Financial Advisor

Independence Financial Advisors, LLC; Concord (NH); On-site; USD 68,000 - 83,000; Full time

Job summary

Independence Financial Advisors, LLC, a premier NH firm in Concord, seeks an ambitious Financial Advisor to grow client relationships and expand the firm’s Southern New Hampshire presence. You will collaborate with the advisory team to prepare and implement tailored financial plans, engage clients and referral partners, and drive growth through excellent service.

The role emphasizes strategic advisory work, planning, and collaboration across investments, taxes, insurance, and retirement

Qualifications

• Series 65 required and financially supported by the firm.
• Foundational understanding of comprehensive financial planning and asset management.
• Excellent client service and communication skills, both written and verbal.
• Ability to analyze and manage multiple client priorities with strong time management.

Responsibilities

• Create, nurture, and grow long-term client relationships and referral networks.
• Draft and deliver financial plans for client reviews and decision support.
• Implement financial plans under supervision and participate in client meetings.
• Present plans, respond to questions, and follow up on action items.
• Contribute to firm strategy and growth initiatives.

Skills

Series 65

Client service

Communication

Analytical

Time management

Interpersonal skills

Detail-oriented

Process improvement

Education

Bachelor's degree in finance or similar field

CFP designation

Tools

eMoney

Redtail

MS Office

Job description

We are seeking an ambitious, results-driven Financial Advisor with prior sales and financial advising experience to expand our presence in Southern New Hampshire. The ideal candidate is a self-motivated problem solver with an entrepreneurial mindset, a commitment to excellence, and a proven ability to create and nurture lasting relationships with clients and referral partners.

About Independence Financial Advisors

Independence Financial Advisors (IFA), a wholly owned subsidiary of Franklin Savings Bank, combines the strength and resources of an established financial institution with the personalized, relationship-driven approach of an independent registered investment advisory firm. Our team specializes in comprehensive financial planning and asset management and is dedicated to building long-term client relationships. With offices across New Hampshire, we are a knowledge-diverse team of experienced advisors with specialties in investments, taxes, insurance, small business management, and retirement planning.

About the Role:

Working collaboratively with our experienced advisory team, this individual will identify and develop new business opportunities, analyze strategic options, prepare financial plans and supporting materials, advise clients, and help implement decisions tailored to each client’s unique objectives. This role offers a compelling opportunity to deliver exceptional client outcomes, make a measurable contribution to IFA’s growth, and build a rewarding long‑term career with a firm whose expertise spans investments, tax planning, insurance, small business management, and retirement strategies.

• The essential duties of the Financial Advisor include, and are not limited to, planning, coordination, and execution in the following areas:
• Create, nurture, and grow long‑term relationships with prospective and existing clients and referral partners
• Draft and deliver financial plans for review
• Implement financial plans under the supervision of advisory team
• Participate in client meetings, deliver presentations and answer questions
• Take clients through reviews and follow‑up/follow‑through
• Understand and support the firm’s vision, mission and strategy
• Participate in the completion of the firm’s strategic initiatives
• Work with the team to grow the firm in a manner consistent with our vision
• Improve the referral stream through outstanding client service
• Required Qualifications/Skills:Series 65 is required and is financially supported, as needed, by the firm.
• Foundational understanding of comprehensive financial planning and asset management
• Expertise in client service
• Strong communication with clients and internally within the team
• Strong analytical, organizational, and time management skills.
• Excellent interpersonal and communication skills, both written and verbal.
• Detail‑oriented with a focus on delivering optimal client service.
• Ability and desire to continue to learn and develop
• Ability to spot inefficiencies (internal or external) and work with the team on process improvements
• Demonstrated aptitude for financial planning disciplines including income taxes, investments, insurance, and trusts and estates.
• Proficiency in MS Office with a demonstrated aptitude for mathematics and Excel spreadsheets is necessary
• Participate in client meetings, as necessary, with possible travel (<35%)
• Preferred Qualifications/SkillsTwo or more years of client‑facing financial planning experience, preferably serving individuals and families.
• Experience with planning applications like eMoney and Redtail
• Professional designation such as CFP®
• Bachelor's degree in finance or similar field

Compensation and benefits

This is a full‑time, in‑office position. Compensation is commensurate with experience, with a starting salary of $75,000 with bonus structure. The position also offers a generous 401(k) plan with employer match, a cash balance plan upon meeting employment duration criteria, additional benefits, and career advancement potential.

Ready to make an impact? If you are motivated to grow meaningful client relationships, build new business, and perform at the highest level, we invite you to apply and explore a rewarding career with Independence Financial Advisors.