Financial Advisor

13 hours ago


Portsmouth, United States Equitable Advisors LLC Full time

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their 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. Apply now Responsibilities: • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • A Bachelor's degree in business administration, finance, or a related field is required Compensation: $75,000+ at plan•Compensation:$75,000 per year


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