Milestone Financial Planning, LLC · 6 days ago
Planning Associate
Bedford, NH
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $60K/yr
0+ years expMilestone Financial Planning, LLC is a fiduciary and B-Corporation focused on making a difference in people’s lives through comprehensive financial and retirement planning services. The Planning Associate will support Senior Advisors by handling tax projections, creating financial plans, and assisting with client meetings to ensure high-quality service.
AdviceConsultingFinancial ServicesImpact InvestingRetirement
Hiring Manager
Georgie Sawyer, SHRM-CP
Responsibilities
Handling tax projections and creating comprehensive financial plans for both existing and new clients
Playing a pivotal role in tax preparation during tax season, ensuring clients’ financial affairs are in order
Familiarizing yourself with streamlined systems for reviewing and trading client accounts
Making valuable financial planning recommendations
Conducting research on ad hoc financial planning issues for clients
Assisting in evaluating Roth conversion and other planning strategies
Helping Senior Advisors prepare for client meetings and ensuring that clients receive the highest level of service and expertise
Qualification
Required
Bachelor's degree
Must be a team player with strong written and verbal communication skills
Able to work independently and stay productive; self-driven
0-3 years of financial planning or tax experience
Preferred
Prior experience with any of our technology is helpful: RightCapital, Advyzon, Eclipse, Holistiplan, Lacerte Tax, Office 365 / SharePoint / Teams
Benefits
Defined career path and compensation increases
Quarterly bonuses for sourcing new clients
Participation in annual 20% of profit sharing based on relative performance and team building
Ownership potential
You will be issued a laptop and docking stations/monitors for at-home as well as in-office
4% 401k match
$11,000/year, which can be used to purchase health and dental insurance and/or HSA funding
Company-paid short- and long-term disability
Company-paid professional education
Company-paid membership in professional organizations (CFP, Kitces)
Defined training period to acclimate you to our clients, team members, systems and processes
Positive, family-first culture and flexible work environment
3 weeks’ vacation
Sick leave
Parental leave
Top-notch technology and equipment
You will be mentored by a Senior Advisor to assist with your career development
Profit sharing bonus paid in December
Company
Milestone Financial Planning, LLC
Financial planning and investment management firm with a strong focus on lifetime tax planning. Milestone Financial Planning, LLC.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jennifer Climo, CPA, CFP(R), MSFP
CEO/Senior Advisor
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