Associate Financial Planner

Equitable Advisors; Portsmouth (NH); On-site; USD 75,000 - 120,000; Full time

Job summary

Equitable Advisors is expanding and seeks an experienced financial advisor to guide clients toward smart, profitable decisions to meet their financial goals. You will advise long‑term clients with superb math, analysis, and customer service skills to deliver tailored financial plans.

Role requires FINRA Series 7 and 66; CPA or CFP is a plus. You will implement recommendations across life insurance, mutual funds, savings plans, and other financial products, while maintaining exceptional service

Qualifications

• FINRA Series 7 and 66 required.
• CPA or CFP certification required with FINRA 7/66.
• Strong knowledge of financial industry, products, and tax regulations.

Responsibilities

• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects

Skills

FINRA Series 7 & 66

CRM & planning software

MS Office & Google Suite

Excellent communication

Mathematical proficiency

Customer service

Education

CPA

CFP

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills.

Compensation: $75,000+ at plan earnings

Qualifications

• FINRA Series 7 and 66
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• 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
• 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

Responsibilities

• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects