Analytics-Driven Financial Advisor (Entry Level)

Equitable Advisors; Portsmouth (NH); On-site; USD 75,000 - 86,250; Full time

Job summary

Equitable Advisors is seeking an entry-level financial advisor who is money-minded and passionate about building long-term client relationships. Strong listening skills and an interest in financial data, estate planning, and mutual funds are valued.

This role offers opportunities to learn analytics-based strategies and collaborate with experienced professionals. The position emphasizes developing effective client service, meticulous attention to detail, and a drive to break into the financial

Qualifications

• Excellent listening and communication skills.
• Ability to analyze numbers and develop analytics-based strategies.
• Detail-oriented with strong organizational skills.

Responsibilities

• Build and nurture long-term client relationships as an entry-level financial advisor.
• Collaborate with senior advisors to develop financial plans and strategies for clients.

Job description

Equitable Advisors is seeking an entry-level financial advisor who is money-minded and passionate about building long-term client relationships. Strong listening skills and an interest in financial data, estate planning, and mutual funds are valued.

This role offers opportunities to learn analytics-based strategies and collaborate with experienced professionals. The position emphasizes developing effective client service, meticulous attention to detail, and a drive to break into the financial