Associate Wealth Advisor (full time) – NOT A REMOTE WORK OPPORTUNITY
Job Description: Associate Wealth Advisor
Grove Street Fiduciary (www.grovestreetfiduciary.com) — a privately held fiduciary Registered Investment Advisor (RIA) — is seeking to hire or train an Associate Wealth Advisor for our fee-only financial planning and investment advisory firm in Peterborough, NH. We are especially interested in candidates pursuing a career in wealth management.
Onsite location: Peterborough, New Hampshire, United States
Time requirements: Full time
Compensation: Expected pay: $70,000 - $100,000 per year
Responsibilities include, but are not limited to:
Work with Senior Advisors to analyze, research, and implement financial solutions with clients.
Demonstrate excellent people skills via conference call or face-to-face meetings — excellent verbal and non-verbal communication skills are necessary.
Maintain high ethical standards/confidentiality at all times.
Meticulously prepare meetings.
Anticipate Senior Advisor and client needs.
Research various financial topics as it applies to client situations.
As the successful candidate grows in the role, expect to take on more responsibilities including managing households as lead advisor while continuing to provide support internally in order to deliver high-quality fiduciary service to clients.
Benefits:
Competitive starting salary and benefits including a 10% match on 401(k), $100,000 of term life insurance, long-term disability insurance, health insurance, generous vacation time, and holidays.
Mentorship and learning opportunities.
Great working environment with professional growth opportunity.
Qualifications:
Must have or be working towards CFP® certification.
Experience in Financial Planning, Finance, Accounting, Taxation or Business.
Strong attention to detail.
Strong verbal and written communications skills.
Must be a self-starter and a problem solver.
Please include a cover letter with resume upon submission of your application, thank you.
