Associate Financial Advisor
- (Employer Name Not Available)
- Hanover, New Hampshire
- Full Time
1,514 of 10,000
Between $60k and
$70k
Per Year
Position range in Grafton County $47k - $150k Per Year
Associate Financial Advisor
(Employer Name Not Available)
Occupation: Personal Financial Advisors
Location: Hanover, NH - 03755
Job Type: Full Time (30 Hours or More)
Posted: 05/21/2026
Positions available: 1
Source: W3global
Web Site: www.w3global.com
Job #: W3GEXT-57896
Job Requirements and Properties
Work Onsite
Full Time
Schedule
Full Time
Job Description
.
Company Description
Our client is 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.
Role Description
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.
Additional Information
Help for Additional Information.
Qualifications * 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
Between $60k and
$70k
Per Year
Position range in Grafton County $47k - $150k Per Year
Associate Financial Advisor
(Employer Name Not Available)
Occupation: Personal Financial Advisors
Location: Hanover, NH - 03755
Job Type: Full Time (30 Hours or More)
Posted: 05/21/2026
Positions available: 1
Source: W3global
Web Site: www.w3global.com
Job #: W3GEXT-57896
Job Requirements and Properties
Work Onsite
Full Time
Schedule
Full Time
Job Description
.
Company Description
Our client is 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.
Role Description
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.
Additional Information
Help for Additional Information.
Qualifications * 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
Job ID: 522455399
Originally Posted on: 5/26/2026
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