Wealth Management Advisor

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:

• Serve as the primary point of contact for wealth management clients
• Prepare the Financial Planning recommendations
• Collaborate with members from tax team to best serve the client
• Prospect for new clients and referrals from centers of influence such as bankers and attorneys
• Implement Financial Planning recommendations

QUALIFICATIONS:

• CFP (ideal but not required)
• Relevant Educational Background (Finance, Accounting or Business Administration)
• 3 years financial services industry experience
• Series 65 (or equivalent)
• Comfortable working with small business owners and building relationships
• Evidence of supervisory ability

COMPENSATION AND BENEFITS:

• First year on target earnings $130-170k and second year $150-190k. Years 3-5 OTE $220-330k
• Salary and revenue share
• Health Insurance Stipend
• 401k Retirement Match
• Paid Time Off
• Flexible schedule

We require a 3 minute video interview submission if you're invited to the next round. Thanks!

Job Type: Full-time

Pay: $120,000.00 - $200,000.00 per year

Benefits:

• Flexible schedule
• Health insurance

Application Question(s):

• Please describe your financial planning experience and approach.

Work Location: Hybrid remote in Londonderry, NH 03053