Financial Planning Associate: Tax & Client Strategy

Milestone Financial Planning, LLC

Nashua (NH)

On-site

USD 52,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Career path

Bonuses

Profit sharing

Ownership potential

Laptop provided

401k match

Health insurance allowance

Disability coverage

Professional education

Professional memberships

Training period

Family-friendly culture

Vacation time

Sick leave

Parental leave

Tech equipment

Mentoring

Job summary

Milestone Financial Planning, LLC in Nashua, NH is seeking an entry-level Financial Planning Associate to support Senior Advisors by preparing tax projections and developing comprehensive financial plans for new and existing clients.

During tax season, you will assist with tax preparation and become fluent with our client-account review and trading systems. You will also contribute ideas on Roth conversions and planning strategies while building strong client relationships.

Qualifications

Bachelor's degree; must be a team player with strong written and verbal communication skills.
Able to work independently and stay productive; self-driven.

Responsibilities

Handle tax projections and create comprehensive financial plans for existing and new clients.
Assist with tax preparation during tax season and ensure clients' financial affairs are in order.
Familiarize yourself with streamlined systems for reviewing and trading client accounts to contribute effectively.
Make financial planning recommendations and research ad hoc issues for clients.
Assist in evaluating Roth conversion and other planning strategies.