Wealth Management Associate Build RIA
Remote / Online - Candidates ideally in
Londonderry, Rockingham County, New Hampshire, 03053, USA
Listed on 2025-12-21
Londonderry, Rockingham County, New Hampshire, 03053, USA
Listing for:
Appletree Business Services
Full Time, Remote/Work from Home
position Listed on 2025-12-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Financial Planning Associate to assist in building a new wealth management division. This hybrid role offers a unique opportunity within an award-winning organization, requiring 3 years of experience in the financial services industry. Responsibilities include managing client relationships, preparing financial planning recommendations, and collaborating with the tax team. Applicants should have a relevant educational background and a Series 65 certification.
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Position Requirements
10+ Years
work experience
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