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Career Opportunity | Wealth Advisor

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Northstar Financial Planning (www.northstarfp.com) is seeking a Wealth Advisor for our fee-only financial planning and investment advisory firm in Windham, NH. We are very interested in you if you desire a career in Wealth Management and are a CFP®. 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:

  • 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 look at the big strategic financial picture;
  • Meticulously prepare meetings - anticipate client needs - approximately 2-3 interactions per client per year;
  • Research various financial topics as it applies to client situations.

Benefits:

  • Competitive salary based on experience and Benefits currently include 401(k) with a 3% company match, health subsidy, PTO during the first year of employment (25 days of vacation, sick and holidays TOTAL COMBINED) and continuing education.
  • Mentorship and learning opportunities;
  • Great working environment with professional growth opportunities.

Required Qualifications

  • 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.

Qualified candidates will have a 30 – 60 minute phone interview conducted by our consultant Ginny, The Strategic Implementer, who is the hiring manager for this position.

Please email your resume and cover letter to ginny@thestrategicimplementer.com with the subject "Northstar Wealth Advisor" to apply for this position.