Strategic Financial Planner

1 week ago


Portsmouth, Virginia, United States Equitable Advisors - Southern New Hampshire Full time
Job Title: Financial Advisor

Job Summary:

We are seeking a highly skilled Financial Advisor to join our team at Equitable Advisors - Southern New Hampshire. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment planning, wealth management, and financial planning.

Key Responsibilities:

* Assist clients in designing and implementing personalized financial plans to achieve their goals
* Provide expert advice on investment products, including mutual funds, life insurance, and other financial instruments
* Develop and maintain strong relationships with clients to ensure their ongoing financial well-being
* Stay up-to-date on industry trends and regulatory changes to provide the best possible advice to clients

Requirements:

* Bachelor's degree in business, finance, or a related field
* Proven track record of success in financial planning and wealth management
* Excellent communication and interpersonal skills
* Current professional licenses, such as CPA or CFP, and FINRA Series 7 and 66

About Us:

At Equitable Advisors - Southern New Hampshire, we are committed to providing our clients with exceptional service and expertise. Our team of experienced financial professionals is dedicated to helping our clients achieve their financial goals and secure their financial future.
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