About the Certified Financial Planner (CFP) Role at Robert Half

Robert Half is thrilled to announce an exciting opportunity for a Certified Financial Planner (CFP) to join our dynamic team in Concord, New Hampshire. As a leader in financial services staffing and consulting, Robert Half provides unparalleled support to top-tier clients seeking expert financial guidance. In this pivotal full-time position, you will deliver personalized financial planning services to individuals and families, empowering them to achieve long-term financial security and success. Working collaboratively with seasoned advisors, you will uphold the highest fiduciary principles while building enduring, trust-based relationships with clients across New Hampshire and beyond.

This role is perfect for a CFP professional passionate about holistic financial planning, including retirement strategies, investment portfolio optimization, and wealth preservation. Located in the heart of Concord, NH, you'll enjoy a vibrant community known for its scenic beauty, low cost of living, and proximity to outdoor adventures in the White Mountains. Join Robert Half and contribute to our mission of connecting exceptional talent with rewarding careers in finance.

Why This Role Stands Out

At Robert Half, we prioritize innovation, compliance, and client-centric solutions. As a CFP, you'll have the autonomy to craft bespoke financial plans while leveraging our extensive network for business growth. With a competitive salary range estimated at $50,000 - $85,000 annually (based on experience), plus robust benefits, this position offers stability and upward mobility in a supportive environment.

Key Responsibilities

Your day-to-day will involve a blend of strategic planning, client engagement, and business development. Here's what you'll do:

• Develop comprehensive, tailored financial plans that align with clients' unique goals, risk tolerances, and life circumstances.
• Collaborate closely with financial advisors to deliver fiduciary-grade services with complete transparency and ethical integrity.
• Cultivate and maintain long-term client relationships through proactive communication, plan reviews, and adaptive strategies.
• Perform in-depth assessments of clients' financial landscapes, encompassing investments, savings, income streams, debts, and tax implications.
• Offer expert counsel on critical areas like retirement planning, diversified portfolio management, estate planning, and wealth preservation techniques.
• Remain abreast of evolving industry trends, economic shifts, regulatory updates from the SEC and FINRA, and emerging investment opportunities.
• Drive business expansion by spotting referral opportunities, networking within the Concord community, and leveraging digital marketing for lead generation.
• Ensure unwavering compliance with all federal and state financial regulations, documenting processes meticulously.
• Harness strong business development acumen to grow the firm's client roster and enhance market presence in New Hampshire.
• Guide clients through intricate financial decisions—such as market volatility or life transitions—with clarity, empathy, and data-driven insights.

Required Qualifications

To excel as our Certified Financial Planner, you bring:

• CFP Certification: Active Certified Financial Planner designation is mandatory.
• Education: Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• Experience: Minimum 3-5 years in financial planning, wealth management, or advisory roles.
• Technical Skills: Proficiency in financial software (e.g., eMoney, MoneyGuidePro), Excel, and CRM systems.
• Soft Skills: Exceptional interpersonal abilities, analytical mindset, and persuasive communication for client trust-building.
• Business Savvy: Demonstrated success in client acquisition, referrals, and revenue growth.
• Compliance Knowledge: Deep understanding of fiduciary duties, ERISA, and New Hampshire-specific regulations.
• Adaptability: Commitment to continuous learning via CFP CE credits and industry webinars.

Bonus: Series 7/66 licenses or experience with high-net-worth individuals.

Why Join Robert Half?

Robert Half offers more than a job—it's a career launchpad in Concord, NH. Enjoy competitive compensation, performance bonuses, and a salary benchmarked to local market rates ($50K-$85K). Our benefits package includes comprehensive health coverage, 401(k) matching, paid vacation, and professional growth stipends for certifications.

Thrive in a collaborative culture with mentorship, flexible hybrid options, and access to Robert Half's national resources. Be part of a firm ranked #1 in staffing by Forbes, contributing to client successes in finance. Apply now for this CFP role and elevate your career in financial planning!

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