Financial Planning Specialist

Website Calm Water Business Partner, LLC

We are seeking a self-motivated, professional Financial Planning Specialist for our well-established, growing financial advisory practice client, providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.

Responsible for meeting preparation, running reports, gathering necessary applications, agenda preparation. Creating and processing new business and tracking in Status Manager. Reviewing and interpreting financial statements. Resolving client service issues and answer questions as needed. Entering data into Naviplan.  Trades and transactions. Setting up and maintaining client management system.

Must have outstanding interpersonal, communication, customer service, organizational, analytical, problem-solving, time management and computer skills (MS Office).  Salesforce experience is a plus.  Must possess strong business and personal ethics and integrity and be a team player.

Minimum of an Associate’s degree and at least one year of similar work experience in the financial services industry is required.  NASD/FINRA Series 7, 66 and life and health is a plus.

Competitive salary, PTO, Simple IRA with company match, company paid life and LTD insurance.  Local candidates only.  Must live within commute distance of Nashua, NH.  Must be authorized to work in the United States without sponsorship of any kind now and in the future.

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