Entry-Level Financial Advisor

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

Job summary

Equitable Advisors in Portsmouth, NH seeks an entry-level financial advisor with strong listening and communication skills, and a passion for analytics-based planning. You’ll develop long-term client relationships and gain exposure to estate planning, mutual funds, and financial products.

Responsibilities include understanding client needs, educating on future planning, building a practice through networking, and guiding families toward financial security.

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
• Stellar communication and math skills with a track record of client 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
• Bachelor’s degree in business administration, finance, or related field
• Experience with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite and related tools

Responsibilities

• Understand the needs and financial concerns of clients
• Educate clients on planning for future events and contingencies
• Promote customized ways to achieve long-term financial goals
• Cultivate relationships to help families and individuals pursue financial security
• Build an insurance and financial practice through professional networking and prospecting
• Provide compassionate guidance when life circumstances arise
• Develop and maintain long-term bonds with clients for trust and continuity
• Customize financial plans based on client status and goals
• Support clients’ progress toward goals with product and investment recommendations
• Identify and secure new clients as a trusted advisor
• Be coachable, organized, and open to training opportunities
• Work directly with clients to assemble financial profiles for sound advice

Skills

Sales experience

Communication skills

Relationship building

Math skills

Coachable

Education

Bachelor’s degree in business administration or finance

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Suite

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail.

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