Client-Focused Financial Planner & Advisor

WizeHire, Inc; Portsmouth (NH); On-site; USD 67,500 - 82,500; Full time

Job summary

A financial services company is seeking an experienced financial advisor to assist clients in achieving their financial goals. The role includes customizing financial plans, aiding in the implementation of financial products, and establishing strong relationships with clients. Qualifications include a Bachelor’s degree, FINRA Series 7 and 66 licenses, and exemplary communication and relationship skills. Compensation starts at $75,000 or more at plan.

Qualifications

• FINRA Series 7 and 66 required.
• Valid professional license CPA or CFP needed.
• Previous success as financial planner or advisor is needed.

Responsibilities

• Customize financial plans for clients based on their needs.
• Aid clients in implementing financial recommendations.
• Compile financial information to determine goals and expectations.
• Establish relationships with clients as their trusted advisor.
• Research and provide financial advice based on client risk tolerance.

Skills

Communication skills

Math skills

Relationship skills

Customer service skills

Education

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

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

A financial services company is seeking an experienced financial advisor to assist clients in achieving their financial goals. The role includes customizing financial plans, aiding in the implementation of financial products, and establishing strong relationships with clients. Qualifications include a Bachelor’s degree, FINRA Series 7 and 66 licenses, and exemplary communication and relationship skills. Compensation starts at $75,000 or more at plan.