EntryLevel Financial Advisor

Equitable Advisors - Southern New Hampshire; Portsmouth (NH); On-site; USD 75,000 - 86,000; Full time

Job summary

Equitable Advisors - Southern New Hampshire in Portsmouth, NH is seeking an entry-level financial advisor with a passion for building long-term client relationships and a curiosity about financial data, estate planning, mutual funds, and wealth management. If you have strong listening and communication skills and attention to detail, you could start a career helping families secure their financial futures.

You will work with clients to create profiles, propose personalized plans, and grow your

Qualifications

• Stellar communication and math skills with a track record of building client relationships.
• Bachelor’s degree in business administration, finance, or related field.
• Interest in financial industry and products; basic understanding of advisor roles.
• Experience with Microsoft Office, Excel, CRM, planning software, and Google Suite.
• FINRA Series 7 & 63/66 are a bonus.
• Sales experience or enterprising mindset.
• Excellent written and verbal communication.
• Resilient and professional in interactions.
• Strong network-building abilities.

Responsibilities

• Be coachable and organized, pursuing training and educational opportunities.
• Meet with clients to compile profiles for tailored financial advice.
• Identify and secure new clients as a trusted wealth advisor.
• Support clients’ progress with strategic product, plan, and investment recommendations.
• Customize financial plans based on career, life stage, and evolving needs.
• Explain needs and financial concerns to help clients plan ahead.
• Promote strategies to achieve long-term financial goals.
• Develop relationships to help families pursue financial security.

Skills

Client relationship building

Communication skills

Mathematical aptitude

English proficiency

Sales experience

Proactive prospecting

Detail oriented

Teamwork

Resilience

Education

Bachelor's degree in business/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,

Responsibilities

• 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
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• 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

Responsibilities (Duplicate)

• 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

Qualifications

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Requires a Bachelor’s degree in business administration, finance, or other related field
• 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
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• 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

Compensation: $75,000+ yearly

Compensation:
$75,000 per year