Appletree is launching a financial planning and wealth management division. For +25 years Appletree Business Services has provided bookkeeping, business taxes, personal taxes and payroll to +230 small to medium sized businesses. Our clients ask for financial planning and its a very natural referral to pair with our accounting and tax services to better serve clients and be a one stop shop.
We're hiring a financial planning associate to help build this new RIA and service line. This first hire is a very unique opportunity to step into an award winning organization with a deep roster of clients to work with. This will be a hybrid role working from our office in either Londonderry, NH or Portsmouth, NH and working from home.
RESPONSIBILITIES:
- Serve as the primary point of contact for wealth management clients
- Prepare the Financial Planning recommendations
- Collaborate with members from tax team to best serve the client
- Prospect for new clients and referrals from centers of influence such as bankers and attorneys
- Implement Financial Planning recommendations
QUALIFICATIONS:
- CFP® Certificant •
- Relevant Educational Background (Finance, Accounting or Business Administration)
- 3 years financial services industry experience
- Series 65 (or equivalent)
- Comfortable working with small business owners and building relationships
- Evidence of supervisory ability
COMPENSATION AND BENEFITS:
- Salary and Produciton Pay
- Group health insurance plan
- Retirement Match with Simple IRA
- Paid Time Off
- Flexible schedule
We require a 3 minute video interview submission if you're invited to the next round. Thanks!
Job Type: Full-time
Pay: $120,000.00 - $250,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
Application Question(s):
- Please describe your financial planning experience and approach.
Work Location: Hybrid remote in Londonderry, NH 03053
