Client-Focused Financial Planning Advisor

Equitable Advisors

Portsmouth (NH)

On-site

USD 75,000 - 120,000

Full time

2 days ago

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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