Financial Planning Expert

3 days ago


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

We are seeking a highly skilled Financial Planning Expert to join our team at Equitable Advisors - Southern New Hampshire. This is a fantastic opportunity for a motivated professional to develop and implement effective financial strategies that help clients achieve their goals.

About the Role
  • The ideal candidate will have a deep understanding of personal finance, investments, and taxation, with excellent communication and interpersonal skills.
  • They will be responsible for analyzing clients' financial situations, creating personalized financial plans, and providing ongoing guidance and support.

Salary: $75,000+ per year, based on experience and qualifications.

Key Responsibilities:

  1. Gather and analyze clients' financial information to determine their current financial situation, goals, and expectations.
  2. Develop and implement comprehensive financial plans, taking into account clients' risk tolerance, investment objectives, and time horizon.
  3. Provide ongoing monitoring and evaluation of clients' financial progress, making adjustments as needed to ensure they remain on track to meet their goals.

Qualifications:

  • Bachelor's degree in finance, business administration, or a related field.
  • Relevant certifications, such as CFP or CPA, and experience working in the financial services industry.
  • Excellent analytical, problem-solving, and communication skills.


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