Financial Planner (CFP)

Description We are looking for a Certified Financial Planner (CFP) to join our team in Concord, New Hampshire. In this role, you will deliver personalized financial planning services to individuals and families, ensuring they are equipped to make informed decisions and achieve their long-term financial goals. You will work collaboratively with advisors while adhering to fiduciary principles and fostering strong, trust-based relationships with clients. Responsibilities: u2022 Develop tailored financial plans that address clients' individual goals and circumstances. u2022 Collaborate with advisors to ensure client needs are met with fiduciary care and transparency. u2022 Build and nurture long-term relationships with clients, maintaining regular communication to adapt plans as needed. u2022 Conduct thorough assessments of clients' financial situations, including investments, savings, and income. u2022 Provide expert guidance on financial strategies, including retirement planning, portfolio management, and wealth preservation. u2022 Stay updated on industry trends and regulatory changes to provide accurate and informed advice. u2022 Promote business growth by identifying new opportunities and cultivating client referrals. u2022 Maintain compliance with all financial regulations and standards in all practices. u2022 Utilize strong business development skills to expand the firm's client base. u2022 Assist clients in navigating complex financial decisions with clarity and confidence. Requirements Experience: + Must hold or be pursuing Certified Financial Planner (CFP) certification. + Possess a Series 65 license or willingness to obtain one. + Demonstrate 2-5 years of experience in the financial planning industry. + Hold a bachelor's degree in finance or a related field. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.

Created: 2026-01-28