Strategic Financial Planner for Client Success

Equitable Advisors

Portsmouth (NH)

On-site

USD 68,000 - 83,000

Full time

3 days ago

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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.