About Us

Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a difference in people’s lives. Our clients (75% local in NH and MA, the rest scattered throughout the US) rely on us to provide comprehensive financial and retirement planning services, emphasizing reducing lifetime taxes. We are a small team of professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance.

At every level, we emphasize that your ideas and insights are encouraged and highly valued. We believe that innovation and collaboration thrive when everyone’s unique perspectives and contributions are acknowledged and respected. Whether you’re just starting out or have years of experience, your input is vital to our collective success. We foster an inclusive environment where your voice matters, and we can achieve remarkable results together.

Responsibilities

As a valued member of our team, your role will encompass providing essential support to our advisors, planning associates and fellow team members engaged in delivering top-tier investment management, financial planning, and tax planning/preparation services to our clients. Your contributions will extend beyond client interactions to also encompass the smooth functioning of our daily operations, including aiding in special projects as directed by our Operations Leader. Reporting directly to the Operations Leader, you will play an integral part in ensuring the overall success and efficiency of our Milestone team.

Qualifications

Bachelor’s degree: Must be a team player with strong written and verbal communication skills. Able to work independently and stay productive; self-driven.

Experience

2-5 years of experience in a financial services office. Experience with the following technology is helpful:

  • Office 365

  • Sharepoint

  • Microsoft Teams

  • Advisor Engine F/K/A Junxure Cloud
  • Orion
  • Sharefile

Benefits

  • Defined career path and compensation increases
  • Participation in annual 20% of profit sharing based on relative performance and team building

  • Ownership potential

  • You will be issued a laptop and docking stations/monitors for at-home as well as in-office

  • 4% 401k match

  • $8,500/year, which can be used to purchase health and dental insurance and/or HSA funding

  • Company-paid short- and long-term disability

  • Company-paid continuing education

  • Defined training period to acclimate you to our clients, team members, systems and processes

  • Positive, family-first culture and flexible work environment

  • 3 weeks’ vacation

  • Sick leave

  • Parental leave

  • Subsidized health, dental, and short-term and long-term disability insurance.

  • Top notch technology and equipment

  • Profit sharing bonus paid in December

Employment Type: Full-Time

Location: Bedford, NH

Salary: $55K-$70K. Salary based on experience, plus a Company profits-based bonus structure based on your performance and the opportunity to buy into the firm at a heavily discounted price after five years.

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.

To apply, please send us your resume and cover letter

Schedule a complimentary consultation today. No cost or obligation. Just honest and objective conversation and advice for all of your financial questions.

Schedule a complimentary consultation today. No cost or obligation. Just honest and objective conversation and advice for all of your financial questions.