Equitable Advisors - Southern New Hampshire
Financial Advisor
Equitable Advisors - Southern New Hampshire, Portsmouth, New Hampshire, United States, 00215
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Responsibilities
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
A Bachelor’s degree in business administration, finance, or a related field is required
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Compensation $75,000 per year
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Responsibilities
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
A Bachelor’s degree in business administration, finance, or a related field is required
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Compensation $75,000 per year
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