Financial Consultant

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

Posted 2 years ago

Description

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

Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

Qualifications

FINRA Series 7 and 66

Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

Compensation

$75,000 - $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.