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Financial Advisor

Job in Portsmouth, Rockingham County, New Hampshire, 00215, USA
Listing for: Equitable Advisors - Southern New Hampshire
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 75000 USD Yearly USD 75000.00 YEAR
Job Description & How to Apply Below

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Responsibilities
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • 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
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is 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
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Compensation

$75,000 per year

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