Growth‑Oriented Financial Advisor: Build Client Plans

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

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