Financial Planning Expert
3 days ago
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:
- Gather and analyze clients' financial information to determine their current financial situation, goals, and expectations.
- Develop and implement comprehensive financial plans, taking into account clients' risk tolerance, investment objectives, and time horizon.
- 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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