Job Description
Job Description
Brophy Wealth Management, LLC
30+ Years of Client-First Financial Planning — Join a Firm Where Relationships Drive Growth
At Brophy Wealth Management, we’ve built our reputation over three decades by putting clients first. With relationships spanning 30+ states, we thrive on referrals and partnerships — not quotas — creating authentic growth that reflects the trust we’ve earned.
As a hybrid RIA with a Broker/Dealer affiliation, we provide a comprehensive suite of wealth management solutions, giving advisors the flexibility to deliver truly personalized strategies. Our client-centric approach sets us apart from larger firms that prioritize revenue over relationships.
Why Join Us?
- Established Book of Business — Step into a role with existing clients, supported by leadership as you deepen relationships and build new ones.
- Client-Centric Culture — No AUM quotas. Success is defined by client satisfaction and retention.
- Holistic Financial Planning — Retirement, investments, tax strategies, estate planning, insurance, and more — all integrated with clients’ broader advisory teams.
- Career Growth — You’ll engage in meaningful client work from day one, while developing as a professional within a supportive, collaborative firm.
Key Responsibilities
Client Relationship & Wealth Management
- Serve as the primary advisor for an established set of client relationships, supporting every aspect of their financial lives.
- Design and manage holistic financial plans that reflect each client’s goals, values, and life stage.
- Conduct comprehensive financial reviews and deliver clear, actionable strategies.
- Provide expertise in investments, insurance, retirement, tax, and estate planning.
- Collaborate with clients’ attorneys, CPAs, and insurance specialists to ensure cohesive, integrated strategies.
Business Development
- Lead engaging meetings with prospective and existing clients, strengthening relationships and driving firm growth.
- Achieve or exceed targets for new client acquisition, revenue, and assets under management (AUM).
- Cultivate strategic partnerships with internal teams and external professionals such as attorneys, CPAs, and Medicare brokers.
Qualifications
- Bachelor’s degree required; CFP® certification or equivalent (ChFC® or Master’s in Financial Planning).
- FINRA Series 7 and relevant state insurance licenses.
- 5+ years in financial services, with 3+ years in a client-facing advisory role.
- Proficiency with eMoney, Redtail CRM, and Microsoft Excel a plus.
- Exceptional interpersonal, communication, and relationship-building skills.
- Willingness to attend networking and business development events (6–10 per year).
What Success Looks Like
- Spend 50%+ of your time directly with clients.
- Deliver exceptional service, maintaining high satisfaction and retention.
- Consistently meet or exceed firm goals for performance, compliance, and growth.
Compensation & Benefits
We offer a competitive compensation package, including base salary, profit sharing, and an environment that rewards performance and growth.
Comprehensive Benefits:
- Health Insurance: Employer covers 80% of individual premiums. Employees contribute 20%. Employees are responsible for premiums on family coverage.
- Dental Insurance: Employee-paid premium plan.
- Flexible Spending Account (FSA): Employer contributes $700 annually.
- Disability & Life Insurance: 100% employer-paid short- and long-term disability, plus life insurance.
- 401(k) Retirement Plan: Safe Harbor plan with a 3% employer contribution, regardless of employee participation. Eligibility begins after one year of service.
- Profit Sharing: Additional contributions based on company performance.
- Paid Time Off: Generous PTO policy plus all major market holidays.
Additional Details
- Job Type: Full-time, In-person
- Location: Bedford, NH (Relocation assistance available for the right candidate)
At Brophy Wealth Management, we believe wealth is about more than numbers — it’s about clarity, confidence, and purpose. If you’re a CFP® professional ready to deliver personalized guidance and grow alongside a firm that values people over production, we’d love to meet you.