New Hampshire Jobs: NHJobs.com Real Local Jobs
Financial Planner
The Harbor Group

Founded in 1981, The Harbor Group is a New Hampshire firm offering comprehensive financial planning and wealth management services that match investment and planning options to your particular financial needs and dreams. We offer these services to both families and small businesses.

Website: http://www.harborgroup.com


Job Information
Post Date: Sep 27, 2018 Type: Full Time
Start Date: - n/a - Salary: - n/a -
Location: US - New Hampshire - Bedford Job Reference: - n/a -
Categories: Business and Finance

APPLY FOR THIS JOB
Job Details
Description
Financial Planner

Founded in 1981, Harbor Group offers multi-dimensional financial planning and wealth management services to individuals, families, and small businesses. The firm is currently looking for a bright and motivated individual to join its team as a CERTIFIED FINANCIAL PLANNER(TM) practitioner. This position is ideal for individuals who are interested in pursuing a career with a growing financial planning firm.

Responsibilities

The Financial Planner will be a primary point of contact for clients, working with senior financial planners at the firm while being supported by other members of the team in order to provide clients with individual solutions to meet their unique needs and circumstances. This high profile position will play an integral role in the success of our client relationships. Daily activities will include:

-        Engage with current clients regarding all aspects of their financial planning goals and circumstances
-        Review and make recommendations on financial planning deliverables
-        Participate in all aspects of pre-meeting preparations and post-meeting action items and client follow-up. Co-present recommendations to clients with senior financial planners.
-        Conduct regular dialogue via phone, email, video conference, and face-to-face meetings to address client questions and proactively convey planning strategies
-        Educate and consult with clients on investment philosophy, portfolio performance, and other investment matters
-        Construct and rebalance client portfolios in accordance with the firm’s investment strategy
-        Develop trusting relationships with clients through effective communication

Qualifications

-        Bachelor’s degree required
-        Must hold the CERTIFIED FINANCIAL PLANNER(TM) designation
-        Ability to prepare cash flow, educational cost, and income tax projections, retirement income needs analysis, risk management reviews, and analyze estate planning strategies is preferred
-        Prior experience working in a client facing role is preferred
-        Outstanding communication, relationship building, and analytical skills
-        Be an enthusiastic, motivated, and confident team player

Interested candidates should send their cover letter and résumé to jobs@harborgroup.com. Résumés without a cover letter will not be considered.

Skills


Notes



Contact Details / Apply for this Job
Contact Information
The Harbor Group
Name: Harbor Group
Address: 331 South River Rd
City: Bedford
State/Province: New Hampshire
Zipcode: 03110
Country: United States
Ph: 603-668-0634
Email: jobs@harborgroup.com
APPLY FOR THIS JOB

Email Job to a Friend
Add Job to Inbox
Employer Pricing    Print & Go    RSS   



Maine Jobs

Massachusetts Jobs

Vermont Jobs







LandCare Associates

Phillips Exeter Academy

Welch Fluorocarbon, Inc.

Children's Dentistry

Dahle North America, Inc.

New Hampshire Steel Fabricators LLC

Cantin Chevrolet Inc

Sullivan County

The Harbor Group

Colwen Hotels

Benchmark Senior Living

BAYADA Pediatrics

Granite State Cover & Canvas

JS Barry Industries

Velociti

LLBean


Employers with Jobs