Wealth Management Advisor/Associate Position Available In Belknap, New Hampshire
Tallo's Job Summary: The Foundry Financial Group, Inc. in Laconia, NH is seeking a Wealth Management Associate. This full-time position offers a salary range of $65,000 to $80,000 per year, with benefits including 401(k), health insurance, and professional development assistance. The role involves financial planning, client meetings, and staying updated on industry trends. Candidates should possess strong communication skills, ethical values, and a desire to work as part of a team.
Job Description
Wealth Management Advisor/Associate The Foundry Financial Group, Inc. Laconia, NH 03246 • Hybrid work Wealth Management Associate Become a
FEE-ONLY
Advisor. This role offers a perfect entry to a career in financial planning and investment management. For a candidate with some experience in financial services, the role will present a challenging and exciting new career chapter. The Foundry Financial Group, Inc. is currently accepting resumes for the position of Wealth Management Associate. Working with an experienced advisory team, you will be trained and ultimately be responsible for preparing financial plan presentations, participating in client meetings, and following up on service activities. This is an “in-office” position, and the candidate must locate within 30 minutes of our office in Laconia NH. You will be expected to stay abreast of trends and issues in financial planning. You will work extensively with our financial planning software and our investment analytical tools. The successful candidate will have the following characteristics: Strong communication skills Highly conscientious Willingness to embrace a culture of high ethics and regulatory compliance Ability to interact with highly focused business owners and professionals Effective time management skills Initiative and energy Technical competency Willingness to learn Desire to work as part of a team Participate in annual budget and goal setting process The position does not have sales/business development quotas. Your first role is to become a great financial advisor. Benefits Reimbursement toward continued education and licenses (CFP®, CFA®, CIMA®, Series 65) Major medical benefits. $2,000/yr Health Savings Account employer contribution Dental and vision benefits Short-term and long-term disability insurance Life Insurance 401(k) retirement plan with substantial employer contribution and profit-sharing plan. To apply, please submit your resume and a cover letter listing at least three reasons why you are qualified for this position.
Job Type:
Full-time Pay:
$65,000.00 – $80,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Health savings account Life insurance Paid time off Professional development assistance Retirement plan Vision insurance
Compensation Package:
Bonus opportunities Ability to
Relocate:
Laconia, NH 03246: Relocate before starting work (Preferred)
Work Location:
In person
