Wealth Manager

30+ Years of Client-First Financial Planning — Join a Firm Where Relationships Drive Growth

At Brophy Wealth Management, we’ve built our reputation over three decades by putting clients first With relationships spanning 30+ states, we thrive on referrals and partnerships — not quotas — creating authentic growth that reflects the trust we’ve earned.

As an RIA with a Broker/Dealer affiliation
, we provide a comprehensive suite of wealth management solutions, giving advisors the flexibility to deliver truly personalized strategies. Our client-centric approach sets us apart from larger firms that prioritize revenue over relationships.

• Established Book of Business – Step into a role with existing clients, supported by leadership as you deepen relationships and build

new ones.

Clien

• t-Centric Culture — No AUM quotas. Success is defined by client satisfaction and retention.
  
  Holis
• tic Financial Planning — Retirement, investments, tax strategies, estate planning, insurance, and more — all integrated with clients’ broader advisory teams.
  
  Caree
• r Growth — You’ll engage in meaningful client work from day one, while developing as a professional within a supportive, collaborative firm.

• Serve as the primary advisor for an established set of client relationships, supporting every aspect of their financial lives.
• Design and manage holistic financial plans that reflect each client’s goals, values, and life stage.
• Conduct comprehensive financial reviews and deliver clear, actionable strategies.
• Provide expertise in investments, insurance, retirement, tax, and estate planning.
• Collaborate with clients’ attorneys, CPAs, and insurance specialists to ensure cohesive, integrated strategies.

• Lead engaging meetings with prospective and existing clients, strengthening relationships and driving firm growth.
• Achieve or exceed targets for new client acquisition, revenue, and assets under management (AUM).
• Cultivate strategic partnerships with internal teams and external professionals such as attorneys, CPAs, and Medicare brokers.

• Bachelor’s degree required; CFP® certification or equivalent (ChFC® or Master’s in Financial Planning). FINRA
• Series 7 and relevant state insurance licenses.
  5+ ye
• ars in financial services, with 3+ years in a client-facing advisory role.
  
  Profi
• ciency with eMoney, Redtail CRM, and Microsoft Excel a plus.
  
  Excep
• tional interpersonal, communication, and relationship-building skills.
  
  Willi
• ngness to attend networking and business development events (6–10 per year).

• Spend 50%+ of your time directly with clients.
• Deliver exceptional service, maintaining high satisfaction and retention.
• Consistently meet or exceed firm goals for performance, compliance, and growth.

We offer a competitive compensation package, including base salary, profit sharing, and an environment that rewards performance and growth.

• Health Insurance:
  Employer covers 80% of individual premiums. Employees contribute 20%. Employees are responsible for premiums on family
• l Insurance:
  Employee-paid premium plan.
  
  Flexi
• ble Spending Account (FSA):
  Employer contributes $700 annually.
  
  Disab
• ility & Life Insurance: 100% employer-paid short- and long-term disability, plus life insurance.
  401(k
• ) Retirement Plan:
  Safe Harbor plan with a 3% employer contribution, regardless of employee participation. Eligibility begins after one year of service.
  
  Profi
• t Sharing:
  Additional contributions based on company performance.
  
  Paid
• Time Off:
  Generous PTO policy plus all major market holidays.
• Job Type: Full-time,

In-personLocat

• ion:
  Bedford, NH (Relocation assistance available for the right candidate)

At Brophy Wealth Management, we believe wealth is about more than numbers — it’s about clarity, confidence, and purpose. If you’re a CFP® professional ready to deliver personalized guidance and grow alongside a firm that values people over production, we’d love to meet you.