Looking for a fulfilling career in finance that allows you to work closely with mostly women clients? Our small, fee-only financial advisory firm in New Hampshire is seeking a talented and detail-oriented CERTIFIED FINANCIAL PLANNER™ Professional (or on the CFP(R) track) to join our team!

As an ideal candidate, you possess a passion for working with people and have excellent communication skills. You are a natural problem-solver, with the ability to identify and solve complex financial challenges. You understand the unique financial needs and challenges facing women and have a deep commitment to helping them achieve their financial goals.

In this role, you will work closely with our mostly women clients to provide a wide range of financial services, including investment planning, retirement planning, and tax planning. You will have the opportunity to build meaningful relationships with our clients, helping them navigate their financial futures with confidence and ease.

You will work directly with our CEO/Senior Advisor, Jennifer Climo CPA CFP(R) MSFP.

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 CFP looking for a rewarding career working with women clients, 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, many of whom are women. 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

Developing customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, and risk management. Building deep relationships with clients, including communicating with clients on the implementation of their financial plans and updating plans based on key events in their lives. Onboarding new clients. Responding to client service requests. Learn our streamlined systems for reviewing and trading client accounts. Training and mentoring planning associates.

While we do pay bonuses for sourcing new clients, we will provide you with client relationships and prospect 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. CFP® Certification or on the way. 1-5 years of financial planning or tax experience. CPA with tax expeirience 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: $75,000.00 - $90,000.00 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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