Junior Financial Advisor — Build Client Trust & Wealth

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

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