Planning Associate

Milestone Financial Planning, LLC; Bedford (NH); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonus opportunities

Profit sharing

Ownership potential

Laptop & monitors

Health/HSA funding

Disability insurance

Education reimbursement

Professional memberships

Mentorship

Flexible culture

Sick leave

Parental leave

Job summary

Milestone Financial Planning, LLC is seeking a motivated support specialist to assist Senior Advisors with tax projections, financial plans, and tax preparation for clients in NH/MA. You will learn our streamlined review and trading processes and contribute to clients’ financial well-being under supervision.

You’ll research planning strategies, assist in Roth conversions, and help prepare for client meetings.

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

• Prepare tax projections and create comprehensive financial plans for clients.
• Assist with tax preparation during tax season and review client accounts.
• Provide financial planning recommendations and research ad hoc planning issues for clients.
• Assist in evaluating Roth conversion and other planning strategies.
• Help Senior Advisors prepare for client meetings and ensure high-quality service.

Skills

Team player

Strong communication

Independent worker

Education

Bachelor’s degree

Tools

RightCapital

Eclipse

Holistiplan

Office 365

SharePoint

Teams

Job description

Provide essential support to Senior Advisors in various financial planning tasks. This includes tax projections, creating comprehensive financial plans, and assisting with tax preparation.

ABOUT US

Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a difference in people’s lives. Our clients (75% local in NH and MA) rely on us to provide comprehensive financial and retirement planning services, emphasizing reducing lifetime taxes. We are a small team of professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance.

At every level, we emphasize that your ideas and insights are encouraged and highly valued. We believe that innovation and collaboration thrive when everyone’s unique perspectives and contributions are acknowledged and respected. Whether you’re just starting out or have years of experience, your input is vital to our collective success. We foster an inclusive environment where your voice matters, and we can achieve remarkable results together.

RESPONSIBILITIES

In this role, you will have the opportunity to provide crucial support to Senior Advisors by taking on a diverse range of responsibilities. This includes handling tax projections and creating comprehensive financial plans for both existing and new clients. During tax season, you will play a pivotal role in tax preparation, ensuring clients’ financial affairs are in order. Additionally, you will be expected to familiarize yourself with our streamlined systems for reviewing and trading client accounts, allowing you to contribute effectively to our clients’ financial well-being.

Your role will also involve making valuable financial planning recommendations, conducting research on ad hoc financial planning issues for clients, and assisting in evaluating Roth conversion and other planning strategies. Your dedication to detail and proficiency will be integral in helping Senior Advisors prepare for client meetings and ensuring that clients receive the highest level of service and expertise.

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.

EXPERIENCE

• 0-3 years of financial planning or tax experience.
• Prior experience with any of our technology is helpful:
• RightCapital
• Eclipse
• Holistiplan
• Office 365 / Sharepoint / Teams

BENEFITS

• Defined career path and compensation increases
• Quarterly bonuses for sourcing new clients
• Participation in annual 20% of profit sharing based on relative performance and team building
• Ownership potential
• You will be issued a laptop and docking stations/monitors for at-home as well as in-office
• $11,000/year, which can be used to purchase health and dental insurance and/or HSA funding
• Company-paid short- and long-term disability
• Company-paid professional education
• Company-paid membership in professional organizations (CFP, Kitces)
• Defined training period to acclimate you to our clients, team members, systems and processes
• Positive, family-first culture and flexible work environment
• Sick leave
• Parental leave
• Top-notch technology and equipment
• You will be mentored by a Senior Advisor to assist with your career development