Financial Advisor
13 hours ago
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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Financial Advisor
7 days ago
Portsmouth, NH, United States Equitable Advisors LLC Full timeWe 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: •...
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Financial Advisor
6 days ago
Portsmouth, NH, United States Equitable Advisors LLC Full timeWe 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: •...
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Director, Client Advisor
2 weeks ago
Portsmouth, NH, United States SCS Financial Full timePosition Summary SCS Financial is seeking an experienced and highly credentialed Director, Client Advisor to join our Portsmouth office. This individual will play a key role in delivering comprehensive, customized wealth management solutions to ultra-high-net-worth individuals, families, family offices, and select institutional clients, including endowments...
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Financial Advisor CFP
1 week ago
Portsmouth, NH, United States Raven Ridge Full timeFinancial Advisor with CFP needed for full-time position offering 100% employer paid and generous benefits package, competitive compensation, and an existing book of business! This is an excellent opportunity for those with 5+yrs of experience in Financial Services, Wealth Management, Investments or similar industry seeking an Account Management and Client...
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Financial Advisor CFP
4 days ago
Portsmouth, NH, United States Raven Ridge Full timeFinancial Advisor with CFP needed for full-time position offering 100% employer paid and generous benefits package, competitive compensation, and an existing book of business! This is an excellent opportunity for those with 5+yrs of experience in Financial Services, Wealth Management, Investments or similar industry seeking an Account Management and Client...
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Associate, Client Advisor
1 week ago
Portsmouth, NH, United States SCS Financial Full timePosition Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio...
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Associate, Client Advisor
2 weeks ago
Portsmouth, NH, United States SCS Financial Full timePosition Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio...
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Associate, Client Advisor
6 days ago
Portsmouth, NH, United States SCS Financial Full timePosition Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio...
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Associate, Client Advisor
1 week ago
Portsmouth, NH, United States SCS Financial Full timePosition Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio...
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EntryLevel Financial Professional
2 weeks ago
Portsmouth, NH, United States Equitable Advisors LLC Full timeWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to...