Full time
SFM LLC
Manchester, NH
About Us Sweeney Financial Management is a fee-only, fiduciary registered investment advisor managing approximately $410 million in assets under management. We are 100% partner-owned, independent, and built on a foundation of objective, long-term financial advice. We custody assets at Charles Schwab and serve clients across the Northeast and other parts of the country. We are growing, and we are looking for an investment-minded professional who is passionate about the capital markets and ready to do meaningful work. The Role You will work directly with our Chief Investment Officer and advisory team to execute client trades, manage portfolio rebalancing, conduct investment research, and help build well-diversified client portfolios. This is a hands-on role with real responsibility from day one. You will have direct exposure to portfolio decision-making in a fiduciary, client-first environment, not a back-office desk at a large institution. What You Will Do...

