If you’re passionate about helping people, make confident, informed financial decisions — and you’re looking for a team that invests in your growth — this opportunity may be the perfect fit.
Our firm is a fee only Registered Investment Advisor in Bedford, NH. We’re committed to fostering a collaborative, supportive, and growth-oriented environment where team members are encouraged to learn, contribute, and develop meaningful careers in financial planning. Flexibility, coaching, professional development, team and community are core to who we are.
About the Role
We’re seeking a Financial Planner to join our team in Bedford, NH (hybrid schedule; candidates must reside within 30 minutes of the office). Part-time or flexible parent- friendly hours are available for the right candidate. This is an excellent role for someone who is curious, analytical, and excited to continue building a strong foundation in comprehensive financial planning.
You’ll work closely with senior advisors to help deliver high quality financial planning across key areas such as cashflow and retirement planning, tax strategy, education planning, risk management, and estate considerations. It’s hands-on, impactful work that directly enhances clients’ lives.
What You’ll Do
In this role, you will:
- Build and update detailed financial plans using RightCapital planning software
- Implement and monitor clients’ financial plans to ensure meaningful progress toward goals
- Execute investment allocations across major custodians (Fidelity, Schwab), employer plans, and 529 accounts using Advyzon CRM, Portfolio Management and Trading apps
- Review and annualize client paystubs to assess tax withholding, retirement contributions, and HSA funding
- Develop tax projections using RightCapital, W2 Projections and Tax Planning software to help clients minimize their tax burden avoid tax season surprises
- Contribute to creating and refining CRM workflows and assisting with our AI projects and processes to enhance our client and team member experience
Qualifications
(We will train the right candidate — enthusiasm matters as much as experience.)
- Bachelor’s degree in Finance, Economics, Business, or a related field
- 3-5+ years of financial planning experience (internships included)
- Strong analytical skills and a natural interest in financial data
- Familiarity with investments is a plus
- Excellent communication and relationship building skills
- Strong organizational abilities and comfort managing multiple priorities
- CFP® certification or pursing
Why You’ll Love Working With Us
We are a people first firm. Community, service, and genuine care drive everything we do — if that resonates with you, you’ll thrive here.
We offer:
- Competitive compensation
- 401(k) with employer contribution and profit sharing
- Generous paid time off
- Comprehensive health, life, and disability insurance
- Support for professional development (including coaching), licensing, and renewals
- A collaborative, flexible hybrid work environment designed to help you grow and succeed
Who Succeeds Here
Our strongest team members tend to be:
- Proactive self-starters who thrive in a team environment
- Positive, integrity driven professionals with genuine desire to help others
- Highly detail oriented and analytical
- Excited about growing in comprehensive financial planning and wealth management
Interested in Applying?
If you’re looking to further develop your career in a supportive, growth-minded firm that values excellence and collaboration, we’d love to meet you.
Please submit your résumé and a brief cover letter to our team.