Grove Street Fiduciary, LLC · 1 day ago
Financial Paraplanner
Peterborough, NH
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $90K/yrGrove Street Fiduciary, LLC is a privately held fiduciary Registered Investment Advisor seeking to hire or train a Financial Paraplanner for their firm in Peterborough, NH. The role involves supporting Senior Advisors in analyzing and implementing financial solutions for clients while maintaining high ethical standards and preparing meticulously for client meetings.
AdviceFinancial ServicesWealth Management
Hiring Manager
Carl Amos Johnson, MBA, CFP®
Responsibilities
Working with Senior Advisors to analyze, research, and implement financial solutions with clients
Demonstrating excellent people skills via conference call or face-to-face meetings — excellent verbal and non-verbal communication skills are necessary
Always maintaining high ethical standards/confidentiality
Meticulously preparing for client meetings
Anticipating Senior Advisor and client needs
Researching various financial topics as it applies to client situations
As the successful candidate grows in the role, expect to take on more responsibilities while continuing to provide support internally to deliver high-quality fiduciary service to clients
Qualification
Required
Bachelor's Degree (or a bachelor's degree candidate) from an accredited institution
Previous experience in Financial Planning, Finance, Accounting, Taxation or Business
Benefits
Competitive salary and benefits including a 10% match on 401(k)
$100,000 of term life insurance
Long-term disability insurance
Health insurance
Generous vacation time
Holidays
Mentorship and learning opportunities
Great working environment with professional growth opportunity
Company
Grove Street Fiduciary, LLC
Grove Street Fiduciary is a Wealth and Trust Advisory firm serving families and institutions.
Founded in 1988
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Carl Amos Johnson, MBA, CFP®
CEO and Chief Investment Strategist
Company data provided by crunchbase