Appletree is launching a financial planning and wealth management division. For +25 years Appletree Business Services has provided bookkeeping, business taxes, personal taxes and payroll to +230 small to medium sized businesses. Our clients ask for financial planning and its a very natural referral to pair with our accounting and tax services to better serve clients and be a one stop shop.
We're hiring a financial planning associate to help build this new RIA and service line. This first hire is a very unique opportunity to step into an award winning organization with a deep roster of clients to work with. This will be a hybrid role working from our office in either Londonderry, NH or Portsmouth, NH and working from home.
RESPONSIBILITIES:
QUALIFICATIONS:
COMPENSATION AND BENEFITS:
We require a 3 minute video interview submission if you're invited to the next round. Thanks!
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