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Associate Wealth Advisor

Grove Street Fiduciary, LLC
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Associate Wealth Advisor (full time) – NOT A REMOTE WORK OPPORTUNITY

 

Job Description: Associate Wealth Advisor 
Grove Street Fiduciary (www.grovestreetfiduciary.com) — a privately held fiduciary Registered Investment Advisor (RIA) — is seeking to hire or train an Associate Wealth Advisor for our fee-only financial planning and investment advisory firm in Peterborough, NH. We are especially interested in candidates pursuing a career in wealth management.

 

Onsite location: Peterborough, New Hampshire, United States
Time requirements: Full time
Compensation: Expected pay: $70,000 - $100,000 per year

 

Responsibilities include, but are not limited to: 

  • Work with Senior Advisors to analyze, research, and implement financial solutions with clients.
  • Demonstrate excellent people skills via conference call or face-to-face meetings — excellent verbal and non-verbal communication skills are necessary.
  • Maintain high ethical standards/confidentiality at all times.
  • Meticulously prepare meetings.
  • Anticipate Senior Advisor and client needs.
  • Research various financial topics as it applies to client situations. 
  • As the successful candidate grows in the role, expect to take on more responsibilities including managing households as lead advisor while continuing to provide support internally in order to deliver high-quality fiduciary service to clients.

Benefits:

  • Competitive starting salary and benefits including a 10% match on 401(k), $100,000 of term life insurance, long-term disability insurance, health insurance, generous vacation time, and holidays.
  • Mentorship and learning opportunities.
  • Great working environment with professional growth opportunity.

Qualifications:

  • Must have or be working towards CFP® certification. 
  • Experience in Financial Planning, Finance, Accounting, Taxation or Business. 
  • Strong attention to detail. 
  • Strong verbal and written communications skills.
  • Must be a self-starter and a problem solver.

Please include a cover letter with resume upon submission of your application, thank you.