Financial Advisor

3 days ago

Portsmouth, United States Cetera Investment Services LLC Full time

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Lighthouse Wealth Advisors at Lighthouse Credit Union in Portsmouth, NH. For more information, and to apply online, please scroll down.


The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.


PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.


Job Responsibilities

The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:

· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances

· Advising the customer regarding the advantages, risks, and disadvantages of different products

· Developing internal referral resources to identify existing customers

· Identifying external prospects and building up new client relationships

· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling

· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales

· Maintaining all necessary licenses and registrations as required

· Successfully completing all mandatory training in a timely manner

· Maintaining superior and courteous service to promote products and expand customer relationships

· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism

Job Requirements

With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.

Additional Education and Training requirements of the Financial Advisor include:

· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)

· Life & Health Insurance license (Required)

· Strong sales, marketing and business development skills

· 2+ years of experience as producing advisor

· Bachelor’s degree preferred


Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 40 years in the making. As a member of our organization, you’ll have access to:

· A clear transition plan and timeline so you know what to expect, and when

· Our orientation course to give you an overview of all the tools and services available to you

· Assistance with account transfers and paperwork, and frequent updates on their status

· Help with communications to your current clients about your transition

· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform

· New business cards, stationery, and email address

· An introduction to our vast marketing resources, so you can start using them with current and prospective clients

If you are interested in this position, please attach a copy of your resume with your application.

  • Financial Advisor

    1 month ago

    Portsmouth, United States Clarke Financial Management Full time

    WHAT WE ARE LOOKING FOR IN A SENIOR FINANCIAL ADVISOR:CFM is seeking a Senior Financial Advisor to join our client facing Financial Advisory Team in Virginia Beach, VA. The Senior Financial Advisor will work closely with all the departments but specifically with the other Senior Financial Advisors as it pertains to conducting client review meetings,...

  • Financial Advisor

    1 month ago

    Portsmouth, United States Clarke Financial Management Full time

    WHAT WE ARE LOOKING FOR IN A SENIOR FINANCIAL ADVISOR:CFM is seeking a Senior Financial Advisor to join our client facing Financial Advisory Team in Virginia Beach, VA. The Senior Financial Advisor will work closely with all the departments but specifically with the other Senior Financial Advisors as it pertains to conducting client review meetings,...

  • Financial Services Advisor

    2 weeks ago

    Portsmouth, Virginia, United States H&R Block Full time

    H&R Block is dedicated to providing exceptional tax services and support to our clients. As a seasoned Tax Professional, you will play a crucial role in helping individuals navigate their complex tax needs.Job SummaryWe are seeking an experienced Tax Professional to join our team as a Financial Services Advisor. This role involves conducting tax interviews...

  • Wealth Management Advisor

    2 days ago

    Portsmouth, United States JCW Full time

    Are you a driven Financial Advisor looking to elevate your career? Join a prestigious wealth management firm known for working with high-net-worth individuals and providing unparalleled growth opportunities.What We Offer:No Existing Book of Clients Required: Focus on growing your book of business with resources and support.Robust Support System: Access to...

  • Wealth Management Advisor

    1 day ago

    Portsmouth, United States JCW Full time

    Are you a driven Financial Advisor looking to elevate your career? Join a prestigious wealth management firm known for working with high-net-worth individuals and providing unparalleled growth opportunities.What We Offer:No Existing Book of Clients Required: Focus on growing your book of business with resources and support.Robust Support System: Access to...

  • Wealth Management Advisor

    4 days ago

    Portsmouth, New Hampshire, United States Lighthouse Credit Union Full time

    We are looking for a Wealth Management Advisor to join our team at Lighthouse Credit Union. As a Wealth Management Advisor, you will be responsible for developing value-added relationships with clients and prospects and providing exceptional customer service.Job OverviewThe Wealth Management Advisor position is a key role in our organization, responsible for...

  • Financial Planning Expert

    3 days ago

    Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full time

    We are seeking a highly skilled Financial Planning Expert to join our team at Equitable Advisors - Southern New Hampshire. This is a fantastic opportunity for a motivated professional to develop and implement effective financial strategies that help clients achieve their goals.About the RoleThe ideal candidate will have a deep understanding of personal...

  • Senior Financial Planner

    5 days ago

    Portsmouth, New Hampshire, United States FL Putnam Investment Management Full time

    Job DescriptionWe are seeking a skilled Senior Financial Planner to join our team in Portsmouth, New Hampshire. This role will serve as the financial planning lead on client teams for new and existing relationships. The successful candidate will have a demonstrated passion for financial planning and providing direct advice to clients.The ideal candidate will...

  • Financial Services Specialist

    4 weeks ago

    Portsmouth, New Hampshire, United States Lake Street Advisors Full time

    We are seeking a highly motivated and experienced Financial Services Specialist to join our team at Lake Street Advisors. Based on industry standards and the job requirements, the estimated salary for this position is around $60,000-$80,000 per year.Job SummaryThis role involves providing bookkeeping services to assigned clients in conjunction with our...

  • Wealth Management Specialist

    4 days ago

    Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full time

    Job Title: Wealth Management SpecialistAbout the OpportunityWe are seeking an experienced Wealth Management Specialist to join our team. The ideal candidate will have a proven track record of creating successful and long-term advising relationships, excellent communication skills, and relevant knowledge of the financial industry.Key ResponsibilitiesGather...

  • Investment Advisory Professional

    5 days ago

    Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full time

    Job Title: Investment Advisory ProfessionalAbout the PositionWe are seeking a seasoned Investment Advisory Professional to join our team. The ideal candidate will have a deep understanding of the financial industry, excellent communication skills, and a proven track record of creating successful and long-term advising relationships.Key...

  • Professional Wealth Manager

    3 days ago

    Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full time

    Equitable Advisors - Southern New Hampshire is seeking a talented Professional Wealth Manager to lead our team in delivering exceptional client service and driving business growth. As a key member of our team, you will play a critical role in building strong relationships with clients, identifying their financial needs, and developing customized solutions to...

  • Private Client Relationship Manager

    2 weeks ago

    Portsmouth, United States Citizens Full time

    Job Description: Description At?Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished?client-centric culture, having a mindset of?continuous improvement?and always?enhancing our capabilities. ?Citizens Private Client?provides personalized, world class financial planning and...

  • Human Resources Manager

    4 weeks ago

    Portsmouth, New Hampshire, United States U.S. Army Full time

    Company OverviewThe U.S. Army is a prestigious organization that offers a wide range of opportunities for individuals to develop their skills and advance in their careers.SalaryThe estimated salary for this position ranges from $40,000 to $115,000 per year, depending on experience and qualifications.Job DescriptionAs a Human Resources Specialist, you will...

  • Human Resources Specialist

    7 months ago

    Portsmouth, United States U.S. Army Part time

    As a Human Resources Specialist, you’ll play a crucial role in assisting your fellow Soldier's progress in their Army careers, providing promotion and future training information. You’ll ensure the necessary support is also provided to commanders across all branches. You’ll be trained in document preparation, drafting requests, and overseeing...