Financial Advisor

Grimard Marton Financial; Merrimack (NH); On-site; USD 90,000 - 130,000; Full time

Job summary

Grimard Marton Financial in Merrimack, NH seeks a knowledgeable Financial Advisor to join our growing team. You will handle wealth management tasks, financial planning, portfolio construction, and strategic client guidance.

We value relationship-building, accuracy, and clear communication. The role offers opportunities to take on responsibility as the firm grows, collaborating with leadership to enhance planning processes and client experiences.

Qualifications

• 3+ years of experience in financial planning, wealth management or a related financial services role.
• Strong understanding of financial planning, investment concepts, portfolio construction, and asset allocation.
• Analytical mindset with strong attention to detail.
• Ability to manage multiple priorities, deadlines, and client follow-up without losing sight of the details.
• Experience with financial planning, analysis, CRM, or other technology.
• Strong interpersonal and communication skills with the ability to explain complex financial concepts in an understandable way.
• Commitment to building trusted, long-term client relationships.
• A collaborative mindset and willingness to contribute beyond a narrowly defined job description.
• Desire to continue learning and developing professionally as the firm grows.

Responsibilities

• Develop personalized financial plans by analyzing clients’ assets, liabilities, income, expenses, retirement goals, and overall financial picture.
• Work with clients to develop and implement investment strategies.
• Assist with planning, asset allocation, investment analysis, and ongoing portfolio oversight.
• Conduct comprehensive financial analysis using financial planning and software.
• Identify planning opportunities and potential risks within clients’ financial strategies.
• Prepare for and participate in client planning and review meetings.
• Build strong client relationships through proactive communication, thoughtful guidance, and consistent follow-through.
• Maintain accurate client records, planning assumptions, documentation, and action items.
• Ensure planning recommendations and client deliverables are completed accurately and on time.
• Stay informed about investment markets, financial planning strategies, and developments within the financial services industry.
• Collaborate with the firm's leadership and team to improve planning processes and client experiences.
• Help develop systems and processes that allow the firm to continue to scale efficiently.
• Participate in educational, client appreciation, and other firm events.

Skills

Wealth management

Financial planning

Portfolio construction

Asset allocation

CRM experience

Communication skills

Attention to detail

Education

Bachelor's degree in Finance or related field

Tools

CRM software

Financial planning software

Job description

We are seeking a knowledgeable, detail-oriented Financial Advisor to join our growing team.

This is a unique opportunity for an advisor who enjoys the technical and strategic side of wealth management—financial planning, portfolio construction, strategy, and problem-solving but also values building meaningful, long-term relationships with clients.

We are looking for more than someone to simply fill an advisor position. We want someone who is excited about the opportunity to grow within their role as our company grows, take on increasing responsibility, contribute ideas, and become an important part of the long-term future of our firm.

The ideal candidate is analytical, organized, accountable, and committed to following through. You should be someone who takes pride in getting the details right while still being able to communicate financial strategies clearly and confidently with clients.

Responsibilities

• Develop personalized financial plans by analyzing clients’ assets, liabilities, income, expenses, retirement goals, and overall financial picture
• Work with clients to develop and implement investment strategies
• Assist with planning, asset allocation, investment analysis, and ongoing portfolio oversight
• Conduct comprehensive financial analysis using financial planning and software
• Identify planning opportunities and potential risks within clients’ financial strategies
• Prepare for and participate in client planning and review meetings
• Build strong client relationships through proactive communication, thoughtful guidance, and consistent follow-through
• Maintain accurate client records, planning assumptions, documentation, and action items
• Ensure planning recommendations and client deliverables are completed accurately and on time
• Stay informed about investment markets, financial planning strategies, and developments within the financial services industry
• Collaborate with the firm's leadership and team to improve planning processes and client experiences
• Help develop systems and processes that allow the firm to continue to scale efficiently
• Participate in educational, client appreciation, and other firm events

What We’re Looking For

• 3+ years of experience in financial planning, wealth management or a related financial services role
• Strong understanding of financial planning, investment concepts, portfolio construction, and asset allocation
• Analytical mindset with strong attention to detail
• Ability to manage multiple priorities, deadlines, and client follow-up without losing sight of the details
• Experience with financial planning, analysis, CRM, or other technology
• Strong interpersonal and communication skills with the ability to explain complex financial concepts in an understandable way
• Commitment to building trusted, long-term client relationships
• A collaborative mindset and willingness to contribute beyond a narrowly defined job description
• Desire to continue learning and developing professionally as the firm grows

The Opportunity

For the right person, this is more than the next step in your financial services career.

Grimard Marton Financial is growing, and we are looking for someone who wants the opportunity to grow alongside the firm. As your knowledge of our clients and business develops, we envision this role expanding in responsibility, client relationships, planning leadership, and involvement in the continued growth of the company.

You will work closely with the firm's leadership while having the opportunity to bring your own strengths, ideas, and expertise to the team.