Financial Planner

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

Job summary

Equitable Advisors is seeking an experienced financial advisor who thrives on delivering excellent service to help clients meet their financial goals. A track record of long-term advisor relationships and deep industry knowledge is essential.

The role requires FINRA Series 7 and 66, CPA/CFP licenses, and a bachelor’s degree. Responsibilities include developing tailored financial plans and providing sound investment guidance and ongoing client support.

Qualifications

• FINRA Series 7 and 66 licenses required or in process.
• Strong computer and software proficiency (MS Office, Google Suite, CRM, planning software).
• Excellent communication, math, relationship, and customer service skills.
• CPA or CFP license preferred and required in some cases.
• Bachelor’s degree in business or finance required.

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Research and provide financial advice and strategies based on client risk tolerance and goals.
• Ensure exceptional service and track communications in client files with guidance given.
• Design customized financial plans for each client considering life changes and needs.
• Gather financial data to determine status, cash flow, goals, and expectations.

Skills

FINRA Series 7

FINRA Series 66

MS Office

Google Suite

CRM systems

Financial planning software

Communication skills

Math skills

Relationship skills

Customer service

CPA license

CFP license

Bachelor's degree

Financial planning experience

Education

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

Job description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you,

Compensation

$75,000+ at plan

Qualifications

• FINRA Series 7 and 66
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• A Bachelor's degree in business administration, finance, or a related field is required
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations