Entry-Level Financial Advisor

Equitable Advisors; Portsmouth (NH); Vor Ort; USD 68.000 - 83.000; Vollzeit

Zusammenfassung

Equitable Advisors in Portsmouth, NH seeks an entry-level finance professional to help clients achieve financial goals through planning services across risk management, estate planning, investments, and retirement planning. You'll develop skills in client education, relationship building, and wealth management while gaining exposure to a broad suite of financial products.

The role emphasizes building a client base, leveraging networks, and delivering tailored financial plans.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Sales experience

Communication skills

Relationship building

US work authorization

Financial industry knowledge

Strong math skills

Ausbildung

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

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Suite

Jobbeschreibung

We are seeking an eager, strategic, and definitive individual to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

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