Junior Financial Consultant

1 week ago


Portsmouth, Virginia, United States Equitable Advisors LLC Full time

Position Overview

We are looking for a motivated and strategic Financial Consultant to take on an entry-level role that provides significant opportunities for advancement and a positive career trajectory.

The ideal candidate will be passionate about assisting clients in recognizing and achieving their financial aspirations through a diverse range of advisory services.

This role will allow you to develop expertise in areas such as risk assessment, estate management, debt and investment strategies, real estate, retirement planning, mutual funds, and various investment alternatives.

If you are committed to providing exceptional client service and believe this aligns with your career goals, we encourage you to consider this opportunity.


Key Responsibilities

  • Assess and understand the financial needs and concerns of clients.
  • Educate clients on proactive financial planning to prepare for unforeseen life events.
  • Promote tailored strategies for clients to meet their long-term financial objectives.
  • Build and nurture relationships aimed at helping individuals and families achieve financial stability.
  • Develop a financial practice by establishing professional networks and seeking new clients.
  • Offer support and guidance to clients during challenging life circumstances.
  • Focus on cultivating long-term relationships with clients to foster trust and community.
  • Provide informed recommendations for financial products, plans, and investments to assist clients in reaching their financial goals.
  • Embrace the role of a structured yet adaptable team member, open to ongoing education and training.
  • Identify and secure strong relationships with new clients as their trusted financial advisor.
  • Create personalized financial plans tailored to each client's life stage and financial situation.
  • Collect and evaluate clients' financial information to accurately assess their financial status, cash flow, goals, and retirement plans.

Qualifications

  • Proven sales experience or a proactive mindset.
  • Excellent verbal and written communication skills.
  • Committed to helping families and businesses achieve their financial best.
  • Knowledgeable about the financial services industry.
  • Professional demeanor in all interactions.
  • Resilient and determined in the face of challenges.
  • Adept at leveraging personal networks to build relationships.
  • Must be a U.S. citizen or legally authorized to work in the U.S.
  • Possession of up-to-date FINRA Series 7 & 63/66 licenses is advantageous.
  • Proficient in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools.
  • Strong communication, relationship-building, and analytical skills to provide excellent customer service.
  • Basic understanding of the role of a financial advisor and a genuine interest in the financial sector is essential.
  • A Bachelor's degree in business administration, finance, or a related field is required.


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