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 25 days ago

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