Entry-Level Financial Professional

Bighornlaw; Portsmouth; On-site; USD 75,000; Full time

Job summary

A leading financial services company is seeking an entry-level financial advisor in Portsmouth. The successful candidate will build relationships and provide strategic financial advice to clients, ensuring they are prepared for any unforeseen events. Strong communication skills and a passion for financial data are essential, alongside a Bachelor's degree in business or finance. With attractive compensation, this role offers an opportunity to grow in the financial sector.

Qualifications

• Sales experience or strong enterprising attitude is essential.
• Excellent communicative skills needed.
• Knowledge of financial industry concepts is desired.

Responsibilities

• Understand and address client financial needs.
• Educate clients on financial planning.
• Create customized financial plans for clients.

Skills

Communicative skills

Relationship building

Sales experience

Attention to detail

Financial knowledge

Education

Bachelor’s degree in business administration, finance, or related field

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

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

Posted 2 months ago

Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry!

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.

If you have great communication skills and an eye for detail, apply today!

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
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Serve as a collaborative team player willing to further development through continued training opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

Qualifications

• 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
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Compensation

$75,000+ yearly

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. The ground 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.