Entry-Level Financial Advisor: Build Wealth & Relationships

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

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.