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Financial Consultant Accounting & Finance

Financial Planning Associate – Tax & Client Planning

Job in Bedford, Hillsborough County, New Hampshire, 03110, USA
Listing for: Milestone Financial Planning, LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial planning firm based in New Hampshire seeks to hire a candidate to support Senior Advisors by handling tax projections and creating comprehensive financial plans. The role involves playing a key part in tax preparation, making financial planning recommendations, and contributing to client account management, all while fostering an inclusive work culture. Ideal candidates will have a Bachelor's degree and strong communication skills, along with up to 3 years of relevant experience.

The position offers competitive compensation, professional development, and a family-first environment.
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Position Requirements
10+ Years work experience
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