Career Opportunity | Wealth Advisor

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Northstar Financial Planning ( 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.


  • 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 with the subject "Northstar Wealth Advisor" to apply for this position.