Financial Planner

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 Portsmouth, NH, US

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.

• 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
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• FINRA Series 7 and 66
• 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
• 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
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• A Bachelor’s degree in business administration, finance, or a related field is required

Compensation

$75,000+ at plan

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.