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Entry-Level Financial Professional

3 months ago

Portsmouth, United States Equitable Advisors LLC Full time
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

Responsibilities

•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
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Embrace the role of a structured yet coachable team player open to continued education and training from other team members
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating 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

Qualifications

•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
•Up-to-date FINRA Series 7 & 63/66 documents are a bonus
•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
•Requires a Bachelor's degree in business administration, finance, or other related field