If you're a Financial Advisor with your CFP® or CPA who enjoys working as part of a collaborative team, we'd love to hear from you. 

At Milestone Financial Planning, you'll step into a role where most clients are firm-sourced, allowing you to focus on delivering advice rather than building a book from scratch. You'll also play a key role in supporting transitions from retiring advisors, helping ensure continuity and long-term client relationships. 

We are a rapidly growing, fee-only, tech-forward financial planning firm based in New Hampshire, serving clients across the United States. Our work centers on comprehensive financial and retirement planning, with a strong emphasis on tax strategy. 

Our team of twenty professionals is committed to doing meaningful work for our clients while maintaining a sustainable work/life balance. We primarily work in-office, but provide the tools and flexibility, laptops, docking stations, and multi-monitor setups, to support remote work when life calls for it. 

Milestone is proud to be a Certified B Corporation, meeting high standards for social and environmental performance, transparency, and accountability. We believe in balancing purpose and profit in everything we do. 

We are an Equal Opportunity Employer committed to building a diverse, inclusive, and welcoming workplace. Employment decisions are based on qualifications, merit, and business needs, and we encourage candidates who share our values to apply.