Our client is a fee-only financial planning firm located in Laconia, NH. They are currently seeking a Wealth Management Associate to join their team. Working with an experienced advisory team, you will be trained and ultimately be responsible for preparing financial plan presentations, participating in client meetings, and following up on service activities. This is an in-office position, and the candidate must be located within 30 minutes of their office in Laconia, New Hampshire.

You will be expected to stay abreast of trends and issues in financial planning. You will work extensively with our financial planning software and our investment analytical tools.

The successful candidate will have the following characteristics:

• Strong communication skills
• Highly conscientious
• Willingness to embrace a culture of high ethics and regulatory compliance
• Ability to interact with highly focused business owners and professionals
• Effective time management skills
• Initiative and energy
• Technical competency
• Willingness to learn
• Desire to work as part of a team
• Participate in the annual budget and goal-setting process

The position does not have sales/business development quotas. Your first role is to become a great financial advisor.

Benefits

• Reimbursement toward continued education and licenses (CFP®, CFA®, CIMA®, Series 65)
• Major medical benefits.
• $2,000/yr Health Savings Account employer contribution
• Dental and vision benefits
• Short-term and long-term disability insurance
• Life Insurance
• 401(k) retirement plan with substantial employer contribution and profit-sharing plan
• PTO

Base salary pay: $65,000.00 - $80,000.00 per year plus bonus opportunities.