Financial Planner

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

Posted 4 hours ago

Description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!

Responsibilities

Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
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
Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

FINRA Series 7 and 66

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
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Exemplary communication skills, math skills, relationship skills, and customer service skills are 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

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.