Financial Advisor

Equitable Advisors - Southern New Hampshire

Financial Advisor

Portsmouth, NH
Paid
  • Responsibilities

    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: • Customize financial plans for each client based on potential life changes and changing financial needs • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential Compensation: $75,000+ at plan

  • Compensation
    $75,000 per year