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Financial Planning Specialist

2 months ago

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

We are seeking an experienced Financial Planning Specialist to assist our clients in designing and implementing strategies to achieve their financial goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.

Key Responsibilities:
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Requirements:
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • A Bachelor's degree in business administration, finance, or a related field is required
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
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 act with integrity and humanity in all our interactions with policyholders and one another. The ground in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.