Join Our Team

INTERESTED IN JOING OUR TEAM AS A FINANCIAL PLANNER?

Financial Planner (Hybrid — Bedford, NH)
Location: Bedford, NH (Hybrid; must reside within 30 minutes of the office)
Job Type: Full-time (Part-time or flexible parent friendly hours available for the right candidate)

About Us
We are an established and growing Bedford, NH fee only Registered Investment Advisor (RIA) dedicated to helping clients navigate complex financial decisions with clarity and confidence. Our firm fosters a collaborative, growth-oriented, and supportive culture. We invest in our team through flexibility, coaching, and meaningful career development opportunities.

Position Overview
As a Financial Planner, you will work closely with our senior advisors to deliver high- quality, comprehensive financial planning. You will gain hands-on experience across cash-flow planning, tax strategy, retirement and education planning, estate considerations, and risk management. This role is ideal for someone who is curious, analytical, detail-oriented, and eager to continue to grow in the financial planning profession.

Read more about this position HERE.

Financial Planner Interest Form

Name(Required)

First Last

Email(Required)

Phone

What are some of the qualifications, abilities, and strengths that will help you succeed in this position?

What excites you about working in the financial planning industry?

What would you expect to earn in this position? (be honest!)

Upload your resume

Accepted file types: pdf, Max. file size: 300 MB.

Upload your cover letter

Accepted file types: pdf, Max. file size: 300 MB.

CAPTCHA