Our client is a boutique wealth management firm located in Laconia, NH, seeking a lead financial planner to join their team. If you are looking for a position that is client-facing and has a clear growth, this could be the right opportunity for you.
Responsibilities:
-Lead and participate in client meetings and planning related conversations
-Act as the point of client for client inquiries and questions
-Build out the planning process and manage client portfolios
-Collaborate with the team on planning related conversations and questions
-Effectively utilize financial planning software and CRM
Qualifications:
-Bachelor's degree required
-2+ years in financial planning, preferably in a client-facing role
-CFP preferred or desire to pursue
-Team-player and goal-oriented
-Strong verbal and written communication skills
-Desire to grow with a team
-Experience with eMoney, Holisitplan, and/or Advyzon is a plus
Benefits and Compensation:
-Health insurance
-HSA
-401k profit sharing
-Ancillary benefits (ER Paid life, STD, and LTD)
-Professional Development Plan and conferences
-PTO- 160 hours per year; 40 hrs, 3 months carry over
-Paid Holidays 10-11 days per year
-Base salary plus bonus compensation; base salary is commensurate with experience, starting at $85k+
-Primarily in-office position, with the potential for one remote day/week after a period of time