Experienced Financial Planner & Advisor

WizeHire, Inc; Portsmouth (NH); On-site; USD 68,000 - 83,000; Full time

Job summary

Equitable Advisors - Southern New Hampshire in Portsmouth, NH seeks an experienced financial advisor to help clients meet their financial goals. You will develop tailored plans, maintain long‑term client relationships, and provide high‑quality service across life insurance, investments, and retirement solutions.

The role requires FINRA Series 7 and 66, and CPA or CFP credentials (or active pursuit). Strong communication, math, and CRM/software proficiency are essential.

Qualifications

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

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Skills

Communication skills

Math skills

Relationship skills

Customer service

Financial planning

Education

Bachelor’s degree in business/finance

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

Equitable Advisors - Southern New Hampshire in Portsmouth, NH seeks an experienced financial advisor to help clients meet their financial goals. You will develop tailored plans, maintain long‑term client relationships, and provide high‑quality service across life insurance, investments, and retirement solutions.

The role requires FINRA Series 7 and 66, and CPA or CFP credentials (or active pursuit). Strong communication, math, and CRM/software proficiency are essential.