Wealth Manager

Brophy Wealth Management, LLC

30 Years of Client-First Financial Planning — Join a Firm Where Relationships Drive Growth

At Brophy Wealth Management, we’ve built our reputation over three decades by putting clients first. With relationships spanning 30 states, we thrive on referrals and partnerships — not quotas — creating authentic growth that reflects the trust we’ve earned.

As an RIA with a Broker/Dealer affiliation, we provide a comprehensive suite of wealth management solutions, giving advisors the flexibility to deliver truly personalized strategies. Our client-centric approach sets us apart from larger firms that prioritize revenue over relationships.

Why Join Us?

• Established Book of Business — Step into a role with existing clients, supported by leadership as you deepen relationships and build

new ones.Clien

• t-Centric Culture — No AUM quotas. Success is defined by client satisfaction and retention.
• Holistic Financial Planning — Retirement, investments, tax strategies, estate planning, insurance, and more — all integrated with clients’ broader advisory teams.
• Career Growth — You’ll engage in meaningful client work from day one, while developing as a professional within a supportive, collaborative firm.

Key Responsibilities

Client Relationship & Wealth Management

• Serve as the primary advisor for an established set of client relationships, supporting every aspect of their financial lives.
• Design and manage holistic financial plans that reflect each client’s goals, values, and life stage.
• Conduct comprehensive financial reviews and deliver clear, actionable strategies.
• Provide expertise in investments, insurance, retirement, tax, and estate planning.
• Collaborate with clients’ attorneys, CPAs, and insurance specialists to ensure cohesive, integrated strategies.

Business Development

• Lead engaging meetings with prospective and existing clients, strengthening relationships and driving firm growth.
• Achieve or exceed targets for new client acquisition, revenue, and assets under management (AUM).
• Cultivate strategic partnerships with internal teams and external professionals such as attorneys, CPAs, and Medicare brokers.

Qualifications

• Bachelor’s degree required; CFP® certification or equivalent (ChFC® or Master’s in Financial Planning)
• FINRA Series 7 and relevant state insurance licenses.5 years in financial services, with 3 years in a client-facing advisory role.
• Proficiency with eMoney, Redtail CRM, and Microsoft Excel is a plus.
• Exceptional interpersonal, communication, and relationship-building skills.
• Willingness to attend networking and business development events (6–10 per year).

What Success Looks Like

• Spend 50% of your time directly with clients.
• Deliver exceptional service, maintaining high satisfaction and retention.
• Consistently meet or exceed firm goals for performance, compliance, and growth.

Compensation & Benefits

We offer a competitive compensation package, including base salary, profit sharing, and an environment that rewards performance and growth.

Comprehensive Benefits:

• Health Insurance: Employer covers 80% of individual premiums. Employees contribute 20%. Employees are responsible for premiums on familycoverage.
• Dental Insurance: Employee-paid premium plan.
• Flexible Spending Account (FSA): Employer contributes $700 annually.
• Disability & Life Insurance: 100% employer-paid short- and long-term disability, plus life insurance.401(k)
• Retirement Plan: Safe Harbor plan with a 3% employer contribution, regardless of employee participation. Eligibility begins after one year of service.
• Profit Sharing: Additional contributions based on company performance.Paid
• Time Off: Generous PTO policy plus all major market holidays.

Additional Details

• Job Type: Full-time,

In-personLocat

• ion: Bedford, NH (Relocation assistance available for the right candidate)

At Brophy Wealth Management, we believe wealth is about more than numbers — it’s about clarity, confidence, and purpose. If you’re a CFP® professional ready to deliver personalized guidance and grow alongside a firm that values people over production, we’d love to meet you.