Associate Financial Planner
Equitable Advisors - Portsmouth
Location
Portsmouth, NH | United States
Job description
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. If this sounds like you, apply today!
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 that are suitable based on client risk tolerance and financial objectives
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Customize financial plans for each client based on potential life changes and changing financial needs
Qualifications:
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
About Company:
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 our policyholders and one another. The ground 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.
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