Entry-Level Financial Advisor

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

Job summary

Equitable Advisors is seeking an entry-level Financial Advisor to help clients achieve their monetary goals through effective wealth management. The role emphasizes learning the ropes of financial services, excellent communication, and building lasting client relationships in a supportive team environment.

The position offers a starting pay around $75,000+ yearly with opportunities to grow as you gain FINRA credentials and industry experience.

Qualifications

• Bachelor’s degree in business, finance, or related field.
• Strong communication skills and math proficiency.
• Sales-minded with ability to build client relationships.

Responsibilities

• Understand clients’ financial needs and concerns.
• Educate clients on future financial planning and contingency planning.
• Promote customized avenues to achieve long-term financial goals.
• Cultivate relationships to support family and individual financial security.

Skills

Sales experience

Excellent communication

Client relationships

Analytical skills

Math skills

Professional presentation

Resilience

Networking

Teamwork

Education

Bachelor’s degree in business/finance

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Suite

Job description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.

Compensation

$75,000+ yearly

Qualifications

• Demonstrated sales experience or an enterprising attitude
• Excellent communicative skills, both written and verbal
• Dedicated to helping families and businesses live their best lives
• Knowledgeable about the business industry
• Well-presented and professional in all interactions
• Resilient and determined when faced with adversity
• Skilled in leveraging personal connections and networks to build relationships
• Must be a US citizen or legally authorized to work in the US
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Responsibilities

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management