Investment Advisory Professional
3 days ago
About the PositionWe are seeking a seasoned Investment Advisory Professional to join our team. The ideal candidate will have a deep understanding of the financial industry, excellent communication skills, and a proven track record of creating successful and long-term advising relationships.
Key Responsibilities
- Conduct thorough research to gather client financial information and determine financial status, cash flow, financial goals, and expectations.
- Develop tailored investment advice and strategies that meet each client's unique needs.
- Establish strong relationships with new clients, offering them guidance and support throughout their investment journey.
- Deliver exceptional customer service to existing clients, ensuring their investment plans are aligned with their evolving needs.
- Craft customized investment plans that cater to each client's unique situation.
Requirements
- Familiarity with financial products, best practices, and tax regulations is essential.
- A Bachelor's degree in finance, business administration, or related field is required.
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial.
- A CPA license or CFP certification from the Certified Financial Planner Board of Standards, along with FINRA Series 7 and 66 licenses, is mandatory.
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is vital.
About Equitable Advisors - Southern New Hampshire
Our goal is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We operate with integrity and humanity in all our interactions with policyholders and colleagues.
We strive to be there when clients need us, always acting in their best interest.
We help individuals, families, and businesses create, protect, and preserve financial security.
Estimated Salary: $75,000+ at plan.-
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