Advisor - Future Opportunities at Milestone Financial Planning, LLC Advisor - Future Opportunities at Milestone Financial Planning, LLC in bedford, New Hampshire Posted in 12 days ago.

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full-time About UsMilestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a difference in peoples lives. Our clients (75% local in NH and MA, the rest scattered throughout the US) rely on us to provide comprehensive financial and retirement planning services, emphasizing reducing lifetime taxes. We are a small team of professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance.

Our investment strategy is passive, using primarily DFA (Dimensional Fund Advisor) funds, ETFs, and separately managed accounts. We custody with Fidelity. We heavily emphasize tax planning and offer tax preparation to clients through a related company.

At every level, we emphasize that your ideas and insights are encouraged and highly valued. We believe that innovation and collaboration thrive when everyones unique perspectives and contributions are acknowledged and respected. Whether youre just starting out or have years of experience, your input is vital to our collective success. We foster an inclusive environment where your voice matters, and we can achieve remarkable results together.

ResponsibilitiesWe want you to build deep relationships with clients, including communicating with them about implementing their financial plans and updating them based on key life events. You will work with clients throughout the year on their financial and tax planning using Right Capital, Lacerte Tax Planner, Advyzon, Eclipse, Office 365, Teams, Point, and other systems. We help clients with lifetime tax planning, investment strategy, retirement planning, estate planning, risk management, and cash management. You will work with existing clients and onboard new clients in conjunction with our operations team.

You will be supported by operations, trading, tax, and compliance teams. We offer additional training in tax preparation and trading for those interested. We have a great tech stack and have streamlined processes for all areas of the firm.

QualificationsBachelors degree. CFP Certification. 2+ years of financial planning or tax experience. CPA is a plus. Communication and organizational skills. Must be a team player with strong written and verbal communication skills. Able to work independently and stay productive; self-driven.

Experience2-4 years of financial planning experience. Tax experience is a plusPrior experience with any of our technologies is helpful:

Right CapitalAdvyzonEclipseLacerte TaxOffice 365 / Point / TeamsBenefitsDefined career path and compensation increasesQuarterly bonuses for sourcing new clientsParticipation in annual 20% of profit sharing based on relative performance and team building, paid in DecemberOwnership potentialYou will be issued a laptop and docking stations/monitors for at-home as well as in-office4% 401k match$10,400/year, which can be used to purchase health and dental insurance and/or HSA fundingCompany-paid short- and long-term disabilityCompany-paid continuing educationCompany-paid membership in professional organizations (CFP, Kitces)Defined training period to acclimate you to our clients, team members, systems and processesPositive, family-first culture and flexible work environment3 weeks vacationSick leaveParental leaveTop-notch technology and equipmentYou will be mentored by a Senior Advisor to assist with your career development recblid stxswi2mkeopu2kzwizkk4i6v4hh2n