2 results for Finance Director in Walpole, NH

Financial Planner (CFP)

Concord, NH
onsite
Permanent
50000 - 80000 USD / Yearly
We are looking for an Associate Financial Planner to join our team in Concord, New Hampshire. In this role, you will deliver personalized financial planning services to individuals and families, ensuring they are equipped to make informed decisions and achieve their long-term financial goals. You will work collaboratively with advisors while adhering to fiduciary principles and fostering strong, trust-based relationships with clients. Responsibilities:• Develop tailored financial plans that address clients' individual goals and circumstances.• Collaborate with advisors to ensure client needs are met with fiduciary care and transparency.• Build and nurture long-term relationships with clients, maintaining regular communication to adapt plans as needed.• Conduct thorough assessments of clients' financial situations, including investments, savings, and income.• Provide expert guidance on financial strategies, including retirement planning, portfolio management, and wealth preservation.• Stay updated on industry trends and regulatory changes to provide accurate and informed advice.• Promote business growth by identifying new opportunities and cultivating client referrals.• Maintain compliance with all financial regulations and standards in all practices.• Utilize strong business development skills to expand the firm's client base.• Assist clients in navigating complex financial decisions with clarity and confidence.
2026-03-04T00:00:00Z

Accountant

Concord, NH
onsite
Permanent
75000 - 80000 USD / Yearly
For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie. If you are currently working with a Robert Half recruiter, please reach out to them. Robert Half is seeking an experienced Accountant to support our client in the Concord area and be the sole Accountant for this small company environment. This Accountant/Manager role is integral to overseeing the company's financial operations, HR and compliance, ensuring the organization runs efficiently and effectively. The ideal Accountant will bring a proven track record in managing the Accounting & Finance for a small company environment where you wear many hats. Responsibilities:• Prepare and analyze detailed financial reports to support organizational decision-making.• Oversee and maintain general ledger activities, accounts payable, accounts receivable, payroll, month end close, and financial statement preparation.• Work with the auditors to ensure compliance and accuracy.• Develop, manage, and monitor the organization's budget to align with financial goals.• Review and negotiate vendor service agreements to optimize organizational resources.• Manage all human resources functions, including recruitment, onboarding, training, benefits administration, and employee relations (willing to train on these items).• Handle additional tasks and projects as needed to support organizational objectives.
2026-03-20T00:00:00Z