Fiduciary Financial Planner

Immediately
Grove Street Fiduciary, LLC
Carl Johnson
20 Grove Street PO Box 396 Peterborough, NH 03458 Phone: 603-924-9939
info@grovestreetfiduciary.com
Email, Mail
Post Your Resume

Grove Street Fiduciary (www.grovestreetfiduciary.com) is seeking a Fiduciary Financial Planner 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, and a passion for the details and value clients receive from financial planning.


Responsibilities include, but are not limited to:

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

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

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

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

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

• Maintain high ethical standards/confidentiality at all times;


Benefits:

• Compensation of $100,000 per year 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;

• 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;

• 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;

• 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;

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

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