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Entry-Level Financial Professional

Equitable Advisors - Southern New Hampshire

Entry-Level Financial Professional

Portsmouth, NH
Full Time
Paid
  • Responsibilities

    We are seeking an eager and strategic financial professional to fill an entry-level position. 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! As a Financial Professional, you will: • Analyze financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives • Build and maintain client base, keep client plans up-to-date, and acquire new clients on an ongoing basis • Contact clients periodically to determine if there have been changes in their financial status • Provide knowledgeable, objective financial guidance customized to consumer segments that demand high-quality service • Sell financial products and services including life insurance, annuities, and investment options 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 community over time Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Demonstrated sales experience or an enterprising attitude • Excellent communicative skills, both written and verbal • Dedicated to helping families and businesses live their best life • 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 Compensation: $75,000+ yearly

    • 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 community over time