technology and equipment.
- You will be mentored by a Senior Advisor to assist with your career development.
- Salary paid 2x/month
- Profit sharing bonus paid in December
Milestone Financial Planning, LLC (fiduciary and B-Corporation) 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.
We custody with Fidelity and manage $360M for 225 clients. Our investment strategy is passive, using primarily DFA (Dimensional Fund Advisors) funds and ETFs.
We heavily emphasize tax planning and offer tax prep to clients through a related company.
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.