Hybrid Financial Planning Associate Mentorship
Job in
Peterborough, Hillsborough County, New Hampshire, 03458, USA
Listed on 2026-08-31
Listing for:
Milestone Financial Planning, LLC
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Milestone Financial Planning, LLC is seeking a detail‑oriented financial planning assistant to support Senior Advisors. You will help prepare comprehensive financial plans, perform tax projections, and assist in tax season tasks while becoming proficient with our client-review systems.
You’ll contribute to Roth conversions analysis and other planning strategies, conducting research and helping with client meetings to ensure high‑quality service and outcomes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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