Financial Planner/Advisor at KBW Financial
Concord, NH
About the Job
Job Title: Financial Planner/Advisor
Location: Concord, NH
Compensation: $55K-$60K base + Bonus + Profit Sharing
Work Arrangement: Hybrid
A top tier Wealth Management Firm in Concord NH is looking to hire a Financial Planner/Advisor due to the firm's growth. This is a great opportunity for someone with 0-3 years of past experience in wealth management, trading, financial services or mutual funds. This client has a great culture and offers a base, bonus and excellent benefits. This role works from home 3 days a week after training.
Position Overview:
We are seeking a recent graduate or someone with a few years of experience to join our growing team. No book of business is needed. This is an excellent opportunity to work in a great culture, helping other Financial Advisors (FA) and Certified Financial Planners (CFP) increase their book of business while delivering best-in-class customer service.
Key Responsibilities:
- Assist other FAs and CFPs in increasing their book of business.
- Deliver excellent customer service to clients.
- Work with an independent and holistic team of advisors.
- Conduct cold calls and set up meetings.
- Aid clients with cash flow management.
- Advise clients on tax planning, asset protection, retirement planning & readiness, distribution, charitable giving, and estate planning strategies.
- Build out centers of influence to refer business.
- Proactively find ways to improve the department’s overall efficiency and service.
Qualifications:
- 0-2+ years of experience advising high net worth clients.
- Strong track record of building client relationships.
- Certified Financial Planner© (CFP) preferred.
- Knowledge and interest in overall wealth management, investments, financial planning techniques, tax strategies, and estate planning solutions.
- Self-starter with a passion for working in a growing, boutique firm and assisting with developing systems, policies, and procedures.
- Willingness to obtain Series 65 and Series 7 licenses (assistance provided).
If you meet the qualifications and are interested in this opportunity, please apply with your resume. We look forward to hearing from you!
Contact Information:
KBW789
*MONKBW*
#LI-WC1
