Strategic Financial Planner Client Success
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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.
This posting is for the Strategic Financial Planner for Client Success role at Equitable Advisors, based in Portsmouth, NH, United States.
As a Strategic Financial Planner for Client Success, you will play an important part at Equitable Advisors in Portsmouth, NH, United States.
We invite applications for the Strategic Financial Planner for Client Success position located in Portsmouth, NH, United States.
The following role is for a Strategic Financial Planner for Client Success with Equitable Advisors.
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