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Entry-Level Financial Professional

4 months ago

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

We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today

Compensation:

$75,000+ yearly

Responsibilities:
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Serve as a collaborative team player willing to further development through continued training opportunities

  • Ability to understand the needs and financial concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivating relationships, with a view to helping every family member or individual pursue financial security
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Providing compassion and guidance to clients when life circumstances arise
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
Qualifications:
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

  • Demonstrated sales experience or an enterprising attitude
  • Excellent communicative skills, both written and verbal
  • Dedicated to helping families and businesses live their best life
  • Knowledgeable about the business industry
  • Well-presented and professional in all interactions
  • Resilient and determined when faced with adversity
  • Skilled in leveraging personal connections and networks to build relationships
  • Must be a US citizen or legally authorized to work in the US
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 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.