Add your latest resume to match with open positions.
2 results for Associate Financial Planner in Concord, NH
- Concord, NH
- onsite
- Permanent / Full Time
- 65000 - 100000 USD / Yearly
- We are looking for a client-centered Associate Financial Planner to support individuals and families with personalized financial guidance. In this role, you will work closely with an advisor to develop practical strategies that help clients make informed decisions and stay aligned with their long-term goals. This opportunity is ideal for someone who combines planning expertise with relationship-building skills and a strong commitment to acting in clients’ best interests.<br><br>Responsibilities:<br>• Partner with senior advisory staff to prepare and deliver comprehensive financial plans tailored to each client’s objectives, risk tolerance, and life stage.<br>• Build and maintain strong client relationships by offering responsive service, clear communication, and thoughtful guidance throughout the planning process.<br>• Identify opportunities to expand client relationships through proactive outreach, strategic networking, and business development efforts.<br>• Conduct discovery conversations to gather financial information, clarify priorities, and translate complex details into practical recommendations.<br>• Support investment and planning discussions by reviewing client portfolios, cash flow needs, retirement goals, and other key financial considerations.<br>• Contribute to new business activity by engaging prospective clients, following up on leads, and helping communicate the value of advisory services.<br>• Maintain accurate documentation and planning records to support regulatory standards, internal workflows, and consistent client service.<br>• Stay current on market trends, planning strategies, and licensing or certification progress to strengthen the quality of advice provided.
- 2026-08-20T00:00:00Z
- Lawrence, MA
- onsite
- Permanent / Full Time
- 70000 - 80000 USD / Yearly
- We are looking for a Financial Analyst to join a retail organization in Lawrence, Massachusetts. In this role, you will translate operational and financial data into clear insights that support informed business decisions and stronger performance. The position offers the opportunity to work closely with operations and supply chain partners while improving reporting, cost visibility, and overall financial planning.<br><br>Responsibilities:<br>• Drive the monthly close process by consolidating results, reviewing labor and operating expenses, and explaining differences compared with budget and prior-year performance.<br>• Evaluate key cost areas such as labor, freight, logistics, and material inputs to uncover efficiency gains and strengthen product cost understanding.<br>• Track inventory-related performance indicators and collaborate with operations and supply chain teams to improve stock levels and support effective working capital management.<br>• Produce recurring financial summaries, KPI reports, and visual dashboards that give leadership timely insight into operational performance.<br>• Interpret financial results to highlight emerging trends, margin drivers, and opportunities to improve profitability through practical recommendations.<br>• Create and refine automated reporting tools using Power BI and AI-enabled solutions to increase accuracy and reduce manual effort.<br>• Provide responsive financial support for special projects, business questions, and cross-functional analysis needs as they arise.
- 2026-07-27T00:00:00Z