Wealth Management Advisor
Londonderry, Rockingham County, New Hampshire, 03053, USA
Listed on 2026-01-12
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Finance & Banking
Financial Analyst, Financial Consultant, Financial Advisor, Accounting & Finance
Appletree is launching a financial planning and wealth management division. For +25 years Appletree Business Services has provided bookkeeping, business taxes, personal taxes and payroll to +230 small to medium sized businesses. Our clients ask for financial planning and it is a very natural referral to pair with our accounting and tax services to better serve clients and be a one stop shop.
We're hiring a financial planning associate to help build this new RIA and service line. This first hire is a very unique opportunity to step into an award winning organization with a deep roster of clients to work with. This will be a hybrid role working from our office in either Londonderry, NH or Portsmouth, NH and working from home.
Responsibilities- Serve as the primary point of contact for wealth management clients
- Prepare the Financial Planning recommendations
- Collaborate with members from tax team to best serve the client
- Prospect for new clients and referrals from centers of influence such as bankers and attorneys
- Implement Financial Planning recommendations
- Relevant Educational Background (Finance, Accounting or Business Administration)
- 3 years financial services industry experience
- Series 65 (or equivalent)
- Comfortable working with small business owners and building relationships
- Evidence of supervisory ability
- Salary and Production Pay
- Group health insurance plan
- Retirement Match with Simple IRA
- Paid Time Off
We require a 3 minute video interview submission if you're invited to the next round. Thanks!
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