What are the responsibilities and job description for the Associate Financial Advisor position at SJ Boyle Wealth Planning LLC?
At SJ Boyle Wealth Planning LLC, we are dedicated to helping our clients craft their personalized financial strategies, or "Smart Plans," to achieve their financial goals. We believe in fostering a true partnership with our clients, making complex financial planning more accessible and effective. Our approach integrates financial planning with investment management to ensure alignment and progress. Located in Hanover, NH, we emphasize collaboration and a commitment to keeping our clients' plans on track.
This is a full-time hybrid role for an Associate Financial Advisor based in Hanover, NH, with flexibility for some work from home. The Associate Financial Advisor will assist in the creation and management of financial plans and retirement strategies, provide investment recommendations, and support clients in achieving their financial goals. Daily responsibilities include client relationship management, preparing reports, analyzing financial data, and offering tailored financial advisory services in line with company values.
- Proficiency in Financial Planning and Retirement Planning
- Strong understanding of Finance and Investments
- Experience in providing Financial Advisory services
- Excellent communication and interpersonal skills to foster client relationships
- Ability to work collaboratively in a hybrid work environment
- Bachelor's degree in Finance, Economics, or a related field
- CFP® certification or progress toward it is preferred, but not mandatory
- Proficiency in financial planning software and analytical tools is an advantage