Qureos Mentor

Appletree Business Services LLC

Appletree is launching a financial planning and wealth management division. For +25 years Appletree Business Services has provided bookkeeping, business taxes, personal taxes and payroll to +250 small to medium sized businesses. Our clients ask for financial planning and its a very natural referral to pair with our accounting and tax services to better serve clients and be a one stop shop.We're hiring a financial planning associate to help build this new RIA and service line. This first hire is a very unique opportunity to step into an award winning organization with a deep roster of clients to work with. You will need to live within 45 minutes drive of Londonderry, NH or Portsmouth, NH. The role will be in office 2 days per week and from home or as desired other days.RESPONSIBILITIES:<ul><li>Serve as the primary point of contact for wealth management clients</li><li>Prepare the Financial Planning recommendations</li><li>Collaborate with members from tax team to best serve the client</li><li>Prospect for new clients and referrals from centers of influence such as bankers and attorneys</li><li>Implement Financial Planning recommendations</li></ul>QUALIFICATIONS:<ul><li>CFP (ideal but not required)</li><li>Relevant Educational Background (Finance, Accounting or Business Administration)</li><li>3 years financial services industry experience</li><li>Series 65 (or equivalent)</li><li>Comfortable working with small business owners and building relationships</li><li>Evidence of supervisory ability</li></ul>COMPENSATION AND BENEFITS:<ul><li>First year on target earnings $130-170k and second year $150-190k. Years 3-5 OTE $220-330k</li><li>Salary and revenue share</li><li>Health Insurance Stipend</li><li>401k Retirement Match</li><li>Paid Time Off</li><li>Flexible schedule</li></ul>We require a 3 minute video interview submission if you're invited to the next round. Thanks!Job Type: Full-timePay: $120,000.00 - $200,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Health insurance</li></ul>Application Question(s):<ul><li>Please describe your financial planning experience and approach.</li></ul>Work Location: Hybrid remote in Londonderry, NH 03053

Wealth Management Advisor

Join Appletree Business Services LLC and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Appletree Business Services LLC

About Company

Wealth Management Advisor