Junior Financial Consultant

1 week ago


Portsmouth, Virginia, United States Equitable Advisors LLC Full time

Position Overview

We are looking for a motivated and strategic Financial Consultant to take on an entry-level role that presents opportunities for advancement and a positive career trajectory.

The ideal candidate will be passionate about assisting clients in recognizing and achieving their financial aspirations through a range of advisory services.

This role offers the chance to develop expertise in areas such as risk assessment, estate management, debt and investment strategies, real estate, retirement planning, mutual funds, and various investment vehicles.

If you are committed to providing exceptional client service and believe this aligns with your career goals, we encourage you to consider this opportunity.


Key Responsibilities

  • Understand and address the financial needs and concerns of clients.
  • Educate clients on proactive financial planning to prepare for unexpected life events.
  • Promote tailored strategies for clients to reach their long-term financial objectives.
  • Build and nurture relationships to assist families and individuals in achieving financial stability.
  • Develop an insurance and financial practice by establishing professional networks and seeking new clients.
  • Provide support and guidance to clients during challenging life circumstances.
  • Focus on cultivating long-term relationships with clients to foster trust and community continuity.
  • Offer strategic advice on products, plans, investments, and other methods to help clients meet their financial goals.
  • Embrace the role of a structured yet adaptable team player, open to ongoing education and training.
  • Identify and establish strong relationships with new clients as their trusted financial advisor.
  • Create personalized financial plans tailored to each client's life stage and evolving financial needs.
  • Collect and evaluate each client's financial information to accurately assess their financial status, cash flow, expectations, goals, retirement plans, and other wealth management factors.

Qualifications

  • Proven sales experience or a proactive mindset.
  • Excellent communication skills, both written and verbal.
  • Dedicated to helping families and businesses achieve their best potential.
  • Knowledgeable about the financial services industry.
  • Professional and well-presented in all interactions.
  • Resilient and determined in the face of challenges.
  • Adept at leveraging personal connections and networks to foster relationships.
  • Must be a US citizen or legally authorized to work in the US.
  • Current FINRA Series 7 & 63/66 licenses are advantageous.
  • Proficient in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools.
  • Strong communication, relationship-building, and analytical skills to provide excellent customer service.
  • Basic understanding of the role of a financial advisor or consultant, along with a genuine interest in the financial industry and its products.
  • A Bachelor's degree in business administration, finance, or a related field is required.


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