Financial Advisor

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

Job summary

A leading financial services firm is seeking an experienced Financial Advisor to assist clients in achieving their financial goals. The ideal candidate must have a strong background in finance or business, excellent communication skills, and the ability to build long-term client relationships. Responsibilities include advising on financial products, creating tailored financial plans, and providing top-notch customer service to clients.

Qualifications

• Experience as a financial planner or financial advisor desired.
• Relevant knowledge of financial products, best practices, and tax regulations is vital.
• Computer proficiency in MS Office and financial planning software is crucial.

Responsibilities

• Help clients implement financial recommendations like mutual funds and life insurance.
• Create customized financial plans based on client needs.
• Establish strong relationships with new clients as their trusted advisor.

Skills

Communication skills

Customer service skills

Relationship skills

Math skills

Education

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

Tools

MS Office

Google Suite

CRM systems

financial planning software

Job description

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

Posted 2 months ago

Description

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

• 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
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Requires a Bachelor’s degree in finance, business administration, or related field

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. 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.