Financial Advisor

3 days ago


Portsmouth, United States Equitable Advisors LLC Full time

We are seeking an experienced Financial Advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now Responsibilities: • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Customize financial plans for each client based on potential life changes and changing financial needs Qualifications: • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Requires a Bachelor’s degree in finance, business administration, or related field • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Compensation: $75,000+ at plan



Compensation:
$75,000 per year


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