Planning Associate at Milestone Financial Planning, LLC Planning Associate at Milestone Financial Planning, LLC in Stratham, New Hampshire Posted in about 13 hours ago.

Type:

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) 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.

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.

ResponsibilitiesIn this role, you will have the opportunity to provide crucial support to Senior Advisors by taking on a diverse range of responsibilities. This includes handling tax projections and creating comprehensive financial plans for both existing and new clients. During tax season, you will play a pivotal role in tax preparation, ensuring clients financial affairs are in order. Additionally, you will be expected to familiarize yourself with our streamlined systems for reviewing and trading client accounts, allowing you to contribute effectively to our clients financial well-being.

Your role will also involve making valuable financial planning recommendations, conducting research on ad hoc financial planning issues for clients, and assisting in evaluating Roth conversion and other planning strategies. Your dedication to detail and proficiency will be integral in helping Senior Advisors prepare for client meetings and ensuring that clients receive the highest level of service and expertise.

QualificationsBachelors degree: Must be a team player with strong written and verbal communication skills. Able to work independently and stay productive; self-driven.

Experience0-3 years of financial planning or tax experience.

Prior experience with any of our technology is helpful:

RightCapitalAdvyzonEclipseHolistiplanLacerte 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 buildingOwnership potentialYou will be issued a laptop and docking stations/monitors for at-home as well as in-office4% 401k match$11,000/year, which can be used to purchase health and dental insurance and/or HSA fundingCompany-paid short- and long-term disabilityCompany-paid professional 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 developmentProfit sharing bonus paid in December recblid jr8ef4zajlsgaj3exa2jcifdhhfp1t