compensation:
$70,000 - $100,000 per year
employment type:
full-time
experience level:
entry level
job title:
Associate Wealth Advisor
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.
