Company Description. Davis Wealth Advisors is a fee-only financial planning and wealth management firm located in Salem, NH. Our advisors offer a holistic view of financial life to help clients make informed decisions and live their lives to the fullest. We provide guidance and education to clients experiencing a transition, such as a business sale or retirement. Role Description. This is a part-time on-site role for a Client Services Associate a...
Do you thrive on efficiency and enjoy creating organization. Want a job where your role is critical to the company’s overall success. Due to growth, we are currently seeking a Financial Planning Associate in Salem, NH. This key role brings technical expertise to the firm and has responsibility for supporting the advisor in delivering financial planning advice to clients. We are proud to offer. Compensation range: $60000 - $85000 / year. Annual bo...