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Associate Financial Planner

2 months ago

Portsmouth, United States Equitable Advisors LLC Full time
Description

Are you an experienced financial advisor who thrives on providing excellent service to help 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

•Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
•Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Synthesize and present financial recommendations 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

Qualifications

•Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
•Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
•Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
•Requires a Bachelor's degree in finance, business administration, or related field
•Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required