Position Overview:

The Associate Planner position will be responsible for serving, engaging, and retaining existing clients. You will be responsible for providing wealth management and financial planning to our clients while cultivating new relationships, and engaging clients in the market for advice. There is no prospecting required and this is a fully remote position.

Position Responsibilities:

Scheduling meetings with clients to discuss their financial needs and goals.
Generating new client relationships through lead follow-up, referrals, personal relationships, and strengthening relationships with our existing clients.
Collecting relevant client information to determine options that align with clients' financial situations.
Advising clients on topics such as budgeting fundamentals, goal setting, and debt management.
Developing and sustaining long-term relationships with clients to encourage ongoing business and client referrals.
Building in-depth knowledge of our product and service offering to clearly present options to prospective and existing clients.
Executing calling campaigns that coincide with both company and team-specific marketing initiatives.
Achieving individual sales and productivity targets.
Promoting the organization and its offerings both internally and externally.
Understanding our ideal clients and how they both use and interact with our offerings.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Retirement plan
Vision insurance

Job Type: Full-time

Pay: $70,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Retirement plan
Vision insurance

Application Question(s):

• How many years of experience do you have working with clients providing financial advice

Experience:

Financial planning: 3 years (Required)

License/Certification:

Financial Planning Designation (Preferred)

Work Location: Hybrid remote in Concord, NH 03301

Capital Advisory Group LLC

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