Overview
A registered investment adviser based in Bedford, NH, provides discretionary portfolio management services tailored to clients' specific needs, objectives, and risk profiles. The firm specializes in personalized planning solutions for individuals and families with complex financial challenges, focusing on holistic wealth management that integrates investment, tax, and financial planning to support long-term financial well-being.
Responsibilities
- Review individual, trust, and business tax returns with an emphasis on tax planning and optimization.
- Implement comprehensive financial plans including retirement, estate, cash flow, and investment planning aligned with clients’ long-term objectives.
- Collaborate with investment managers to develop tax-efficient investment strategies.
- Advise clients on complex financial scenarios.
- Maintain detailed documentation to comply with regulatory and firm standards.
- Communicate proactively with clients and internal team members to address planning needs and provide ongoing recommendations.
- Manage the financial planning team to ensure firm goals and standards are met.
Requirements
- Active Certified Public Accountant (CPA) credential and Certified Financial Planner (CFP) designation; Personal Financial Specialist (PFS) designation is also acceptable.
- Expertise in reviewing individual, trust, and business tax returns with a focus on tax planning.
- Experience in financial planning for high-net-worth clients or families with complex financial situations.
- Strong analytical, organizational, and time-management skills with attention to detail and accuracy.
- Excellent written and verbal communication skills, capable of explaining complex financial concepts clearly and respectfully.
- Ability to work remotely with reliable technology, self-motivation, and effective collaboration in a virtual team environment.
- Bachelor’s degree in Accounting, Finance, or a related field; advanced degree or specialized coursework in taxation or financial planning is beneficial.
Location
This is a full-time remote position based in the United States.