Wealth Management Specialist

4 days ago


Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full time
Job Title: Wealth Management Specialist

About the OpportunityWe are seeking an experienced Wealth Management Specialist to join our team. The ideal candidate will have a proven track record of creating successful and long-term advising relationships, excellent communication skills, and relevant knowledge of the financial industry.
Key Responsibilities
  • Gather client financial information to determine financial status, cash flow, financial goals, and expectations.
  • Research and provide tailored financial advice and strategies that meet each client's needs.
  • Establish strong relationships with new clients, offering them guidance and support throughout their journey.
  • Deliver exceptional customer service to existing clients, ensuring their financial plans are aligned with their evolving needs.
  • Craft customized financial plans that cater to each client's unique situation.

Requirements
  • Familiarity with financial products, best practices, and tax regulations is essential.
  • A Bachelor's degree in finance, business administration, or related field is required.
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial.
  • A CPA license or CFP certification from the Certified Financial Planner Board of Standards, along with FINRA Series 7 and 66 licenses, is mandatory.
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is vital.

About Equitable Advisors - Southern New Hampshire

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We operate with integrity and humanity in all our interactions with policyholders and colleagues.

We strive to be there when clients need us, always acting in their best interest.

We help individuals, families, and businesses create, protect, and preserve financial security.

Estimated Salary: $75,000+ at plan.

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