Wealth Planning Associate; Hybrid - Build RIA
Job in
Londonderry, Rockingham County, New Hampshire, 03053, USA
Listed on 2026-01-24
Listing for:
Appletree Business Services
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A financial planning firm in Londonderry, NH, is seeking a Financial Planning Associate to establish a new service line. This hybrid role involves serving as the primary point of contact for wealth management clients, preparing financial planning recommendations, and prospecting for new clients. Candidates should have 3 years of experience in the financial services industry, a CFP® certificate, and the ability to build strong client relationships.
Benefits include salary, health insurance, and a retirement match.
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Position Requirements
10+ Years
work experience
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