Associate Financial Planner

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.

Responsibilities:
• Partner with senior advisory staff to prepare and deliver comprehensive financial plans tailored to each client’s objectives, risk tolerance, and life stage.
• Build and maintain strong client relationships by offering responsive service, clear communication, and thoughtful guidance throughout the planning process.
• Identify opportunities to expand client relationships through proactive outreach, strategic networking, and business development efforts.
• Conduct discovery conversations to gather financial information, clarify priorities, and translate complex details into practical recommendations.
• Support investment and planning discussions by reviewing client portfolios, cash flow needs, retirement goals, and other key financial considerations.
• Contribute to new business activity by engaging prospective clients, following up on leads, and helping communicate the value of advisory services.
• Maintain accurate documentation and planning records to support regulatory standards, internal workflows, and consistent client service.
• Stay current on market trends, planning strategies, and licensing or certification progress to strengthen the quality of advice provided.

Qualifications:

Qualifications

• At least 2 years of experience in financial planning, investment advisory, or a closely related financial services role.
• Series 65 is a MUST
• MUST live within 30 minutes of Concord, NH

Compensation

$65,000.00-$100,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.