Financial Planning Advisor: Tax-Smart Growth & Flexible Work

Milestone Financial Planning, LLC; Nashua (NH); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Defined career path

Quarterly bonuses

Profit sharing

Ownership potential

Company laptop & dock/monitors

401k match

Health & dental insurance/HSA

Disability insurance

Continuing education

Professional memberships (CFP, Kitces)

Mentored career development

Flexible work environment

Paid vacation

Job summary

Milestone Financial Planning, LLC in Nashua, NH seeks a results‑oriented financial planner to deepen client relationships and deliver comprehensive financial and tax planning. You will manage planning for life events and execute strategies using tools like Right Capital, Advyzon, Eclipse, and Lacerte.

The role emphasizes tax planning, retirement planning, and risk management within a supportive operations framework, with ongoing training and strong collaboration across teams.

Qualifications

• Bachelor's degree required; CFP certification preferred.
• 2+ years of financial planning or tax experience.
• CPA is a plus; strong written and verbal communication skills required.
• Must be a team player who can work independently and stay productive.

Responsibilities

• Build deep relationships with clients and update them on life events.
• Assist in financial and tax planning using our tech stack (Right Capital, Advyzon, Eclipse, Lacerte).
• Onboard new clients in coordination with the operations team.
• Collaborate with tax, trading, and compliance teams; participate in ongoing training.

Skills

Communication skills

Organizational skills

Team player

Independent work

Education

Bachelors’ degree

CFP Certification

CPA (nice to have)

Tools

Right Capital

Advyzon

Eclipse

Lacerte

Office 365

SharePoint

Teams

Job description

Milestone Financial Planning, LLC in Nashua, NH seeks a results‑oriented financial planner to deepen client relationships and deliver comprehensive financial and tax planning. You will manage planning for life events and execute strategies using tools like Right Capital, Advyzon, Eclipse, and Lacerte.

The role emphasizes tax planning, retirement planning, and risk management within a supportive operations framework, with ongoing training and strong collaboration across teams.