Grove Street Fiduciary (www.grovestreetfiduciary.com) is seeking a Fiduciary Wealth Advisor for our fee-only financial planning and investment advisory firm in Peterborough, NH. We are very interested in you if you desire a career in wealth management, are currently a registered CFP®, or are pursuing the CFP® certification and have a master’s degree, preferably a Masters of Science Degree in Personal Financial Planning. This position provides an opportunity to advance within a quickly growing firm that does not make sales calls but instead focuses on nurturing our existing client relationships. The ideal candidate will have a strong desire to learn from industry veterans, want to begin working with clients immediately, and actively shape the future of a small but rapidly growing firm.

Responsibilities include, but are not limited to:

• Work directly with clients as their primary advisor.
• Work with Senior Advisors to analyze, research, and implement financial solutions with clients;
• Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings—excellent verbal and non-verbal communication a necessity;
• Maintain high ethical standards/confidentiality at all times;
• Prepare, coordinate, and follow through on any needed communication with new or existing clients;
• Continuously monitor clients’ financial situations with detail and accuracy with the ability to look at the big strategic financial picture;
• Meticulously prepare meetings - anticipate Senior Advisor and client needs - approximately 2-3 interactions per client per year;
• Research various financial topics as it applies to client situations.

Benefits:

• Competitive salary (starting compensation of $150,000 per year) and benefits including a 6% match on a 401(k), $100,000 of term life insurance, long-term disability insurance, health insurance, generous vacation time, and holidays;
• Expect the successful candidate’s salary to double in five years;
• Certain relocation expenses (to be discussed in more detail when offer letter is presented);
• Equity ownership available for the successful candidate;
• Mentorship and learning opportunities;
• Great working environment with professional growth opportunities.

Required Qualifications

• Will consider candidates in all stages of CFP® certification, but CFP® certificant preferred;
• Master’s Degree (or a master’s degree candidate) from an accredited institution preferably a Master of Science Degree in Personal Financial Planning, Finance, Accounting, Taxation or Business;
• Passionate about the financial planning industry and aspirations for a long-term career path;
• Professional and knowledgeable about financial planning;
• Knowledge of the securities industry, financial planning, and investment management;
• Strong verbal and written communication skills;
• Strong persuasive and interpersonal skills;
• Ability to identify, meet, and follow through with client’s needs and requirements;
• Must be a self-starter and a problem solver;
• Must interact effectively with office staff and be a goal-oriented team player;
• Strong attention to detail;
• Must demonstrate excellence in organizational and time management skills;
• Able to perform multiple tasks efficiently and accurately;
• Able to meet deadlines and deal with the uncertainty of market fluctuations;
• Exceptional phone and client service skills, an upbeat attitude at all times;
• Ability to take initiative, no matter how big or small the task.

Contact Carl at carl@grovestreetfiduciary.com

Contact Carl at carl@grovestreetfiduciary.com