Associate Financial Planner

Equitable Advisors; Portsmouth (NH); On-site; USD 68,000 - 83,000; Full time

Job summary

Equitable Advisors in Portsmouth, NH is seeking an experienced financial advisor to guide clients toward smart, profitable financial decisions that help meet their goals. You will work with long‑term clients, applying strong math, analysis, and customer service skills.

Responsibilities include building personalized plans, selecting suitable investments, and expanding the client base. This role requires FINRA series 7 and 66, and CPA or CFP credentials; computer proficiency with MS Office, Google

Qualifications

• Requires FINRA Series 7 and 66 and CPA or CFP license.
• Proven success advising long-term clients.
• Strong math, analysis, and customer service skills.
• Proficient with MS Office, Google Suite, CRM systems, and planning software.

Responsibilities

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Customize financial plans for each client based on potential life changes and changing financial needs
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Skills

FINRA Series 7

FINRA Series 66

Communication skills

Math skills

Relationship skills

Customer service skills

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 clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven track record of success 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

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Customize financial plans for each client based on potential life changes and changing financial needs
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives