Financial Planner CPA and CFP®/PFS™

Overview

The organization is seeking an experienced Financial Planner holding both CFP®/PFS™ and CPA designations for a remote opportunity.

Reporting to the Senior Director of Financial & Tax Planning, you will design comprehensive financial plans that integrate investment management, retirement milestones, tax optimization, risk management, philanthropic goals, and estate objectives. You will analyze clients’ financial landscapes using advanced planning tools and deliver actionable strategies supporting both short-term security and long-term wealth accumulation.

Responsibilities

• Create comprehensive financial plans including:
  • Retirement projections
  • Tax estimates
  • Risk analyses
  • Estate strategies
• Summarize client and prospect meeting notes and assign tasks.
• Research and participate in projects designed to maximize client service.
• Review and refine planning across insurance strategies, employee benefits retirement planning, and charitable planning.
• Evaluate and/or refine asset allocations to align the investment portfolio with the client’s risk profile and projected returns in order to meet the family’s financial goals.
• Mentor and provide training and guidance to associate planners.
• Support advisory team deliverables through financial planning research and complex strategy development for clients and prospects.

Requirements

• Certified Public Accountant with a Personal Financial Specialist or CERTIFIED FINANCIAL PLANNER™ designation
• 10+ years of experience working with SEC registered RIA firm
• Bachelor’s degree in a related field
• Working knowledge of investments, insurance, employee benefits and retirement planning
• Excellent communication skills with a client-oriented focus (ability to engage team members, clients, and vendors to maximize information exchange)
• Outstanding problem-solving skills
• A humble spirit (share knowledge while remaining open to learning from others)
• Ability to work seamlessly with Microsoft Office (including Word, Excel and PowerPoint)
• High integrity and strong work ethic

Preferred Qualifications

• Familiarity with Wealthbox, Holistiplan, InStream, Orion, eMoney

Compensation & Benefits

Outstanding Total Rewards provided, including:

• Base salary
• Quarterly revenue sharing
• Broad employee benefits package: medical, dental, vision, LTD, and STD

Location

Bedford, NH (remote career opportunity).

Virtual interviews will begin in mid-to-late November.