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

Appletree Business Services LLC jobs

Wealth Management Advisor

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