Associate Advisor – Portfolio & Planning Focus
Firm: Benson Wealth Management
Location: Southern New Hampshire
Employment Type: Full-time
About Benson Wealth Management
Benson Wealth Management is a boutique, independent wealth advisory firm specializing in private family wealth and entrepreneur / business owner clients. We advise a select group of clients across the full lifecycle of wealth, including:
- Comprehensive financial and investment planning
- Exit planning support for business owners
- Investment banking and liquidity event support
- Post-liquidity and multigenerational wealth management
As a boutique firm, we emphasize depth over volume, long-term relationships, and highly customized advice. Our clients are often business owners navigating complexity, concentration risk, and major financial transitions. We collaborate closely with CPAs, attorneys, and other professionals to deliver integrated, thoughtful advice.
As the firm continues to scale, we are seeking a high-potential Associate Advisor to support portfolio management, planning, and client engagement, with a clear long-term growth path.
Role Overview
The Associate Advisor will work directly with the firm’s lead advisor to support portfolio management, investment analysis, and financial planning, while developing into a client-facing advisor over time. This role is ideal for someone early in their advisory career with strong quantitative and analytical skills, a background in finance or economics, and the interpersonal skills required to build trust with sophisticated clients.
Over time, this role is expected to evolve into one with greater client ownership, relationship responsibility, and business-development contribution, particularly with entrepreneurs and private families.
Key Responsibilities
Portfolio Management & Investment Analysis
- Assist with portfolio construction, asset allocation, and rebalancing
- Analyze portfolio risk, performance, and diversification
- Prepare portfolio analytics, scenario modeling, and investment exhibits for client meetings
- Support implementation of investment strategies across taxable and tax-advantaged accounts
- Monitor markets and assist with investment research and internal commentary
Financial Planning & Analytical Support
- Assist with financial planning analysis, including retirement projections, cash flow modeling, and tax-aware planning
- Support planning related to liquidity events, concentrated positions, and business exits
- Evaluate planning trade-offs and help develop data-driven recommendations
Client Engagement & Relationship Development
- Prepare analytical materials and summaries for client meetings
- Attend client meetings and assist with follow-ups and implementation
- Gradually assume responsibility for portions of client discussions
- Demonstrate strong interpersonal skills and the ability to build rapport and credibility with clients
- Over time, develop the capacity to deepen existing client relationships and contribute to new client development through trust-based, long-term relationship building
Operations & Execution
- Support account implementation, rebalancing, and custodial workflows
- Maintain accuracy of client data, assumptions, and planning inputs
- Coordinate with custodians and outside professionals as needed
- Research and source prospective business-owner clients who fit the firm’s target profile and maintain qualified prospect lists for advisor outreach
Qualifications
Required
- Bachelor’s degree in Finance or Economics
- Strong quantitative and analytical skills grounded in financial markets and portfolio theory
- High proficiency in Excel and financial analysis
- Strong interpersonal and communication skills, with the ability to explain complex concepts clearly
- Demonstrated professionalism, integrity, and emotional intelligence
- Strong attention to detail and follow-through
Preferred
- CFP® coursework started or planned
- 0–3 years of experience in wealth management, investments, or financial analysis
- Familiarity with portfolio construction, asset allocation, and investment analytics
- Experience with financial planning or portfolio management software
- Interest in long-term relationship-based business development with entrepreneurs and business owners
- Series 7 and Series 65/66
Compensation & Benefits
- Base salary range: $60,000+, depending on experience and qualifications
- Performance-based bonus potential
- Professional development support (CFP® coursework, education, conferences)
- Direct mentorship from an experienced advisor
- Health benefits and paid time off (if applicable)
As responsibilities expand, compensation is expected to grow meaningfully over time.
Career Path & Growth Opportunity
This role is intentionally structured as a long-term development position. Over time, the Associate Advisor may:
- Take increasing responsibility for portfolio analysis and planning decisions
- Serve as primary advisor for a defined segment of clients
- Play a meaningful role in investment and portfolio strategy discussions
- Develop the skills and credibility required to contribute to long-term client acquisition and relationship growth
- Be considered for senior advisor or future partnership opportunities based on performance, alignment, and commitment
Ownership is not guaranteed, but the firm is deliberate about developing advisors who demonstrate technical skill, relationship acumen, and long-term alignment.
Who This Role Is Best For
- A finance or economics graduate who enjoys investments, portfolio analysis, and planning
- Someone with strong people skills who wants to grow into a trusted advisor and relationship builder
- A disciplined, intellectually curious professional interested in boutique private wealth management and business owners
- A coachable team player looking to grow with a firm over time
How to Apply
Please submit a resume and brief cover letter explaining:
- Why you’re interested in wealth management
- How you think about building long-term client relationships
- Where you hope to be professionally in 5–10 years
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
Work Location: In person
