Associate Financial Planner

Robert Half

Job Description

We are looking for a client-centered Associate Financial Planner to support individuals and families with personalized financial guidance. In this role, you will work closely with an advisor to develop practical strategies that help clients make informed decisions and stay aligned with their long-term goals. This opportunity is ideal for someone who combines planning expertise with relationship-building skills and a strong commitment to acting in clients’ best interests.

Responsibilities:
• Partner with senior advisory staff to prepare and deliver comprehensive financial plans tailored to each client’s objectives, risk tolerance, and life stage.
• Build and maintain strong client relationships by offering responsive service, clear communication, and thoughtful guidance throughout the planning process.
• Identify opportunities to expand client relationships through proactive outreach, strategic networking, and business development efforts.
• Conduct discovery conversations to gather financial information, clarify priorities, and translate complex details into practical recommendations.
• Support investment and planning discussions by reviewing client portfolios, cash flow needs, retirement goals, and other key financial considerations.
• Contribute to new business activity by engaging prospective clients, following up on leads, and helping communicate the value of advisory services.
• Maintain accurate documentation and planning records to support regulatory standards, internal workflows, and consistent client service.
• Stay current on market trends, planning strategies, and licensing or certification progress to strengthen the quality of advice provided.

Qualifications

At least 2 years of experience in financial planning, investment advisory, or a closely related financial services role.
Series 65 is a MUST
MUST live within 30 minutes of Concord, NH

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Associate Financial Planner in Concord, NH vacancy

Relationship Banker - NH Central - North Essex Market
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration...
Suggested
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Concord, NH
2 days ago
Produce Associate
Sam's Club | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | 304 Sheep Davis Road | Responsibilities: Provide exceptional customer service to members across the club; Maintain in-stock levels and rotate department products...
Suggested
Immediate start
Sam's Club
Concord, NH
23 hours ago
Hotel Evening Maintenance Associate
...Job Summary The Maintenance Associate is responsible for supporting the hotel maintenance operations and hotel assets, including refrigeration, heating, plumbing, and maintaining top quality standards as required. Essential Duties and Responsibilities Provide professional...
Suggested
Afternoon shift
Double Tree by Hilton and Haley & Bear
Concord, NH
3 days ago
(USA) Freight Flow Associate
$19 - $27 per hour
...according to company policy and procedures ensuring Merchandising Associates pick orders within acceptable timeframe and are staged... ...Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life...
Suggested
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Seasonal work
Walmart
Concord, NH
3 days ago
Mobile Associate - Retail Sales
$19 per hour
...Position (Yes/No): No Hourly Base Pay: $19.00, plus $5.00 per hour training pay. Within the first 90 days working at T‑Mobile, Mobile Associates receive on‑the‑job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile...
Suggested
Hourly pay
Full time
Temporary work
Part time
Work experience placement
Local area
Flexible hours
T-Mobile
Concord, NH
4 days ago
Cafe Associate
$17 - $25 per hour
...collaborating with cross functional teams and helping educate other associates on tools, tasks and resources; communicating effectively with... ...benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Immediate start
Flexible hours
Walmart
Concord, NH
4 days ago
Cafe Associate | Part TIme 24hr | Rotating Shifts
Summary Provides prompt and courteous service to customers in a cafeteria or cafe setting. Prepares and assists with orders, preparation of food and processes payments, while maintaining a clean and efficient environment. Education High School Diploma or equivalent...
Part time
Rotating shift
Concord Hospital
Concord, NH
4 days ago
Front Desk Associate
$17 per hour
Hotel Concord Embassy Suites 5400 John Q. Hammons Dr. NW Concord, NC 28026 Position Full time Compensation Range $17.00 (Actual pay may differ based on experience, skills, qualifications, and location) What’s in it for you? Career Growth & Learning – 40% of our management...
Full time
Atrium Hospitality
Concord, NH
1 day ago
Wellness Associate
Description Job Summary Support department through assisting customers and ensuring shelves are well stocked and maintained. About Concord Food Cooperative Concord Food Co-op is a natural foods grocery store, bakery, and café with locations in Concord, NH and New London...
Local area
Concord Food Co-op
Concord, NH
1 day ago
Maintenance Associate
...Marriott, Choice Hotels, and Hilton, we’re at the forefront of hospitality. We are seeking a dependable and skilled Hotel Maintenance Associate to join our team. This role is responsible for maintaining the overall appearance, safety, and functionality of hotel facilities...
Full time
The Duprey Companies
Concord, NH
3 days ago
Prepared Meals and Rotisserie Chicken Associate
$16 - $23 per hour
...Prepared Meals and Rotisserie Chicken Associate Join Sam’s Club as a Prepared Meals and Rotisserie Chicken Associate and help our members... .... Health benefits: medical, vision, and dental coverage. Financial benefits: 401(k) matched up to 4%, company‑paid life insurance...
Full time
Temporary work
Part time
Sam's Club
Concord, NH
1 day ago
Associate, Scoring Service
$17.5 per hour
We are the world’s learning company with more than 24,000 employees operating in 70 countries. We combine world-class educational content and assessment, powered by services and technology, to enable more effective teaching and personalized learning at scale. We believe...
Hourly pay
Part time
Work at office
Immediate start
Remote work
Monday to Friday
Pearson
Concord, NH
1 day ago
Online Order Filling Team Associate
Walmart Stores | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | 344 Loudon Road | Responsibilities: Fill and dispense online orders; Locate, prepare, and package merchandise; Ensure the accuracy of orders prior to pickup...
Immediate start
Wal-Mart Stores , Inc.
Concord, NH
1 day ago
Front Desk Associate
...make our members feel welcome in our Judgement Free Zone® Characteristics that will make you a perfect match for our Front Desk Associate: You: Exhibit a positive and upbeat attitude. Have a passion for delivering a consistent and exceptional...
Full time
Flexible hours
Shift work
Planet Fitness
Concord, NH
2 days ago
Guest Experience Associate
Hendrick Automotive Group in Concord, NH is seeking a Full‑Time Guest Services Representative to ensure a friendly, receptive environment for guests. You will support the sales department by accurately recording customer traffic and producing reports with key sales metrics...
Full time
Monday to Friday
Hendrick Automotive Group
Concord, NH
1 day ago
Associate Managed Care Analyst
$34.29 per hour
...duties as assigned or required. QUALIFICATIONS: Minimum Associate's degree in Finance, Accounting, Business Administration,... ...Ability to analyze and interpret various types of data including financial results, operational metrics, clinical outcomes, and other key...
Contract work
For contractors
Work at office
Local area
Highmark Health
Concord, NH
1 day ago
Associate Actuary - Work from Home
$106.9k - $147k
...Become a part of our caring community Reports To: Associate Director, Actuarial Analytics/Forecasting FLSA: Exempt/Salaried... ...Associate Actuary, Analytics/Forecasting analyzes and forecasts financial, economic, and other data to provide accurate and timely information...
Full time
Contract work
Temporary work
Apprenticeship
Remote work
Work from home
CenterWell
Concord, NH
3 days ago
Freezer, Cooler and Deli Stocker Associate
Sam's Club | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | 304 Sheep Davis Road | Responsibilities: Maintains safety of Facility by following all safety standards, procedures, and guidelines including conducting safety ...
Immediate start
Sam's Club
Concord, NH
23 hours ago
Associate Technical Analyst
$58.1k
Company : enGen Job Description : JOB SUMMARY This job supports one or more technical aspects of the application product life cycle, within a sub-product scope (one or more application components). Uses judgement and discretion in collaboration with customers...
For contractors
Work at office
Local area
Remote work
Highmark Health
Concord, NH
1 day ago
Associate Actuary - Work from Home
$106.9k - $147k
...Become a part of our caring community The Associate Actuary will support Medicare Market & Provider Finance with a focus on hospital unit cost financial impacts, provider reimbursement analytics, and actual-to-expected cost evaluation. You will develop and maintain...
Full time
Contract work
Temporary work
Apprenticeship
Work at office
Remote work
Work from home
Home office
Humana
Concord, NH
1 day ago
Remote Associate Consultant, Life Sciences Market Access
$130k - $150k
A healthcare consulting firm is seeking an Associate Consultant in market access with a focus on life sciences. The successful candidate will support consultants in managing projects, train new hires, and participate in client meetings. Candidates should hold a relevant...
Remote work
Norstella
Concord, NH
4 days ago
Analyst, FP&A
...affords personal and professional growth opportunities. Learn more at Overview of Job Function: Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...
Local area
Shift work
Verint Systems
Concord, NH
2 days ago
Associate Consultant, Life Sciences Consulting (Market Access)
$130k - $150k
...Associate Consultant, Life Sciences Consulting (Market Access) Company: Dedham Group Location: Remote, United States Date Posted: Apr 3, 2026 Employment Type: Full Time Job ID: R-1854 Description About The Dedham Group We set out to develop a health care innovation organization...
Full time
Temporary work
Internship
Local area
Remote work
Flexible hours
Shift work
Norstella
Concord, NH
23 hours ago
Showroom Associate & Cashier Part Time
$14 per hour
...world around you; **Come join our team. You're going to like it here!** You will enjoy a competitive wage, flexible hours, and an associate discount. Part-time associates, based on hours worked, may be eligible for Burlington's benefits package which includes dental and...
Hourly pay
Part time
Flexible hours
Night shift
Burlington
Concord, NH
11 hours ago
Associate Attorney - Litigation
...Associate Attorney - Litigation Litigation - Concord, NH Preti Flaherty, one of New England’s largest law firms with offices in ME, NH, MA, and Washington, D.C. is seeking an experienced attorney to join the firm’s dynamic and growing Litigation Practice Group. This hybrid...
Work at office
NACBA
Concord, NH
2 days ago
Financial Advisor
...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Concord, NH
1 day ago
Skillbridge Associate Technical Sourcer (for military members only)
...as job fairs and community outreach. Work with staffing agencies and managed service providers to support hiring needs. The Associate Technical Sourcer independently builds and maintains robust talent pipelines for critical and recurring technical roles, including...
MAXIMUS
Concord, NH
23 hours ago
Financial Advisor
...Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...
Hourly pay
Minimum wage
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Concord, NH
1 day ago
Senior Financial Advisor
...Senior Financial Advisor | New Hampshire A well-established Wealth Management firm with a rich history and strong ties to New Hampshire is in search of a Senior Financial Advisor. This individual will concentrate on serving the Lakes Region, assuming a pivotal role...
Local area
BCI - Brokerage Consultants Inc
Concord, NH
1 day ago
(USA) Freight Flow Associate
$19 - $27 per hour
...according to company policy and procedures ensuring Merchandising Associates pick orders within acceptable timeframe and are staged... ...Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Seasonal work
Walmart
Concord, NH
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Financial Planner. Be the first to apply!