Financial Advisor
Apply NowCompany: Equitable Advisors - Southern New Hampshire
Location: Portsmouth, NH 03801
Description:
Description
We are seeking an experienced Financial Advisor to assist our 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
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Qualifications
Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
A Bachelor's degree in business administration, finance, or a related field is required
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
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
We are seeking an experienced Financial Advisor to assist our 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
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Qualifications
Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
A Bachelor's degree in business administration, finance, or a related field is required
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
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential