Wealth Advisor

Wealth Advisor

Grove Street Fiduciary (www.grovestreetfiduciary) is seeking a Wealth Advisor for our fee-only financial planning and investment advisory firm in Peterborough, NH. We are very interested in you if you desire a career in Wealth Management, are currently a registered CFP® or are pursuing the CFP® certification. This position provides an opportunity to advance within a quickly growing firm that does not make sales calls, but instead focuses on nurturing our existing client relationships. The ideal candidate will have a strong desire to learn from industry veterans, want to begin working with clients immediately, and actively shape the future of a small but rapidly growing firm.

Responsibilities Include, but are not limited to:

• Work with Senior Advisors to analyze, research, and implement financial solutions with clients;

• Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings—excellent verbal and non-verbal communication a necessity;

• Maintain high ethical standards/confidentiality at all times;

• Prepare, coordinate, and follow through on any needed communication with new or existing clients;

• Continuously monitor clients’ financial situations with detail and accuracy with the ability to the look at the big strategic financial picture;

• Meticulously prepare meetings - anticipate Senior Advisor and client needs - approximately 2-3 interactions per client per year;

• Research various financial topics as it applies to client situations.

Benefits:

• Competitive salary (staring compensation of $100,000 per year) and benefits including a 4% match on a 401(k), $100,000 of term life insurance, long-term disability insurance, health insurance, generous vacation time, and holidays;

• Expect the successful candidate’s salary to double in five years;

• Certain relocation expenses (to be discussed in more detail when offer letter is presented);

• Equity ownership available for successful candidate;

• Mentorship and learning opportunities;

• Great working environment with professional growth opportunities.

Required Qualifications

• Will consider candidates in all stages of CFP® certification, but CFP® certificant preferred;

• Master’s Degree (or a Master’s Degree candidate) from accredited institution preferably in Financial Planning, Finance, Accounting, Taxation or Business;

• Passionate about the financial planning industry and aspirations for a long-term career path;

• Professional and knowledgeable about financial planning;

• Knowledge of the securities industry, financial planning and investment management;

• Strong verbal and written communication skills;

• Strong persuasive and interpersonal skills;

• Ability to identify, meet, and follow through with client’s needs and requirements;

• Must be a self-starter and a problem solver;

• Must interact effectively with office staff and be a goal-oriented team player;

• Strong attention to detail;

• Must demonstrate excellence in organizational and time management skills;

• Able to perform multiple tasks efficiently and accurately;

• Able to meet deadlines and deal with the uncertainty of market fluctuations;

• Exceptional phone and client service skills, positive and upbeat attitude at all times;

• Ability to take initiative, no matter how big or small the task.