Provide comprehensive financial and retirement planning services to clients, with a focus on reducing lifetime taxes.
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.
Our investment strategy is passive, using primarily DFA (Dimensional Fund Advisor) funds, ETFs, and separately managed accounts at Fidelity. We heavily emphasize tax planning and offer tax preparation to clients through a related company.
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.
We want you to build deep relationships with clients, including communicating with them about implementing their financial plans and updating them based on key life events. You will work with clients throughout the year on their financial and tax planning using Right Capital, Lacerte Tax Planner, Orion, Advisor Engine (formerly Junxure Cloud), Office 365/SharePoint, and other systems. We help clients with lifetime tax planning, investment strategy, retirement planning, estate planning, risk management, and cash management. You will work with existing clients and onboard new clients in conjunction with our operations team.
You will be supported by operations, trading, tax, and compliance teams. We offer additional training in tax preparation and trading for those interested. We have a great tech stack and have streamlined processes for all areas of the firm.
Bachelors’ degree. CFP® Certification. 2+ years of financial planning or tax experience. CPA is a plus. Communication and organizational skills. Must be a team player with strong written and verbal communication skills. Able to work independently and stay productive; self-driven.
2-4 years of financial planning experience. Tax experience is a plus
Prior experience with any of our technologies is helpful:
$90,000 - $110,000 per year