Live and work in the beautiful lakes region of New Hampshire minutes from ski areas and Lake Winnipesaukee. The Foundry Financial Group, Inc. is currently accepting resumes for the position of RETIREMENT PLAN ASSOCIATE on the career path towards becoming a Retirement Plan Specialist and CERTIFIED FINANCIAL PLANNER™. This is a salaried position with quarterly bonuses. Working with an experienced advisory team, you will be responsible for preparing client presentations, participating in meetings with plan trustees, and coordinating educational enrollment meetings. You will be engaged in training to become a specialist advisor, as you attain important professional designations and licenses (CFP®, CRPS®, CFA®, CIMA®, Series 65).
You will be expected to stay abreast of trends and issues pertaining to 401(k) plans and other types of employer sponsored plans. You will communicate regularly with our private wealth management team in achieving the best outcomes for our business owner clients. You will work extensively with our fiduciary software and investment analytical tools. In time you will take advantage of business development opportunities.
The successful candidate will have the following characteristics:
Strong communication skills
Willingness to conform to a culture of compliance and proper disclosure
Ability to interact with highly-focused business owners and professionals
Effective time management skills
Willingness to learn
Desire to work as part of a team
Participate in annual budget and goal setting process
be willing to locate in central NH
To apply, please submit your resume and a cover letter listing at least three reasons why you are qualified for this position.
Additional Salary Information: Salary and incentive will be determined based on experience. Previous production will be taken into consideration.
About The Foundry Financial Group, Inc.
Live and work in the beautiful lakes region of New Hampshire minutes from ski areas and Lake Winnipesaukee. The Foundry is an independent RIA in Laconia, NH. We work with private clients and business owners offering financial planning and investment services. Financial Planning Services offered through The Foundry Financial Group, Inc., a Registered Investment Advisor. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, member FINRA/SIPC. Cambridge and The Foundry Financial Group are not affiliated.
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