Are you a highly motivated and detail-oriented financial planning professional who is looking to grow your career and help a growing firm with trading, building financial plans, tax projections, and building systems and processes? Do you have the desire to become a CERTIFIED FINANCIAL PLANNER(TM)? Are you skilled in technology and eager to work with a diverse group of like-minded professionals?

If so, our financial planning firm is looking for an exceptional financial planning associate to join our team. As a financial planning associate, you will be responsible for working closely with our advisors to assist with building financial plans, tax projections and executing trading based on client needs and goals.

The ideal candidate for this position will have:

• A bachelor's degree in finance or a related field
• A desire to become a CERTIFIED FINANCIAL PLANNER(TM) Professional
• A strong attention to detail and excellent organizational skills
• Great communication skills and the ability to work well in a team environment
• Proficiency with financial planning software and other technology tools
• A passion for working with women and helping them achieve financial success

As a member of our team, you will have the opportunity to work with a diverse group of professionals who are dedicated to providing exceptional service to our clients. You will receive training and support to help you achieve your career goals, including the opportunity to pursue your certification as a financial planner.

If you are a highly motivated and detail-oriented financial planning professional who is looking for an exciting new opportunity, we encourage you to apply for this position. We look forward to hearing from you!

You will work directly with a Senior Advisor, Jonathan Harrington, CFP(R), MSFP MST

Our firm is fee-only, meaning we never charge commissions or receive compensation from third-party providers. We believe in putting our clients' needs first, always. As a member of our team, you will have the opportunity to work in a collaborative and supportive environment, with access to the latest financial planning tools and technology.

New Hampshire is a beautiful state with a strong sense of community and a thriving economy. As a member of our team, you will have the opportunity to live and work in this vibrant and dynamic region, with access to some of the best outdoor recreational activities in the country.

If you are a detail-oriented and passionate financial professional looking for a rewarding career working with like-minded professionals, we encourage you to apply today!

About us

Milestone Financial Planning, LLC is a rapidly growing, 57% women-owned, fee-only, tech-savvy financial planning firm located in beautiful Bedford, New Hampshire. Our clients spread 85% in MA and NH and 15% throughout the United States, rely on us to provide comprehensive financial and retirement planning services with an emphasis on tax planning. We are a team of 12 professionals that value the impact of doing meaningful work for our clients while maintaining a work/life balance. Milestone is a Certified B Corporation that has met the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. Our advisors, all CFP® professionals, are physically located in Bedford, NH but also service clients around the country. Our advisors come from a variety of different backgrounds, are inclusive, LGBTQ-friendly, and have years of combined experience providing financial advice to a diverse set of clients. At Milestone our advisors incorporate tax planning in all our financial plans along with an array of comprehensive financial planning services.

We encourage learning and professional growth, and have a documented career progression plan for advisors as well as an ownership track.

We have trading, tax, compliance, marketing and operations teams that support our advisory teams and we welcome your interest and participation on any of them. We also have an active investment committee. We use model portfolios, mostly low-cost DFA funds and custody with Fidelity.

We also like to have fun. See pictures below of our monthly team events.

Location: Bedford, NH.

Tech Stack: RightCapital, Orion, Advisor Engine (FKA Junxure Cloud), Eclipse, Lacerte Tax, and Office365/Sharepoint/Teams.

Responsibilities

Assisting a senior advisor in developing customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, and risk management. Onboarding new clients. Responding to client service requests. Learn our streamlined systems for reviewing and trading client accounts. You will be mentored by existing team members.

We pay bonuses for sourcing clients, but all advisors are provided client leads.

As we are growing rapidly, we want people who are interested in helping us mold the firm for the future - with input into all areas of the firm.

Qualifications

Bachelors’ degree. Interest in CFP® Certification. 0-3 years of financial planning, accounting or tax experience. CPA with tax experience is a plus. Must possess a keen eye for detail and a knack for processes. Strong written and verbal communication skills. Must demonstrate above-average time management and organizational skills. Team player.

Compensation

Competitive salary based on experience. Annual company-based bonus structure and quarterly bonuses for client sourcing. Path for professional growth customized for you to include tuition reimbursement, and company-paid continuing education, and membership in professional organizations. 401(k) plan with match. Subsidized health, dental and disability insurance. Generous time off policy including vacation time, sick leave, and parental leave. Positive, family-first culture and flexible work environment. Top-notch technology and equipment.

Milestone Financial Planning, LLC is an Equal Opportunity Employer and we are dedicated to providing 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.

Job Type: Full-time

Pay: $52,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Bedford, NH 03110: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

License/Certification:

• bachelor's degree (Required)

Work Location: One location

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