Wealth Advisor

Immediately
Grove Street Fiduciary, LLC
Carl Johnson
20 Grove Street Peterborough, NH 03458 Phone: 603-924-9939
info@grovestreetfiduciary.com
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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 and have a master’s degree, preferably a Master of Science Degree in Personal Financial Planning.  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 directly with clients.
  • 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 $200,000 per year) and benefits including a 6% 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 a Master of Science Degree in Personal 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.