Associate Financial Planner

Equitable Advisors - Southern New Hampshire • Portsmouth, NH, US

Posted 1 hour ago

Description

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Responsibilities

Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products

Qualifications

FINRA Series 7 and 66

Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required

Compensation

$75,000+ at plan earnings

About Equitable Advisors - Southern New Hampshire

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.