Entry-Level Financial Professional

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

Posted 2 years ago

Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities

Ability to understand the needs and financial concerns of clients
Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/circumstances they may encounter
Promote customized ways for clients to achieve their long-term financial goals
Cultivating relationships with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
Providing compassion and guidance to clients when life circumstances arise
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time

Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Serve as a collaborative team player willing to further development through continued training opportunities
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications

Demonstrated sales experience or an enterprising attitude
Excellent communicative skills, both written and verbal
Dedicated to helping families and businesses live their best lives
Knowledgeable about the business industry
Well-presented and professional in all interactions
Resilient and determined when faced with adversity
Skilled in leveraging personal connections and networks to build relationships
Must be a US citizen or legally authorized to work in the US

Valid FINRA Series 7 & 63/66 preferred but not required
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Requires a Bachelor’s degree in business administration, finance, or other related field
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Compensation

$75,000/year

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.