Brophy Wealth Management, LLC · 18 hours ago
Wealth Manager
Bedford, NH
Full-time
Onsite
Senior Level
5+ years expBrophy Wealth Management, LLC is a client-first financial planning firm with over 30 years of experience. They are seeking a Wealth Manager to serve as the primary advisor for an established set of client relationships, managing holistic financial plans and driving business growth through client engagement.
AccountingFinancial ServicesWealth Management
Responsibilities
Serve as the primary advisor for an established set of client relationships, supporting every aspect of their financial lives
Design and manage holistic financial plans that reflect each client’s goals, values, and life stage
Conduct comprehensive financial reviews and deliver clear, actionable strategies
Provide expertise in investments, insurance, retirement, tax, and estate planning
Collaborate with clients’ attorneys, CPAs, and insurance specialists to ensure cohesive, integrated strategies
Lead engaging meetings with prospective and existing clients, strengthening relationships and driving firm growth
Achieve or exceed targets for new client acquisition, revenue, and assets under management (AUM)
Cultivate strategic partnerships with internal teams and external professionals such as attorneys, CPAs, and Medicare brokers
Qualification
Required
Bachelor's degree required; CFP® certification or equivalent (ChFC® or Master's in Financial Planning)
FINRA Series 7 and relevant state insurance licenses
5+ years in financial services, with 3+ years in a client-facing advisory role
Proficiency with eMoney, Redtail CRM, and Microsoft Excel
Exceptional interpersonal, communication, and relationship-building skills
Willingness to attend networking and business development events (6–10 per year)
Benefits
Health Insurance: Employer covers 80% of individual premiums. Employees contribute 20%. Employees are responsible for premiums on family coverage.
Dental Insurance: Employee-paid premium plan.
Flexible Spending Account (FSA): Employer contributes $700 annually.
Disability & Life Insurance: 100% employer-paid short- and long-term disability, plus life insurance.
401(k) Retirement Plan: Safe Harbor plan with a 3% employer contribution, regardless of employee participation. Eligibility begins after one year of service.
Profit Sharing: Additional contributions based on company performance.
Paid Time Off: Generous PTO policy plus all major market holidays.
Company
Brophy Wealth Management, LLC
The Brophy Wealth Management, LLC Purpose “Because Wealth does not come with instructions…” Not only do these words ring true with many of our clients, they are the driving force behind our firm’s philosophy and commitment.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase