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

Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Synthesize and present financial recommendations 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

Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Bachelor’s degree in business administration, finance, or related field is required
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Superior customer service skills, math skills, relationship skills, and communication skills are preferred

Compensation

$75,000+ at plan

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.