Milestone Financial Planning seeks a Client Service Representative to support the advisors, planning associates and other team member who are providing investment management, financial planning and tax planning/preparation for our clients.
Milestone Financial Planning, LLC, is a rapidly growing, fee-only, tech-savvy financial planning firm located in New Hampshire. Our clients, located throughout the United States, rely on us to provide comprehensive finance and retirement planning services with an emphasis on tax planning. We are a team of nine professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance. Milestone is a Certified B Corporation that has met the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose.
Milestone Financial Planning, LLC is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.
Tech Stack: RightCapital, Orion, Junxure Cloud, iRebal, Lacerte Tax and Office365/Sharepoint/Teams.