Entry-Level Financial Professional

2 weeks 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
•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

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
•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

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

    Job DescriptionJob DescriptionWe 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...


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

    Job DescriptionJob DescriptionWe 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...


  • Portsmouth, United States Aces Acquisitions Full time

    AcesAcquisitions is currently looking for ambitious individuals as an Entry Level Marketing Specialist! Due to recent business growth, our clients are looking for those who enjoy being around and working with people. We are seeking individuals with excellent communication skills, thrive working in a fast-paced retail environment, and enjoy learning on a...


  • Portsmouth, United States Aces Acquisitions Full time

    Aces Acquisitions is currently looking for ambitious individuals as an Entry Level Marketing Specialist! Due to recent business growth, our clients are looking for those who enjoy being around and working with people. We are seeking individuals with excellent communication skills, thrive working in a fast-paced retail environment, and enjoy learning on a...


  • Portsmouth, United States REI Virginia Full time

    We are a professional marketing and sales firm that has developed a powerful, personal approach to connecting brands with their target market and driving brand loyalty and customer retainment. Our outreach and communication methods connect us with customers to promote various services and increase client revenue. Due to our continuous growth, we have...


  • Portsmouth, United States Wicked Staffing Solutions, LLC Full time

    Job DescriptionJob DescriptionTitle: Recruiter- Entry LevelWicked Staffing Solutions is currently seeking an entry level Recruiter to join our Portsmouth, NH team. If you have a strong background in customer service and would like to start a career in Staffing, send your resume to us! We are looking for a passionate individual who is eager to learn and to...


  • Portsmouth, United States Aces Acquisitions, Inc. Full time

    Aces Acquisitions is growing in the Portsmouth area! We are a marketing and sales company focusing on client relationships and exceeding our weekly goals! We are looking to add 3-5 motivated and competitive people to our team. Our next Sales Representative will begin **entry-level** and learn from the ground up. We maintain and execute our client's sales...


  • Portsmouth, United States REI Virginia Beach Full time

    Job DescriptionJob DescriptionWas the growth potential in your position 86’d like last week’s special? Tired of selling your soul for tip money? Well we have the solution for you! We wanted something that fit right in the middle between professional business culture and the flexibility of the service industry. We wanted a work environment where we could...


  • Portsmouth, United States Aces Acquisitions, Inc. Full time

    The _Entry Level Marketing Associate_ position is a valued team member in the marketing department. The position is considered entry-level to start during training which includes a comprehensive overview of basic branding, sales, promotions, and team development. After successful completion of the program, an individual would be considered a manager in the...


  • Portsmouth, United States Wicked Staffing Solutions Full time

    Job DescriptionJob DescriptionWicked Staffing Solutions is currently seeking an entry level Recruiter to join our Portsmouth, NH team. If you have a strong background in customer service and would like to start a career in Staffing, send your resume to us! We are looking for a passionate individual who is eager to learn and to help match people to great...


  • Portsmouth, United States Aspen Dental Full time

    At Aspen Dental, we put You First, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive compensation, and flexible scheduling will help you thrive in your career. When you join our team as an Entry-Level Dental Assistant , you will have the...


  • Portsmouth, United States MWA FINANCIAL SERVICES, INC. Full time

    Snap out of your routine. A career should be something you’re proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.!Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You...


  • Portsmouth, United States Creative Financial Staffing (CFS) Full time

    Job DescriptionJob DescriptionCreative Financial Staffing is connected with a private educator located in Newport County seeking an Accounts Receivable Coordinator for their finance team.About the Organization Seeking an Accounts Receivable Coordinator:Founded over 100 years ago, this religious school with students from almost 30 US states and 11 countries...

  • ENTRY LEVEL

    4 days ago


    Portsmouth, United States Smart Solutions Inc Full time

    Description We are looking for a passionate and motivated Entry-Level Marketing / Advertising / Public Relations Assistant to join our dynamic team. This role is ideal for someone who is enthusiastic about building a career in marketing, advertising, or public relations. The successful candidate will support various campaigns, contribute to strategic...


  • Portsmouth, United States Western & Southern Life Full time

    Organization : Name PORTSMOUTH OH Default: Location : City PORTSMOUTH Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial...


  • Portsmouth, United States Sprague Energy Full time

    Sprague is passionate about delivering the diverse products and programs that warm, power and move the world. We keep homes warm through Northeastern winters and hospitals cool through summer. We help small businesses focus on serving their communities, and our renewable fuels keep our country's infrastructure running. From importing wind energy components...


  • Portsmouth, United States Galvion Full time

    THE COMPANY Galvion designs, develops, and manufactures ballistic helmets and dynamic power and data management solutions for the modern battlefield. We are a passionate, global, and fast-paced team working with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical operator. THE...


  • Portsmouth, United States City of Portsmouth Full time

    GENERAL STATEMENT OF THE JOB Under limited supervision, this position performs high-level leadership, managerial and financial responsibilities over the city’s financial operations. This position is an appointed position and serves at the pleasure of the City Manager.Reports to City Manager or designee. ESSENTIAL JOB FUNCTIONS Responsible for the overall...


  • Portsmouth, United States Optima Dermatology Full time

    Multi-site Dermatology Group Seeks Chief Financial Officer At Optima Dermatology, our mission to revolutionize skin care is made possible by our world-class team that is inspired to set the new standard in dermatology. Our team is creating access to world-class dermatology care in underserved markets and is committed to treating every patient as we would...


  • Portsmouth, United States Optima Dermatology Full time

    Multi-site Dermatology Group Seeks Chief Financial OfficerAbout Optima Dermatology At Optima Dermatology, our mission to revolutionize skin care is made possible by our world-class team that is inspired to set the new standard in dermatology. Our team is creating access to world-class dermatology care in underserved markets and is committed to treating every...