Financial Advisor
1 month 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
Compensation:$75,000+ at plan
Responsibilities:- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Customize financial plans for each client based on potential life changes and changing financial needs
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Requires a Bachelor’s degree in finance, business administration, or related field
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
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.
-
Financial Advisor
4 weeks ago
Portsmouth, United States Clarke Financial Management Full timeWHAT WE ARE LOOKING FOR IN A SENIOR FINANCIAL ADVISOR:CFM is seeking a Senior Financial Advisor to join our client facing Financial Advisory Team in Virginia Beach, VA. The Senior Financial Advisor will work closely with all the departments but specifically with the other Senior Financial Advisors as it pertains to conducting client review meetings,...
-
Financial Advisor
1 month ago
Portsmouth, United States Clarke Financial Management Full timeWHAT WE ARE LOOKING FOR IN A SENIOR FINANCIAL ADVISOR:CFM is seeking a Senior Financial Advisor to join our client facing Financial Advisory Team in Virginia Beach, VA. The Senior Financial Advisor will work closely with all the departments but specifically with the other Senior Financial Advisors as it pertains to conducting client review meetings,...
-
Financial Advisor
10 hours ago
Portsmouth, United States Cetera Investment Services LLC Full timeCetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Lighthouse Wealth Advisors at Lighthouse Credit Union in Portsmouth, NH. For more information, and to apply online, please scroll down.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to...
-
Financial Services Advisor
2 weeks ago
Portsmouth, Virginia, United States H&R Block Full timeH&R Block is dedicated to providing exceptional tax services and support to our clients. As a seasoned Tax Professional, you will play a crucial role in helping individuals navigate their complex tax needs.Job SummaryWe are seeking an experienced Tax Professional to join our team as a Financial Services Advisor. This role involves conducting tax interviews...
-
Wealth Management Advisor
2 days ago
Portsmouth, New Hampshire, United States Lighthouse Credit Union Full timeWe are looking for a Wealth Management Advisor to join our team at Lighthouse Credit Union. As a Wealth Management Advisor, you will be responsible for developing value-added relationships with clients and prospects and providing exceptional customer service.Job OverviewThe Wealth Management Advisor position is a key role in our organization, responsible for...
-
Financial Planning Expert
24 hours ago
Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full timeWe are seeking a highly skilled Financial Planning Expert to join our team at Equitable Advisors - Southern New Hampshire. This is a fantastic opportunity for a motivated professional to develop and implement effective financial strategies that help clients achieve their goals.About the RoleThe ideal candidate will have a deep understanding of personal...
-
Senior Financial Planner
3 days ago
Portsmouth, New Hampshire, United States FL Putnam Investment Management Full timeJob DescriptionWe are seeking a skilled Senior Financial Planner to join our team in Portsmouth, New Hampshire. This role will serve as the financial planning lead on client teams for new and existing relationships. The successful candidate will have a demonstrated passion for financial planning and providing direct advice to clients.The ideal candidate will...
-
Financial Services Specialist
4 weeks ago
Portsmouth, New Hampshire, United States Lake Street Advisors Full timeWe are seeking a highly motivated and experienced Financial Services Specialist to join our team at Lake Street Advisors. Based on industry standards and the job requirements, the estimated salary for this position is around $60,000-$80,000 per year.Job SummaryThis role involves providing bookkeeping services to assigned clients in conjunction with our...
-
Wealth Management Specialist
2 days ago
Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full timeJob Title: Wealth Management SpecialistAbout the OpportunityWe are seeking an experienced Wealth Management Specialist to join our team. The ideal candidate will have a proven track record of creating successful and long-term advising relationships, excellent communication skills, and relevant knowledge of the financial industry.Key ResponsibilitiesGather...
-
Investment Advisory Professional
2 days ago
Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full timeJob Title: Investment Advisory ProfessionalAbout 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...
-
Professional Wealth Manager
1 day ago
Portsmouth, New Hampshire, United States Equitable Advisors - Southern New Hampshire Full timeEquitable Advisors - Southern New Hampshire is seeking a talented Professional Wealth Manager to lead our team in delivering exceptional client service and driving business growth. As a key member of our team, you will play a critical role in building strong relationships with clients, identifying their financial needs, and developing customized solutions to...
-
Private Client Relationship Manager
2 weeks ago
Portsmouth, United States Citizens Full timeJob Description: Description At?Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished?client-centric culture, having a mindset of?continuous improvement?and always?enhancing our capabilities. ?Citizens Private Client?provides personalized, world class financial planning and...
-
Sales Executive
6 months ago
Portsmouth, United States Nuffield Health Full timeSales Executive Nuffield Health Portsmouth FWC | Sales and Business Development | Permanent contract | Full time Up to £26,748.80 per annum (monthly commission additional average 5k per year) 40 hours per week Our club isn’t just a gym. It’s a fitness facility with a fully integrated holistic health centre and a range of health experts, from...
-
Human Resources Manager
4 weeks ago
Portsmouth, New Hampshire, United States U.S. Army Full timeCompany OverviewThe U.S. Army is a prestigious organization that offers a wide range of opportunities for individuals to develop their skills and advance in their careers.SalaryThe estimated salary for this position ranges from $40,000 to $115,000 per year, depending on experience and qualifications.Job DescriptionAs a Human Resources Specialist, you will...
-
Human Resources Specialist
7 months ago
Portsmouth, United States U.S. Army Part timeAs a Human Resources Specialist, you’ll play a crucial role in assisting your fellow Soldier's progress in their Army careers, providing promotion and future training information. You’ll ensure the necessary support is also provided to commanders across all branches. You’ll be trained in document preparation, drafting requests, and overseeing...